Shows
Keep HustlingBuilding Your Hustle Boardroom with Chris Picciurro In this episode of Keep Hustling, host Aaron Gordon sits down with Chris Picciurro, CPA and founder of Teaching Tax Flow, to dig into practical tax planning strategies for entrepreneurs and working families. Chris shares his journey from Detroit newspaper boy to tax expert, highlighting how early entrepreneurial experiences shaped his mission to educate others. The conversation covers why everyone needs a "personal boardroom," tax tips for side hustlers, the difference between tax prep and tax planning, and common financial pitfalls - plus actionable advice for building wealth at any income level. Chris also discusses the generational...2025-05-0131 min
The REI AgentTurning Debt Into Opportunity to Build True Financial Freedom with Sarah BratcherDiscover how Sarah Bratcher went from burnout and debt to building a life of financial freedom through smart bookkeeping, mindset shifts, and real estate investing. Small steps, powerful systems, and lasting wealth strategies await you.(00:00) - Introduction to The REI Agent Podcast(00:06) - Erica Introduces Herself as a Licensed Therapist(00:08) - Mission of The REI Agent Podcast: Living Bold and Fulfilled Lives(00:14) - Weekly Interviews with Agents and Investors(00:18) - Ready to Level Up Together(00:24) - Mattias Reflects on a Busy Spring and Real...2025-05-0149 min
Millionaires Unveiled403: Net Worth Of $1.3M - Principal Regrets: A Frugal Fail in a Purple PT CruiserSummary In this episode, Marcus shares his journey as an educator and principal, detailing his financial growth, including his net worth and debt-free journey. He has a net worth of $1.3 million plus a sizable pension that could put his net worth closer to $3 million. A nice chunk is in real estate, the pension and then other investments. He discusses the importance of inheritance and family wealth transfer, his career path in education, and his future goals, including retirement planning and multi-generational wealth. Marcus emphasizes the significance of financial literacy and experiences over material possessions, providing insights into...2025-03-3135 min
Travis, Can I Have This?007 - The Best Credit Cards for Dentists: Maximize Rewards and Maximize ControlWe love spending money on our credit cards, right?! In this episode, we’re diving deep into how dentists can maximize credit card rewards and whether traditional credit cards or newer spend-control cards (like Ramp, Divvy, and Brex) are the better fit for your practice. We’ll cover: 💳 Traditional vs. Spend-Control Credit Cards – Which one fits your dental practice? 💰 Cash Back or Points? – Is guilt-free travel worth the complexity? ⚠️ Why Financing on a Credit Card is a Slippery Slope (Hint: Dave Ramsey would not approve.) 📊 How the Right Card Can Save You Thousands – A real-life example of how a...2025-02-2825 min
Heather Hansen OneillProfitability with Ahuva GruenThis week’s theme: Profitability
Profitability is essential for business success, and it depends on a strategic balance of people, processes, and products. Effective management of these elements ensures that revenue translates into sustainable growth and financial stability. Businesses must maintain strong profit margins and focus on optimizing their operations, as poor financial management can quickly erode profits. Forecasting cash flow and setting aside funds for unforeseen expenses are critical practices that help avoid relying on high-interest credit and keep the business on track.
The relationship between profitability and cash flow is vital, as...2025-02-2631 min
Financial Advisors Want To Know PodcastEp 59: How to Prospect Without Fear of FailureFinancial Advisors Want to Know: How to Prospect Without Fear of Failure - Ep 59 Chad HuffordWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode, we have Chad Hufford as a guest. Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he...2025-01-2722 min
The Generosity NOW PodcastEmbracing Generosity and Stewardship: With Fran and Neal DavidsonIn this heartfelt episode of the Generosity Now podcast, we sit down with Fran and Neal Davidson, a remarkable couple with decades of experience in whole-life stewardship and generosity. From their roots in Southern California to building a life in Colorado, Fran and Neal share their journeys of faith, family, and the incredible lessons they've learned along the way.
Join us as Fran discusses her upbringing in a loving, faith-filled environment, her transformative college years, and her successful career as a CPA before transitioning to full-time motherhood. Neal opens up about his contrasting childhood, his spiritual awakening...2024-12-2651 minThe Generosity NOW PodcastEmbracing Generosity and Stewardship: With Fran and Neal DavidsonIn this heartfelt episode of the Generosity Now podcast, we sit down with Fran and Neal Davidson, a remarkable couple with decades of experience in whole-life stewardship and generosity. From their roots in Southern California to building a life in Colorado, Fran and Neal share their journeys of faith, family, and the incredible lessons they've learned along the way.
Join us as Fran discusses her upbringing in a loving, faith-filled environment, her transformative college years, and her successful career as a CPA before transitioning to full-time motherhood. Neal opens up about his contrasting childhood, his spiritual awakening...2024-12-2651 minMillionaires Unveiled388: Net Worth Of $2.3M - Wearing My Rolex & Driving My KiaSummary Dennis, a cybersecurity professional, shares his financial journey and strategies. He has a net worth of around $2.3 million, with a breakdown of 900k+, in retirement, 300k+ in cash equivalents, 400k in his house, and the remainder in a brokerage and some collectibles. Dennis primarily invests in Roth accounts and believes in the simplicity and peace of mind it provides. He started investing in his late 20s and became debt-free in 2017 after paying off $85,000 in consumer debt. Dennis also has a passion for collecting watches, which he views as a store of value and a way to...2024-12-1647 min
Guardian Financial, Inc.'s PodcastDave Ramsey Baby Steps - Can I Retire?In this video, we break down Dave Ramsey's Baby Steps and answer the question - Can I Retire? Find out how to achieve financial freedom with these steps!*************************************************************************************1️⃣ Do you have a income plan set up to never outlive your money, so you are not a burden on loved ones?2️⃣ Are you getting the greatest returns with the least amount of risk for you personal risk tolerance?3️⃣ Do you have a tax plan in place to pay the minimum taxes allowed by law?4️⃣ Are you maximizing your Social Security Benefits?💰 💰 💰NEED HEL...2024-11-2013 min
天财之路｜助你有爱又有财EP09感恩节心里话：三年零收入，做播客为爱发电，我是专业的，更是快乐的｜对话佐治亚小帅感恩节特辑来了！《天财之路》开播三个月，发布的8期节目中有4期节目连登小宇宙新星榜✨感恩听友们的支持与陪伴，《天财》第一季正式完结，第二季我们会带来阵容更加强大的嘉宾队伍，更有趣的搞钱资讯，以及更加变幻莫测的情绪价值～哈哈，不要走开，我们SEASON II见！本期又是一期串台节目！我们邀请到《佐治亚小帅|北美华人故事访谈》主播小帅，围绕做播客的成功经验、播客变现以及跨文化播客内容等话题展开了一系列有意思的讨论。从内容创作、设备购买到录制诀窍，再到变现路径的探讨，我们希望这期节目可以透过小帅的经验，看到一些做好播客的成功秘诀。除此之外，我们还对国内外华人对播客的异同之处进行了探讨，了解到跨文化传播的魅力与挑战。不论是行业内人士还是对播客感兴趣的普通听友，这期节目都将为您带来独特的启发和深刻思考。敬请收听，与我们一同探索播客与播客变现的无限可能！｜嘉宾介绍｜小帅，播客《佐治亚小帅｜北美华人故事访谈》主播，入选2024年全美华人30岁以下青年精英榜（AACYF Top U30），荣获2024年美国华人大会（Chinese American Convention）特别奖项，以及第十二届中国创新创业影响力峰会“2024年度行业影响力人物奖”。｜时间要点｜02:28嘉宾介绍05:23开启播客之路的原因：因为疫情只能待在家里，听播客改善自己的心理状况，索性就做了起来，无心插柳柳成荫。08:31做播客远没有听上去那么轻松，需要花费大量的时间精力来策划、录制、剪辑以及和嘉宾沟通，还会遇到突发的设备状况。11:34做播客是开心的，嘴皮锻炼的更溜，还了解到很多行业外人不知的内幕。13:02大家谈论自己喜欢的播客：独树不成林、日谈公园、无人知晓、硅谷101、On Purpose等，并讨论近期现象级节目《鱼不存在》。23:15播客访谈时的技巧：问一个非常细的问题，然后慢慢撕开话题，并从多种不同角度对同一问题进行提问，避免观点遗漏。27:44关于播客变现模式的讨论：付费模式、电商模式、广告模式。美国播客的变现经验还包括开发播客AI工具、独家授权、基金等，并介绍了具体案例。41:24关于国内做播客困境的讨论：行业门槛低，新节目出现快，竞争正在变激烈，同时变现难的问题尚未得到明显改善。45:02关于中国和美国做播客异同的讨论：北美第一代华人移民的价值观与国内相似，但会带来更加多样的观点和视角。47:42关于听友爱听内容的讨论，明确听友群定位，迎合相关主题与风格，提供更多干货很重要。50:53探讨为何如今出国被称为新一代的上山下乡和洋插队，以及北美青年华人移民精神与生活状态、H1B Slave等第一代华人移民的心路历程。｜延伸阅读｜The Ramsey Show：一档美国金融类节目，由戴夫·拉姆齐（Dave Ramsey）主持。节目形式是通过电话热线与听众互动，解答他们在财务管理中遇到的问题。On Purpose：是一档由励志演讲家兼作家Jay Shetty主持的播客节目，专注于帮助听众过上有意义的人生。节目邀请各界名人、专家分享关于幸福、关系、效率和心理健康的实用建议。Jay以平和且富有洞察力的风格，带来深刻而实用的成长启发，深受全球听众喜爱。JoeRogan：乔·罗根，美国喜剧演员、电视主持人、播客主持人和综合格斗解说员，以他的播客节目《The Joe Rogan Experience》而闻名。TimFerris：蒂姆·费里斯，美国投资人、作家、播客主持人。他主持的播客节目“蒂姆·费里斯秀”（The Tim Ferriss Show）是美国最知名的播客节目之一，被《观察者》杂志称为“播客界的奥普拉”。HarryStebbings：哈里·斯特宾斯，创投播客《The Twenty Minutes VC》的主理人。Spotify：在线流媒体音乐服务平台，也是目前是全球最大的正版流媒体音乐服务商。CPA中文播客社区：国内首个专业播客社区，由Bessie、艾勇与老袁联合发起创立，其宗旨为帮助听友挖掘宝藏播客节目、帮助播客创作者进行商业化、共建可持续的内容生态。《鱼不存在》：美国作家露露·米勒创作的一本结合传记、回忆录和科学冒险的书籍，讲述了斯坦福大学的建校校长大卫·斯塔尔·乔丹的故事，也是一则温暖人心的寓言，讲述了在一个混乱永远盛行的世界里，坚持和秩序是重要的精神支柱。社会达尔文主义：简称“社达”，主张用达尔文的生存竞争与自然选择的观点来解释社会的发展规律和人类之间的关系，认为优胜劣汰、适者生存的现象存在于人类社会。H1B签证：美国签证类型，指特殊专业人员/临时工作签证，发放给美国公司雇佣的外国籍有专业技能的员工。H-4签证：美国为家庭团聚而颁发的一种签证，主要针对美国H1B工作签证持有人的配偶和未成年子女。持有H-4签证的人可以在美国居留，但没有工作权。｜关于我们｜我们分享创业故事，聚焦升财之道。与你一起拥抱风口浪潮下的每一次机遇，邂逅成长中有财又有爱的灵魂。人生最大价值在于“被看到”。我们致力于让所有卓越企业与创业者被市场所看到。我们愿为长期主义者、创业爱好者与未来价值投资者们，打造一片孕育灵感与期望的终身沃土，让优秀的你和你坚持的梦想被更多人看到。｜关于主播｜莞迪：坐标美西，留美十年，前上市公司董秘，投资者关系管理顾问，四国语言，《天财之路》创始人（小红书：莞迪Lydia🥕）杨鹏：坐标帝都，211/985本硕学渣，前咨询公司合伙人，现享受仰卧起坐人生的朝阳群众 （小红书：杨鹏）欢迎加入《天财之路》听友群「财迷圈」，在这里，你可以：打开商业思路，把握潜在机会，Get避坑经验，并与我们成为一道发财的好朋友。扫码添加主播微信进入听友群，并在其他平台关注我们。🔍微信号：shwandi🔍小红书：天财之路关注每期节目内容🧧，赢得年终超级大礼Macbook Pro｜本期团队｜内容策划：莞迪、杨鹏Show2024-11-171h 01
Know Your Numbers REI with Chris McCormackThe Impact of Dave Ramsey's Financial Strategies: How He Built a Multimillion Dollar BusinessDave Ramsey's approach to finances is deeply intertwined with his faith, which serves as the foundation for his financial philosophy and practices. He openly shares his religious convictions, particularly his relationship with Jesus Christ, and emphasizes the importance of applying biblical principles to financial management. This perspective extends beyond personal finance; it fosters a sense of community and service.
In this episode, host Chris McCormack, a Certified Tax Planner and CPA at Better Books, takes a deep dive into the world of personal finance and the controversial figure of Dave Ramsey.
2024-10-2417 min
DIY Money | Personal Finance, Budgeting, Debt, Savings, InvestingWhen to hire a CPA?Allie and Quint talk about when to bring on a professional for your taxes.
2024-09-2718 min
What We Learned in the MarketsHow To Use a Donor Advised Fund to Save on Taxes and Fulfill Charitable GoalsFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and other nonprofits. Can you help explain the benefits of this product?”Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video seri...2024-08-1408 min
Rich Girls' GuideDo You Need A Financial Therapist?Hey Rich Girls, Kirby here - we’ve all heard of financial advisors, CPA’s, money guru’s and even floating heads on the internet - like myself - but have you ever heard of a financial therapist? And do you NEED one?**please note this is not investment advice, just my opinion & should be used for entertainment purposes only**CONNECT WITH ME:YouTube: www.youtube.com/@richgirlsguideThreads: https://www.threads.net/@richgirlsguidepodcastInstagram: https://www.instagram.com/richgirlsguidepodcast/TikTok: https://www.tiktok.com/@richgirlsguideWant YOUR money questio...2024-05-3007 min
The Retirement Risk ShowManaging Retirement Risk: The Importance of Withdrawal RatesToday, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the conservative versus aggressive withdrawal strategies, their risks, and their benefits.We're also diving into the stir caused by Dave Ramsey's recent comments advocating for an 8% withdrawal rate, which has sparked a lot of controversy in the financial community. Dave Hall will explain the different perspectives, including the nitty-gritty of Monte Carlo simulations and how they...2024-05-0329 min
Feminist Founders: Building Profitable People-First BusinessesMaking Money EquitableNOTE: Feminist Founders is a listener-funded podcast. Your contributions enable us to continue bringing you these important conversations. To support the mission and receive bonus content, sign up for a subscription at https://feministfounders.substack.com/ ----- Meg Wheeler (she/her) is the Founder of The Equitable Money Project, which offers financial education through its free Biz Money Library, CFO support through The Equitable Money Club, and done-for-you tax preparation, bookkeeping and CFO services to primarily marginalized business owners. She is a licensed CPA and financial literacy educator with a focus on he...2024-04-171h 02
Money Guy ShowDave Ramsey’s Most Controversial Videos!Dave Ramsey is a personal finance icon, but he has his fair share of controversial advice. In this episode, we compiled his MOST controversial videos to see whether we agree or disagree with Dave. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building...2023-11-1742 minMoney Guy ShowMoney Guy vs Dave Ramsey - How Much Should You Save for Retirement?We talk a little differently about how much you need to save for retirement compared to what Dave Ramsey recommends. So what do we recommend, and why? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content 2023-10-2723 min
On My Way to WealthRich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax In this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master’s Degree in Taxation, and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change Your Life, Rich Habits Poor Habits and Effort-Less Wealth - Smart Money Habits at Every Stage of Your Life. Tom has appeared on or in CBS Evening News, The Dave Ramsey Radio Show, CNN, MSN Money, USA Today, The Huffington Post, SUCCESS Magazine, Money Magazine, and many other media outlets and podcasts in the U.S. and 27 other coun...2023-10-2551 min
Plan With The Tax ManDissecting Dave Ramsey’s Tik Tok AdviceDave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
----more----
Transcript:
Marc Killian 0:01
Dave Ramsey is well known for his no nons...2023-10-0515 minMillionaires Unveiled316: Net Worth of $5.0M+ - From Ferrari Drivin' & Dave Ramsey Hatin' to Debt Free & Driving 20 yr. old beaterBryan has a net worth of $5.0+ million. He sold his first company in the lawn care space and has been bootstrapping a tech company since. He has several single family rentals and a paid for house. He once lived in a 7,000 sq foot house and drove a Ferarri all before he was even 30 years old. Sponsors: Delete Me: get 20% off by going to joindeleteme.com/mu20 Shopify: Shopfiy.com/unveiled2023-10-021h 03
Homeschooling IRLCan We Afford To Homeschool? Understanding Homeschool Finances
Making Homeschooling Work on a Tight Budget
In this episode, Fletch and Kendra from the Ultimate Homeschool Radio Network are joined by CPA and homeschooling expert Carol Topp to delve into the topic of homeschooling on a limited budget. The conversation covers valuable insights on managing finances while providing a quality homeschooling experience for your children.
Episode Highlights:
Sponsor: I want to thank Route 60: A Biblical Highway for sponsoring this podcast. Please check out the link here. Route60.movie
1. The Financial Realities of Homeschooling | Understanding Homeschool Finances2023-08-3047 min
What Your CPA Wants You to Know31. Personal Finances: Thoughts, Tips, and Advice From Your CPASend us a textWe often meet with clients to discuss personal finances and guide them through important tasks like retirement savings and budgeting.In this episode we share the 5 things you can do NOW to improve your finances if you find yourself in the position we did a decade ago. We discuss how we climbed ourselves out of a big-hole-of-debt using Dave Ramsey's advice. We also share the key takeaways we learned from that process. We explain these important topics for every person: budgeting, saving, retirement planning, and insurance....2023-08-0236 min