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Description

Bob Wheeler, a CFO, COO, and entrepreneur with a background in comedy and accounting, shares his unique journey in this captivating podcast episode. He initially pursued law but found his passion for accounting and comedy instead, eventually collaborating with the Comedy Store and establishing his own business practice. Through working with various clients, Bob realized the profound influence of emotions and narratives on our financial relationships, which motivated him to create the Money Nerve and host his own podcast.

The episode delves into the psychological aspects of personal finance, emphasizing the importance of understanding one's money mindset. Bob highlights the necessity of personal effort and accountability in making financial progress, as well as the significance of identifying and addressing self-sabotaging behaviors. He also stresses the value of finding a committed financial advisor for long-term success.

Fast Five Questions

  1. If you woke up and your business was gone, you have $500, a laptop, a place to live, and food, what would you do first? “Decide what I wanted to do and then create a social media campaign to get people to assist me in my next venture .”
  2. What is the biggest mistake that you have made in business? “Not staying on top of things and just assuming everybody had everything covered.”
  3. What is a book that you would recommend? “The Power of Focus.”
  4. What is a tool that you use everyday that you would recommend? “Excel.” 
  5. What is your definition of freedom? “ I can do what I want when I want. I am not beholden to anybody.”

About Guest:

Bob Wheeler is a CPA with over thirty years of experience. His world travels led him to all points on the globe, especially those at high altitudes. He has climbed Mt. Kilimanjaro in Africa and arrived at the Base Camp Everest in Nepal, as well as several smaller mountains in between. With warmth and humor, his experiences on the road, in the office, or in a Grecian marathon feed his wit as a standup comic.

Bob grew up in Clarksville, Tennessee, and graduated from Rhodes College. He now lives in Santa Monica, California, where he is the founding partner of Wheeler & Bi CPA, and serves as the CFO of The World Famous Comedy Store

Bob hosts Money You Should Ask Podcast, where he delves deep into the emotional financial journey of each of his guests. Bob can also be found facilitating workshops and giving presentations regarding the emotional aspects of money, our money blocks and how to best serve your money mindset.

https://themoneynerve.com/ 

About Jeff: 

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

Connect with the Freedom Nation podcast at https://freedom-nation-podcast.captivate.fm/

Connect with Jeff:

Instagram: https://www.instagram.com/freedomnationpodcast/

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