Conversations with Ami

Ami Morgenstern

Conversations with Ami is a podcast about thinking clearly in the middle of building something. Each episode features an honest, structured conversation with an entrepreneur navigating growth, decisions, and direction. We talk about where they are right now, what they’re trying to build, what’s getting in the way, and how they’re thinking through the next step. This isn’t about polished stories or perfect answers. It’s about real tradeoffs, internal narratives, and the decisions that shape progress over time. Guests are often invited back months later to reflect on what actually changed, what didn’t, and what they learned along the way. The goal isn’t accountability for its own sake. It’s clarity. If you’re an early-stage entrepreneur who feels ambitious, uncertain, or scattered, this podcast is a space to slow down, challenge ideas, and think things through. The podcast is hosted by Ami Morgenstern, an entrepreneur and operator, and a co-founder of Better Ledgers, where he works closely with business owners on financial clarity, decision-making, and growth. Ami brings a practical, grounded perspective shaped by building alongside early-stage founders and helping them think more clearly about the direction they’re heading. Honest conversations about growth, decisions, and direction.

  1. Aug 15

    Conversations with Ami | Mendy Palace

    The conversation covers the introduction to Schwai and its AI education services, Mendy's transition from real estate to the AI business, the importance of choosing the right AI platform, understanding AI agents and automation, and the process of starting with AI by taking baby steps. Key takeaways include the ease of learning AI, the importance of starting with a specific task, and the low barrier to entry for learning AI. The conversation covers AI implementation strategies, reverse delegation, automating workflow with AI, AI training and implementation, AI product overview, and security and accuracy in AI. Key takeaways include the importance of AI education, different types of AI implementation, and security and accuracy considerations in AI usage. Takeaways AI is made to be easy and straightforwardStart with a specific task when learning AIDifferent platforms have different strengths and weaknessesAI agents are any form of automation using AILow barrier to entry for learning AI AI education is crucialDifferent types of AI implementationSecurity and accuracy considerations in AI usage Chapters 00:00 Introduction to Schwai and AI Education01:27 Transition from Real Estate to AI Business06:51 Choosing the Right AI Platform12:32 Understanding AI Agents and Automation17:24 Starting with AI: Taking Baby Steps19:09 AI Implementation Strategies21:03 Reverse Delegation and AI22:30 Automating Workflow with AI25:11 AI Training and Implementation27:27 AI Product Overview33:27 Security and Accuracy in AI Support Our Guest: If you enjoyed this episode and want to follow Mendy’s journey or learn more about what he’s building, check out his links below: Connect with Mendy Palace: Linkedin: Mendy Palace | LinkedIn Website: https://schwai.com/ Ai Educational Library: SCHWAI Library

  2. Jul 15

    Conversations with Ami | Bernard Reisz

    The conversation covers an introduction to tax services, a detailed explanation of cost segregation, tax benefits and depreciation for real estate investors, the nuances of cost segregation, and the concept of risk-adjusted benefit and tax turkeys in taxation. The conversation delves into the risks associated with popular tax strategies, the impact of social media on tax decisions, the importance of professional consultation, and the significance of proper bookkeeping. It also explores the tax turkey analogy and the role of accountants in tax planning. Additionally, it highlights the challenges and successes of finding the right people in business. Takeaways Real estate-focused tax servicesCost segregation studyTax benefits for real estate investors Risk Perception vs. RealityImportance of Professional Consultation Chapters 00:00 Introduction and Tax Services Overview02:58 Understanding Cost Segregation07:09 Tax Benefits and Depreciation11:07 Nuances of Cost Segregation21:53 Risk-Adjusted Benefit and Tax Turkeys24:03 The Tax Turkey Analogy25:12 The Risks of Popular Tax Strategies28:22 The Impact of Social Media on Tax Decisions30:10 The Role of Accountants in Tax Planning33:03 The Significance of Proper Bookkeeping41:20 Finding the Right People in Business Support Our Guest: If you enjoyed this episode and want to follow Bernard’s journey or learn more about what he’s building, check out his links below: Connect with Bernard Reisz Linkedin: Bernard Reisz CPA | LinkedIn Website: www.resurefinancial.com Email: bernard@resurefinancial.com Links to blog posts: Watch out for Tax TurkeysHow to interpret misleading Cost Seg feasibility reportsTrusting vs VerifyingWhat you dont see is what you getRE + Cost Seg. a match made in tax heaven

  3. Jul 1

    Conversations with Ami | Eli Treff

    The conversation covers a wide range of topics related to business, sales, networking, and personal growth. Eli Treff shares insights on common filing mistakes and the impact they have, while Ami Morgenstern discusses the philosophy of sales and the importance of building long-term relationships. The conversation also delves into networking strategies, individuality in sales, and the challenges of giving and receiving criticism. Additionally, the impact of short-form content and the importance of authenticity in content creation are explored. The conversation delves into the art of sales and relationship building, emphasizing the essence of understanding objections, pricing, and value proposition. It also explores the significance of building and maintaining client relationships, the long game in sales, and the role of effective communication and pattern interruptions in sales strategies. Takeaways Building long-term relationships is crucial in sales.Individuality and authenticity are important in content creation.Understanding objections and objections in salesThe importance of trust and long-term thinking in sales Chapters 00:00 Introduction and Company Overview08:22 Networking Strategies and Personal Growth16:03 Impact of Short-Form Content and Constructive Criticism21:21 The Art of Sales and Relationship Building28:15 Pricing and Value Proposition36:11 The Long Game in Sales41:12 Effective Communication and Pattern Interruptions Support Our Guest: If you enjoyed this episode and want to follow Eli’s journey or learn more about what he’s building, check out his links below: Connect with Eli Treff Linkedin: Eli Treff | LinkedIn Website: www.nucofilings.com Email: etreff@nucofilings.com

  4. Jun 1

    Conversations with Ami | Michael Minnella

    The conversation delves into the complexities of wealth management, the impact of stress and worry on financial decision-making, and the importance of clarity and intention in financial planning. It also explores the emotional aspects of financial transitions and the habitual nature of financial behavior, shedding light on the subconscious drivers of financial decision-making. The conversation covers topics related to self-control and budgeting, tax-free exit strategies, retirement vehicles and tax strategies, and marketing and impact. The takeaways include the importance of self-control and budgeting, as well as learning from past mistakes. Each chapter explores these themes in detail, providing valuable insights for the audience. Takeaways Wealth management simplifies complex financial mattersStress and worry stem from a lack of clarity and control Self-control and budgetingLearning from past mistakes Chapters 00:00 Understanding Wealth Management06:05 The Roadmap to Financial Planning17:26 Addressing Stress and Anxiety in Financial Management24:16 The Habitual Nature of Financial Behavior31:40 Tax-Free Exit Strategy36:55 Retirement Vehicles and Tax Strategies47:19 Marketing and Impact Support Our Guest: If you enjoyed this episode and want to follow Michael’s journey or learn more about what he’s building, check out his links below: Connect with Alex Judd Linkedin: Michael Minnella, ChFC® | LinkedIn Email: michael.minnella@ml.com

  5. May 15

    Conversations with Ami | Alex Judd

    The conversation explores the intersection of business and faith, emphasizing the commitment to excellence, love, and service as a strategy for glorifying God. It then delves into the challenges of growth, leadership, and the importance of owning weaknesses for personal and business growth. The focus on internal locus of control and an input-driven mindset is highlighted as a key factor for success. The conversation covers topics such as comparison being a losers game, leadership skills, empowerment through leadership, qualities of a great leader, adaptability in leadership, treating employees and leadership, leadership accountability, lessons from previous work experience, leadership and collaboration, the power of mission and belief, learning from the Orthodox Jewish community, and expanding Path for Growth offerings. Takeaways Commitment to excellence and love as a strategy for glorifying God in businessOwning weaknesses and focusing on internal locus of control for personal and business growth Comparison is a loser's gameLeadership is essential for business growth Chapters 00:00 Building a Business that Glorifies God06:24 Balancing Growth and Service Quality13:03 Owning Weaknesses and Overcoming Challenges19:50 Internal Locus of Control and Growth Mindset27:17 Focusing on Input and Internal Control33:29 Empowerment Through Leadership38:44 Treating Employees and Leadership46:33 Leadership and Collaboration53:32 Learning from the Orthodox Jewish Community Support Our Guest: If you enjoyed this episode and want to follow Alex’s journey or learn more about what he’s building, check out his links below: Connect with Alex Judd Website: Path for Growth | Coaching for Impact-Driven Leaders Linkedin: - Alex Judd | LinkedIn - Path for Growth | LinkedIn Instagram: - Instagram | Alex Judd - Instagram | Path for Growth

About

Conversations with Ami is a podcast about thinking clearly in the middle of building something. Each episode features an honest, structured conversation with an entrepreneur navigating growth, decisions, and direction. We talk about where they are right now, what they’re trying to build, what’s getting in the way, and how they’re thinking through the next step. This isn’t about polished stories or perfect answers. It’s about real tradeoffs, internal narratives, and the decisions that shape progress over time. Guests are often invited back months later to reflect on what actually changed, what didn’t, and what they learned along the way. The goal isn’t accountability for its own sake. It’s clarity. If you’re an early-stage entrepreneur who feels ambitious, uncertain, or scattered, this podcast is a space to slow down, challenge ideas, and think things through. The podcast is hosted by Ami Morgenstern, an entrepreneur and operator, and a co-founder of Better Ledgers, where he works closely with business owners on financial clarity, decision-making, and growth. Ami brings a practical, grounded perspective shaped by building alongside early-stage founders and helping them think more clearly about the direction they’re heading. Honest conversations about growth, decisions, and direction.