We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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Each episode delves into the power of investigation, showcasing how logic and data are used to solve complex crimes and empowering today’s modern-day Sherlock Holmes.
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In the tech world, if you don’t scale, your business will die. Join our host, Dave Rogenmoser, co-founder of Proof, as he uncovers proven strategies from the growth experts behind some of the world’s fastest-growing software startups (Drift, Instapage, Zapier, & more).
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Divestopedia Exit Strategy Insights; where we interview world class thought leaders on all topics related to mergers and acquisitions for private midsize businesses. If you're an entrepreneur thinking of a strategic corporate transaction, like selling your business, raising private equity capital or going through acquisitions, this show is for you. You'll learn everything you need to know about mid-market M&A from start to finish, and everything in between.
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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Stumbled into being a landlord and accidentally managing a property? Well, if life’s thrown you a curveball, jump into this show to fasttrack your accidental landlord learning curve! On The Accidental Landlord, Peter will help you navigate this accidental journey you’ve been put on, figure out how to find your footing, and connect you with all the right resources. This show will help shave YEARS off of your learning curve by bringing you guests who have already been on this same journey. He’ ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Filmmakers Academy presents two of the film industry’s most unique and reliable podcasts for professionals who work behind the camera. We explore the latest trends, interview industry leaders, and offer leadership and lifestyle guidance tailored to fit the needs of filmmakers. Stop what you’re doing this very moment and subscribe to Filmmakers Academy to watch LIVE episodes for free on the FA Platform! While full audio episodes are available on Spotify and Apple Podcasts, you can watch past ...
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The podcast for the unfulfilled corporate millennial who's dreaming of working for herself. Get your weekly dose of inspiration and motivation to stop settling in your life & career and go after the crazy dream on your heart. You'll hear insights about discovering your passion, overcoming fear & self-doubt, quitting your job and building an online business - straight from Lindsay, the girl who quit her Big 4 accounting job to become an online coach. You'll leave this podcast feeling clear on ...
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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I'm Jayden Doye and I'm delighted that you've joined me for the Law & Quarter Podcast. I'm known as the Traveling CPA, and I've dedicated my professional life to helping law firm owners reach new heights and catch more flights. I believe that you don't have to be tied to a desk seven days a week to have a profitable firm. That's why I'm here bringing ideas and information that can help you create a first-class firm that pays you the salary you deserve and provides you with the lifestyle you ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Carla Pecoraro: Truth North with Compass
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Carla Pecoraro to dive into her fascinating journey from the restaurant industry to becoming a force in commercial real estate. Carla shares her experience of growing up with a family involved in real estate investments and how her early exposure to fix-and-flip proj…
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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2)
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Send us a text The Accounting Flow Podcast is bringing the heat this week! Host Roman Villard, CPA, welcomes the dynamic duo Dave Kersting and Tonya Schulte to reveal the co-firming hack that’s about to shake up your accounting world. We’re talking less chaos, more flow—because who doesn’t want to make firm life easier? Whether you're buried in tas…
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319 Peak Freedom: Say Hello to Your People
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The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by…
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Retirement plans aren't just about 401ks and IRAs—it's time to look beyond. In this episode, Wade Reed dives into the real story behind traditional retirement plans and the options most people overlook. From the origins of the 401k to understanding the limits of IRAs, Wade unpacks the often misunderstood world of qualified plans and explains why th…
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243: Make Money With These Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
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A side hustle or side gig simply means you are taking on additional work outside of your regular job. Having a side hustle can be a great way to earn some extra income, and how much income you make in your side hustle depends on what you put into your side hustle. In today’s podcast episode, I’m covering some of the top side hustles you can jump in…
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Mat Piro: The Golden Gate to Bridge Loans
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In this episode of SF Commercial Property Conversations, Bruce Bean talks with Mat Piro of California Bridge Loans about the ever-changing world of bridge financing. Mat shares his insight on the latest rate cut by the Fed and how it impacts different loan products, from investment residential term loans to private money options. We also dive into …
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How to Get Into Real Estate Investing, Spitballing Retirement - 499
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Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas to be brutally honest about whether she should move with work, take a break, or retire now. And "George and Weezy" are in their mid-50s - can they "m…
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Corruption Behind the Stock Market and Retirement Plans | Part 1 with Barry Dyke
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In part one of this enlightening episode of the Infinite Wealth podcast, hosts Anthony Faso and Cameron Christensen sit down with Barry James Dyke, an acclaimed author and financial expert. This is part one of their deep dive into Barry's latest insights on the pitfalls and manipulations prevalent in the financial markets. They discuss key themes f…
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242: Managing Negative Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed
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How often do you find yourself feeling a negative emotion? What do you find that you do whenever you have these negative feelings? Do you find yourself negotiating with yourself when you feel a negative emotion? Do you do something to resist your negative feelings that don’t ultimately get you what you want in your life? You can manage these negati…
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Kevin Hanan: The Global Maestro of CRE Task Wizard
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Kevin Hanan, the visionary behind CRE Task Wizard, a platform designed to revolutionize how commercial real estate professionals source and manage virtual assistants. Kevin shares his journey from starting as a broker at CBRE, moving into the world of PropTech, and e…
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Money Market & Multifamily - $650 Million Perspective!
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In this episode of Think Outside the Stocks, Madhavi Jain is taking you behind the scenes of the multifamily real estate world with none other than Omar Khan, Founder and Managing Director of Boardwalk Capital. From working in investment banking to real estate projects, Omar has seen it all. He’s here to spill all his secrets. Omar explains how his…
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318 The Power of Your Dread in Your Accounting Firm
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The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. … Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40…
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When Should I Hire A CPA? (E11)
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Tax is arguably the biggest expense ever in our entire lives, and we often deal with it strategically by hiring a CPA. Is this the right thing to do? Wade Reed answers this question by breaking down the actual practice and specialization of a Certified Public Accountant, helping you determine whether or not you require their expertise. Weed also di…
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241: Should You Start A Side Hustle Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
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People start side hustles for many reasons, but one of the top reasons is so they can make additional money. With the cost of living rising, many people are looking for additional ways to make ends meet since the income they are getting from their job isn’t meeting all of their needs. On average, one in three people has a side hustle. In today’s po…
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93. Business Valuation with Matt Stelzman, ASA, ABV, CVA, MAFF
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In this season of The Data Sleuth Podcast, titled "Conversations about Fraud," guest host Justin Burns, managing partner of Space Coast Forensics in Brevard County, Florida, tackles topics including embezzlement, collaborative divorce, economic damages, construction fraud, and more. In each episode, Justin is joined by an industry expert to help te…
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Spend RMDs, or Reduce Reduce Distributions and Taxes With Roth Conversions? - 498
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Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and Ellen are 69 and 68, expenses will pretty much be covered by their fixed income, but they’d like to leave Roth money to their kids. Should they keep converting to Roth, or use required minimum distribu…
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Rethinking College Costs | Last Chapter of Becoming Your Own Banker
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Anthony and Cameron speak of innovative strategies for optimizing financial health and securing a prosperous future. In this episode, the duo tackles the often-controversial topic of funding higher education and pivoting to investment strategies that offer greater flexibility and fewer constraints. Inspired by the timeless wisdom found in Nelson Na…
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Eviction Hell: How this California Landlord Lost Over $200K
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Being a landlord can be a financially rewarding job, but sometimes it comes with great risks. 🎧 In this episode, our host Peter McKenzie shares a harrowing story of a nightmare tenant that led to significant financial and property damage for a landlord. He discusses the risks associated with being a landlord, the importance of proper property manag…
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Jacob’s Journey: From Chemistry to Commercial Real Estate in San Jose
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Jacob Sanchez, a commercial broker with BCCRE in San Jose. Jacob shares his unique journey from studying chemistry at San Jose State University to becoming a well-connected figure in commercial real estate. Jacob reveals how his professors encouraged him to pursue a …
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240: Controlling How You Can Feel Better Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed
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When I ask my clients what they want to improve in their lives, I often hear that they want to be happier or feel better. There may be other things they say, but all in all, almost everything leads to them wanting to live a happier life. Take a second and ask yourself what you’d like to see improved in your life. Does it ultimately make you feel ha…
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Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!
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In this episode, we dive into the opportunities available for licensed tax professionals in handling IRS collections cases. Using data from the IRS Data Book, we explore the prevalence of taxpayer delinquent accounts, offers in compromise, and installment agreements. The host discusses the potential earnings for tax professionals, emphasizing the b…
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Empowering Widows in a Changing Financial Landscape
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The landscape of widowhood has seen significant changes in recent years, particularly in the realm of financial planning and wealth management. Kathleen Rehl, a financial expert and advocate for empowering […] The post Empowering Widows in a Changing Financial Landscape appeared first on Intelligent Investing.…
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Rick Callaway: Navigating the Wild World of Real Estate Insurance
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In this episode of SF Commercial Property Conversations with Bruce Bean, we dive into the ever-evolving and chaotic world of real estate insurance with expert Rick Callaway from Acrisure. Rick shares his journey through multiple careers before landing in the insurance field, and sheds light on the current challenges facing property owners, especial…
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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
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Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own acc…
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Preparing For The Unexpected (Protection Path) (E10)
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Walking down the financial protection path is a must to ensure you are properly equipped in case you need to face severe money problems. Wade Reed is here to discuss the importance of having proper protection in place, particularly in this time of economic turmoil. Providing valuable insights and visual representations, he explains how keeping your…
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239: Should You Outsource Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed
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There’s nothing wrong with wanting to do everything in your business. When you finish each project, you love that feeling of accomplishment. But when you start to fall behind or know you are not doing something as well as you should, you may start wondering if it is something you should continue doing. This is true when you are doing your own bookk…
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Brian McAndrews: Blockbuster to Hollywood, CVS to Longs - Retail Real Estate Wars!
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In this exciting episode of SF Commercial Property Conversations, Bruce Bean sits down with retail real estate veteran Brian McAndrews. From his early days in the grocery and retail industry to becoming a key player in the real estate wars between Blockbuster, Hollywood Video, CVS, and Longs, Brian shares invaluable insights from his diverse career…
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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith
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What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…
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Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
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Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, and he needs help getting out of a variable annuity. Kim is anxious that she made a mess of her finances and she wonders how much she should convert to …
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Infinite Banking: A Game-Changer in Jason Jasper's Financial Journey
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In today's enlightening episode, we sit down with Jason Jasper Ausio, a dedicated credit union employee and savvy investor, who shares his compelling journey from land flipping to creating sustainable passive income with Infinite Banking and the "slow flip" real estate strategy. Discover Jason’s disciplined approach to financial education for his c…
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238: Creating Certainty In An Uncertain Situation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner
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Have you ever had a situation when you felt uncertain about how it was going to go? Maybe you are in a situation similar to this right now. Whenever there is a circumstance in our lives that we think is causing us to feel uncertain, it is possible to bring a sense of certainty to the situation, even if you are currently feeling uncertain about it. …
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Jonathan Parker: From Condor to Contracts – Navigating SF’s Commercial Real Estate
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In this episode of SF Commercial Property Conversations with Bruce Bean, Bruce sits down with Jonathan Parker, a San Francisco native and a man of many talents—real estate developer, filmmaker, and former musician. Jonathan shares his unique journey from growing up in San Francisco’s Forest Hill neighborhood to navigating the commercial real estate…
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Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalen…
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What's The Difference Between Financial Advising And Financial Coaching? (E9)
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Financial coaching is like having a GPS for your financial journey. While financial advice offers general direction, a coach guides you through the twists and turns, helping you avoid pitfalls and stay on course to your destination. In this episode, Wade Reed breaks down the critical differences between financial advising and financial coaching. He…
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237: Asking For Bookkeeping Help Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
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Most business owners typically do their own bookkeeping when they first start their business, but a question I often receive is when should I be getting help with my bookkeeping. The help that a business owner can get from a bookkeeper, accountant, CPA, or tax preparer can vary, and the level of expertise and amount of time required varies as well.…
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Patty McGuigan: Trailblazing as Silicon Valley’s First Female Commercial Real Estate Agent
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In this episode, Bruce Bean sits down with Patty McGuigan, a legend in the Silicon Valley real estate scene and the first female commercial real estate agent in the area. Patty shares her remarkable journey, from teaching English in high school to breaking barriers in the male-dominated world of commercial real estate. Patty reflects on her early d…
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92. Collaborative Divorce with Ari Harper, CPA, ABV, CFE
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In this season of The Data Sleuth Podcast, titled "Conversations about Fraud," guest host Justin Burns, managing partner of Space Coast Forensics in Brevard County, Florida, tackles topics including embezzlement, collaborative divorce, economic damages, construction fraud, and more. In each episode, Justin is joined by an industry expert to help te…
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Age Plus 20 Rule for Retirement Contributions - 496
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How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "age plus 20" rule for retirement savings, Roth 401(k) contributions and distributions, and a Social Security claiming strategy for Ralph and Marie in Wilmington, Delaware. Shawn wonders if YMYW listeners are ignoring the W…
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Building Generational Wealth: Lessons from Nelson Nash's Becoming Your Own Banker
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This week we further disciss insights from Nelson Nash's Becoming Your Own Banker. Join us as we explore the strategies for creating passive income streams that exceed monthly expenses and discover how to build a family banking system that ensures financial stability for generations to come. Whether you're an investor, an aspiring investor, or some…
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Finding the Frame - The Making of ‘Good Girl Jane’ (feat. Sarah Elizabeth Mintz & Jake Saner)
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Get ready for an exciting new season of Finding the Frame! This season, we’re thrilled to welcome Chris Haigh as the new host of the series. Chris brings his unique insights and passion for the industry and dives deep into the world of film, chatting with industry professionals and sharing their insights. In this episode of Finding the Frame, host …
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236: Why You Do Not Take Action Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed
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Are there things you’d like to accomplish in your life, but you find you are just not taking the action you need to achieve these goals? I understand how frustrating this can be. I hear my clients tell me all the time that they wish they could just follow through with the actions they need to take. They know what they need to do to accomplish what …
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Ep 11, S 2 - Reasonable Cause Penalty Abatement and the Importance of a Value Ladder in your practice
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24:08
Mastering the Value Ladder and Reasonable Cause Penalty Abatements for Tax Practitioners In today's episode, we discuss two key topics beneficial for tax practitioners: the value ladder strategy for marketing and practice management, and the technical aspects of reasonable cause penalty abatements. The value ladder is explained with examples of cre…
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How My Dad Survived Tough Financial Times (E8)
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Economic turmoil isn’t new—but how we handle it makes all the difference. In this episode, Wade Reed shares a personal story about a conversation with his father that offers timeless financial wisdom. Drawing on lessons from periods of hyperinflation, political upheaval, and economic instability, Wade reveals the simple, yet powerful principles tha…
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315 Nine Reasons for CPAs to Disengage Clients
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If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great client to onboard Lest I sound cold-hearted, I always advocate for letting clients go with int…
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