CFO Yeah! podcast

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NerdWallet's Smart Money Podcast

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Why Refis Are Spiking and How to Optimize Your 401k Target-Date Fund for Long-Term Growth 28:02

منذ 17 يومًا28:02

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28:02

Learn when a refi saves money and how target-date funds work, including fees and when to pick a later fund year. What exactly is a target-date fund, and when should you move your date? How do you know if now is a good time to refinance a house? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgage refinancing and target-date funds to help you understand how to quantify savings on a refi and how to set (and adjust) an age-appropriate retirement glide path. To kick off the episode, NerdWallet senior news writer Anna Helhoski joins with mortgages and student loans writer Kate Wood and mortgage reporter Holden Lewis to break down why refis are spiking even without fresh Federal Reserve cuts, who’s most likely to benefit right now, and how markets (not just the Fed) drive daily mortgage rate moves. They begin with a discussion of rate-and-term vs. cash-out refinancing, with tips and tricks on calculating your breakeven point, using the ~0.75 percentage-point rule-of-thumb for potential savings, and factoring in 2% to 6% closing costs and how long you’ll stay put. Then, investing Nerd June Sham joins Sean and Elizabeth to discuss target-date funds. They discuss how glide paths work (to vs. through retirement), when to push your target year if you’ll work longer, and how fees compare with index funds/ETFs, plus contribution frameworks (10% to 15% of income vs. the “80% replacement” rule) and why many hands-off investors value auto-rebalancing despite higher expense ratios. A listener case study (age 35, 2055 fund) highlights how to revisit your target date in the decade before retirement, how to read a fund’s glide path, and why staying invested and consistent often matters more than chasing perfect timing. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In this episode, the Nerds discuss: mortgage refinance, refinance calculator, mortgage rates today, breakeven point refinance, cash-out refinance, HELOC vs cash-out, refinance closing costs, when to refinance, refinance vs home equity loan, bond market and mortgage rates, Federal Reserve and mortgage rates, target-date fund, best target-date funds, target-date fund glide path, to vs through glide path, 401k target-date fund, change target-date fund year, 2055 target-date fund, target-date fund fees, expense ratio comparison, ETF vs mutual fund, index funds S&P 500, retirement contribution 10 to 15 percent, 80 percent income replacement rule, taxable brokerage vs 401k, annuity vs staying invested, debt consolidation with home equity, credit card APR vs mortgage rate, divorce refinance requirements, stay-or-sell breakeven analysis, and refinance eligibility 2025. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…

CFO Yeah!

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CFO Yeah! brings you up close with finance leaders in the world's most exciting, fastest-growing companies. In this podcast, you meet CFOs who believe that finance is another key driver for growth - just as vital as sales and marketing. We explore the changing nature of the CFO role, what makes finance teams successful, and how finance can be an effective business partner for growth. CFO Connect is a global community and resource hub for finance leaders, created by Spendesk.

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#Tech #Business #CFO Connect

CFO Yeah!

updated منذ 3 أعوام

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39 حلقات

#Tech #Business #CFO Connect

كل الحلقات

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#38 Netguru’s Feedback Culture & Economic Optimism with Gosia Madalińska-Piętka 45:34

منذ 3 years45:34

45:34

When I hear that this is like 2008 or the dot-com crisis, I’m not sure. I believe there will be only more and more work for tech businesses. We saw during Covid that people still needed to buy online and find services, and businesses needed budgeting or e-commerce tools. "There’s no other place I’d rather be right now than in tech.” What makes a company culture more than mere bluster? And what role does a CFO and their finance team play in nurturing this culture? In this episode of CFO Yeah!, we go deep into Netguru’s growth journey to find out. Gosia Madalińska-Piętka is CFO and board member at Netguru. Gosia joined as Head of Finance in 2016, having previously served in senior accounting and controlling roles at Tech Data and Hewlett-Packard. Netguru provides consulting services in product development, software solutions, and product design. Since being founded in 2008, it has completed more than 600 projects for clients including Volkswagen and IKEA, and has more than 850 employees all over the world. We spoke about what makes Netguru one of the fastest growing companies in Europe, Gosia’s work to modernize its finance processes, and the focus on culture and community for a largely remote team.…

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#37 From Tech CFO to SaaS Founder with Rose Punkunus of Sudozi 33:29

منذ 3 years33:29

33:29

“During the seed round, it's a lot about the story you tell, and your market conditions. How is our software going to fit into the trends that are happening outside? It’s about telling your founder's story, what you believe in.” After working as the Head of Global Pricing at Uber, where she managed weekly budgets approaching millions of dollars, Rose Punkunus worked as CFO for several tech startups. There, she encountered the same issue many times: although she and her teams needed technology to accelerate their work, the only tools available were costly, enterprise offers. So she created her own: Sudozi. In this episode of the CFO Yeah! podcast, we discussed her experiences moving from large companies and finance-specific positions to founding her own business from scratch. She shares her insights on securing seed funding, working towards growth, and how CFOs can communicate more effectively to their teams.…

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#36 Creating Employee Value with Rob Whalen of PTO Exchange 45:32

منذ 3 years45:32

45:32

“Obviously, as the company leader, I have to think three chess moves ahead - I'm watching the world. And I think that the world is a really exciting place. I feel like it's 1994 all over again, when the internet was born. Web3 opens up so many opportunities.” Rob Whalen studied accounting in the 1990s and planned to join a major firm. Instead, he began a career in sales. 25 years later, Rob co-founded PTO Exchange, an innovative employee benefits platform. Since then, he’s successfully built a healthy business and a thriving work culture. In this episode of the CFO Yeah! podcast, we discussed the challenges of founding a company, the right approach to building a healthy culture, and his predictions for what’ll come next for finance professionals and businesses.…

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#35 Empathetic Accounting & Why Finance Leaders Should Learn to Code with Dave Sellick 48:59

منذ 3 years48:59

48:59

“When I look at finance and accounting teams, I think ‘wow, we’re one of the biggest bottlenecks here.’ The way we interact needs to be the next significant evolution of workflow and optimization at work.” Dave Sellick believes the finance and accounting world could use more empathy. In his view, accountants have been stuck with dehumanizing processes for too long. Technology can free them from repetitive, machine-like tasks, and help them bring more value to their organizations. But what exactly does the future look like for finance professionals and accountants, if their heads are no longer buried in data and Excel spreadsheets? For Dave, it promises more creativity, innovation and human connections. We just need to learn how to better interact with machines, and then each other. In this episode, we discussed the need for more empathy and human connections in finance and accounting, and how automation will get us there. But first we need to learn to code.…

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#34 The 90-Day CFO Launch Plan with Dr. Veronika von Heise-Rotenburg of everphone 33:54

منذ 3 years33:54

33:54

“When you start working at a growing company, it’s hard to understand or drive every topic. But I believe that personal trust enables the CFO to come in, once something is burning or close to burning, and to help solve it.” Dr. Veronika von Heise-Rotenburg is a digital finance expert and startup CFO, with extensive knowledge and experience in both the automotive and IT sectors. Having led finance at Cluno, Cazoo, and now ‘Device-as-a-Service’ company everphone , she’s found a niche in asset-heavy businesses, debt financing, and building highly efficient finance operations. In this episode of the CFO Yeah! podcast, we discuss Veronika’s behind-the-scenes role in the acquisition of Cluno (a “Car-as-a-Service” startup) by Cazoo, her 90-day plan for any new CFO role , and the best practices and experience she gathered from working on a large exit deal.…

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#33 The Future of Financial Data with Joe Garafalo of Mosaic 27:53

منذ 3 years27:53

27:53

“The future of finance is all about breaking down silos, connecting the systems across the business and producing analytics and models at fast speed, which other people across the business can actually consume.” Mastering data is one of the main keys for businesses to navigate and operate at their best in the future of work. And Joe Garafalo ’s team at Mosaic is working to make that a reality everywhere. Joe got serious about financial data at Palantir, where he helped build an internal tool to connect various SaaS platforms. This turned into a prototype for Mosaic , a tool that gives companies data to make better decisions. In this episode of the CFO Yeah! podcast, we discussed the future of finance , and how CFOs can leverage data to position their function at the center of company decision making. He also dispenses great advice on how CFOs can move from a reactive to a strategic approach.…

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#32 Financial Modeling Masterclass with Ian Schnoor of The Marquee Group 33:42

منذ 3 years33:42

33:42

“Modeling has become one of the most important skills for accounting and finance professionals. It's its own discipline, its own skill. And yet, there's no requirement, no rigor. So, we believe that it's critical to have a bar that determines that people have the skills.” Working in finance for over 20 years, Ian Schnoor realized that companies needed to drastically raise the bar when it comes to financial modeling. So he took the lead and created his own training program for finance professionals. In this episode of the CFO Yeah! podcast, we discussed the pitfalls of inadequate financial modeling, and the importance for finance professionals to step up their Excel game. Ian also shared useful, actionable tips and insights to make anyone’s models better!…

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#31 How to Perform a Financial Diagnosis with Anthony Nitsos of SaaS Gurus 42:39

منذ 3 years42:39

42:39

“You can't go in and fix the finance, accounting and stakeholder ecosystem without understanding the entire organization. If you're focusing on just one piece and ignoring how the others relate to it, you're missing the bigger picture and the opportunities to really optimize.” After several years studying medicine and understanding how systems drive the human body, Anthony Nitsos joined the business world to study the systems driving organizations and supporting growth. After supporting several companies as a fractional CFO, Anthony launched SaaS Gurus, a company dedicated to help organizations unlock their potential for scale. In this episode of the CFO Yeah! podcast, Anthony explains the importance of building robust foundations to support business growth, and how to build a business diagnosis to measure your company’s resilience potential.…

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#30 The Startup Finance Playbook & Untangling Tax with Asif Ahmed of Acclivity Advisors 41:19

منذ 3 years41:19

41:19

For the past 10+ years, Asif Ahmed has been focusing on helping entrepreneurs structure and leverage their finance processes to grow faster. He’s also been a tax advisor for HMRC, and is Managing Director at Acclivity Advisors. Between changing fundraising rules, emerging challenges for companies in their Series B, and an evolving finance landscape, it can be difficult for finance leaders to navigate the complex environment of today and lead their companies to success. In this episode of the CFO Yeah! podcast, Asif discussed the complexity of the tax system, how the rules of fundraising are changing globally, his book The Finance Playbook for Entrepreneurs , and how CFOs can level the playing field through knowledge and community.…

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#29 Where Military Leadership Meets Finance with Sandline CFO Glenn Hopper 43:32

منذ 3 years43:32

43:32

Glenn Hopper is a former Navy journalist, filmmaker, and founder. He left the military and spent two decades helping startups operate at scale and prepare for fundraising and acquisitions. Today, he’s CFO at Sandline, which provides digital discovery services for legal teams. He’s also the author of two books, including Deep Finance: Corporate Finance in the Information Age, which we discussed at length in the podcast episode below. We also spoke about building data-driven organizations, machine learning, and the exciting era the finance world is stepping into. Keep reading for the highlights, and listen to the audio for all the juicy details.…

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#28 Transforming Healthcare via the Finance Function with Heather Dixon of Everside Health 38:20

منذ 3 years38:20

38:20

“Keep true to yourself, and be authentic. Don't change yourself for an organization. Go find one that likes you just the way that you are. That’s the best piece of advice I could give.” Heather Dixon has been inside finance functions for three decades - leading her teams with a unique, authentic leadership style. She has worked in healthcare since 2017, and joined Everside to keep delivering greater impact via her finance team. In this episode of the CFO Yeah! podcast, Heather explains how finance has been transforming healthcare, and how CFOs are growing into a new, transversal role within their organization.…

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#27 Startup Finance & Green Strategy for CFOs with Nick Rose of Enable 26:26

منذ 3 years26:26

26:26

After 16 years at large building materials distributor Travis Perkins, Nick Rose took a leap of faith. He joined Enable, a fast-growing collaboration platform helping companies of all sizes improve financial transparency and operational efficiency. In less than 2 years, he’s led the company through two successful fundraising rounds, helped reshape its finance function, and forged a commitment to reaching carbon neutrality.…

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#26 How Finance Leaders Tackle Impostor Syndrome, with Catherine Clark 55:05

منذ 3 years55:05

55:05

Our first CFO Connect event of 2022 focused on a topic far too neglected in the finance industry: impostor syndrome, and the toll it takes on finance professionals. To address this topic, we spoke with Catherine Clark, executive mentor and former CFO. After spending more than 20 years in organizations of all sizes, she shifted her attention and skills to professional mentoring. Catherine now helps finance leaders unlock their potential and excel in their roles. We dug deep into the roots of impostor syndrome, its consequences for finance professionals, and the ways to overcome it to express your full potential as a leader.…

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#25 Embracing Risk & The Finance Function 4.0 with Anders Liu-Lindberg 38:34

منذ 4 years38:34

38:34

Anders Liu-Lindberg is a partner at the Business Partnering Institute, a board member at Born Capital, and spent 10 years in the finance team at A.P. Moller - Maersk. He’s also a thought leader on FP&A and the modern finance function. In this episode, he shares his vision for the future of finance with us. We discuss shifting your mindset, a new way to embrace risk, and what he calls finance’s “unfair advantage.”…

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#24 Chad Martin on 17 Years as CFO, MeridianLink’s IPO & Financial Literacy 32:01

منذ 4 years32:01

32:01

Chad Martin has seen the finance world’s ongoing evolution first-hand. After 10 years in investment banking at Goldman Sachs, he became a CFO, a role he’s held for 17 years in healthcare, energy, and software companies. Currently driving finance at MeridianLink, he spearheaded the company’s successful IPO in 2020. We discussed the challenges occurring in the finance department when a company goes public. He also shared the changes he’s witnessed in the finance industry, led by the growing impact of data and digital tools.…

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