Episode 54 | Forest Bookman of Focus CFO

Joe Mallo • February 14, 2025

Looking to take your business to the next level? In this episode of *Mastering the Numbers*, host Joe Mallo sits down with Forest Bookman, a seasoned financial expert and partner at FocusCFO. They dive deep into the power of fractional CFO services, uncovering how small to mid-sized businesses can gain strategic financial guidance without the cost of a full-time executive.


From work-life balance to scaling a business and finding the right resources, Forst shares invaluable insights from his decades of experience—lessons that every business owner needs to hear. 


💡 If you’re an entrepreneur navigating financial challenges or simply looking for smarter ways to grow, this episode is for you. Learn how FocusCFO helps businesses achieve sustainable success, the importance of surrounding yourself with the right support system, and why embracing the journey—bumps and all—is key to long-term growth. Don’t miss out on this conversation! Subscribe now, drop a comment below, and let us know your biggest takeaway from the episode. 


Learn More at https://www.focuscfo.com/ 


Don't forget to LIKE, COMMENT, and SUBSCRIBE for more insightful interviews! 

Episode 70 | Elisha Herrmann of What’s in the Portfolio

By Joe Mallo • June 11, 2025
On this episode of Mastering the Numbers , Joe Mallo interviews Elisha Herrmann, an inspiring entrepreneur and founder of What’s in the Portfolio . Elisha dives into challenges of building multiple businesses, shares invaluable lessons learned along the way, and emphasizes the importance of mentorship and collaboration in entrepreneurship. If you’re ready to learn about responsible AI, navigating regulations, and creating opportunities for wealth building, this episode is for you. Tune in to discover how Elisha approaches business, leadership, and finding balance across multiple ventures. Key topics discussed Welcome and introduction with Elisha Herrmann Insights into What’s in the Portfolio Tackling business challenges Top advice for aspiring entrepreneurs 🎧 Subscribe for more inspiring stories and expert insights from business leaders! Hit the subscribe button, give us a like, and share your favorite takeaway in the comments below! 💬 We want to hear from you! What’s your biggest takeaway from today’s episode? Drop it in the comments below and join the conversation. Don’t forget to like, share, and subscribe for more episodes of Mastering the Numbers !

Episode 69 | Corey Reiser of School of Grit

By Alissa DeRouchie • June 4, 2025
On this episode of Mastering the Numbers , host Joe Mallo sits down with Cory Reiser, founder of School of Grit and a proud military veteran, to discuss the challenges and rewards of building financial freedom. Cory shares his inspiring transition from military service to entrepreneurship, detailing how he created a roadmap that helps current and former service members achieve financial independence. From harnessing VA loans to house hacking and starting side hustles, Cory explains the steps that helped him build a purpose-driven life after leaving the military. They also explore topics like overcoming the limiting mindset around wealth, leveraging community resources, and creating opportunities for long-term success while serving on active duty or as a veteran. ✨ Key Topics Discussed in This Episode: The importance of shifting from a fixed to an abundance mindset Utilizing VA benefits to build wealth (like house hacking) How School of Grit provides education and resources for service members Why creating financial independence leads to personal and professional freedom Whether you’re an active service member, veteran, or someone looking for financial inspiration, this episode is packed with practical advice and motivational anecdotes. 🎧 Tune in now and learn how Cory is transforming lives one step at a time. Visit School of Grit https://schoolofgrit.co/ 💬 We want to hear from you! What’s your biggest takeaway from today’s episode? Drop it in the comments below and join the conversation. Don’t forget to like, share, and subscribe for more episodes of Mastering the Numbers ! #FinancialFreedom #VeteranEntrepreneurship #MasteringTheNumbers #SchoolOfGrit
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