The Other Side of the Coin

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.
 
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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

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.
 
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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

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.
 
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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

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. 
 
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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

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.
 
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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