Shows
Leaders of the LedgerBreaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the LedgerIn this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs.Topics covered in this episode:How to build a personal brand while working at a big firm.Strategies to stand out and influence within the accounting profession.Balancing technical expertise with leadership, empathy, and innovation.Op...
2025-10-1328 min
Who's Really the BOSS?Modernizing a 50-Year Legacy PracticeTim Abbott shares his journey from merging his small practice into MJ Vanden Brook in 2012 to becoming the third-generation owner of the 50-year-old firm. He discusses two major acquisitions, including modernizing operations from clipboards to cloud technology, and reveals why keeping previous owners around for 2-3 years led to high client retention rates.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for...
2025-09-2949 min
M&A+: The Art After The Deal podcastFrom Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&AIn this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (or risk) after close. The conversation also digs into stagflation signals, treasury diversification, and one simple move companies can make today to future-proof.You’ll learn:How Tim went from Big Four...
2025-09-2542 min
Senior Attorney Match PodcastGuest Appearance during Ep. 28 of the Ask the Law Firm Seller Show: Tim McKey, CPA, CEO of Vista Consulting Team: 3 Tips for Strategic Planning to Sell a Plaintiff Contingency Law FirmDuring Ep. 28 of the Ask the Law Firm Seller Show, Tim McKey, CPA, CEO of Vista Consulting Team, joins to address 3 Tips for Strategic Planning to Sell a Plaintiff Contingency Law Firm
McKey initially explains that Vista Consulting Team provides strategic consulting to Plaintiff contingency law firms, assisting clients with systemizing their businesses per Vista’s tagline: The business resource for Plaintiff law firms.
McKey then shares the following 3 tips for strategic planning to sell a Plaintiff contingency law firm:
Tip No. 1: As McKey says, “The best thing y...
2025-09-1716 min
Knowing What Counts PodcastInterest Expense Limitations: What Your Business Needs to Know About IRC 163JSend us a textThe Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax AssociateTax planning can make or break your business strategy, and nowhere is this more evident than with interest expense deductions. In this eye-opening episode of Knowing What Counts, Senior Tax Associate Estefania Cabrera unravels the complex world of IRC Section 163J limitations – rules that could significantly impact how much of your business interest expense you can actually deduct.Originally targeting foreign-owned companies using U.S. subsidiaries to lower tax bills through in...
2025-09-1610 minKnowing What Counts PodcastEstate Tax Mastery: Gifting Strategies for Wealth ProtectionSend us a textGifting Your Estate: Estate and Gift Tax Strategies - Featuring: Anthony Trinchini, Senior Tax Associate Financial security isn't just about what you build—it's about how effectively you pass it on. When senior tax advisor Anthony Trinchini joins the Knowing What Counts podcast, he cuts through the complexity of estate planning to reveal strategies that protect wealth while minimizing tax exposure.The conversation begins with the essential mechanics of gift and estate taxes. Anthony explains how the annual exclusion ($19,000 per recipient in 2025) works alongside the lifetime exemption (nea...
2025-09-0210 min
CPA Trendlines PodcastsTim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency“You can’t ask people to act like partners and then treat them like employees.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on the Big 4 Transparency Podcast, Petrey shares how his firm has abandoned the tired trappings of the old model - mandatory billable hours, rigid promotion timelines, and siloed service delivery - in favor...
2025-08-2753 minKnowing What Counts PodcastBreaking Down the "Big, Beautiful Bill": Your 2025 Tax Planning GuideSend us a textBig, Beautiful Breakdown: Big Beautiful Bill Tax Takeaways – Joe Oliveira Tax Director The tax landscape is shifting dramatically with the signing of the "Big, Beautiful Bill" this July 4th, and understanding these changes now could save you thousands in the coming years. Join tax expert Joe Oliveira as he cuts through the headlines and misconceptions to reveal what this legislation actually means for your wallet.Much has been made about "no tax on tips" and "no tax on overtime," but Joe explains the reality: starting in 2025, service wor...
2025-08-2210 minKnowing What Counts PodcastWhen Charity Meets Strategy: The Hidden Vehicles of PhilanthropySend us a textGiving Smarter: Innovative Paths to Charitable Giving – Jason Warner Tax Senior AssociateCharitable giving transcends simple generosity when approached strategically. In this enlightening conversation with tax senior associate Jason Warner, we uncover powerful charitable vehicles that can transform your giving impact while optimizing tax benefits.Many donors default to writing checks to their favorite organizations without realizing there are more sophisticated options available. Jason walks us through four key charitable strategies that high-net-worth individuals and business owners should consider. Donor-advised funds offer flexibility and immediate tax deductions wh...
2025-08-1409 minKnowing What Counts PodcastFringe Benefits: The Hidden Tax Implications of Workplace PerksSend us a textTaxing the Extras: Fringe Benefits and Their Tax Consequences – Sam Moriarty Tax Senior Associate The complex world of fringe benefits sits at the intersection of employee satisfaction and tax compliance—a space where both employers and employees need expert guidance to navigate successfully. Tax Senior Associate Sam Moriarty pulls back the curtain on these valuable workplace perks that extend beyond basic salary.Sam brings 23 years of expertise to this discussion, explaining how benefits like health insurance, paid time off, 401k matching, and company facilities must be properly repor...
2025-08-1408 min
HERO Capital Raising ShowEP 460 - Discover All the Tax Benefits of the One Big Beautiful Bill Act (OBBBA), That Trump Just Signed Into Law — With Tim Mai and Jennifer Semien, CPADiscover what’s inside the One Big Beautiful Bill Act (OBBBA) that has real estate investors buzzing—and CPAs scrambling to update their playbooks. In this special episode, Tim Mai sits down with tax strategist Jennifer Semien, CPA, to break down the powerful new tax advantages real estate investors can leverage immediately. From massive deductions on vehicles and equipment to changes in depreciation and cost segregation rules, Jennifer explains exactly how to structure your strategy to maximize write-offs, reduce taxable income, and stay compliant. If you invest in real estate and want to legally minimize your tax bill...
2025-07-1535 minKnowing What Counts PodcastThe Business Entity Blueprint: How Your Business Structure Shapes EverythingSend us a textEntity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice.In this comprehensive guide, MP CPAs Tax Senior Associate Katelyn Henderson walks us through the maze of business entity options with clarity and expertise. We begin by exploring essential first steps for any new business venture, from crafting a solid business plan to securing financing a...
2025-07-0716 minKnowing What Counts PodcastTax-Free Exit: Section 1202 Stock ExposedSend us a textWhat Is 1202 Stock?Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit.Tax expert Phil Giguere breaks down this remarkable provision that allows eligible business owners to exclude up to 100% of capital gains when selling qualified small business stock. The numbers are staggering - on a $10 million business sale, QSBS status could save over $2...
2025-06-1711 minKnowing What Counts PodcastBeyond Borders: Understanding Your Foreign Tax ObligationsSend us a textGlobal Compliance: Tackling Foreign Tax FilingsThe hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate the maze of international tax reporting requirements that affect Americans with global financial interests.Most US taxpayers don't realize they're subject to taxation on worldwide income regardless of where it's earned. When foreign accounts or investments enter the picture, multiple disclosure forms become mandatory - not optional. The podcast breaks down critical...
2025-06-1715 minKnowing What Counts PodcastMoney & Meaning: Unlocking Donor Advised FundsSend us a textDonor Advised Funds: The Basics and MoreCharitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart philanthropists approach their giving: Donor Advised Funds (DAFs).The conversation dives deep into strategic approaches that can dramatically increase the power of your giving. Lisa shares brilliant tactics like "bunching" multiple years of charitable contributions into high-income years, contributing appreciated assets to avoid capital gains tax, and navigating the post-2018 tax landscape...
2025-05-2014 min
The Fun CPA PodcastTim Petrey - Taking Back Your TimeWelcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Tim Petrey!Tim is the CEO of HD Growth Partners and White Glove Payroll, where he leads with a mission to redefine the accounting industry through empathy, innovation, and community impact.Starting his journey at HD Growth Partners (formerly HD Davis CPAs) in 2008, Tim took the helm as Managing Partner at just 25 years old. Under his leadership, the firm expanded from a small team to over 70 employees, earning accolades such as Accounting Today's #1 Firm in the Country for...
2025-05-1355 minKnowing What Counts PodcastFrom Passive to Powerful: Unlock Your Real Estate Tax BenefitsSend us a textWhat Is The Difference Between Passive And Non-Passive Rental Income?The complex world of real estate taxation contains hidden opportunities that could dramatically impact your bottom line—if you know where to look. Brian Moss, a senior tax associate with MP CPAs who recently passed all four parts of his CPA exam, breaks down the critical distinction between passive and non-passive rental income classification that every property owner needs to understand.Most property owners don't realize that rental income defaults to passive status, severely limiting how losses ca...
2025-04-0114 minKnowing What Counts PodcastNavigating the SECURE Act 2.0: Critical Changes for Your Retirement FutureSend us a textWhat is The SECURE Act 2.0?Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement plans in 2025 that will transform how Americans save for retirement.The biggest revelation? Starting in January 2025, eligible employees must be automatically enrolled in retirement plans at 3-10% of their salary with annual increases—unless they actively opt out. Th...
2025-03-1813 minKnowing What Counts PodcastMaximizing Your Stock Compensation Benefits with Expert Insights from Matt BaranSend us a textWhat Are The Different Types Of Stock Compensation, And How Can Employees Maximize The Benefits While Navigating The Tax Implications And Potential Risks?Discover how understanding the intricate world of incentive stock options, non-qualified stock options, restricted stock units, and employee stock purchase plans can make a significant impact on your financial future. Matt Baran, tax manager at MP CPAs, walks us through crucial dates like grant, vesting, and exercise, making the complex timeline of stock compensation much clearer. We delve into the tax advantages of incentive stock options...
2025-03-0410 minKnowing What Counts PodcastUnlocking Business Value: Mastering Valuation Strategies with Tim ProvostSend us a textWhat Are The Most Effective Methods For Determining A Business's Value?Learn the secrets of business valuation with Tim Provost, a partner at MP CPAs, as we explore the complex world of determining a company's true worth. Whether you're eyeing investment opportunities or planning strategic moves like mergers and acquisitions, understanding business valuation is critical. Tim guides us through the three primary methods—market, income, and asset-based approaches—shedding light on when and why each is used. We delve into how factors such as comparable sales and growth potential infl...
2025-02-1711 minCPA Trendlines PodcastsTim Allen: How Serendipitous Specialization Led to Success | Gear Up for GrowthFull commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—Allen has carved out a unique space for himself and his team.
2025-02-1427 minKnowing What Counts PodcastTax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile TestsSend us a textHow Can Tax Residency Issues Impact Your Financial Situation, And What Should You Know About Audits?Learn the secrets to navigating the maze of tax residency with our latest Knowing What Counts Podcast episode. Join me, Sophia Yvette, as I sit down with Jeff Laboe, a tax manager at MP CPAs with over a decade of experience. Jeff breaks down the convoluted world of tax residency rules, offering insights into how both statutory residency and domicile tests play pivotal roles in determining your state of residence for tax purposes...
2025-01-1815 minKnowing What Counts PodcastEstate Planning in Massachusetts: Expert Strategies with Tim LafalamSend us a textWhat Are The Key Considerations And Strategies For Effective Estate Planning In Massachusetts?Unravel the secrets of estate planning in Massachusetts with tax manager Tim Lafalam from MP CPAs, as he enlightens us on the intricacies of protecting assets and preserving legacies. Tim, who spearheads estate planning at MP CPAs, shares his journey from intern to tax manager and his passion for guiding clients through the ever-changing landscape of tax laws. Discover the critical strategies and considerations that are key to effective estate planning, especially following the notable changes...
2025-01-1812 min
Accounting High242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto)Episode 242
FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto
CLASS: #AccountingHigh
Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of l...
2025-01-0846 minKnowing What Counts PodcastFrom Small Practice to Industry Leader: The Rise of MP CPAs with Tim ProvostSend us a textMeet Tim Provost with MP CPAsUnlock the secrets behind the incredible rise of MP CPAs as we sit down with partner Tim Provost, who takes us through the firm's transformation from a small practice to a full-service accounting leader. Discover how MP CPAs, originally founded by Rick Moriarty and Jay Primack, has flourished over the past 30 years, expanding its team from 20 to over 50 dedicated professionals. Learn about the extensive range of services they offer, from complex tax solutions to business valuations, while meeting the talented team that makes...
2024-12-2307 min
Keeping It Real-Estate ShowEP156 Mastering Year-End Tax Strategies for Real Estate Investors with Tim Gertz, CPAIn this episode of Keeping It Real Estate, Dan Brisse sits down with Tim Gertz, CPA, Tax Partner, and Wealth Strategist at Provision, to dive deep into the essential year-end tax strategies every real estate investor needs to know. Tim shares expert insights on proactive tax planning, maximizing capital gains efficiency, and leveraging bonus depreciation. Learn how to build a war chest of losses to offset future income, avoid common tax pitfalls, and be a better client to your CPA. Whether you're a seasoned investor or just getting started, this episode is packed with actionable advice to help you...
2024-11-0528 minCPA Trendlines PodcastsTim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting InfluencersThe profession's problems are the profession's own fault.Accounting Influencerswith Rob BrownTim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry.Full show notes here | More Accounting Influencers with Rob Brown here"Private equity is not killing public accounting," Brackney tells Rob Brown in Accounting Influencers. "Public accounting was killing public accounting." Brackney says private equity could be the key to revitalizing a sector struggling with outdated models, a growing talent shortage, and t...
2024-10-2031 minAccounting High226 An Accountant Crowdsourced Compensation Database (feat. Dominic Piscopo, CPA)Episode 226
FACULTY: Dominic Piscopo, CPA
In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary expectations, and his future plans for Big4Transparency.
📣 Shout Outs: Big4Transparency, Bridging the Gap, Deloitte Canada, Rewind, Lil Dicky, Dave Byrd, Reddit, Robert Half, Fishbowl, Blind, Brandon Hall, Twitter/X, Tim Petrey
⬇️ *Videos Referenced* ⬇️
_$7.5M Sm...
2024-09-2246 min
Short Term Rental Riches253. Save on Taxes and Don't get Audited! Short-Term Rental Strategies with CPA, Amanda HanIn today’s episode, we’re diving deep into the world of tax strategies for short-term rental investors with the renowned Amanda Han, a real estate CPA and tax expert. If you're in the Airbnb business, this episode is a must-watch as Amanda shares how to take advantage of the short-term rental tax loophole to offset your W-2 income, even if you don’t qualify as a real estate professional. With over a decade of experience, Amanda has helped countless real estate investors, including myself, save thousands in taxes while building wealth through real estate tax deductions and depreciation strate...
2024-09-1733 minAccounting High225 Marketing in the Age of AI (feat. Terrell Turner, CPA)Episode 225
FACULTY: Terrell Turner, CPA
CLASS: #SocialStudies
In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Terrell shares his practical experiences, including integrating high-value content, leveraging different social media platforms, and personalizing marketing approaches.
📣 Shout Outs: YouTube, Tik-Tok, Facebook, LinkedIn, Instagram, Pintrest, Zoom, Streamyard, Riverside, Samuel L Jackson, Bridging the Gap, Oprah, Log...
2024-09-1544 minAccounting High224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)Episode 224
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)
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FACULTY: Tim Petrey, CPA
CLASS: #TheGuide
In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes...
2024-09-0836 min
The Lease Alert Podcast – Sponsored by CoStar Real Estate ManagerBonus Episode: Hot Topics & Emerging Trends in Lease Accounting - Tim KolberHello, and welcome to The Lease Alert, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters; let’s learn something together!In this bonus episode, Tim Kolber, CPA, describes some of the more complex areas of lease accounting and what’s next for lease accounting practitioners. From deciding to study for the CPA exam to tackling IFRS 16 and ASC 842 with an industry giant, Tim has had quite the journey. It wasn't always what he expected, but he found an ideal role and ha...
2024-09-0311 minAccounting High223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)Episode 223
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)
https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc
FACULTY: Tim Petrey, CPA
CLASS: #Shoperations
In this episode of Accounting High, Tim Petrey, CPA, shares his inspiring journey from a small CPA firm to becoming an innovative player in the accounting industry. Through exciting strategies, com...
2024-09-0143 min
Earmark Podcast | Earn Free Accounting CPEThe Savannah Bananas' Playbook for Unconventional Business GrowthBlake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success.(Originally recorded on...
2024-08-241h 03
Your Financial PharmacistYFP 369: 10 Common Tax Blunders To Avoid (From 2023 Filings)Sean Richards, CPA and Director of YFP Tax, talks about the 10 common tax blunders he saw and how to remedy those mistakes to optimize taxes in the year ahead. Summary July might not seem like the time of year to think about your taxes, but for Sean Richards, CPA and Director of YFP Tax, it’s a great time to make projections for the year ahead and remedy any blunders from last year’s return. Reviewing 10 common mistakes he saw made with taxes in 2023, Sean breaks down ways to optimize your tax plan from...
2024-07-2547 min
Building Your Money MachineHow To (Actually) Build Multiple Streams Of IncomeAre you ready to finally understand how to build multiple streams of income and secure your financial future? Discover the secrets of diversification and leverage!In today's episode, I dive deep into the necessity of having multiple streams of income and how it's more crucial than ever. I break down my five income framework, showing you how to move from active income to leveraging business, asset-based, residual, and portfolio income. Learn from my personal journey and see how creating various income streams can safeguard your financial stability, especially during life's unpredictable moments.Want to create...
2024-05-2726 min
Building Your Money Machine7 BIG Investing Regrets (as a Certified Public Accountant)Do you ever wonder what the biggest investing regrets might be from someone who's a Certified Public Accountant? Well, you're in luck!In today’s episode, I get real and candid about my own investment journey, sharing the seven biggest investing regrets I've had over the years. From not being curious about wealth early on to blindly following advisors, I lay it all out to help you avoid making the same costly mistakes.We dive deep into the importance of getting curious about wealth, understanding the real meaning of retirement, and the massive impact of st...
2024-05-2324 min
Virtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Tim Adler, CPAIn this episode, Kristie speaks with Tim Adler, CPA from FORVIS, on this experience as a CPA and a volunteer for TXCPA Houston.
2024-05-0900 min
Building Your Money MachineHow To Manage Your Money Like The 1%Are you ready to dive into the secrets of managing your money like the ultra-wealthy? It's not about amassing wealth but managing it smartly!In today’s episode, I unravel the habits and strategies of the top 1%, showing you how they manage their money to build and sustain their wealth. From real-life insights on budgeting to investing wisely, you'll discover how these economic trendsetters focus on more than just their earnings. I delve deep into the mindset and mechanisms that drive their financial success and how you can apply these principles to your own life.Wa...
2024-05-0918 min
Building Your Money MachineWhy You Need To Stop Chasing Passive IncomeAre you tired of chasing the elusive dream of passive income? It's time to get real about building wealth!In today’s episode, I debunk the myths surrounding passive income and explain why it might be steering you away from genuine financial success. I delve into the realities of income generation, highlighting the crucial difference between passive and leveraged income. From the dangers of social media misconceptions to the essential efforts required in managing money, I cover it all. This discussion will shift your perspective from passive to proactive wealth building.Ready to learn how to...
2024-05-0620 min
Building Your Money MachineWhy The First $100k Is The Hardest (It Gets Easier)Are you struggling to hit that first $100k milestone in your financial journey? It's not just a number; it's a crucial stepping stone to future wealth!In today’s episode, I dive deep into why earning your first $100,000 is the hardest but most transformative part of building sustainable wealth. I share personal anecdotes, the setbacks I faced, and actionable strategies to overcome the common hurdles that might be holding you back. From understanding the psychological barriers to effectively managing your lifestyle creep, I cover all bases to help set you on the right path.Want to...
2024-04-2929 min
Building Your Money MachineInvesting Advice People Don't Want You To HearAre you tired of hearing the same old rapid-fire investment tips that promise overnight riches, but leave you feeling like you're gambling with your life savings?In today's episode, I dive deep into the real talk of investing – the sustainable, no-nonsense strategies that actually build lasting wealth. I'm here to tell you that your journey to financial freedom should be more of a marathon than a sprint. Forget the adrenaline rush; it's about slow, consistent growth over time. Whether the economy is soaring or crashing, these principles hold firm.Ready to learn about the wealth-building ad...
2024-04-2520 min