Month: September 2025

End of Year Tax Strategy - with Tyler McBroom - EP 418

Could you be letting thousands of dollars slip through your fingers by not understanding the latest tax laws? Renowned tax strategy expert Tyler McBroom is on the 365 Driven podcast to uncover essential tax savings strategies every business owner should know. With the year-end looming, Tyler reveals the significance of proactive tax planning and how leveraging the right tax codes can allow you to reinvest in your business rather than handing over your hard-earned money to the IRS.

Tyler breaks down recent tax legislation changes, clarifying deductions that benefit both individuals and business owners. Tyler demystifies the often confusing terrain of tax deductions, like those for overtime and tips, and offers fresh insights into payroll taxes and Social Security. Get acquainted with the $6,000 senior deduction for those over 65 and understand how these shifts can enhance your financial planning, whether you're itemizing or taking the standard deduction.

Whether you're a new S-corp owner, a seasoned entrepreneur, or someone managing a side hustle, understanding the tax advantages available to you can lead to significant savings. From the nuances of LLCs and maintaining accurate records with tools like QuickBooks, to maximizing deductions through bonus depreciation and home office claims, this episode is packed with actionable insights. Together, Tyler and Tony stress the importance of scheduling proactive meetings with your accountant, especially as the holiday rush draws near, so you can optimize your tax strategy and ensure your financial decisions are timely and effective.

Key highlights:

  • Tax Savings Strategies for Business Owners
  • Tax Deductions Simplified for Individuals
  • Tax Advantages for Business Owners
  • Tax Benefits of Bonus Depreciation
  • Maximizing Home Office Tax Deductions
  • Tax Planning Strategies for Business Owners

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by Alexi Cortopassi

Achieving a 40 Year Dream - with Ron Rubin - EP 417

Dreams don’t have expiration dates—and Ron Rubin proves it. In this inspiring episode of the 365 Driven Podcast, host Tony Whatley sits down with the former CEO of The Republic of Tea and current owner of River Road Family Vineyards and Winery. Ron reveals how a passion he discovered in his 20s took four decades to come true, and why perseverance, patience, and smart business practices were the keys to making it happen.

From scaling The Republic of Tea into a household name to running a debt-free winery in Sonoma, Ron shares powerful lessons on brand building, culture, and staying true to your vision. He opens up about succession planning with his son, the value of mentors and consultants, and why consistency and focus matter more than chasing trends.

Whether you’re a new entrepreneur or a seasoned leader, Ron’s story will remind you that big dreams are worth the wait—and that with discipline, creativity, and heart, you can build businesses that last generations.

Key highlights:

  • How Ron Rubin turned a 40-year dream into reality.
  • Why staying debt-free can transform your business.
  • The strategy behind building The Republic of Tea into a specialty brand.
  • Lessons in branding, packaging, and staying true to your company’s DNA.
  • How to create a memorable company culture that people love.
  • Smart succession planning and preparing the next generation of leaders.
  • The value of mentors, consultants, and outside perspectives.
  • Why focusing on existing customers can fuel exponential growth.
  • How philanthropy and business can work hand-in-hand to save lives.
  • Encouragement to never give up on your dream—no matter how long it takes.

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by Alexi Cortopassi

Luxury Marketing - with David Schloss - EP 416

How do luxury brands like Rolex manage to captivate their audience and command premium prices despite the myriad of cheaper alternatives? Tune in to this episode of the 365 Driven podcast as David Shloss unravels the intricacies of luxury marketing and consumer psychology. David draws intriguing parallels between the sale of high-ticket luxury items and the challenges faced in marketing more affordable digital products. This episode also touches on the nuanced art of authentic personal branding, both online and offline—something David and Tony have found crucial in their careers.

This conversation ventures into the often misunderstood world of entrepreneurship. Through personal anecdotes and insights, David and Tony emphasize the value of recognizing one's place in the business landscape, whether as an entrepreneur or a dedicated employee, and explore the importance of understanding business valuation and exit strategies for sustained success.

From redefining career paths to nurturing creativity, David and Tony celebrate the evolution of professional identities. David shares his journey of breaking free from the confines of traditional roles, opting instead to cultivate a dynamic professional persona. He explains aligning personal passions with career pursuits and the impact of referral networking in business growth. By sharing stories of building relationships and offering genuine support, this episode highlights the power of community and the joy of teaching and mentoring.

Key highlights:

  • Marketing, Luxury, and Entrepreneurship
  • Journey to Entrepreneurship and Success
  • The Evolution of Entrepreneurship
  • Evolving Identity and Career Paths
  • Referral Networking for Business Growth
  • Building Relationships and Networking Skills
  • Navigating Unrealistic Expectations in Marketing

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by Alexi Cortopassi

Digital Marketing Strategies - with Akbar Sheikh - EP 415

Digital marketing maestro Akbar Sheikh joins the 365 Driven podcast to share his potent strategies for crafting lead magnets, funnels, and traffic-driving content. What if your business could thrive through the power of authenticity and alignment? Akbar shares his journey from financial and emotional hurdles to triumph, illustrating how foundational growth can trump quick wins. You'll hear how impactful messaging can transform your brand, helping you connect with specific audiences. His unique blend of humor and honesty highlights the transformative power of effective communication over the pitfalls of poor messaging that can stymie a business's growth.

Akbar unravels the essence of personal development and success as the bedrock of collaboration and business growth. Through Akbar's journey from financial struggles to triumph, this episode sheds light on the necessity of foundational growth over chasing quick wins. Akbar's insights from his experiences in LA remind us of the importance of composed decision-making under pressure, which can be the key to thriving in high-stakes environments.

Listeners will be inspired by Akbar's candid reflections on authenticity and the energetic alignment in marketing. As Akbar shares his journey through the challenges of transitioning from corporate life to entrepreneurship, this episode highlights the mindset shifts required for success. Akbar's personal experiences emphasize the power of perseverance and authenticity in business and life, encouraging you to embrace your unique qualities.

Key highlights:

  • Importance of Marketing and Personal Branding
  • Achieving Excellence and Success in Business
  • Authenticity and Energetic Alignment in Marketing
  • Journey to Business Success

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by Alexi Cortopassi

New Media Expertise - with Jeremy Ryan Slate - EP 414

Jeremy Ryan Slate is a seasoned podcaster who brings his unique perspective on the transformative power of podcasts. Jeremy shares his journey from entrepreneurship to a newfound passion for the Roman Empire, illustrating the importance of authenticity and adaptability in today's rapidly evolving media landscape. With humor and insight, Jeremy and Tony discuss how podcasts can shape public discourse and personal branding.

This conversation explores the pitfalls of chasing fleeting internet trends and the significance of aligning business pursuits with long-term goals and personal purpose. Through personal anecdotes, Jeremy and Tony emphasize the value of mastering one's craft, establishing a consistent track record, and building credibility in an ever-changing entrepreneurial world. They also delve into the concept of identifying a "through line" in one's actions to discover deeper passions and skills that connect various endeavors, enhancing meaningful contributions to society.

With strategic insights, this episode uncovers how to maximize core messages in content creation and marketing without losing brand identity. From leveraging trending topics to visual storytelling on social media, Jeremy and Tony share real-world examples and successful media pitches that highlight the importance of clarity and authenticity.

Key highlights:

  • Business Evolution in New Media
  • Adaptability and Long-Term Business Success
  • Identifying Through-Lines for Long-Term Success
  • Deciding on Business Information Consumption
  • Mastering Boring Business for Success
  • Maximizing Core Message in Communication
  • Strategic Content Creation and Tactful Marketing

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by Alexi Cortopassi

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