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See what the team at The Successful Bookkeeper has on right now →Debra Kilsheimer has been in the accounting profession for 45 years, and she has never been more excited about its future. In this episode, she and Michael Palmer dig into what AI actually means for bookkeepers right now — not as a threat, but as a tool that clears away the task work and makes room for the conversations clients have always needed. If you have been wondering how to position your firm in an AI world, this episode is a practical place to start.Chapters[00:00] Opening Hook on AI and Jobs[01:18] Welcome and Guest Introductions[03:30] Blazer Accounting: An AI-Native Firm[08:00] Pivoting From Task Work to Advisory[13:00] The Doctor Analogy and Client Conversations[18:00] Winning Clients With Sample Reports[23:00] Real Workflow Wins With AI Tools[28:00] Human Connection AI Cannot Replace[32:00] How to Start Small With AI[35:00] Closing Thoughts and ResourcesThe Shift From Task Work to ExpertiseDebra's core message is simple: if you are only selling data entry and reconciliations, AI can replicate that. But if you are selling interpretation, insight, and relationship, no machine touches you. "If all you're selling is getting the numbers on a piece of paper, Chat will take your job," she says. The opportunity for bookkeepers is to move confidently into the role they have always wanted — explaining what the numbers mean and helping clients build the business and life they are after.Building an AI-Native FirmDebra and her colleague Donna Reed launched Blazer Accounting (getblazer.ai) specifically to test what an AI-first practice looks like in the real world. Their premise: bookkeeping should be free, because the machines now handle the transactional work. What that frees up is time for advisory — the higher-value conversations clients genuinely want to pay for. She also described concrete workflow wins, from having Claude automatically process PDF sales reports into a standardized template, to using AI to track tip payments from a hair salon's texted receipts before weekly payroll runs.Winning New Clients With Sample Advisory ReportsOne of the most actionable ideas in this episode is Debra's approach to prospect meetings. Before sitting down with a potential restaurant client, she uses AI to generate a sample monthly advisory report — using anonymized data from an existing client in the same industry — so the prospect can see exactly what working with her looks like. "They literally will sign on the spot," she says. "We're getting clients at like twice the pay that we were getting before. Because they've never had this. Never." It reframes the conversation away from transaction counts and toward outcomes.The Human Element AI Cannot ReplaceDebra is enthusiastic about AI, but she is equally clear about what it cannot do. It has no soul, no personal connection, and no real understanding of what a client wants out of their life. She draws the analogy of WebMD versus a doctor: a symptom checker might give you the right answer, but you still want a human to look you in the eye, ask the right questions, and catch what the algorithm missed. "You give your clients a connection that AI cannot give them," she says. "AI is just data — it's not the personal connection that only you can give."How to Get Started Without Getting OverwhelmedFor bookkeepers who are not yet using AI tools, Debra's advice is to start small and stay curious. Pick one task — a bank rec that won't foot, a client report you want to draft — and try it. She recommends using Claude for number-heavy work and ChatGPT for writing and communication tasks. Most importantly, she says, don't compare your progress to anyone else's. "You are in your journey with this where you are. And where you are is great."Links MentionedBlazer Accounting — getblazer.aiBookkeepers on Fire (YouTube channel with Donna Reed) — live every Tuesday at 3 p.m.Behind the Scenes Financials — Debra's traditional accounting firmDeb Liberate — Debra's speaking and consulting brandWomen Who Count conference — upcoming keynoteReframe stage, Miami — upcoming speaking appearanceThe Woodard Report and OnPay — publications Debra writes forPureBookkeeping.com — episode sponsorAbout the GuestDebra Kilsheimer is an accounting professional, speaker, and founder of Deb Liberate, where she helps accountants and bookkeepers price their services, communicate their value, and lead with confidence. She is co-owner of Behind the Scenes Financials alongside her husband Hal, and co-founded Blazer Accounting, an AI-native firm, with Donna Reed. She also co-hosts the Bookkeepers on Fire YouTube channel and writes regularly for The Woodard Report and OnPay. Debra is based in Port Orange, Florida, and can be found on LinkedIn.About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast — almost 600 episodes and counting — and founder of The Successful Bookkeeper Global. He's spent over 15 years in the bookkeeping industry, working one-on-one with thousands of bookkeepers across the globe. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailPrayer and finances belong together. In this episode, we explore seven practical ways to pray over your money, from asking God for provision and wisdom to cultivating contentment, generosity, and faithful stewardship. As you learn to bring your finances before the Lord, you'll discover that prayer doesn't just change your circumstances, it transforms your heart.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-the-longevity-trap
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-healthcare-and-long-term-care
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-inflation-and-safety-jaws
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-fixing-the-survivor-jaw
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-the-longevity-trap
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-healthcare-and-long-term-care
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-fixing-the-survivor-jaw
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia's Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe's Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make.George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine.Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time.Learn more: https://www.mcwealth.com/Or buy the book at: https://justabundance.com/Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-inflation-and-safety-jaws
Between trips to Las Vegas for the BSA/AML Gaming Conference and this week's Global Gaming Expo, Derek Ramm made his return to the Gaming News Canada Show presented by Bede Gaming.Ramm, the Global Head of Advisory Services for Kinectify and a member of the Board of Directors for the Canadian Gaming Association, has been a leading voice for an overhaul of anti-money laundering rules and regulations in the Canadian gambling industry with a special focus on online gaming. He spoke with host Steve McAllister about recent monetary penaltieslevied by the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) against the Nova Scotia Gaming Corporation and New Brunswick Gaming Corporation. Ramm sits on an AML working group in the CGA and spoke about the conversations the association has had with the federal government. We also asked the Kinectify exec why AML programs have yet to be put in place by gaming regulators in both Ontario and Alberta, and why he believes revised AML measures matter so much.Finally, he spoke about what he and his colleagues at Kinectify are seeing with the data being collected around the industry these days. Hosted on Acast. See acast.com/privacy for more information.
Are you considering a Roth conversion as part of your retirement strategy? In this episode of Financial Focus, host Peter talks with John Kuykendall, founder and CEO of Gulf Coast Financial Services, to break down the mechanics, timing, and key tax considerations involved in moving funds into a Roth account. In this episode, we cover: The core tax advantages and tradeoffs of traditional IRAs vs. Roth accounts Why paying conversion taxes from outside cash reserves is generally preferred How Roth conversions can impact Medicare Part B & D premiums (IRMAA) starting at age 63 Rules for converting while still working or when taking Required Minimum Distributions (RMDs) How proactive tax planning can assist with estate planning and managing tax brackets John Kuykendall is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory Services are offered through GulfCoast Financial Services, Inc., a Registered Investment Advisor in Florida. GulfCoast Financial Services, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. John Kuykendall may discuss/transact securities related business in: CA, FL, ID, and OK. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by John Kuykendall or GulfCoast Financial Services; positive reviews of experience with John Kuykendall or GulfCoast Financial Services may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
Send us Fan MailWhat does God actually require of a steward? In this episode, we explore 1 Corinthians 4:2 and unpack the one characteristic Scripture says every steward must possess: faithfulness. Discover how this timeless biblical principle shapes the way we manage our money, time, talents, and every resource God has entrusted to us.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Healthcare is one of the most significant yet often overlooked expenses in retirement. Host John Kuykendall, Founder and CEO of Gulf Coast Financial Services, and Peter Richon discuss the realities of healthcare in retirement. They explore key topics including: Estimating routine pre- and post-Medicare healthcare expenses Understanding Medicare Parts B & D, supplement options, and out-of-pocket gaps Managing the potential impact of IRMAA surcharges based on income Planning for long-term care needs and the six Activities of Daily Living (ADLs) Aligning investment strategies and tax considerations with long-term healthcare planning Tune in to learn how an integrated approach to income, investment, and tax planning can help you prepare for healthcare costs and protect your overall financial picture. John Kuykendall is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory Services are offered through GulfCoast Financial Services, Inc., a Registered Investment Advisor in Florida. GulfCoast Financial Services, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. John Kuykendall may discuss/transact securities related business in: CA, FL, ID, and OK. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by John Kuykendall or GulfCoast Financial Services; positive reviews of experience with John Kuykendall or GulfCoast Financial Services may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
Today we're going to walk through a potential retirement story in chapters. As each new detail comes in, we're going to react to it the way a financial advisor would in a real-time meeting. Ron's 64, figured a lot of this out on his own, and this is his first time sitting down with a professional. Let's see what we find and what we might do differently from here. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and The CFO Project CEO Dyanna Salcedo discuss how accounting professionals can pivot from traditional compliance work to high-impact CFO advisory services. This episode explores the impact of AI and offshoring on the accounting industry and provides a clear framework for building a scalable, profitable advisory practice. In This Episode: 00:00:00 Introduction to Expert Insights 00:01:38 Defining Accounting vs. Advisory Roles 00:06:42 Scalable CFO Advisory Models 00:13:47 Structuring Successful Client Engagements 00:22:08 Overcoming Barriers to Advisory Services 00:28:44 The Role of AI in Accounting 00:35:05 Closing Thoughts and Future Opportunities Key Takeaways: Define the role of a CFO advisor as a forward-looking guide for small business owners rather than a historical reporter. Leverage AI as a powerful tool for efficiency while maintaining a human-in-the-lead approach for judgment and accountability. Focus on cash flow drivers to provide tangible, high-value results that justify premium pricing. Featured Quotes: "Your job is to illuminate where the client should focus. They will have the answers of how to actually affect that driver." — Dyanna Salcedo "We call it human in the lead. You want to stay in the lead, making sure that you're verifying everything." — Dyanna Salcedo "AI cannot certify financials. AI cannot submit a tax return and sign off on that return as the preparer." — Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.
Philanthropy is undergoing a major shift across Canada as donor preferences evolve and strategic giving structures become essential. Navigating options like donor advised funds allows individuals, families, and organizations to maximize their long-term impact on the causes they care about most. In this episode, Jo-Anne Ryan, Vice President, Philanthropic Advisory Services at TD Wealth and Executive Director of the Private Giving Foundation, shares invaluable insights into the rapidly expanding role of DAFs in the Canadian charitable sector. She breaks down actionable strategies for board members and social profit leaders to cultivate DAF-friendly organizations, engage financial advisors effectively, and adapt to emerging trends driven by self-made donors and women in philanthropy.
Buying a business can be one of the biggest financial decisions an SME client will make — and accountants, bookkeepers and business advisors can play an important role in helping them make an informed decision. In the latest episode of Accountants Minute Podcast, we explore how you can guide clients through the buying process, including due diligence, debtors and suppliers, working capital, business planning, financial forecasts, premises, employees, competitors and other important considerations before a contract is signed. Discover how a structured Buying a Business Advisory Service can help your clients do their homework while creating an opportunity for your firm to deliver valuable, chargeable Business Advisory Services. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube
Send us Fan MailFeeling overwhelmed by monthly debt payments? In this episode, we explore several ways to lower your payments, from refinancing and debt consolidation to hardship programs, while explaining the long-term tradeoffs of each approach. Most importantly, we discuss how Biblical stewardship and healthy financial habits can help you address the root cause of debt instead of simply treating the symptoms.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
In this episode of Financial Focus, host Peter talks with John Kirkendall, Founder and CEO of Gulf Coast Financial Services, about the critical "wake-up calls" that catch many retirees and pre-retirees off guard. From falling into the trap of relying too heavily on Social Security to navigating the soaring costs of Medicare and long-term care, John breaks down why procrastination and emotional reactions to market volatility can derail even a lifetime of savings. Tune in as they discuss: Social Security & Business Owner Traps: Why Social Security was never designed to be a full retirement plan and how write-offs can result in unexpectedly lower checks for small business owners. The Reality of Debt & Healthcare: Managing ongoing debt in retirement and preparing for out-of-pocket medical expenses and long-term care needs. Market Volatility & Sequence of Returns: How to avoid panic-selling during temporary downturns and protect your portfolio against early retirement market crashes. Tax Planning & Spending Confidence: Navigating retirement tax brackets to avoid tax traps and overcoming the fear of enjoying your hard-earned savings. Whether you are years away from retiring or already enjoying your golden years, this episode highlights why a written, continuously updated retirement plan is key to keeping your financial future on track. John Kuykendall is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory Services are offered through GulfCoast Financial Services, Inc., a Registered Investment Advisor in Florida. GulfCoast Financial Services, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. John Kuykendall may discuss/transact securities related business in: CA, FL, ID, and OK. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by John Kuykendall or GulfCoast Financial Services; positive reviews of experience with John Kuykendall or GulfCoast Financial Services may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
Send us Fan MailSummer has a way of throwing even the best financial habits off track. In this episode, we share practical, biblical steps to rebuild healthy financial rhythms, realign your budget with Biblical priorities, and prepare wisely for the months ahead.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
You've spent years building your TSP – now what? Explore how to turn your retirement savings into a sustainable income stream while avoiding common mistakes that can impact your long-term financial security.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn | /benchmark-financial-group-llcFacebook | /BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
In this episode of Financial Focus, host Peter and John Kuykendall, founder and CEO of Gulf Coast Financial Services, break down what it really takes to fund a comfortable retirement. While many approach retirement savings as a single lump-sum goal, the reality involves managing ongoing, recurring expenses over several decades. In this episode, we discuss: The Reality of Daily Expenses: Why housing, food, transportation, and utilities continue to be major budget items, even if your home is paid off. The Big Variable Costs: How taxes, rising inflation, and healthcare expenses—including Medicare Part B and potential long-term care—impact your overall strategy. The Phases of Retirement: Navigating spending patterns across your "go-go," "slow-go," and "no-go" years without running out of discretionary funds. Building a Personal Roadmap: Why relying solely on Social Security or general averages falls short, and how a structured, written retirement income strategy helps align your assets with your long-term needs. John Kuykendall is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory Services are offered through GulfCoast Financial Services, Inc., a Registered Investment Advisor in Florida. GulfCoast Financial Services, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. John Kuykendall may discuss/transact securities related business in: CA, FL, ID, and OK. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by John Kuykendall or GulfCoast Financial Services; positive reviews of experience with John Kuykendall or GulfCoast Financial Services may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
Everyone talks about Roth conversions, but few break down what actually determines whether one works out. This episode digs into the real variables to help you figure out if converting makes sense for your situation. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Send us Fan MailHow often should you review your investments? And when does wise stewardship become anxious micromanagement? In this episode, we explore the biblical balance between diligence and trust, offering practical guidance on how to monitor your portfolio with purpose while keeping your confidence in God, not the daily movements of the market.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailDay trading "promises" fast profits, excitement, and control...but does it follow through on those promises? In this episode, we examine the risks of day trading through both real-world data and biblical wisdom, exploring why patience, long-term investing, and faithful stewardship offer a more enduring path to financial health and spiritual freedom.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Jason Edwards, Director of Hospitality & Advisory Services at Première Advisory Group, has spent more than two decades in hospitality and 15 years in project management, leading technology integrations, revenue initiatives, and complex hotel transitions. In this episode of The Turndown, Jason looks at what happens after a hotel decides to change its technology. From getting operational teams ready to navigating deflagging, distribution, and go-live pressure, he explains why the technology itself is only one part of making change work. Topics include: Why hotel tech decisions can outpace operational readiness What makes technology implementations succeed or fail The realities of deflagging and going independent All-in-one vs. best-of-breed technology stacks When hotels have too many systems What owners should actually ask vendors about AI Why marketing, distribution, and photography still matter Measuring the real value of each booking channel Related reading: 24-hour implementation: How Première Advisory Group and Cloudbeds redefine hotel technology deployment Hotel management software implementation: How to migrate, train, and go live successfully
It's another listener mailbag episode, and Charles is tackling a wide range of real-world financial questions. Is carrying debt always a bad thing? What should you do with extra cash once you're already maxing out your 401(k), and does downsizing in retirement really make financial sense? Charles also weighs in on gifting money to the next generation, old 401(k) rollovers, and how to think about dividing retirement assets during a divorce. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Send us Fan MailWhat's the difference between investing and trading? And does the distinction matter from a biblical perspective? In this episode, we explore why long-term investing aligns more closely with faithful stewardship, the dangers of speculation and get-rich-quick thinking, and how Christians can approach building wealth with patience, wisdom, and purpose.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
See what the team at The Successful Bookkeeper has on right now → Nancy Benet, CPA, fractional CFO, and founder of Fix It Accounting, joins Michael Palmer for a conversation that is equal parts hard-won life lessons and practical bookkeeping wisdom. If you work with small business owners — or you are one — this episode will give you a sharper eye for the financial warning signs that show up long before a crisis does. Chapters [00:00] Nancy's Origin Story Begins [02:28] Five Failed Businesses, $650K in Debt [06:08] Robbing Business Cash Flow [08:40] Opening Up and Taking Responsibility [12:28] Hiring Before You're Ready [15:30] Hidden Costs of a New Hire [18:00] Building the Firm From Scratch [22:00] Advisory Work and a $600K Win [24:30] Finding Clients Today [27:00] Using AI With Clients From Rock Bottom to Running a Firm Nancy's path to accounting was anything but straight. After leaving a CPA firm, failing at five businesses with her husband, and waking up at 45 with four children, no income, and $650,000 in debt, she had no obvious next step. What she did have was her CPA license and a willingness to start over. She landed a lease on a building the day before her intended business deal fell apart, and instead of walking away, she decided to fill that space herself. "I think that was probably the moment in my life when I stopped being a victim and I started taking responsibility," she says. That shift — from blame to ownership — gave her the confidence to hustle her way to a real client base. The Hidden Cost of Robbing Business Cash One of the most common mistakes Nancy sees — and lived herself — is pulling cash out of the business too early to fund a lifestyle the business hasn't earned yet. Big houses, expensive vehicles, family payroll that isn't justified by revenue: the money leaks out gradually and owners are often blindsided. Her advice is direct: keep three to six months of business expenses in the bank at all times, and live below your means in the early years. "That is what leads to problems later on," she says. "You just don't realize." Fix the Systems Before You Hire When clients come to Nancy wanting to add staff, her first question is whether they've made their existing operation as efficient as possible. Hiring looks like growth, but without the cash or the systems to support it, it just accelerates the leak. She walks clients through the full cost picture — not just salary, but holiday pay, absenteeism, the time spent fixing errors, and a training curve that can stretch a full year even for experienced hires. "A lot of newer businesses are not efficient at all," she says. "How can we address your systems first before you go into hiring, especially if you can't afford it?" When Clients Won't Listen — and What to Do Bookkeepers and accountants often see red flags that clients aren't ready to act on. Nancy is candid about the limits of what advisors can control: you can raise the concern, frame it carefully, and ask if they're open to a conversation, but you can't force a decision. What you can do is stay consistent and keep the door open. The clients who are willing to be guided, she finds, are also the ones most likely to grow — and to ask for the deeper advisory work that makes the relationship genuinely valuable. Building Advisory Services and Using AI Nancy started offering CFO-style work after a quick conversation with a client helped him decide to buy two pieces of equipment instead of paying off a loan — a choice that increased his net income by $600,000 the following year. That moment convinced her the advisory layer was worth building intentionally. On the technology front, her firm now uses a private AI instance to compare monthly financials year-over-year, then distills the output down to three bullet points for clients. "The client can't comprehend" a long analysis, she notes, so keeping it tight opens the door to a deeper conversation rather than closing it. Links mentioned Fix It Accounting — Nancy Benet's CPA and fractional CFO firm CareerSource — free hiring and skills-testing resource for business owners (search your state's local CareerSource office) Pure Bookkeeping — episode sponsor The Successful Bookkeeper — show resources and guest information About the guest Nancy Benet is a CPA, fractional CFO, and the founder of Fix It Accounting, based in Florida. She built her firm from the ground up after overcoming significant personal and financial setbacks, starting with IRS problem resolution and growing into a full-service accounting, bookkeeping, and business advisory practice. Nancy works with small business owners to help them understand their numbers, make smarter financial decisions, and build businesses that actually support the life they want. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailIf God doesn't need your money, then why does the Bible place such a strong emphasis on generosity? In this episode, we explore how giving isn't about meeting God's needs. It's about transforming our hearts, breaking the grip of money, and participating in God's work. Join us as we unpack what Scripture teaches about generosity and why giving is one of the greatest blessings God invites us into.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Picture the one person your farm cannot run without. Now picture their chair empty tomorrow morning. Can someone else access the accounts, make payroll, or explain what the farm owes and why? If those answers only live in one person's head, the farm is not prepared, no matter how good the balance sheet looks. Jace Young grew up watching his grandfather's 55 year, multimillion dollar Kansas farm operation collapse into bankruptcy in 2005, then built Legacy Farmer to help other families get their financial house in order before the same thing happens to them. Jolene Bolding, Manager of Advisory Services at Farm Credit Canada, has her own story of a farm sale her family decided on before she ever got a seat at the table. Wade Berlinic, Associate Broker with Hammond Realty's Ag Exits and Acquisitions Strategies team, sees what happens when that conversation gets put off until the land is already on the market. Together they walk through why only 12 percent of Canadian farms have an actual transition plan, what it costs a family when nobody has one, and the five stage process Jace uses to move an operation from financial blind spots to a plan everyone in the family can actually see. What's Inside - Why a farm can look bulletproof on paper and still not be prepared for one empty chair - The story behind Jace Young's grandfather losing a 55 year, multimillion dollar Kansas operation, and what it did to the family afterward - Why only 12 percent of Canadian farms have a written transition plan, and what that gap actually costs - The five stage process Legacy Farmer uses to move a family from financial blind spots to a real plan: Position, Production, Profit, Protection, and Prosper - Why the conversation almost never starts with the numbers, it starts with pride, ego, and who is willing to ask for help - What $55 billion in Canadian farm assets transferring in the next decade means for every family still putting this conversation off If this conversation hits home, go back in the catalog for our episode with Elaine Froese on farm family transition and communication, one of the clearest voices in Western Canada on getting these conversations started before they're forced. It also pairs well with our conversation with Robert Andjelic on where farmland capital is actually moving right now. Resources Mentioned Legacy Farmer's five stage framework: Position, Production, Profit, Protection, Prosper Connect with Jace Young LegacyFarmer.com Connect with Jolene Bolding Reach out to your local FCC field office to connect with a business advisor Connect with Wade Berlinic - Hammond RealtyConnect with Growing the Future Website: growingthefuture.ca YouTube: Growing the Future Instagram: @growingthefuturepodcast LinkedIn: Growing the Future Subscribe to the Growing the Future Podcast wherever you listen, and register for Convergence Conference 2027 at convergence.ag. Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.
Everyone says they want their money to be "safe." Almost nobody defines it the same way. Today we're breaking down what safe money really means and whether your version of safe holds up to reality. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Send us Fan MailShould Christians continue tithing while working to pay off debt, or should every available dollar go toward becoming debt-free? In this episode of The Stewardology Podcast, we examine the tension between financial efficiency and biblical obedience, exploring what Scripture teaches about generosity during difficult seasons. Join us as we discuss debt, stewardship, and why faithful giving may be more about heart transformation than mathematical optimization.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailDoes your tithe have to go to your local church, or can it be given to ministries, charities, or individuals in need? In this episode of The Stewardology Podcast, we explore what Scripture teaches about the purpose of the tithe, why the local church should remain the primary focus of our giving, and how Christians can practice generosity in a biblical order. See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Retirement might be closer than you think! In this presentation, Benchmark Financial Group discusses federal employee benefits, how to review income and expenses, manage investments, and begin the retirement process.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn | /benchmark-financial-group-llcFacebook | /BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Graham Laycock talks with Jenny Thornton, Community Relationship Manager for Right at Home about their new free Care Advisory service.
Send us Fan MailShould Christians tithe on their gross income or their net income? We explore both sides of the debate and uncover the deeper heart issue behind the question. Discover why generosity is about more than percentages, calculations, or tax forms...it's ultimately about worship, gratitude, and responding to God's generosity.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Breakfast Leadership Network is proud to introduce the Breakfast Leadership AI Advisory Service, a new offering built to help executives and organizations translate artificial intelligence from a buzzword into a working advantage. The service pairs proven leadership frameworks with practical AI implementation guidance, helping leaders identify where automation and intelligent tools can strengthen decision making, reduce operational drag, and free up capacity for the work that actually requires human judgment. Rather than a generic technology rollout, the advisory service is grounded in the same principles that anchor the Leadership Operating System, ensuring that any AI adoption strengthens culture and accountability rather than working against them. Leaders interested in exploring how AI can support their organization's goals are encouraged to connect with the Breakfast Leadership team to learn more. https://BreakfastLeadership.com
Send us Fan MailDo Christians still need to tithe 10%? In this episode of The Stewardology Podcast, we unpack one of the most debated topics in Christian stewardship. Discover what the Bible really teaches about tithing, grace-filled generosity, and why the question may not be "Do I have to give 10%?" but rather "How is God's grace shaping my generosity?"See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required. Chapters [00:00] Opening Quote and Intro [01:35] Meet Debra Angilletta [03:30] Why Bookkeepers Struggle to Sell Advisory [06:10] The "Curious" Question Technique [09:20] Staying Human in a Digital World [11:50] Finding Your First Five Clients [14:30] The Advisory Transformation [17:30] What 100 Business Owners Said [20:30] About the Book: Hidden Profits [22:40] Rapid Fire: Steps to Take Now The Missing Half of the Story Numbers give you the facts; your client's perspective gives you the context. Debra frames advisory as the natural result of putting those two pieces together: "When you put those two pieces of information together, that's where the magic happens, and that's where you can fill the gap." The good news is you already have one half. You just need to ask for the other. One Word That Changes Everything If you're not sure how to start a probing question without sounding nosy or accusatory, Debra has a single practical fix: lead with "curious." Saying "Curious — I noticed this in your books, can you tell me more?" removes any sense of blame, gives your client permission to explore rather than defend, and opens the conversation rather than closing it down. It's a small shift with a big effect on how clients respond. Finding Your First Five You don't need to overhaul your entire practice to get started. Debra's advice is to scan your client list, pick five people who seem most open to a deeper conversation, and book a 30-minute call — framed simply as "I saw some interesting things in your books that might be of value." That's it. The goal isn't to pitch advisory on the spot; it's to practice having the conversation. "There's nothing complicated here," Debra says. "I don't want to make it complicated for your audience at all." Business Owners Are Waiting for You to Ask Debra interviewed 100 small business owners while writing her book Hidden Profits, and the finding stopped her in her tracks. When she asked what they wished their bookkeeper did that they weren't doing, the answer was overwhelming: more strategic advisory. "I wish they would give me information that I can use to drive my business forward." Most business owners operate in isolation, with no one to think out loud with — and your existing financial relationship puts you closer to that trusted-advisor seat than you might realize. The Transformation on the Other Side Bookkeepers who start having these conversations consistently go through a noticeable shift. Debra sees it regularly: once they experience what advisory conversations feel like, they want more of them. More importantly, the relationship with the client changes. "It actually uplevels you to partnership level... they're going to see you as that trusted advisor." The compliance work stays valuable — but it's no longer the ceiling on what the relationship can be. Links Mentioned Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days by Debra Angilletta — findmyhiddenprofits.com (free download of first 3 chapters) or search "Hidden Profits" on Amazon MasterMySales.com — Debra's sales training for financial professionals PureBookkeeping.com — episode sponsor thesuccessfulbookkeeper.com — show resources and guest links About the Guest Debra Angilletta is a fractional CFO, course creator, and speaker at MasterMySales.com who specializes in helping bookkeepers, accountants, and financial professionals sell and deliver advisory services with confidence. She works primarily with small business owners in the $500K–$3M revenue range and is the author of Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days. Debra is a returning speaker at The Successful Bookkeeper Summit and a consistent audience favourite. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford explore why the smartest financial decision on paper is not always the wisest decision for your life, and how constantly optimizing for profit can sometimes come at the expense of peace, margin, and spiritual health. Through practical examples and Biblical wisdom, we discuss what it means to “solve for peace” and make financial decisions that align not only with your goals, but with your season of life, your values, and ultimately God's Kingdom priorities.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Matt Faircloth talks to John Chang as they dive deep into short-term turbulence, interest rate swings, geopolitical tensions, and inflation, while unveiling the bigger picture: long-term demographics, supply-demand imbalances, and mega-trends like senior housing and built-to-rent communities. You'll discover how savvy investors are capitalizing on these forces now, before they catch the wider market off guard. We break down actionable insights: why offices might surprise skeptics with a steady return, where apartment markets are headed amidst headwinds, and how opportunity zones remain a hidden gem for long-term growth. Plus, John shares how demographic shifts, aging populations, changing household formations, and migration patterns are shaping demand for specific asset classes over the next decade. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Two Bees in a Podcast, Amy Vu and Dr. Jamie Ellis discuss beekeeping advisory services and beekeeping in Sweden with Lotta Kristiansen, PhD Student Researcher at the Swedish University of Agricultural Sciences. Check out our website: www.ufhoneybee.com for additional resources from today's episode.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford take an honest look at the everyday ways people waste money through impulse purchases, unused subscriptions, lifestyle creep, status spending, and more. We also explore what Scripture teaches about wise stewardship, contentment, and intentional spending, while offering practical steps to help you stop sending money “up in smoke” and start using your resources more faithfully.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford tackle an important question many believers have asked: why don't pastors talk about money? We explore the fears, challenges, and misconceptions surrounding financial conversations in the church, while offering a Biblical vision for healthy stewardship discipleship that helps pastors and congregations pursue wisdom, generosity, and Gospel-centered financial faithfulness.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailFinancial Advisor Tim Russell, Pastor Drew Gysi, and Tyler Rutherford explore why avoiding conversations about money in the church may actually hinder true discipleship, and why Scripture speaks so frequently about stewardship, generosity, and the condition of our hearts. We also discuss how churches can approach financial discipleship in a healthy, Gospel-centered way without manipulation, helping believers grow in wisdom, contentment, generosity, and eternal perspective.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from those who stall, and how to start building your own AI system without a data science degree. Chapters [00:00] Welcome and Ben's Background [03:15] From Data Science to AI Education [08:00] AI's Real Impact on Bookkeeping [12:00] Human Judgment as the Key Check [15:30] Skills That Separate Thriving Bookkeepers [21:00] Data, Systems, and AI Strategy [25:00] Opportunities to Move Up the Value Chain [29:00] First Steps for Integrating AI [32:00] Client Expectations and Transparency [35:00] Fear, Mindset, and Where to Find Ben AI Will Elevate Bookkeeping, Not Replace It Ben is direct about the headline fear: bookkeepers are not going away. "AI will help elevate what a bookkeeper does," he says. The repetitive work — transaction coding, receipt capture, anomaly detection, drafting reports — gets absorbed by AI, which frees up the bookkeeper to move from data entry to data judgment. Think less time in the books and more time coaching clients on their financial pain points. AICPA and Intuit both point in the same direction: the future of the role looks a lot more like analytics and advisory than data input. The Two Skill Lanes Every Bookkeeper Should Know Ben references the World Economic Forum's skills taxonomy, which divides skills into two tracks. AI skills — analytical thinking, systems thinking, coding — pay a premium today, but AI will eventually encroach on those. Human skills — communication, empathy, leadership — are undervalued right now but will command a premium as AI can only mimic, never genuinely replace, them. "AI can put on a facade of empathy and compassion, but it really can't have it because it's robotic." For bookkeepers, the practical focus areas are AI supervision (checking outputs rigorously), advisory thinking, digital and data fluency, and transparent client communication. The Human in the Loop Is Not Optional Ben's background in healthcare data — building algorithms to predict sepsis risk from bedside monitors — gives him a sharp view on why human validation matters. A small data error that goes unchecked can cascade into a much larger problem. "A mistake, especially for a small business owner, could cost tens of thousands of dollars." Bookkeepers already understand this: the work is either right or it isn't. That precision mindset is exactly what responsible AI use demands, and it is a genuine competitive advantage for practitioners who carry it into their AI workflows. Data Is the Oil — Build a System, Not Just a Stack of Tools One of Ben's clearest points: buying an AI tool is not an AI strategy. The framework he outlines is straightforward — start with your data (client records, call transcripts, templates, Google Sheets), run it through a system you build and control, apply AI to it, then validate and iterate. "Just because you buy an AI tool doesn't mean you have an AI strategy or even an AI business." He encourages bookkeepers to build their own processing systems rather than relying entirely on third-party integrations that can change without warning. Start small — something as simple as having AI draft follow-up emails from call transcripts is a low-risk, high-value first step. Practical First Steps and Client Communication For bookkeepers ready to start, Ben's advice is to pick a low-stakes problem, solve it, and let that build confidence. Use AI to profile prospective clients from call transcripts, automate follow-up reminders, or create a client-facing dashboard from existing data. On the client side, transparency is non-negotiable: communicate that you are using AI, explain how it benefits them, and teach them how to give better inputs so they get better outputs. "By providing inputs and encouraging your customers to use AI to show them the benefits of it, they're going to become less resistant over time." That kind of teaching deepens the client relationship well beyond what traditional bookkeeping alone can offer. Links Mentioned Ben Tasker AI: bentaskerai.com Ben Tasker on LinkedIn World Economic Forum Skills Taxonomy (AI skills and human skills tracks) The Successful Bookkeeper Pure Bookkeeping About the Guest Benjamin Tasker is an AI strategist, educator, and speaker with over 10 years of experience in data science and artificial intelligence. His background spans healthcare predictive analytics, higher education, and enterprise AI strategy. Today he helps entrepreneurs and large organizations build the skills and systems they need to navigate the AI revolution. You can find his prompting frameworks, podcast appearances, and upcoming events at bentaskerai.com. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore how our deep-rooted value of independence can subtly shape, and sometimes distort, our faith, especially when it comes to money and self-sufficiency. While financial independence can be a wise and biblical pursuit, we discuss how it can quickly become an idol when it fuels pride, fear, or isolation. Ultimately, we point to a better model: not independence, but faithful, God-centered living within a community marked by humility, generosity, and responsible interdependence.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Matt Faircloth talks to John as he shares exclusive insights from his extensive market analysis, explaining why Sunbelt markets could outperform despite global chaos. Get the scoop on which regions and property types are poised for growth, and why opportunities exist even amidst turbulence. Plus, we uncover how the Federal Reserve's interest rate moves could either accelerate or hinder your next deal, and why resilience in real estate means understanding these macro shifts. This episode is essential listening for any investor who wants to stay ahead of the curve and capitalize on the coming recovery. If you're wondering how to navigate rising rates, inflation, and geopolitical risks, you'll leave with a clear action plan ready to make smarter, more profitable decisions. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
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