The Other Side of the Coin
Zak Smith and Michael Trugman co-host The Other Side of the Coin, a podcast highlighting the overlooked areas of finance, business, and leadership that are most impactful and add the most value. Rather than skimming the surface, Zak, Michael, and their guests dive deeply into the technical, structural, and behavioral foundations that drive sustainable success. TOSOTC provides listeners with insights and strategies to create more effective and efficient environments primed for growth. 7405571.1 Exp 12/26
Episodes
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/bl...
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 Professi...
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...
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 th...
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 abo...
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