In this episode, Casey and Jarrod take a humorous yet eye-opening approach to a serious topic: how to know when your external team is holding you back. Inspired by classic Jeff Foxworthy setups, they break down seven clear indicators—like low income, tax surprises, weak retirement planning, and insurance write-offs—that signal it’s time for a change. Through practical examples and candid conversation, they reveal how the right accountant, advisor, and financial team can dramatically improve a practice owner’s income, confidence, and long-term stability. If you’ve ever wondered whether your support team is doing enough, this episode offers the clarity (and laughs) you need to move forward with purpose.
Interested in more info on how to: Earn More, Save More, and Retire Early
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