TDJ Equity Funding Insiders Podcast

47 Episodes

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#46 Financial Freedom Score with Russ Morgan

2026-10-1545:48

Send us Fan Mail Most people think they are “investing,” but what they are really doing is parking money in places they cannot access and hoping the plan works out decades from now. We are not interested in hope as a strategy. Jacquelyn Jackson sits down with Russ Morgan, co-founder of Wealth Without Wall Street, to ask a blunt question: are you building wealth you can actually use, or just feeding a system that delays your freedom? Russ walks us through how the 2008 financial crisis cracked...

#45 Revenue Ready, Capital Ready with Josh Shaner

2026-09-2940:13

Send us Fan Mail Your business can show strong revenue on paper and still be bleeding opportunity at every step of the customer journey. We sit down with Josh Shaner, Revenue Operations Director at Braive, to get brutally practical about what “Revenue Ready Equals Capital Ready” actually looks like when you’re preparing for a loan, equity funding, or growth capital. We walk through the most common revenue leaks Josh sees across industries, starting at the digital front door: slow mobile site...

#44 A Cohesive Brand Story Can Make Lenders Say Yes

2026-08-0639:18

Send us Fan Mail Banks don’t just underwrite your numbers, they underwrite your risk. And a huge part of risk is what they can’t see on your financial statements: your credibility, your consistency, and the proof that your business is real, operational, and built to last. That’s why we sat down with Katherine Tuominen, founder of Catalyst Brand Strategy, a boutique PR and communications agency built for credibility-led founders and impact-driven brands. We talk about the biggest disconnect w...

#43 How To Get Commercial Deals Funded And Win Landlord Trust

2026-07-3029:43

Send us Fan Mail The fastest way to waste time in commercial real estate is to fall in love with a deal before you understand the money behind it. We’re joined by Joe Killinger, a long time commercial real estate operator, investor, and founder, to talk about what landlords, lenders, and the market are really looking at when they decide whether you’re ready. Joe shares how the business has shifted from a world where brokers controlled the data to a market where everyone shows up informed, an...

#42 Direct Oil And Gas Investing Explained For Business Owners

2026-07-2547:42

Send us Fan Mail Most business owners know how to build revenue, but far fewer know how to turn that revenue into durable, tax smart cash flow outside their core company. That’s why we sit down with Mike Q, Managing Director of Capital Markets at Crown Forge Energy, for a clear, plain English breakdown of direct oil and gas investing and how it compares to the investing most people already know. We talk about what you’re actually buying when you invest: a working interest tied to a lease, no...

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TDJ Equity Funding Insiders Podcast