The Other Side of the Coin

I. M. Financial
  • 5.0 (5)
  • Education
  • Biweekly Series

Zak Smith and Michael Trugman co-host The Other Side of the Coin, a podcast highlighting the overlooked areas of finance, business, and leadership that are most impactful and add the most value. Rather than skimming the surface, Zak, Michael, and their guests dive deeply into the technical, structural, and behavioral foundations that drive sustainable success. TOSOTC provides listeners with insights and strategies to create more effective and efficient environments primed for growth. 7405571.1 Exp 12/26

Season 1

  1. Episode 1

    #1 - Zak Smith on Financial Mindset and Going Against the Status Quo

    In this episode, I. M. Financial CEO Zak Smith discusses a range of topics pertaining to mindset and perspective in your financial life. Mike & Zak discuss what separates elite strategy from cookie-cutter, the distinction between wealth and money, taking 100% ownership, working on yourself, ignoring the hype and noise, and much more.   7065881.7 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com

  2. Episode 2

    #2 - Marc Smith on the Primacy of Cash Flow and Building Systems to Succeed

    In this episode, Zak, Mike, and Marc Smith discuss why all things financial, regardless of life phase, should boil down to cash flow, and how to focus on creating the systems and capacity required to succeed rather than focusing on sheer will and manual execution.   Marc is President of I. M. Financial, leads the personal planning division, and is a two-time recipient of the prestigious Forbes award "Top Financial Security Professional - Best in State" for the State of New York. With about two decades of experience, Marc understands that money is more than numbers. It's about aligning resources with values, vision, and lifestyle goals. His expertise bridges the gap between financial theory and real-life application, making him a trusted advisor for those who want to live well today, while preparing for tomorrow.   7065881.13 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  3. Episode 3

    #3 - Andrew Lavoie on Thinking in First Principles, Risk, and Decision-Making

    In this episode, Zak, Mike, and Andy Lavoie discuss different definitions and ways to think about risk, and how to apply first principles in decision making.   This episode's guest is Andrew Lavoie. Starting his career on Wall Street as an institutional investor, Andy’s background and knowledge make him a leader in today’s topic on the first principles of risk and decision-making. Most people think of risk as something to avoid — a danger to be minimized. But the most successful investors and business owners know that risk, when understood and managed correctly, is actually the engine of opportunity. In this episode, Andy explains how to think about risk the right way — not as fear, but as information, and how you can use those same principles to make smarter, more confident financial decisions.   8257482.1 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  4. Episode 4

    #4 - Zack Pumerantz on Strengthening Systems and Mindset

    In this episode, Zak, Mike, and Zack Pumerantz dive into the depths of investing and provide great insight on strengthening systems and your mindset around money.    This episode's guest is Zack Pumerantz. Starting his career in the risk management space, Zack has always had an affinity for financial planning. Even before joining I. M. Financial, we've always appreciated his deep knowledge on investing. Not only does he focus on the growth side of planning, he also understands how to manage risk and lift the floor.    8538242.1 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  5. Episode 5

    #5 - Michael Deutsch on Your People and Your Company's Success

    Supporting Visuals from the Episode   In this episode, Zak, Mike, and guest Michael Deutsch explore the real drivers of a successful company - its people. Michael gives us an inside look at how leaders set the tone for culture, how teams thrive when everyone is in the right seat, and why owners who spend all day fighting fires often miss the strategies that create long-term growth, stability, and freedom. This is a conversation about elevating how your company operates, so your business can finally rise with you.   This episode's guest is Michael Deutsch. An entrepreneur at heart, Michael helps business owners gain more traction by helping them implement EOS, aka the Entrepreneurial Operating System. Additionally, Michael is the Co-Founder of Sapphire Talent, a new startup aimed at revolutionizing the hiring process.   8659018.1 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  6. Episode 6

    #6 - Dr. Craig Kasper on Understanding the Anatomy of Entrepreneurship

    This is a great conversation that goes beyond healthcare. It’s about systems, innovation, and how better structure can lead to better outcomes.   Dr. Kasper operates at a unique intersection of healthcare delivery, entrepreneurship, and innovation. After more than two decades working directly with patients and building healthcare organizations, his focus has shifted toward something bigger. How technology, data, and new care models can fundamentally change how complex health conditions are understood and treated.   He’s the founder of NYHD, the Institute for Hearing & Balance, a New York-based specialty practice focused on complex auditory and vestibular disorders like tinnitus and balance conditions. These are areas that are often misunderstood and difficult to treat, and Dr. Kasper has built multidisciplinary teams and care frameworks designed to bring more clarity and better outcomes to patients navigating them.   He’s also helping push the industry forward through technology. Dr. Kasper played a key role in developing MT Basecamp, a platform that integrates wearable biometric data like heart rate variability and sleep metrics into tinnitus care. It brings objective data into a space that has historically relied on subjective reporting, which is a meaningful shift.      8807584.1 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  7. Episode 7

    #7 - Dave Bookbinder on Business Valuations and Human Capital

    Dave is known as an expert in his field, and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Dave is the author of two #1 best-selling books about the impact of human capital on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. Another book of his, A Valuation Toolbox For Business Owners And Their Advisors, is an Amazon Top New Release. Dave is also the host of the award-winning business podcast, Behind The Numbers, which is enjoyed in more than 100 countries.   It is our pleasure to bring you this conversation with Accredited Senior Appraiser (ASA), Certified in Entity and Intangible Valuations (CEIV), and Author, Dave Bookbinder.   2026-8901002.1 Exp 05.2028 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  8. Episode 8

    #8 - Ryan Goral on M&A and Leadership Transformation

    This episode's guest is Ryan Goral, CEO of G-Spire Group. G-Spire specializes in helping privately held lower middle market companies scale through mergers and acquisitions. As an operating partner, Ryan takes a hands-on approach throughout the entire M&A journey, guiding clients through strategy, deal sourcing, negotiations, due diligence, capital raising, and post-transaction integration.   Over the past five years, Ryan has helped clients complete 18 transactions representing nearly $100 million in total deal value.   Join us as we discuss mergers and acquisitions, business growth, value creation, and what business owners should understand long before they ever consider an exit.     2026-8954556.1 Exp 06.2028 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  9. Episode 9

    #9 - Greg Klein-Hertzel on Cybersecurity and Surrounding Yourself with the Right People

    This episode's guest is Greg Klein-Hertzel, founder and CEO of ConnectivTech. Greg serves as a fractional CTO, helping businesses make smarter technology decisions and surround themselves with the right technology partners.    Through ConnectivTech, Greg and his team specialize in technology vendor selection and procurement, leveraging a network of more than 250 vetted, approved, and tested providers. Their role is to help businesses cut through the noise, understand what they actually need, evaluate the options available to them, and ultimately connect with the right providers for their organization.     2026-9100241.1 Exp 09.2028 --- Find more insights on our blog (updated often): https://www.im-financial.com/blog Website: https://www.im-financial.com/ Email: ClientCare@im-financial.com Call Our Office: 914-603-8325

  • 9 Episodes

Ratings & Reviews

5
out of 5
5 Ratings

About

Zak Smith and Michael Trugman co-host The Other Side of the Coin, a podcast highlighting the overlooked areas of finance, business, and leadership that are most impactful and add the most value. Rather than skimming the surface, Zak, Michael, and their guests dive deeply into the technical, structural, and behavioral foundations that drive sustainable success. TOSOTC provides listeners with insights and strategies to create more effective and efficient environments primed for growth. 7405571.1 Exp 12/26

Information

  • Creator
    I. M. Financial
  • Episodes
    9
  • Seasons
    1
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Other Side of the Coin