Conversations with Ami

Ami Morgenstern
  • 5.0 (1)
  • Entrepreneurship

Conversations with Ami is a podcast for entrepreneurs and business owners building without a safety net. Each episode is built to do one (or more) of five things: A peer story — proof you're not crazy for finding this hard, from someone actually in it.Nuanced literacy — understanding a service or system before you're in a position to misuse it or get burned by it.Future planning — not what to do today, but how to think about a decision once you actually reach that stage.What not to do — the specific, expensive mistakes people make, straight from people who watch others make them.Core skills — beginner-level competency in the stuff every entrepreneur eventually has to do themselves: sell, manage, hire, read your own numbers.No guest here tells you to "just delegate it" or treats $50K like it's nothing. This show respects how hard your resources are to come by — because knowing what's coming is its own kind of protection. Hosted by Ami Morgenstern, an entrepreneur and operator who also runs: Better Ledgers (betterledgers.net) — bookkeeping and back-office support for growing businesses that need their financial foundation handled right.Dash Staff (dashstaffers.com) — offshore staffing that lets entrepreneurs build a real team without the cost of hiring locally.New episodes feature founders, leaders, and experts talking straight about what they wish someone had told them earlier.

  1. Sep 15

    Self-Directed Retirement Accounts Explained (No Fluff) | Bernard Reisz, ReSure Financial

    Most people think their IRA or 401k can only hold stocks — that's not what the tax code actually says. In this episode, Bernard Reisz (ReSure Financial) breaks down self-directed retirement accounts from the ground up: Roth vs. traditional, the backdoor Roth pro-rata trap, prohibited transactions, UBTI/UDFI, and when it actually makes sense to put real estate or private deals inside a retirement account. The one thing to take away: the tax code restricts who can be involved in a transaction with your IRA far more than it restricts what you can invest in — know that distinction before you get burned by it. GUEST LINKS LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa Website: http://www.resurefinancial.com Blog - https://members.resurefinancial.com/posts/backto-basics-qrp-solo-401k-sdira-hsa-prohibited-transactionsBlog - https://members.resurefinancial.com/posts/permitted-assets-for-ira-and-qrpBlog - https://members.resurefinancial.com/posts/can-your-sd-ira-401k-orqrp-borrow-money-yesBlog - https://members.resurefinancial.com/posts/what-are-sdira-and-ira-llc

  2. Sep 1

    Stop Losing Money: The 1031 Exchange Mistake That Costs Thousands | Bernard Reisz, ReSure Financial

    Real estate investors lose the tax deferral of a 1031 exchange more often than they realize — sometimes just by pulling out a little cash or buying a slightly cheaper property. Bernard Reisz breaks down what a 1031 exchange actually is, how "boot" quietly creates a tax bill even when you think you did everything right, and why he treats it as an investment strategy first, tax strategy second. Guest Links: Connect with Bernard Reisz LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpaWebsite: http://www.resurefinancial.comEmail: bernard@resurefinancial.com1031 Timeline Calculator: https://www.resurefinancial.com/1031-exchange-timeline-calculator/Blog post: https://members.resurefinancial.com/posts/exchange-is-not-a-tax-strategyBlog post: https://members.resurefinancial.com/posts/must-know-up-front-1031-exchange-issuesBlog post: https://members.resurefinancial.com/posts/if-you-see-something-say-something-about-1031Blog post: https://members.resurefinancial.com/posts/throw-your-1031-in-the-binBlog post: https://members.resurefinancial.com/posts/exchange-faqs

  3. Aug 15

    Is AI Dangerous for Your Business? "Trust But Verify" | Mendy Palace, Schwai

    Most business owners either avoid AI entirely or expect it to work like a calculator — both are mistakes. Mendy Palace (Schwai) explains why "trust but verify" is the right mindset for using AI in a business, how to start small instead of overhauling everything at once, and what separates a properly-structured AI workflow from one that hallucinates. Guest Links: Connect with Mendy Palace LinkedIn: https://www.linkedin.com/in/mendy-palace-80aaa02a6Website: https://schwai.com/AI Educational Library: https://schwai.com/library

  4. Aug 1

    Why Your Website Isn't Generating Leads (It's Not What You Think) | Ezekiel Rochat, RocShip

    Before you troubleshoot a website that isn't converting, find out if it's even getting traffic in the first place. Ezekiel Rochat (RocShip) walks through the three actual jobs a website has to do, the most common mistakes business owners make building one, and why knowing your company's size and positioning matters more than trying to look like Apple. Guest Links: Connect with Ezekiel "EZ" Rochat LinkedIn: https://www.linkedin.com/in/ezekielrochatWebsite: http://www.rocship.com

  5. Jul 15

    The "Tax Turkey" Rule: Why Viral Tax Strategies Get You Audited | Bernard Reisz, ReSure Financial

    The more viral a tax strategy gets on social media, the more audit risk it carries — not less. Bernard Reisz introduces his "tax turkey" analogy and explains cost segregation from the ground up: what it actually does, who it's genuinely good for, and why he'd rather talk a client out of a strategy than sell them one that doesn't fit. Guest Links: Connect with Bernard Reisz LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpaWebsite: http://www.resurefinancial.comEmail: bernard@resurefinancial.comBlog post: https://members.resurefinancial.com/posts/be-thankful-and-watch-out-for-tax-turkeysBlog post: https://members.resurefinancial.com/posts/how-to-interpret-misleading-cost-seg-feasibility-reports-and-studiesBlog post: https://members.resurefinancial.com/posts/trusting-vs-verifyingBlog post: https://members.resurefinancial.com/posts/wydsiwyg-what-you-dont-see-is-what-you-getBlog post: https://members.resurefinancial.com/posts/cost-seg-real-estate-a-match-made-in-tax-heaven

  6. Jul 1

    How to Tell If a Client Actually Wants You (Not Just Your Price) | Eli Treff, NucoFilings

    A quick filter can tell you whether someone reaching out actually knows you, or is just working a list. Eli Treff (NucoFilings) gets into relationship-based selling, why chasing clients who are already happy with their current vendor is a losing game, and how to handle price objections without getting defensive. Guest Links: Connect with Eli Treff LinkedIn: https://www.linkedin.com/in/eli-treff-69308126aWebsite: http://www.nucofilings.comEmail: etreff@nucofilings.com

  7. Jun 15

    How Banks Actually Decide to Lend You Money | Eli Glueck, FundRight

    Lenders evaluate a business on revenue percentage and profitability requirements long before they look at anything else. Eli Glueck (FundRight) explains how banks actually think about a loan application, why keeping the client involved in the process builds trust brokers often skip, and the scaling trap that turns "white glove" service into "just another file." Guest Links: Connect with Eli Glueck LinkedIn: https://www.linkedin.com/in/eli-glueck-361b48200Phone: 929.348.6879Website: www.fundrightllc.com

  8. Jun 1

    Lighthouse or Tugboat? A Better Way to Market Yourself | Michael Minnella, Merrill Lynch

    Marketing yourself isn't dragging people in — it's showing up bright enough that the right people find their own way to you. Michael Minnella (Merrill Lynch) shares the lighthouse-vs-tugboat framework for authentic marketing, why being the best in your industry comes with an obligation to actually promote yourself, and how he thinks about financial planning and tax-free exit strategy. Guest Links: Connect with Michael Minnella LinkedIn: https://www.linkedin.com/in/michael-minnella-chfc-2b5302112Email: michael.minnella@ml.comWebsite: https://advisor.ml.com/sites/nj/red-bank-nj/bouton-minnella-group

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About

Conversations with Ami is a podcast for entrepreneurs and business owners building without a safety net. Each episode is built to do one (or more) of five things: A peer story — proof you're not crazy for finding this hard, from someone actually in it.Nuanced literacy — understanding a service or system before you're in a position to misuse it or get burned by it.Future planning — not what to do today, but how to think about a decision once you actually reach that stage.What not to do — the specific, expensive mistakes people make, straight from people who watch others make them.Core skills — beginner-level competency in the stuff every entrepreneur eventually has to do themselves: sell, manage, hire, read your own numbers.No guest here tells you to "just delegate it" or treats $50K like it's nothing. This show respects how hard your resources are to come by — because knowing what's coming is its own kind of protection. Hosted by Ami Morgenstern, an entrepreneur and operator who also runs: Better Ledgers (betterledgers.net) — bookkeeping and back-office support for growing businesses that need their financial foundation handled right.Dash Staff (dashstaffers.com) — offshore staffing that lets entrepreneurs build a real team without the cost of hiring locally.New episodes feature founders, leaders, and experts talking straight about what they wish someone had told them earlier.

Information

  • Creator
    Ami Morgenstern
  • Years Active
    2026
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © 2026 Ami Morgenstern
  • Show Website
    Conversations with Ami