The Liquid Lunch Project

Matthew Meehan, Luigi Rosabianca
  • 5.0 (1)
  • Entrepreneurship
  • Updated Weekly

After decades of experience on Wall Street, in finance and building teams of all sizes in multiple industries, Matthew Meehan and Luigi Rosabianca have a world-class understanding of what it takes to scale (and fund) a successful business. They are here to share a No-BS approach to what is involved in growing an empire. A note before you go any further: This show is only for those who want to grow. Every episode of this podcast is going to lay out actionable advice for business owners and entrepreneurs who want to grow their business. We have fun here - but the fact remains that everything you want is on the other side of something difficult. This show will help you get to that other side.

  1. 6d ago

    Before You Buy a Business, Check These Red Flags

    Would you buy a business that loses its clients the minute the owner walks out the door? Muriel Touati reviewed more than 100 businesses while hunting for an acquisition. A lot of them looked good from across the room. Up close? Different story. Founder dependency. Weak recurring revenue. Too much money tied to one client. No real digital marketing system. And, in one case, a $3.7 million deal with 40% monthly customer churn. Hard pass. Muriel joins Matthew R. Meehan and Luigi Rosabianca to break down the biggest red flags in business acquisition, what lenders really care about, and how owners can build a company that is easier to grow, finance, and sell.   🍸 What you'll hear in this episode: Why founder dependency can kill a business sale How customer concentration scares buyers and lenders Why predictable revenue matters in business valuation The difference between recurring revenue and starting from zero each month How digital marketing can increase company value Why off-market deals may beat crowded business listings How LinkedIn and email can support deal sourcing What buyers should check before signing an acquisition deal How SBA loans and rent replacement may help finance a purchase Why a "good deal" can still be a very expensive headache   👤 About our Guest: Muriel Touati is the founder of Exit 3D Studio and author of The Valuation Gap: What Buyers See That Sellers Miss. She helps business owners reduce founder dependency, build better lead generation systems, and prepare their companies for growth or sale.    🎧 Why Listen: Before you buy a business—or try to sell yours—listen to this episode. It may save you from buying a very polished dumpster fire. Visit exit3dstudio.com to learn more about Muriel's work and get the first chapter of The Valuation Gap.   🔗 Links + Stuff Get the first chapter of The Valuation Gap FREE: https://www.exit3dstudio.com/the-valuation-gap Muriel on LinkedIn: https://linkedin.com/in/murieltouati       🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@theliquidlunchproject     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  2. Aug 12

    Win Today: How Great Leaders Reset Under Pressure

    Positive thinking might be the reason you're still stuck. Pressure doesn't vanish when you become a better leader. The stakes just get bigger. Performance coach and sports psychology expert Joshua Lifrak joins Matt and Luigi to explain how leaders can stay focused, reset after a bad result, and build confidence that is backed by real work, not wishful thinking and a motivational coffee mug. Joshua breaks down the same mental habits used by elite athletes, championship teams, and high-performing business leaders. The goal is not to feel great every second. It is to see the facts, control the next move, and stop one bad moment from wrecking the whole day.   🍸 What you'll hear in this episode: Why pressure is not the enemy How emotions can help or hurt performance Why neutral thinking can beat positive thinking How "Mile Zero" helps you reset after a win or loss Why leaders should "do simple better" The difference between real confidence and pure delusion How blame, excuses, and low standards create losing teams Why great leaders catch people living the company's values A simple morning reset that starts without your phone How small daily wins turn into major results  👤 About our Guest: Joshua Lifrak is a performance coach, sports psychology expert, and author of Win Today. Through Limitless Minds and Lift Up Consulting, he helps athletes, leaders, and teams perform under pressure and build stronger habits.    🔗 Links + Stuff LinkedIn: https://www.linkedin.com/in/joshua-lifrak-59ab5442/ Instagram: https://www.instagram.com/joshualifrak/ Facebook: https://www.facebook.com/jlifrak/ Book: https://www.amazon.com/s?k=Win+Today+Joshua+Lifrak    Your move: Tomorrow morning, leave the phone alone, get outside, and choose the one behavior that will help you win the day. Then send this episode to the leader who needs a reset, not another pep talk.      🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  3. Aug 5

    The Real Cost of Owning a Bar with Chris Schneider

    Think owning a bar is just pouring drinks and counting cash? Think again. Bar owner and coach Chris Schneider breaks down what really makes a bar work…and why a packed room can still leave you broke on Monday. Chris joins Matthew R. Meehan and Luigi Rosabianca to talk pricing, staff, food, location, profit, and the small costs that can quietly wipe out your margin. He also explains why gut instinct is not enough, why simple drinks often win, and why your parking lot may matter more than your cocktail list.   🍸 What you'll hear in this episode: Why bar owners need to follow the numbers How bad staff culture kills retention Why a flashy location can hurt your profit Why beer and well drinks still drive sales How food keeps customers spending longer What bar owners miss about insurance costs Why happy hour laws change by state How one small personal detail can build customer loyalty Why a busy bar can still lose money What every small business can learn from hospitality   Ready to see what your favorite bar is really dealing with? Listen now, then send this episode to the friend who keeps saying, "We should open a bar."   👤 Connect with Chris! Chris Schneider is the founder of The Bar Business Coach and a former bar owner. He helps independent bars and restaurants improve pricing, systems, menus, staff performance, and profit.  Instagram: https://www.instagram.com/barbusinesscoach/ LinkedIn: https://www.linkedin.com/in/chris-schneider-74732021/ YouTube: https://www.youtube.com/channel/UCsyvnkceZSVsRMTJdnB4SuQ   🔗 Links + Resources Mentioned How to Make Top Shelf Profits in the Bar Business: https://www.amazon.com/dp/B0C5C6LBK5?lv=shuf&channelId=500&plpRedirect=mhFallback Menus That Sell: https://www.amazon.com/dp/B0GHRH2LKM?lv=shuf&channelId=500&plpRedirect=mhFallback     🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  4. Jul 29

    Mark Roberge's Formula for Smarter Sales and Safer Growth

    Most sales problems start when the seller won't stop talking. Mark Roberge (HubSpot's founding CRO, Harvard Business School lecturer, and co-founder of Stage 2 Capital) joins Matt and Luigi to challenge the loudest myths in sales and startup growth. His take is simple: great selling is not about pressure, slick pitches, or talking someone into a bad deal.    It's about asking better questions, finding the real problem, and knowing when to walk away. The conversation also tackles a mistake that kills promising companies: scaling before customers are getting real value. Mark breaks down why rising revenue can fool founders, how to test product-market fit, and what must be true before a business earns the right to grow faster.   🍸 What you'll hear in this episode: Why sales is about discovery, not persuasion The questions that expose what a buyer really needs How to reframe a bad decision without sounding like a jerk Where ethical selling ends and buyer responsibility begins Why cold calls still work better than people claim The tradeoff between outreach volume and personalization Why small dinners and face-to-face meetings are making a comeback The danger of using revenue as your only scoreboard Product-market fit, go-to-market fit, and building a durable moat Why scaling too early can wreck a good company The HubSpot negotiation move involving a handful of M&M's Why Mark is donating the proceeds from The Science of Scaling to McLean Hospital   💡 Notable takeaway: "Selling is about buying. It's about helping the buyer buy and solve their problems."   👤 About our guest: Mark Roberge helped grow HubSpot from zero revenue to IPO as its founding Chief Revenue Officer. He now teaches at Harvard Business School, leads Stage 2 Capital, and created The Science of Scaling, an evidence-based framework for growing companies without outrunning customer value.   🎧 Why listen? Because this episode will help you sell smarter, spot bad growth early, and avoid scaling your business before it's ready.   🔗 Links + Stuff Mentioned Sales Acceleration Formula: https://www.amazon.com/Sales-Acceleration-Formula-Technology-Companies/dp/1119047072 Stage 2 Capital: https://www.stage2.capital/ Winning by Design Frameworks: https://winningbydesign.com Force Management MEDIC Framework: https://forcemanagement.com Connect on LinkedIn: https://www.linkedin.com/in/markroberge/ Follow on YouTube: https://www.youtube.com/@ScienceofScaling     🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  5. Jul 22

    Can Blockchain Actually Help World Peace?

    Can blockchain do more than make rich people argue on the internet? In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Erai Beckmann, founder of Peace Through Trade, to talk about a much bigger use case for blockchain, AI, and cryptocurrency: global trade that creates trust, financial access, and maybe even less fighting between humans. Wild concept, apparently. Erai breaks down why trade has historically been one of the strongest tools for reducing conflict, how blockchain can open doors for people left out of traditional finance, and why Peace Through Trade is building a legal, sustainable Layer-1 Proof-of-Work blockchain with real-world use in mind.  The conversation covers regulation, energy use, stablecoins, government trust, environmental impact, and the giant gap between hype coins and technology built to last.   🍸 What you'll hear in this episode: Why trade can reduce conflict better than speeches How blockchain could expand global finance Why crypto needs rules before it grows up The problem with pump-and-dump coin culture How Peace Through Trade uses less energy than Bitcoin Why sustainability also makes business sense What stablecoins can do for global commerce Why governments need trust before they back blockchain How small businesses could benefit from better financial tools Why financial access matters for peace, trade, and growth   💡 Notable Takeaway: "Our goal was to build something legally and also something that was good for the environment in the realm of blockchain and AI."   👤 About our Guest: Erai Beckmann is the founder of Peace Through Trade, a blockchain and AI ecosystem focused on global trade, sustainability, and financial access. The project is building a Layer-1 Proof-of-Work blockchain, utility coin, wallet, stablecoins, and marketplace tools designed for real-world use.    🎧 Why Listen: Listen to this episode if you want a clearer take on where blockchain may be headed after the hype…and why trade, trust, regulation, and access may matter more than the next coin everyone is screaming about.    🔗 Links + Stuff Peace Through Trade: https://peaceretrade.com LinkedIn: https://www.linkedin.com/company/peacethroughtrade/ Instagram: https://www.instagram.com/peacethroughtrade Facebook: https://www.facebook.com/profile.php?id=61575979239479 X: https://x.com/PTT_Blockchain     🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  6. Jul 21

    The Four Signs Your Business Is Stuck

    Your business can be busy and still be stuck. Revenue may be coming in. The team may be working hard. The founder may be carrying the whole thing on their back. But if margins are getting tighter, communication is breaking down, decisions are bottlenecked, and nobody really owns revenue… that business is not scaling. It's surviving. In this episode of Built to Scale, Matt sits down with Autumn McFarland, a fractional COO who helps founder-led and growth-stage companies get unstuck, rebuild operational clarity, and create the foundation they need to grow without chaos running the show. Autumn breaks down the four triggers she looks for when a business is stuck: founder burnout, siloed departments, product and customer misalignment, and unclear revenue ownership. She also explains why many founders misdiagnose revenue problems as sales problems, when the real issue is often deeper inside the business. Matt and Autumn dig into what happens when a company outgrows the systems that got it started, why asking for help is not weakness, and how a fractional COO can come in without ego, identify the real problems, and help a business breathe again. In this episode, Matt and Autumn talk about: Founder burnout and why it shows up before the business breaks How siloed departments quietly kill momentum Why customer feedback matters more than internal assumptions Who should actually own revenue inside the company The difference between a sales problem and an operations problem Why slow leaks in the business can become expensive fast What a fractional COO actually does How the right operator can help founders get out of the weeds Why asking for help is a superpower How operational structure can make a business more scalable and transferable If your company is growing but still feels messy, reactive, or too dependent on the founder, this episode is worth your time. About Autumn McFarland Autumn McFarland is a fractional COO who works with founder-led and growth-stage companies to improve operations, strengthen teams, identify bottlenecks, and build the foundation needed for sustainable growth. She helps business owners get clear on what is actually holding the company back, align the team around real priorities, and create systems that support the next stage of growth. Connect with Autumn: Facebook: https://www.facebook.com/AutumnRoseMcFarland Instagram: https://www.instagram.com/autumnmcfarland/ LinkedIn: https://www.linkedin.com/in/autumnmcfarland/ Substack: https://substack.com/@autumnrosemcfarland Need capital before growth turns into another bottleneck? If your business is growing but still feels stuck, the answer is not always "throw more money at it." The right capital strategy should support the right growth plan. Matt and the Credit Banc team help business owners explore financing options for working capital, acquisitions, equipment, expansion, and growth opportunities before they are stuck scrambling at the last minute. Learn more here: https://tinyurl.com/3dh9vy86 About Built to Scale Built to Scale is a podcast segment from The Liquid Lunch Project, hosted by Matt, built for entrepreneurs, founders, and business owners who want to grow smarter, tighten operations, improve profitability, and build companies that can scale without chaos running the show.

  7. Jul 15

    Equipment Financing Without Getting Screwed

    That "great deal" on equipment financing might be eating your lunch. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Rob Misheloff of Smarter Finance USA to talk about the stuff most lenders do not explain clearly: equipment financing, lease terms, credit scores, hidden fees, auction purchases, and why small business owners need to read the fine print before signing anything with a payment attached. Rob breaks down how equipment financing really works, why the market has gotten tighter, and what business owners should watch for when buying trucks, machinery, med spa equipment, construction gear, and other big-ticket tools of the trade.   🍸 What you'll hear in this episode: Why equipment financing is not the same as a regular loan. How "simple rate" can make a deal look cheaper than it really is. Why banks and lenders have gotten pickier after COVID. What credit score usually gets you decent financing. Why used equipment can still be financed. How auction financing works when you need cash fast. Red flags that scream, "Run before they keep your money." Why first and last payments are common, but sketchy brokers are not. How leaseback deals work when you already own equipment. Why your equipment may be worth less to a lender than it is in your head.   👤 About our Guest: Rob Misheloff is the founder of Smarter Finance USA, a business financing company focused on equipment financing and helping business owners make smarter borrowing decisions. His team works with many lenders to help fund equipment deals for small businesses across industries.    🎧 Why Listen: Before you finance your next truck, machine, trailer, med spa device, or mystery gadget from an auction, listen to this one first. Then follow The Liquid Lunch Project, share it with a business owner who is about to sign a bad deal, and save yourself from learning the expensive way.    🔗 Links + Stuff Smarter Finance USA: https://smarterfinanceusa.com LinkedIn: https://www.linkedin.com/company/smarter-finance-usa Facebook: https://www.facebook.com/smarterfinanceusa YouTube: https://www.youtube.com/channel/UCodyNFW3lxlnEuzJ-Or_50g        🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

  8. Jul 8

    Your financial advisor may be nice. That does not mean they are safe.

    In this episode of The Liquid Lunch Project, Matt and Luigi sit down with securities lawyer David P. Meyer to talk about the ugly side of investing: broker misconduct, crypto scams, hidden fees, fake online "experts," and the very real ways smart people lose serious money. David also shares how he built a national securities litigation practice after taking on Prudential Securities in his twenties and winning a jaw-dropping $262 million jury verdict. Not bad for a guy who says he was basically just trying to avoid reading tax code forever.   🍸 What you'll hear in this episode: Why you should never invest with an unlicensed person. Ever. How to use brokercheck.org before handing over a dollar. Why "pig butchering" scams are stealing life savings. How fake crypto platforms make fake profits look real. Why deepfake AI is making financial fraud even scarier. What brokers are supposed to do when elderly clients move large sums. Why private real estate deals need legal review before you wire money. How hidden investment fees quietly eat into your portfolio. Why trust is often the scammer's favorite tool. What to do before a bad investment turns into a financial crime scene.   💡 Notable Takeaway: "People will drive across town to save 10 cents on a can of soup. But they'll hand their life savings over to anyone in a nice-looking suit and a firm handshake."   👤 About our Guest: David P. Meyer is a securities lawyer and founding partner at Meyer Wilson Werning, where he helps investors recover losses from broker misconduct, investment fraud, and financial abuse. He is also the author of The Investor Protector and has represented investors across the country for more than 30 years.    🎧 Why Listen: Before you trust another "can't-miss" investment, listen to this episode, check your advisor on brokercheck.org, and share it with someone whose retirement account deserves better than a slick smile and a fake promise.    🔗 Links + Resources Mentioned LinkedIn: https://www.linkedin.com/in/davidpmeyer1/ YouTube: https://www.youtube.com/c/MeyerWilsonColumbus David's Firm: investorclaims.com Check a Broker: brokercheck.org Book: The Investor Protector by David P. Meyer        🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz • YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

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About

After decades of experience on Wall Street, in finance and building teams of all sizes in multiple industries, Matthew Meehan and Luigi Rosabianca have a world-class understanding of what it takes to scale (and fund) a successful business. They are here to share a No-BS approach to what is involved in growing an empire. A note before you go any further: This show is only for those who want to grow. Every episode of this podcast is going to lay out actionable advice for business owners and entrepreneurs who want to grow their business. We have fun here - but the fact remains that everything you want is on the other side of something difficult. This show will help you get to that other side.

Information

  • Creator
    Matthew Meehan, Luigi Rosabianca
  • Years Active
    2022 - 2026
  • Episodes
    277
  • Rating
    Explicit
  • Copyright
    © Copyright: shieldadvisorygroup.com
  • Show Website
    The Liquid Lunch Project