The Bucket List Accountant

Join us as we delve into the importance prioritising life experiences over material possessions. Through personal anecdotes, David shares insights on how to create a meaningful bucket list focused on memorable experiences rather than accumulating stuff. We also discuss the value of getting comfortable with discomfort in both personal life and business, explaining how stepping out of comfort zones can lead to greater achievements and fulfilment. This episode underscores the significance of planning, communication, and understanding long-term goals to navigate and benefit from uncomfortable situations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

We delve into the crucial differences between federal and personal budgets. This episode offers practical tips on setting budgets that consider both monetary and emotional value. Learn how to make smart financial decisions that align with your long-term goals, and gain insights into balancing day-to-day spending with long-term aspirations. Discover why understanding both federal and personal financial management is essential for your financial wellbeing.The Bucket List Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

In this episode we discuss the essence of building a bucket list that emphasises experiences over material possessions. David shares personal anecdotes and strategies to help listeners create and achieve a bucket list that aligns with their core values and generates lasting memories. The conversation highlights the importance of prioritizing experiences that foster fulfillment and happiness, rather than succumbing to the societal pressures of accumulating more 'stuff.' This episode is a valuable guide for business leaders and individuals seeking a purposeful and enriched life.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

In this episode we discuss the significant impact of elections and fluctuating interest rates on business decisions. We explore strategies to maintain cash flow stability amid market uncertainties and how to counter the influence of media negativity on business confidence. The conversation covers the importance of focusing on controllable aspects of a business to stay resilient and proactive, and how to identify and capitalize on opportunities during economic fluctuations. Listeners are offered insights into strategic planning to navigate economic challenges effectively.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

In this episode we delve into the impactful role of accountants in business planning and growth.We explore the importance of strategic planning, business coaching, and how accountants can provide tailored guidance to individual businesses. The discussion also touches on why more accountants need to embrace these roles, and the relationship dynamics between accountants and their clients in fostering business success. Get insights into the value of business coaching and how accountants can help align business performance with personal aspirations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Join David Patterson as we discuss the common frustrations of tax refunds and the importance of smart financial management. In this episode, David explains why focusing on effective financial strategies and aligning tax planning with personal and business goals is crucial. He offers practical advice for both employees and business owners on managing their finances throughout the year rather than depending on lump-sum refunds. The discussion delves into self-discipline in savings, the advantages of regular philanthropy, and the broader perspective of achieving your bucket list goals. Don't miss this insightful conversation on prioritizing financial decisions to support your dreams.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Join David Patterson, The Bucket List Accountant, as we explore crucial steps for families to strategically plan for private school education. The episode emphasises early planning, understanding costs, regular savings, and family discussions. David Patterson shares personal anecdotes and financial tips, highlighting the importance of prioritizing education goals alongside other life plans. The conversation delves into the practicalities of saving, investment options, and the potential need for sacrifices to achieve the dream of private schooling.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

In this episode, join David Patterson, the Bucket List Accountant, and co-host Anthony Perl as they dive into the often misunderstood topic of tax refunds. David highlights the importance of focusing on take-home pay rather than tax refunds while providing practical tax management advice for both employees and business owners. The discussion explores how to efficiently use funds throughout the year to achieve personal goals and bucket list items, emphasizing the significance of self-discipline and strategic planning. Learn how to balance tax obligations with pursuing your dreams and understanding the impact of tax strategies on long-term financial aspirations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Overcoming Guilt: The Art of Allowing Yourself to Enjoy Success with David PattersonJoin us, as we discuss the emotional burden of guilt that often accompanies the pursuit of dreams and successes. David shares heartfelt stories of clients who overcame feelings of unreservedness to enjoy their long-awaited rewards, like purchasing a dream motorbike or balancing work and life. Learn the importance of proactive communication, strategic planning, and how enjoying wins along the way can lead to a more fulfilling life. Discover how addressing and overcoming these internal struggles can also positively impact your business and family relationships. The episode offers insights on creating a guilt-free bucket list and achieving goals through structured planning and mutual support.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

We discuss the crucial connection between personal aspirations and business success. David explains how integrating personal goals like family vacations or children's education with business objectives can provide a deeper meaning and purpose. He emphasises the importance of having a clear 'why' to endure tough times and achieve long-term success. David and Anthony explore the idea that aligning business strategies with personal goals can lead to a fulfilling life, offering real-life experiences and practical advice. They also talk about the significance of involving family in goal-setting and maintaining a sense of purpose to navigate challenges. This episode provides valuable insights on purpose-driven business strategies and the benefits of balancing personal and professional lives.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Join us as we discuss the techniques for effectively managing and prioritising a dynamic bucket list that evolves over time. We cover the importance of celebrating achievements, handling changing priorities, and balancing long-term dreams with immediate desires. David shares practical tips for regularly evaluating and refining your bucket list, while maintaining flexibility and dealing with competing priorities. You will also learn about the benefits of writing down and prioritising bucket list items to aid in decision-making and ensuring a balance between present enjoyment and future aspirations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

In this episode of The Bucket List Accountant podcast, Anthony Perl and David Patterson discuss how to transform seemingly impossible dreams into achievable goals. David shares a real-life example of helping a client plan a once-in-a-lifetime trip to America by breaking down the daunting task into manageable steps. They emphasise the importance of visualizing both rewards and challenges and reflect on how past achievements can fuel future aspirations. The conversation provides practical advice on setting, planning, and celebrating bucket list items, as well as integrating personal goals with business growth for overall success.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Have you ever wondered how to get your entire family excited and aligned about a big holiday or a collective goal? We delve into the powerful concept of integrating kids into the process of creating a family bucket list. We discuss the significance of involving children, even older ones, in planning meaningful family trips and how it boosts their sense of ownership and excitement. We share personal anecdotes, reflect on logistical challenges, and highlight the value of teaching kids about planning, savings, and the true cost behind making dream holidays come true. Join us as we explore the balance between immediate gratification and working towards larger adventures, illustrating the critical role of family collaboration in achieving unforgettable experiencesThe Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

What do you do when life throws curveballs? In this episode, we dive deep into the art of planning for the unplanned! Discover powerful strategies to safeguard your bucket list and business against unexpected events, from personal crises to global challenges like COVID-19. Learn how to build financial buffers, maintain flexibility, and adapt your goals amidst life's curveballs. Don't miss these essential tips to keep your dreams alive and your business thriving, no matter what comes your way!The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Embark on a journey exploring the intricate dance between time management, profitability, and personal fulfilment in the realm of business. Discover the secrets to balancing work demands with family time, making strategic hiring decisions, harnessing the potential of software automation, and aligning business goals with personal aspirations for holistic success

Delve into discussions on profit, cash flow, and the emotional drive behind financial goals in business. Discover the challenges faced by entrepreneurs in managing cash flow, the importance of consistent profitability, and the role of a knowledgeable team member in understanding financial numbers. Gain insights into planning for financial stability, building a purpose-driven approach to growth, and the impact of external factors like the unexpected. Tune in to explore how businesses can navigate the complex financial landscape and achieve long-term success.

Explore the transformative journey of creating and achieving bucket list goals, from personal adventures to business milestones. Discover the emotional fulfilment and lasting memories that come with ticking items off the list, along with the importance of accountability and setting realistic objectives. Join the conversation on visualising dreams and embracing new possibilities!

Explore the transformative journey of creating and achieving bucket list goals, from personal adventures to business milestones. Discover the emotional fulfilment and lasting memories that come with ticking items off the list, along with the importance of accountability and setting realistic objectives. Join the conversation on visualising dreams and embracing new possibilities!

Discover how technology impacts spending habits and learn valuable insights on maintaining healthy financial practices for personal and professional success. Join us as we delve into the intricate world of cash flow, separating it from profitability and highlighting the importance of monitoring expenses, setting goals, and adapting financial strategies throughout different stages of life.

Welcome to the first episode of the Bucket List Accountant with David Patterson.In this episode, get to know David and learn more about Personal vs Business Goals - Discovering the BalanceThe Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert with a passion for living life to the fullest, as he cracks the code on managing your money for both your present and future.In our very first episode, we dive deep into:Understand the differences between personal financial goals (that dream vacation!) and business goals (scaling your side hustle).Learn how to create a budget that prioritises both your personal aspirations and your business ambitions.Make it work! Practical strategies to ensure your business success fuels, not hinders, your bucket list adventures.Explore how aligning your financial goals with your core values can create a roadmap to a truly fulfilling life.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!