Shows
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 16
The Liquidity Event | Money and Finance with Shane and Ally JaneWhy Are We Here?In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You'll learn about how Shane's tax background and AJ's journalism background lead them to found a wealth management firm and how that firm has transformed over the years. Our hosts get the taboo money stuff out of the way right off the rip by discussing their salaries early on in their careers. AJ asks hard-hitting questions like "WHY DO TAXES MATTER?" Shane explains how a company going through a liquidity event is like Han Solo being frozen...
2021-08-0926 min
MoneysplainedWhat is Investing?Hey, are you sick of all those sports metaphors in investing? Me too! Well I'm gonna call an audible and try to explain various types of investing through fashion. My guests are Zachary Gering, CFP® of Sontag Advisory and Daniel Tersigni of Wealthsimple. We go deep on index funds, socially responsible investing, and how your 401(k) is costing you $40,000 in fees. Disclaimer: Moneysplained is for entertainment and education purposes only and should not be considered investing advice.
2017-11-0443 min
MoneysplainedBanking and Credit CardsWelcome to episode two of Moneysplained. We’re talking banks, fees, and credit card offers. This is a beast of an episode. From avoiding bank fees to evaluating three separate real-life credit card offers, there’s a lot to cover. I’ve got Kim Palmer from NerdWallet, which is an excellent website for doing comparison shopping for checking accounts, credit cards, online brokers, and loans. This episode is all about being a smarter consumer and Kim will walk us through how to avoid confusing offers from credit card companies. Remember, they WANT you to rack up debt. They o...
2017-09-2853 min
MoneysplainedWhat is Money?This is episode one of season one of Moneysplained and we’ve got the entire world of money to cover. Later episodes will have clear themes like Episode 2 on Credit Cards and your credit score or episode 5 on the finances of freelancing or my favorite episode so far, How to Invest $1000. Instead of giving you a lifeless history lesson on money I thought I’d start out with a bunch of finance terms I hear all the time in the financial media but am not confident I actually know anything about. I’m making this podcast for you my listen...
2017-09-2837 min
MoneysplainedPreview of Season 1Do you ever feel like there’s this secret language of money you can’t speak? Or that financial security is only understood and enjoyed by those who come from money, or work as bankers, brokers, analysts, and accountants? Moneysplained is a personal finance podcast that breaks down those barriers and fills in the education gaps for people afraid of admitting what they don't know about money.
2017-08-2306 min