Shows
Financial Bliss with Kelley LongEp. 33: You'll Never Pay Off Your Debt Until You Stop Doing This One ThingWhy do so many people struggle to pay off debt—even when they're doing "everything right"? In this episode, I reveal the one habit that's sabotaging your progress (and keeping you stuck in the cycle). If you're serious about becoming debt-free for good, this is the uncomfortable truth you need to hear. It's not about budgeting harder or earning more—it's about breaking the pattern that got you here in the first place. Plus, I'll share the deeper work you need to do to make sure you stay out of debt forever.
2025-10-2620 min
Financial Bliss with Kelley LongEp. 32: 3 Tax Strategies from the New Law You Probably Haven't Heard About Yet (That You Can Actually Use)While everyone's debating the big-picture politics of the new tax law, financial expert Kelley Long cuts through the noise to reveal three under-the-radar changes that could actually impact your wallet this year. From a surprising shift that might bring back itemizing deductions for homeowners, to new rules about car loan interest that sound better than they actually are, to a clever 529 strategy for working professionals—this episode focuses on the practical money moves you can make right now. Whether you're cleaning out your closet, car shopping, or paying for professional certifications out of pocket, these insights could be the di...
2025-08-2619 min
Financial Bliss with Kelley LongEp. 31: The Social Pressure Tax: What Every Childfree Woman Knows But Can't SayChild-free and single women face unique financial pressure from constant wedding and baby shower gift-giving with no reciprocal celebrations. This isn't about financial hardship - it's about intentional spending choices and opportunity cost. Society places gendered expectations on women to be generous and nurturing, labeling those who prioritize their own goals as "selfish" - pressure rarely applied to men. The solution isn't to stop celebrating friends, but to set conscious celebration budgets, create boundaries around gift-giving, and establish your own meaningful milestones worth celebrating. True generosity comes from choice, not obligation, and your financial goals matter too.
2025-07-2619 min
Financial Bliss with Kelley LongEp. 30: 3 Things Every Woman Should Know About Her FinancesIt’s easy to get overwhelmed with all of the personal finance advice out there. In this episode, Kelley Long breaks down the top 3 things she thinks every woman (and really, every person) should know about their own finances, bare minimum. You’ll learn what those three things are, why they are important and how to figure them out for yourself.Resources to support this episode:www.annualcreditreport.comDecoding Credit Scores3 Common HSA Mistakes to Avoid8 Game-Changing Facts About HSAs I Wish I Knew SoonerThe...
2025-06-2623 min
Crazy Wealthy PodcastEp 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth Services)In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. Listen as he shares the critical importance of integrated, holistic financial planning for high-net-worth individuals. Drawing on their extensive professional relationship, Jonathan and Scott offer invaluable insights into best practices in wealth manage...
2025-06-1751 min
Financial Bliss with Kelley LongEp. 29: The Money Stories Keeping You Stuck (And How to Rewrite Them)Are you stuck in patterns that keep you from the life you want, but can't pinpoint what's holding you back? In this eye-opening episode, host Kelley Long explores how the unconscious stories we tell ourselves—especially about money—become the invisible barriers to our dreams. Drawing from the pioneering work of financial therapy experts, she reveals how childhood beliefs about money can sabotage our adult success, even when our circumstances have dramatically changed.Through a powerful interactive exercise featuring 30 thought-provoking prompts, you'll uncover your hidden "money scripts" and learn to identify which beliefs are keeping you trapped in o...
2025-05-2625 min
CPA CAREER PATHSEp.78: Take time to walk away and rechargeHey everyone, Rosey Flaherty here!🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success.Whether you're building your firm, navigating leadership, or managing burnout—this episode offers real-life strategies you can use right away.🎧 Subscribe for more conversations around mindset, leadership, and creating a meaningful career in accounting and beyo...
2025-05-1232 min
CPA Trendlines PodcastsDavid Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPAExplore the rising threat of national debt, future tax hikes, and how Americans can prepare.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.More Jackie MeyerSpence’s messag...
2025-04-1447 min
Financial Bliss with Kelley LongEp. 28: Top 3 Financial Considerations for New ParentsBased on her work with numerous new and hopeful parents, Kelley Long, CPA financial planner and unbiased money coach shares the top 3 financial considerations for new parents she hears about the most. In this episode, she covers how to think about making decisions around the best way to save for a child's future, what estate planning things you need to figure out ASAP and the new expenses that tend to cause the most challenges with growing families.Resources mentioned in this episode:www.savingforcollege.comhttps://www.journalofaccountancy.com/news/2023...
2025-03-2831 min
Financial Bliss with Kelley LongEp. 27: Building Resilience: Self-Care as More Than MaintenanceThe term "self-care" has come to mean everything from taking a bubble bath to getting your bikini line waxed and is an area of spending that tends to get a free pass when modern women examine their cash flow.The truth is that self-care has nothing to do with appearance and has everything to do with building resilience as an act of political defiance.In this episode, Kelley Long, financial coach and money activist, gets into the nuance of this growing multi-billion dollar industry, with gentle thoughts on where...
2025-02-2628 min
Financial Bliss with Kelley LongEp. 26: Credit Scores Decoded: What You Need to KnowUnpacking the mysteries of credit scores, CPA financial planner and money coach Kelley Long reveals the truth behind those three-digit numbers that can have such an impact on our financial lives. This episode explores common misconceptions, practical strategies, and insider insights about credit reporting that every listener should know.
Discover how credit scores really work, what factors truly matter, and how to navigate the complex world of financial reporting. Kelley breaks down the system in a way that's both informative and actionable.
This episode offers valuable perspectives that could...
2025-01-2624 min
Financial Bliss with Kelley LongEp. 25: The Secret to Crushing Your Goals: The Eisenhower Matrix ExplainedIn this episode of Financial Bliss with Kelley Long, we dive into one of the most powerful productivity tools out there: the Eisenhower Matrix. Named after President Dwight D. Eisenhower, this simple yet transformative framework helps you prioritize tasks by urgency and importance, ensuring you focus on what truly drives your goals forward. Whether you're overwhelmed by a never-ending to-do list or struggling to decide where to direct your energy, the Eisenhower Matrix provides a clear roadmap for making better decisions and staying on track.
Tune in as host Kelley Long breaks down each...
2024-12-2620 min
Martes de NúmerosCPA como Planificador Financiero: Clave para el éxito🚀 CPA, ¡amplia tus oportunidades! En este episodio de Martes de Números exploramos cómo los CPA pueden obtener la certificación de Especialista en Planificación Financiera (PFS, por sus siglas en inglés). 🎧 ¡Escúchalo y conviértete en la clave del éxito para tus clientes!
✅Disponible en YouTube: https://youtu.be/3P0pvEPTlVU
2024-12-1726 min
Financial Bliss with Kelley LongEp. 24: Closing Chapters: Finding Clarity in Life's Changes & What's NextIn this episode, Kelley Long opens up about the emotional and personal journey of navigating a major life transition—choosing to remain child-free after years of pursuing parenthood. Through this vulnerable storytelling, she reflects on the process of grieving an imagined future and finding peace with a new direction. Kelley explores how this personal experience has shaped her understanding of self-discovery, acceptance, and how these themes apply not only to life’s emotional decisions but also to the emotional side of managing money. She encourages listeners to embrace uncertainty, letting go of rigid timelines and expectations, and instead exploring new...
2024-11-2618 min
Financial Bliss with Kelley LongEp 23: 8 Game-Changing Facts About HSAs I Wish I Knew SoonerIn this episode, Kelley Long shares valuable insights about Health Savings Accounts (HSAs) and the lessons she learned about health insurance that changed everything about her choices and, really, her whole life. Reflecting on her early experiences, she highlights common misconceptions around high-deductible healthcare plans and the potential benefits that many people overlook, particularly those in good health. This is super important to better understand because getting this right could make early retirement or at least a mini-retirement or career sabbatical possible.
Kelley introduces eight key facts about HSAs that most people don't know...
2024-10-2625 min
Financial Bliss with Kelley LongEp 22: The Gray Area of Spending: Owning Your Choices Between Wants and NeedsThis episode is all about that sticky area of money where we try to separate out our wants versus needs when making decisions around how we want to spend our dollars.
The themes include:
Understanding Wants vs. Needs: Distinguishing between wants and needs can be complex, especially when personal values and societal judgments come into play. It’s essential to recognize that our choices around spending—like gym memberships or shopping for groceries—often straddle this line, and reflecting on these choices can help clarify what truly matters to us.
Owning...
2024-09-2613 min
Financial Bliss with Kelley LongEp 21: What is a Backdoor Roth IRA & How to Actually Open OneYou may have heard about a back door Roth IRA, especially if you make too much money to contribute directly into one right now. While a back door Roth and a regular Roth IRA utilize the same account, performing the contribution to get around the income limits has very specific steps that you need to get right in order to avoid unnecessary taxation and issues with the IRS.
This podcast episode goes over what a makes a back door Roth different than a regular IRA contribution, along with the exact steps you need to...
2024-08-2620 min
The Mr. R ShowEp. 13 | Buy vs. Build A Successful Tax PracticeFREE CPE (1 credit) via EarMark: https://earmark.app/c/1778About the Guest: Matt Kidd, CPA, PFS, is a Michigan-based tax and accounting professional with a diverse background in public accounting. Growing up with a CPA father who was a managing partner, Matt was immersed in the accounting world from a young age. Post-college, he worked at small firms and then made a bold decision to buy a tax practice in 2017. Since then, he has successfully managed and adapted the practice, incorporating modern strategies and tools to evolve with the changing landscape of the tax industry.
2024-08-1551 min
Financial Bliss with Kelley LongEp 20: How to Stop Fighting About Money by Answering These 3 QuestionsWhen you know you need to start talking with your partner about money more, but don't know where to start, these 3 questions can help. Rather than jumping right into looking at spending, budgets, balances and statements, answering these questions together can help you gain a better understanding of where the other person is coming from, particularly if you commonly have conversations about money devolve into arguments. Even if you've been together for years, this can be constructive and may actually be even more necessary.
For an agenda to share monthly money dates along with...
2024-07-2619 min
Financial Bliss with Kelley LongEp 19: The Surprising Reason You're Still Living Paycheck to PaycheckIf you find yourself living paycheck-to-paycheck despite earning more than enough to cover your bills and lifestyle and know that you have room to save this episode is for you.
When you find yourself always spending more than you intend, even when you know that you can easily cut back because you DO when your run out of money at the end of your pay cycle, there's a surprising habit that may be at play.
The good news is, you can change this! The tough news is that it...
2024-06-2620 min
Financial Bliss with Kelley LongEp 18: Shifting Perspectives on Homeownership: Reasons to Reevaluate Your Desire to Buy a HomeThe reasons you think you need to buy a home ASAP may not be as valid as you think.
In this episode, Kelley Long gives a hot take on why home ownership is probably not the financial boondoggle a lot of us think it is.
There are plenty of great reasons to want to buy a home. But there are also a lot of reasons it's not exactly the Best Thing Ever, despite what the so-called American Dream says.
If you're stressed because you...
2024-05-2625 min
Financial Bliss with Kelley LongEp 17: The Science-Backed Way That Comparison Can Help You Improve Your FinancesIt is human nature to compare ourselves to others, particularly when we are wondering whether or not we measure up. And for the most part, these types of comparisons cause us to feel like we are falling short in some way.
In this episode, Kelley Long, financial coach and money mindset advocate, shares a research-backed way that we can use comparison to actually boost the way we feel about ourselves and our lives that can ultimately lead to better financial behaviors that are in support of your own personal life goals and values.
2024-04-2612 min
Financial Bliss with Kelley LongEp 16 Exploring the Origins of Your Money WorriesThis episode is all about self-exploration to uncover the root cause of financial anxieties. When we have a better understanding of our own origin stories and how they are showing up for us today, we can really accelerate any changes we’d like to make to our mindset and our behaviors, around money: how we earn it, how we spend it, how we save it, how we avoid it, etc.
Grab a pen and a journal, and settle in for an exercise that will have you re-thinking your assumptions about money "truths" based on wh...
2024-03-2619 min
Financial Bliss with Kelley LongEp 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401kGet a breakdown of ALL the options you might want to explore before deciding what to do with your old 401k plan.
This episode explores the pros and cons of each of the 4 options available while also touching on related retirement and tax rules at play, including:
- The rule of 55
- Net-unrealized appreciation rules for company stock
- Why a rollover IRA might be a choice you regret
- Where to go for more help making this decision
Resources to...
2024-02-2620 min
The Veterinary Survival ShowThe Master Escape Plan!At the Veterinary Survival Show, we're here to support our listeners through all stages of owning a practice... including the one that one wants to talk about, selling. Some may call it an "exit strategy", but we prefer the term master escape plan! We know it can be scary to think about parting with your practice, but we also know how important it is to be ready for anything. In this episode, cohosts Mark McGaunn and Jenni George discuss what to consider, steps to take, and more for implementing your master escape plan!
2024-02-1451 min
Financial Bliss with Kelley LongEp 14: Why You Can't Seem to Stay Motivated Toward Your Money Goals and What's Missing That Will Keep You on TrackWhether your goal this year is to pay off debt, reach a new savings level or achieve a specific financial-related goal, it's easy to lose motivation if working toward that goal also requires you to make trade-offs or change habits that you enjoy or are really used to.
The main reason people lose motivation toward these types of goals is because they are actually tasks that need to be completed in pursuit of a greater, more exciting and rewarding goal.
In this episode, Kelley Long, your fairy financial coach...
2024-01-2617 min
Financial Bliss with Kelley LongEp 13: 3 Common Money Beliefs That Stand in the Way of Financial BlissWe all carry several money beliefs, or money scripts as they are called in the financial therapy world, and those underlying beliefs influence the way we not only behave with money, but the way we make decisions in our lives.
This episode dives into three that are commonly seen among clients who work in the Financial Bliss framework, along with tips to update those beliefs to be supportive of the life you wish to live into.
2023-12-2616 minThe Veterinary Survival ShowFees: the other F word!The Veterinary Survival Show is BACK with our latest episode! This time we're talking about fees - the other F word! What is a fee? Why are they so controversial? Are there any instances where fees are appropriate? We're not giving anything away here, so be sure to listen in as Jenni and Mark break discuss their feelings about all things fee related!
2023-12-1442 min
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}As with any profession, it's important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting...
2023-11-2739 min
Financial Bliss with Kelley LongEp 12: Why Changing Your Financial Life Is About More Than Just Learning How to BudgetEver try a new budgeting tool and experience initial success, but then quickly slip back into old habits after a month or two?
The reason so many of us struggle with changing our financial habits and situations, even when we end up making more money, is partly because there’s not a simple, one-size-fits-all solution. After all, if it were easy you’d already be doing it!
To change a financial cycle or habit for good, you need to first change your mindset. Once you’ve changed your mindset, the changes in your daily practices flow wit...
2023-11-2622 min
Financial Bliss with Kelley LongEp 11: Money is Morally Neutral: Banishing Shame From Your Financial MindsetShame has an impressive ability to rear its ugly head when it comes to money. Many of us experience money shame for a myriad of reasons: budgeting pitfalls, too much debt, not enough savings, or a failure to attain certain markers that are viewed as evidence of success, like buying a home or starting a family.
But shame has the power to keep us in a cycle of wildly unhelpful self-talk.
Many people aspire to develop healthier money habits but struggle to change their behaviors. Instead, they hit a shame-engulfed wall. Breaking through requires the re...
2023-11-2616 min
The Accounting PodcastThe ERC Moratorium: What Accountants and Tax Pros Need to KnowThe recent moratorium on Employee Retention Credit (ERC) claims has big implications for accounting and tax professionals. In this episode, we break down what the ERC moratorium means and the key things you need to know as an accountant or tax preparer. We discuss how it will impact tax preparation and the diligence required to avoid invalid/fraudulent ERC claims, the bookkeeping and accounting changes to accommodate the moratorium, and the effects on audits. Tune in to understand what the ERC moratorium means for you and your work. Meet Our Guest:Reynaldo E. Arellano...
2023-09-2827 min
Financial Bliss with Kelley LongEp 10: How To Regain Control of Financial Hardships (Even When It's Not Your Fault)What does the Serenity Prayer have to do with achieving financial bliss? For Kelley C. Long, CPA/PFS, CFP®, quite a lot.
If you’ve ever experienced financial hardship that wasn’t your fault, you’re not alone. Even the most careful and diligent individuals can become victims of their circumstances, enduring things in life that put pressure on their pocketbooks. The end of a romantic relationship, a flooded basement, the loss of a job — regardless of causality, it’s your responsibility to decide how to pick up the pieces and move forward.
No matter how much you p...
2023-09-2621 minCPA Trendlines PodcastsJason Deshayes: What We're Doing Isn't WorkingThe DisruptorsWith Liz FarrBy age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm.
MORE: Jason Deshayes show notes here
MORE: Disruptors
MORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: Yo...
2023-09-111h 08
Financial Bliss with Kelley LongEp 9: What to Focus on Once You've Mastered the Financial BasicsYou pay all your bills on time, you've either paid off your debt or have a plan in place to do so and you are looking at what's next, but there are so many options. How do you know which to tackle first?
The truth is, there is no definitive answer that works for everyone, which is why Kelley Long, financial coach and podcast host, created a checklist called the Post-Debt Life Checklist to get it all down on paper so you can prioritize according to your own life and goals.
2023-08-2520 minFinancial Bliss with Kelley LongEp 8: Want Surprisingly Flexible Savings Options? The 1 Account That Can Help You in 4 WaysPutting money away for retirement can seem like a serious commitment, which it typically is due to rules around early withdrawal penalties and other abilities to tap your savings before your age 59 1/2.
In this episode, Kelley C. Long offers 4 reasons that one particular type of retirement savings account offers more flexibility than you might think when contributing your hard-earned money. Check it out to learn the often-misunderstood rules so you can make the best decisions for your finances without the fear of losing access until you're almost 60.
Resources to...
2023-07-2625 minThe Veterinary Survival ShowSpecial Guest: Dr. Peter WeinsteinThe Veterinary Survival Show is excited to welcome Dr. Peter Weinstein to our Podcast! Listen in to hear his thoughts on the state of the today's veterinary industry and how it can (and should) change.
2023-07-1538 minFinancial Bliss with Kelley LongEp 7: 5 Unexpected Things You Probably Didn't Know About Your 401kHow much do you know about your 401k plan? In this episode, Kelley C. Long, CPA/PFS, CFP® shares five things that she's found are most surprising to people about their 401ks, which she learned during her time as an unbiased financial coach working for a workplace retirement wellness provider.
Resources to support further learning on the topics presented in this episode:
Income limits to deduct traditional IRA contributions if you have a 401k or other retirement plan at work
How to do a back-door Roth IRA
2023 Roth I...
2023-06-2619 minThe Veterinary Survival ShowSpecial Guest: Michael Shirley, Veterinary Leadership Book ClubOn this episode of The Veterinary Survival Show, we're super excited to chat with Michael Shirley, practice manager and founder of the Veterinary Leadership Book Club. Just like we do, Michael believes in the power of positivity, and especially how books can be an excellent vehicle for that power! He started the Veterinary Leadership Book Club (VLBC) a few years back with a handful of members, which has now grown to thousands of book lovers across the world! This episode offers a whole lot of information, so be sure to catch it - we know you'll be picking up s...
2023-06-2347 minThe Veterinary Survival ShowYour questions answered: Part 3It's time to answer YOUR questions again! We're back for PART 3! Co-hosts Mark and Jenni have decades of experience in their respective fields - so why not share some advice? We love answering your questions, so feel free to reach out to us at mcgaunnschwadron.com or deerfieldvetclinic.com. Be sure to listen in and learn something new!
2023-06-0249 minFinancial Bliss with Kelley LongEp 6: 6 Tips to Get Started on Optimizing Your FinancesWhen it comes to getting started with optimizing your finances, sometimes the hardest part is just getting started. In this episode, Kelley C. Long, CPA/PFS, CFP® shares 6 tips to help overcome the various barriers that can get in the way, whether it's fear, perfectionism, a lack of confidence or knowledge or something else.
2023-05-2620 minThe Veterinary Survival ShowSpecial Guest: Dr. Simon George, DVMRegular listeners to our podcast have gotten to know Veterinary Survival Show cohost, practice owner and certified practice manager Jenni George... but what about her infamous husband Simon? She's name dropped him a handful of times, so we figured it was high-time we let him join in! We're super excited to have special guest Dr. Simon George, DVM on this week's episode! Simon tells us all about what it takes to own a successful veterinary practice from the veterinarian side of things, sharing with listeners how he's learn to 'play to his strengths', and what he lets his team...
2023-05-0245 minFinancial Bliss with Kelley LongEp. 5: A Different Perspective on Retirement PlanningThe traditional financial planning industry will tell you that there is a retirement savings crisis in the US and that most people are at risk of running out of money in retirement, but those statistics are based on outdated systems and an unrealistic idea of what retirement even is. This episode explores where the modern ideal of retirement came from and introduces a shift in perspective in how to think about careers, saving for retirement and what retirement might look like for people in their 50's and younger. If you are worried about your financial future because you aren't...
2023-04-2723 minThe Veterinary Survival ShowSpecial Guest: Dr. Jeff Rothstein, Mission Vet PartnersJoin us for this episode of The Veterinary Survival show as we get to know Dr. Jeff Rothstein, Founder and Co-President of Mission Veterinary Partners (MVP). Dr. Rothstein bought his first veterinary practice within one year of graduating veterinary school and from that built it into a multi-hospital network, The Progressive Pet Animal Hospitals (PPAH) which he merged into MVP in 2017. Dr. Rothstein has been a long-time contributing author to a number of practice management journals. He has served on the Advisory Boards of Veterinary Economics and Veterinary Practice News. He currently is on the Board of Directors of...
2023-04-0139 minFinancial Bliss with Kelley LongEp. 4: 5 Common Money Mishaps and How to Overcome ThemIn her work with over 2,500 individuals from all walks of life as a money coach, Kelley C. Long, CPA/PFS, CFP® has pretty much seen it all. But if there is one thing she could tell EVERYONE, it's that there are very few money mistakes that you can't overcome. In this episode, you'll hear 5 common mishaps she's encountered in her work as an unbiased financial wellness coach along with practical financial planning tips to make the most of your finances. There's something for everyone in this one, even if you're lucky enough to feel like you've done pretty great w...
2023-03-2323 minThe Veterinary Survival ShowPartnerships: 'Til Death Do Us Part?Does the idea of taking on a business partner scare you? If so, you're not alone... and not wrong - it's a big deal! In fact, sometimes these 'partnerships' are referred to as 'marriages'. Partnerships have great advantages, but should bot be entered into lightly. In this episode of the Veterinary Survival Show, Mark and Jenni cover 17 characteristics that a business partner should have (and a few they shouldn't have). Wondering what the pros and cons are of partnerships? We'll cover that too! This is one of our most information-packed episodes! Whether you're a veterinary clinic owner, or a rec...
2023-03-1352 minFinancial Bliss with Kelley LongEp. 3: The One Thing Holding You Back from Optimizing Your FinancesWhen Kelley asked several smart, responsible women who felt like they didn't have what it takes to optimize their money, she found a really interesting recurring theme. This episode digs into that one thing, what it really stems from, and how anyone, regardless of money in the bank, can move beyond it.
Resources mentioned:
www.financialblisscoach.com
Oriah Mountain Dreamer poem
The Alchemist, by Paolo Coehlo
The Simple Path to Wealth, by JL Collins
2023-03-0118 minFinancial Bliss with Kelley LongEp. 2: Why You Keep Sabotaging Your Financial Goals and How to Stop for GoodThis episode is geared toward those who, despite all their best efforts to "be better with money," can't seem to escape the cycle of boom or bust. It seems as soon as you get to a better place financially, BOOM, something happens to take you right back to where you were. While having a good money management system in place can help, the real fix for this goes much deeper into our money psychology. Listen as Kelley Long gets into what's behind these endless cycles and a step-by-step way to break it for good. Special appearances by Larry the...
2023-02-2319 min
Financial Bliss with Kelley LongIntroduction to Financial Bliss and the Self-Exploratory Exercise That Changed My LifeIn this introductory episode, host Kelley C. Long, CPA/PFS, CFP® shares her frustration with how challenging it is for everyday people to access unbiased and reliable guidance and advice around their money decisions, along with how she has worked to find a way to solve that challenge throughout her career. You'll also learn a powerful exercise that Kelley uses to make important life decisions, including the decision to leave a great-paying and really fun job in order to go out on her own in the middle of a pandemic.
Financial Bliss with Kelley Long was created to...
2023-02-2115 minThe Veterinary Survival ShowYou can't have CULTURE without the CULT!The Veterinary Survival Show is back! This episode is all about the culture of your veterinary clinic... the 'culture' that can sometimes feel like a 'cult'. But is that a bad thing? We don't think so! We're looking at the 'good' side of cults here: comradery, unity, dedication, and a family that relies on each other - these are all traits that your clinic culture should be based on. As Jenni tells listeners, your culture can make or break your clinic, so you'll want to be sure that your culture is the best it can be. You may think...
2023-02-1046 min
Metal Steel Manufacturing PodcastCash in The Bank and Exiting Your Manufacturing Business with Douglas L. Hoffman, CPA, PFSCash in The Bank and Exiting Your Manufacturing Business with Douglas L. Hoffman, CPA, PFSWatch the video episode here https://youtu.be/TDLL7rIrZq0Douglas L. Hoffman, CPA, PFS accounting firm https://hegcpas.com/. Reach Doug at 518-523-2581 x304Douglas L. Hoffman, CPA, PFS, has 40-plus years of experience in finance with PwC, one of the world's largest accounting firms, and owns four accounting firms in NY state. Doug has been with the firm since January 2007, when his firm, Hoffman CPAs, merged with Dragon Benware & Company, becoming the largest firm in...
2022-11-151h 01
Smart Women TalkFinancial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®Financial Steps to Take Before the End of 2022 with Wayne Titus, CPA/PFS, AIFA®Join Wayne and Katana as they discuss:- Income planning to take advantage of the Tax Cuts and Jobs Act's reduced tax rates .- How to make sure you have withheld enough taxes this year.- Deduction planning to help you avoid a higher tax bracket.Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. He is a...
2022-11-0841 minThe Veterinary Survival ShowGetting Your Administrative Ducks in a Row (part 2)Back by popular demand, it's time to get MORE administrative ducks in a row! Admin DOES NOT have to be overwhelming, but it certainly should not be overlooked. The Veterinary Survival Show is back to guide listeners through new admin concerns and how to handle them. If you've listened to part 1 (and if you haven't, you should!), then you need to listen to this episode!
2022-10-1446 minThe Veterinary Survival ShowSpecial Guest: Nicole Clausen - Veterinary Care Logistics CEODoes the word "inventory" fill you with dread? If so, then you've come to the right place! On this episode of The Veterinary Survival Show, co-hosts Mark and Jenni sit down with Nicole Clausen, CEO and founder of Veterinary Care Logistics to discuss inventory. Our chat with Nicole is packed with useful tips and tricks to help manage your inventory. Nicole has seen it all regarding veterinary inventory! She explains why inventory is super important, offers suggestions on how to make your clinic's inventory counts less daunting, and much more! You can't afford to miss this episode so be...
2022-08-2249 minThe Veterinary Survival ShowGetting Your Administrative Ducks in a Row (part 1)If you're a veterinary practice owner or manager (and if you're not, we're willing to bet you know one!), you know how much can be on your plate at once. Managers and owners are constantly wearing several metaphorical hats throughout the day. Between dealing with client interactions, upholding policies and procedures with staff, maintaining inventories, and much, much more, every day is an adventure! When things get busy, it can be easy to overlook the administrative side of things, but The Veterinary Survival Show is here to help! Cohosts Mark and Jenni discuss a range of admin items to...
2022-07-2044 minThe Veterinary Survival ShowThe Changing Landscape of Veterinary MedicineChange: sometimes it's scary, sometimes it's great, but one thing for sure: it's inevitable. Change is happening all around us, and that includes within the veterinary community. From changing policies to changing employment mentalities, Mark and Jenni discuss the changing landscape in today's veterinary medicine. Listen in to learn what to be aware of, and how you can prepare for changes within your hospital.
2022-06-2541 minThe Veterinary Survival ShowSuper Strategies for a Better Bottom LineWhat are you doing to improve your bottom line? If that question caused you to panic as you struggle to come up with an answer, this episode is for you! In this episode of The Veterinary Survival Show, co-hosts Mark and Jenni cover 'common sense' ways to boost your bottom line. The best news is that these 'common sense' solutions are super easy, so anyone can take advantage of these tips! While Mark describes the financial advice he's given to clients over the years, Jenni gives examples of how these tips have worked well for her in her hospital...
2022-06-1142 min
Accounting High051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)Episode 51 | Recorded January 24, 2022
In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name.
* The obsession with credentials
* Shane’s accounting adventure – from education to letter collecting
* Nish? Neetch? Nitching? Niched? (We still aren’t sure)
* Moving from PwC to NY via sailboat
* Racing towards a self-sustaining business
* On being necessary
* Why investment advising intimidates
* Behavior = ROI
* Sampling workflows – what worke...
2022-05-291h 16The Veterinary Survival ShowMarketing: Don't Just Set it and Forget it!Marketing-- where would we be without it? Marketing is an important aspect to every business, but it's definitely not as simple as it sounds. Who are you trying to reach, and why? What's the best way to market your veterinary clinic? What are your overall marketing goals? What other things to do you need to consider before starting your marketing?!If this is all sounding overwhelming, fear not - our co-hosts Mark and Jenni break down the basics of marketing your vet hospital or clinic. Jenni details the who, what, when, why, and how of marketing, while M...
2022-05-2039 minThe Veterinary Survival ShowPersonality Types and Why They MatterHow familiar are you with your employees? Sure, you know their name and role within your clinic, but do you really know them? This episode of the Veterinary Survival Show takes on a long-awaited topic: personality types.Jenni takes the reins as she and Mark discuss personality types and why they matter. Our co-hosts have each taken the Meyers-Briggs-based test on 16personalities.com, and are eager to share their results (yes, even Mark who had his reservations about this topic!). Beyond traditional testing, how else can we classify employees, clients, and even ourselves? Jenni gives examples of...
2022-05-0241 minThe Veterinary Survival ShowSpecial Guests: Brad Berg and Heather Rinkol - PacWest BankThe Veterinary Survival Show welcomes guests Brad Berg and Heather Rinkol of PacWest Bank. Loans for veterinary practice owners can be intimidating, but with specialized lenders like Brad and Heather by your side, you won't have to worry. Our guests have decades of experience helping veterinary practice owners accomplish their dreams of building, expanding, and owning veterinary practices across the country. Cohost Mark asks the big questions he's been asked over the years by clients, while Jenni discusses her own lending experience. If you're ready to take out a loan to further your veterinary practice (or even if you're...
2022-03-2845 minThe Veterinary Survival ShowThe Importance of Policies and ProceduresPolicies and procedures might not seem like the most exciting part of your vet hospital or clinic, but there's no doubt they're super important! Policies and procedures bring order to the workplace, and consistency to your patient care. Cohosts Mark and Jenni discuss which areas should be addressed regarding policies and procedures, and why. Jenni details the steps she's taken in her hospital to implement policies and procedures, and gives examples of how important specific instructions can be. Mark offers tips on how to make training more interactive, and who should be in charge of training new employees. If y...
2022-03-0341 minThe Veterinary Survival ShowProfit Solver: A Year In ReviewRegular listeners of The Veterinary Survival Show will remember our previous chat about Profit Solver, the veterinary-specific program designed to boost profit. Steve Castillo, CEO of Profit Solver, was the very first guest on our show, walking us through the ins-and-outs of the program. Cohost Jenni was so impressed, that she decided to "take the leap" and sign up her vet hospital.One year later, she's ready to tell us everything! Was it worth it? (Spoiler: YES!!) What did she learn? What was the most difficult part, and most importantly, why did she wait so long to...
2022-02-1936 min
Middle Ground with JLE“Journey Of Founder/CEO Of FiBrick” with Special Guest Author Ramona Cedeno,CPA, PFS, CFP, CGMA, MBA“Middle Ground with JLE L.L.C.” Podcast “Where We Treat You Like Family” welcomes Author/Founder & CEO OF FiBrick|Accounting, Tax Planning, & Outsourced CFO Services, Ramona Cedeno, CPA, PFS, CFP, CGMA, MBA as she shares amazing journey.
2021-12-3044 minThe Veterinary Survival ShowYour questions answered: Part 2You've got (more) questions, we've got (more) answers! On this episode of The Veterinary Survival Show, cohosts Mark and Jenni answer more questions on a broad range of topics. Ever wondered if you can pay all your personal or corporate taxes at once? Mark opens by explaining the complications of doing so, and offers suggestions on how you should pay instead. Jenni discusses considerations surrounding starting a specialized concierge practice. Next, we go over both the financial and non-financial actions veterinarians need to take, when their employer's practice is being sold to corporate an...
2021-12-1737 min
Unity TalksEpisode 15: Brett Mills, CPA, PFS - Managing PartnerOn this episode of Unity Talks, host David Cathey, partner at Unity Search, talks with Brett Mills, CPA, PFS - Managing Partner.
2021-12-0930 min
The RN2writer ShowInterview with Accountant Jason Deshayes, CPA/PFS, CFP®About Jason Deshayes, CPA/PFS, CFP®: Jason is the is the Director of Tax Planning at Cook Wealth in Raleigh. Cook Wealth helps clients with; everyday finances, family legacy planning, tax planning, debt management, investment management, cash flow optimization, business transactions and basically anything financially related.
Jason has a wealth of knowledge and experience in accounting and finance. Before joining Cook Wealth Jason worked as an Accounting Advisory Senior Manager with Elliot Davis and as a Senior Manager with the Association of International Certified Professional Accountants where he focused on firm relations and firm succession resources.
...
2021-11-1637 minThe Veterinary Survival ShowSpecial Guest: Colin Carr - CARR Healthcare RealtyThis week The Veterinary Survival Show sits down with Colin Carr of CARR Healthcare Realty for a highly educational interview. Colin has been in the real estate game for a long time, but that's not the only reason why we love chatting with him. Just as host Mark McGaunn specializes in veterinary accounting services, CARR Healthcare Realty specializes in healthcare properties only. CARR's motto is helping people who help people, so they truly understand the unique challenges that healthcare realty presents. CARR solely works with buyers and leasers, never sellers, keeping their transactions free of conflicts of interest.
2021-10-0239 minThe Veterinary Survival ShowWhen to Say Goodbye: Client EditionNightmare clients - we've all had them. Whether they're unwilling to pay a bill, refusing to follow your protocols, or acting inappropriately in your clinic, those clients that 'keep us up at night' are never fun. If you've ever dealt with a client and thought, "I wish I could tell them to find a new vet clinic", The Veterinary Survival Show is here to let you in on a little secret: YOU CAN! We know that saying goodbye to clients can be an uncomfortable experience, so we're here to give our listeners tips on when and how...
2021-07-3139 minThe Veterinary Survival ShowSpecial Guest: Sean Coyle, Simmons NortheastThe Veterinary Survival Show welcomes guest Sean Coyle of Simmons Northeast, to chat with co-host Mark McGaunn. Sean has been part of Mark's trusted group of financial professionals for close to a decade. He has worked as an advisor to veterinarians his entire professional career, first in lending and now as a transition consultant for veterinary professionals across the Northeast. Backed by decades of experience, Sean touches on a variety of things to consider for anyone thinking about selling or buying a veterinary clinic. Whether you're transitioning now or planning to in the future, you won't want to miss...
2021-07-1640 minThe Veterinary Survival ShowWhat Can We Learn From Corporate Veterinary Medicine?What do most small practice owners think of when they hear "corporate veterinary medicine"? Cookie-cutter hospitals with no 'home town feel'? If you think corporate hospitals are 'the enemy', then you'll want to listen to this episode of The Veterinary Survival Show. Our co-hosts educate small veterinary hospital owners about how they can 'beat corporates at their own game'. Mark discusses recommendations he likes to make to his veterinary clients, and how small changes can have huge impacts on your hospital's profit and value. Meanwhile, Jenni weighs in on changes she's made which have been inspired by corporate medicine, and t...
2021-07-0240 minThe Veterinary Survival ShowBonus StructuresIn our last episode, we talked about the importance of paying your employees a living or 'survival' wage, but how do we reward those who go above and beyond? If your answer is, give them a cash bonus, you're right-- but that's just the beginning! In this episode, Mark and Jenni discuss a wide variety of bonus options to help motivate your team to work harder and stay with your clinic for years to come. Find out why creative, 'outside the box' bonuses are better than a 'one size fits all' approach, and what you'll want to keep in...
2021-06-2339 minThe Veterinary Survival ShowThe Veterinary Survival Pay InitiativeWe've all heard of minimum wage, but what about a 'living' or 'survival' wage? Raising pay rates can be intimidating, but the Veterinary Survival show offers suggestions on how to find extra money for employees (hint: Profit Solver!), and most importantly WHY you need to be paying survival wages. Mark explores the MIT Living Wage Calculator, a tool that shows just how far the minimum wage rate falls short. Meanwhile, Jenni discusses the positive domino effect that will result in paying a survival rate-- and you'll be surprised to learn just how far these actions go! If your employees...
2021-06-0835 minThe Veterinary Survival ShowYour questions answered: Part 1You’ve got questions, we’ve got answers! The cohosts of the Veterinary Survival Show love reading comments and questions from our dedicated listeners. With decades of knowledge between them, they’ve seen and experienced it all--now they’re ready to answer your questions! From starting your own practice to paying off loans, and everything in between, these are the questions you’ve asked us to answer. Mark provides the financial advice, while Jenni chimes in with her personal experience on these matters. Didn’t hear what you were eager to know? This episode theme is sure to the first...
2021-05-2143 minThe Veterinary Survival ShowSpecial Guest: Andrew Ross, CFP® - Veterinary Financial PlannerRegular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and h...
2021-05-0840 minThe Veterinary Survival ShowMental Health and the Veterinary IndustryMark and Jenni switch gears for this personal and this important topic: mental health issues within the veterinary industry. Whether you're struggling with your own mental health or not, you'll definitely want to listen to this episode. Hear from both Jenni and Mark, as they tell their own true stories of their battles with mental health, and how they've learned to fight back. In this discussion, the cohosts explain that 'looks and actions can be deceiving', and how to support your friends and coworkers who you suspect may be struggling. The Veterinary Survival Show hopes that we can do...
2021-04-2145 minThe Veterinary Survival ShowSpecial Guest: Steve Castillo, CEO of Profit SolverThe Veterinary Survival Show welcomes its first guest! Join us as we chat with Steve Castillo, CEO of Profit Solver. Never heard of Profit Solver? Now's the perfect time to get to know this veterinary-specific profit generating program. Discover how Profit Solver can help you and other veterinary hospital owners "find hidden money", determine the true value of the services you're providing, and help keep your pricing competitive and profitable. You can't afford to miss this episode!
2021-04-0347 minThe Veterinary Survival ShowLooking at Your Hospital Through Your Clients' EyesYou know your hospital like the back of your hand... but do you, really? When was the last time you really looked at (or listened to, felt, smelled, and yes, tasted) your clinic? What is the first thing clients see when they arrive at your clinic? Are there sounds or smells that raise concerns? Are you creating a comfortable experience for both your human and animal visitors? Jenni takes a deep dive into what your clients should (and should not!) experience when they visit. Find out how everything from paint colors to pet treats can enhance your patient experience...
2021-03-1745 minThe Veterinary Survival ShowSubscription Based MedicineThe hot button topic you've all been waiting for-- subscription based medicine! Forget what you've heard about subscription based medicine: Mark breaks down the stats on the current state of the subscription based economy, and Jenni gives her two cents on how current plans may impact today's veterinary clinics. Is subscription based medicine really here to stay or is it just a fad? What factors are there to consider when deciding if subscription based medicine is right for your practice? Find out why (or why not) subscription based medicine is right for you. Mark and Jenni give their own...
2021-02-2442 minThe Veterinary Survival ShowNavigating Financial HealthIf you own or manage a veterinary hospital, you're well versed in animal health-- but how familiar are you with financial health? What are KPIs and how closely should you follow them? How do internal vs external benchmarks differ? Who should you be comparing your veterinary hospital to? Learn how to navigate your own financial health with Mark and Jenni, as they discuss all this and more in this episode of The Veterinary Survival Show.
2021-01-2846 minThe Veterinary Survival ShowCombating the Online Pharmacy JuggernautIn today's digital age, things change fast. Don't fall behind: your online pharmacy will help keep your veterinary practice relevant. This episode will teach you how to take advantage of automatic services like auto-ship and auto-reminders. Find out what goes into maintaining your online pharmacy, and learn why your online pharmacy will save you time, save you money, and boost your profits -- all without handling any product.
2021-01-1435 minThe Veterinary Survival ShowBenefits of a Veterinary Practice ManagerYou've completed the education, you've passed all the tests, you've done countless hours of training-- and you've just achieved your dream of owning your own veterinary practice. Now you're chasing down unpaid invoices, resolving staff disputes, trying to stay up to date on veterinary laws.... the list goes on and on. Sounds like it's time for some help: enter the veterinary practice manager! Find out how hiring a practice manager will take the weight off your shoulders and let you get back to what you're best at--veterinary medicine. Certified Veterinary Practice Manager Jenni George discusses why a practice manager...
2021-01-1441 minThe Veterinary Survival ShowTaking RisksTaking risks can be... well, risky. Fear not: CPA and Certified Financial Planner Mark McGaunn is here to discuss which risks to take, and which to avoid. Hear about Mark's own history with financial risks, and why the benefits of risk taking may not be immediately evident. In this episode you'll learn how to assess your own risks to help you make smart decisions. And of course, Jenni's sage advice: everything will be okay!
2021-01-1438 minThe Veterinary Survival ShowTeam Building 101Your veterinary team is your family. Just like any other relationship, you'll need to put in some work--but the benefits, both personally and financially, will far outweigh the effort! Learn why teambuilding is so important, and how simple it can be. Practice owner and Certified Veterinary Practice Manager Jenni George shares her tips on how to create a positive and safe work environment for all employees, and why your practice will thrive with a united staff.
2021-01-0840 minThe Veterinary Survival ShowFinancial Transparency in a Veterinary PracticeDo you fear financial transparency? Many people assume financial transparency is 'all or nothing'-- but we're here to prove that the middle ground is the sweet spot! Jenni and Mark will discuss which reports you'll want to share (and which ones to keep private), and why. Find out how sharing certain numbers with your staff -- both successes and failures-- can motivate your team to achieve financial goals.
2021-01-0838 min
Practical Wisdom from ACP Financial AdvisorsEp. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFSThis episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com.
Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN...
2020-03-1126 min
Practical Wisdom from ACP Financial AdvisorsEp. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP®This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atlas Financial in Richmond, Virginia, talks about his experience as a founding member of the XY Planning Network and why he then joined ACP in 2016.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about PJ Wallin, please visit www.AtlasFG.com.
Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https...
2019-12-1927 min
Money Matters Top Tips with Adam TorresCortlon Cofield, CPA PFS Financial Planner at Cofield AdvisorsCortlon Cofield, CPA PFS Financial Planner at Cofield Advisors is interviewed in this episode. Cofield Advisors is a financial planning practice geared toward Entrepreneurs that takes a holistic approach to financial planning and tax advising.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor
2019-09-1607 min
Where Accountants Go - The Accounting Careers Podcast055: Ben Simiskey – Plan Well, Live Well, Serve WellBen Simiskey, CFP and CPA/PFS of PLS Advisory was our guest on this week’s episode of Life In Accounting: The Where Accountants Go podcast.
Where the fun is…
As with most interviews, I asked Ben how he ended up pursuing accounting in the first place. His answer was a little different than we typically hear though. Ben started out as an electrical engineering major and it just didn’t seem like the right field for him. However, his college roommate was an accounting major and seemed to be getting many job interviews, along with being invited to several fun pr...
2017-10-2445 min
Retire Secure!Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx - TOPICS COVERED: Different Investors, Different Thoughts, Emotional Investing versus Objective Investment Strategy, What is Asset Allocation and Why is it Important? Asset Allocation versus Diversification, Common Diversification Mistakes, Asset Class Decisions, Indexing versus Active Money Management, The Difference Between Vanguard and Dimensional Fund Advisors, Rebalancing
2015-08-0648 minRetire Secure!Episode 132 - Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxCreating a Comprehensive Retirement Strategy, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 132 - TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, A Little Bit More about Jim and What a Meeting with Jim Looks Like, Meeting with P.J. DiNuzzo, Defining “Fiduciary Standard”, A Second Consultation with P.J. DiNuzzo, “I want to commit. Now what?”
2015-07-0154 minRetire Secure!Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxSupporting the Four Corners of Your Financial House, James Lange, CPA/Attorney, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 126, TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, The DiNuzzo Stack Analysis, Fiduciary Responsibility, Behavior Coaching, Taking Advantage of a Dynamic Withdrawal Strategy, Cost Effective Portfolios, Tax Management of a Portfolio Rebalancing
2015-05-1454 minRetire Secure!Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxFollowing an Efficient Financial Strategy Produces Dividends
James Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 120
TOPICS COVERED:
Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx,
Introducing Gamma,
The Bucket Analysis,
Other Key Aspects of the Gamma Strategy,
Tax Efficiency as Part of Your Financial Strategy,
Morningstar and Defining “Liability Relative Asset Allocation Optimization”
2015-03-2654 minRetire Secure!Episode 114 - Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxAsset Allocation Strategies That Will Maximize Your Retirement
Jim Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 114
TOPICS COVERED:
Guest Introduction – P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
What is Asset Allocation?
What is Diversification and Why is it Beneficial?
Having An Adequate Cash Reserve
Different Portfolio Management
How Time Affects Asset Allocation
Gifting
Different Asset Allocation Scenarios
Rebalancing
What Changes your Asset Allocation?
2015-02-0450 minRetire Secure!Episode 110 - Government Gridlock & Retirement Planning with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxGovernment Gridlock & Retirement Planning with
Guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Jim Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 110
2014-12-1050 minRetire Secure!Episode 103 - The Federal Reserve & Retirement Planning with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 103 - The Federal Reserve & Retirement Planning with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
2014-10-1549 minRetire Secure!Episode 79 - Spain's Pain and What Stocks Should Do with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 79 - Spain's Pain and What Stocks Should Do with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx - TOPICS COVERED: Introduction of Guest – PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx; Background on the Euro and the EU; Problems Arise in the EU; Will Spain’s Situation Affect Me?; Solutions to Auto Financing; Is it an Ideal Time to Travel to Europe?; Staying the Course; You Must Have a Plan
2014-07-0950 min