Podcasts about CPA

When sales slow down, many business owners think the answer is to expand into a new market, add new services, or even start a second business. But what if that's exactly the wrong move? In this episode, I explain why chasing the next opportunity often hurts the business that's already making you money. We talk about the hidden costs of expanding too early, why most businesses haven't even scratched the surface of their current market, and how staying focused can lead to greater profits than constantly chasing something new. Before you start another business, add another service, or expand into a new area, listen to this episode. Sometimes the fastest way to grow is to stop chasing and start dominating. -----------------------------   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

You saved diligently for decades. But the tax bill waiting inside your IRA may be larger than you think, and it can grow every year.Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxlWant to go deeper? Download the Tax Strategies for Retirement guide at MerkleTaxGuide.comIn this episode, Loren Merkle, Molly Nelson, and Chawn Honkomp break down why taxes catch so many retirees off guard and what you can do about it now. They cover why money sitting in a 401(k) or traditional IRA is not yours to keep in full.They also walk through Required Minimum Distributions (RMDs), which force you to take money out of your accounts whether you need it or not, and what that does to your tax bill over time. Loren walks through an illustrated example showing how one intentional Roth conversion strategy saved a pre-retiree over $110,000 in retirement taxes.The episode also covers what the national debt could mean for future tax rates, why Social Security timing affects your taxes more than most people realize, and how looking at your retirement accounts in three separate buckets gives you real choices about what you pay in taxes each year.--Loren Merkle, CFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Chawn Honkomp, CFP®, RICP®, Certified Financial Fiduciary®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/Molly Nelson, Host of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/--This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways:

Send us Fan MailYour will can be perfectly written and still do almost nothing you intended. That's the hard truth behind estate planning when beneficiary designations, joint titling, retirement accounts, and real estate deeds aren't coordinated with your legal documents.We sit down with CPA and certified financial analyst Jesse Hurst to connect the dots between retirement planning and estate planning in plain English, including how pop culture can make complicated money topics easier to remember. We dig into what actually drives outcomes for families: a clean asset inventory, a beneficiary audit, and teamwork between your estate planning attorney, financial advisor, and CPA. If you've ever assumed “the will decides,” we explain why many assets bypass probate entirely and how that can unintentionally disinherit children, skew “equal” splits, or leave a trust unfunded.We also talk through the human side: naming executors, trustees, and health care decision-makers, then having the conversations that spare your loved ones from guessing. And because tax and retirement rules keep changing, we break down how the Secure Act and the inherited IRA 10-year rule can create a tax hit for adult kids, plus why some families explore tools like trusts and life insurance strategies to manage timing and taxes.If you want fewer surprises and a plan that holds up in the real world, listen now, share this with someone updating their will or trust, and subscribe so you don't miss what's next. After you listen, will you review the show and tell us what part of estate planning feels most confusing right now?If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Jesse and how he can help you, you can visit his website at: https://www.impelwealth.com/Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

AI is everywhere, but are property management companies asking the right questions before implementing it? In this episode of the #DoorGrowShow, Jason Hull sits down with Mo Hussain to discuss why successful AI adoption has far less to do with technology and far more to do with operational clarity. Instead of chasing the latest AI tools, Mo introduces his Measure, Map, Automate framework to identify operational bottlenecks, uncover hidden profit leaks, and build workflows that actually improve business performance.  Together, they explore why clean data is the foundation of automation, how undocumented processes create costly inefficiencies, and why AI should enhance human decision-making rather than replace it.   You'll Learn [00:00] Meet Mo Hussain and the Measure, Map, Automate Framework [03:20] Why Most Companies Ask the Wrong AI Questions [08:10] The Role of Clean Data in AI Success [12:45] Mapping Workflows Before Automating Them [15:30] The Process Myth and Better Operational Systems [21:10] Building Accountability Into AI Workflows [25:15] Designing AI Agents That Actually Perform [27:45] Turning Operational Data Into Business Growth [29:15] Final Advice for Property Management Leaders Quotables "AI value really truly is workflow value." Mo Hussain  "AI depends on trusted operational data." Mo Hussain  "The winners are not gonna be the companies that have the most amount of data, but they're the ones that can convert data into consistent operating actions." Mo Hussain  Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) welcome everybody. I'm Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry.   At DoorGro, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now let's get into the show. And my guest today is Mo Hussain, and we're going to be talking about how property management companies can stop drowning in data and start turning it into real operational growth. In this episode,   Mo is breaking down the measure, map, and automate framework that he has built and approach an approach to uncovering hidden margins, reducing manual oversight, and getting more value out of every door in your portfolio.   right.   is Mo Hussain. Mo, welcome to the show.   Mo Hussein (01:01) Hey Jason, happy to be here.   Jason Hull (01:03) So today we're going to be chatting a little bit about how property management companies can stop drowning in data and start turning it into real operational growth. And Mo's going to break down the measure, map, and automate framework, his approach for uncovering hidden margins, reducing manual oversight, and getting more value out of every door in your portfolio. So cool, measuring is important. We'll get into that. So before we get into that, Mo,   Can you give people a little bit of background on yourself? How did you get into entrepreneurism? How did you get connected to property management? And help everybody understand who Mo is. Yeah.   Mo Hussein (01:42) Yeah.   great question. So I I've been in this industry now for probably coming up on 20 years at this point. I I worked at some of the prop tech and software providers that are prevalent in the space. Namely, I worked at both YARTI App Folio, which are both kind of headquartered in in Santa Barbara. and a little bit over ten years ago, I started a consultancy and accounting CPA practice that specifically focuses on   Jason Hull (01:56) Namely, I worked at both YARDIE and at Folio, which are both kind of headquartered in in Santa Barbara. a little bit over ten years ago, I started a consultancy and accounting TPA practice that specifically focuses   on prop tech and real estate. So we offer consultations with implementations, custom reporting, operationalizing around technology, which is which is now the buzz around kind of AI and automation at this point.   Mo Hussein (02:11) Prop tech and real estate. So we offer consultations with implementations, custom reporting, operationalizing around technology, which is which is now the buzz around kind of AI and automation at this point. and then   we've also built products for the space to help with automations, help with you know accounting compliance and bringing visibility and custom reporting capabilities to operators. So kind of leveraging all the experience.   Jason Hull (02:25) And then we've also built products for the space to help with automations, help with you know, accounting compliance and bringing visibility and custom reporting capabilities to operators. So kind of leveraging all the experience   Mo Hussein (02:40) from working as a consultant and also as an accountant and even working as some of these tech providers now being a actual supplier in the industry.   Jason Hull (02:41) from working as a consultant and also as an accountant and even working as some of these tech providers now being a aqua supplier in the industry. Very cool. Very cool. So you're a little bit nerdy.   Mo Hussein (02:52) A little bit. Data. I love data. Right.   Jason Hull (02:53) Okay, so am I. So am I. All right. So   cool. So let's talk nerdy to me, Mo. All right. So let's let's chat about this. So let's get into it. So t tell us about this. Wha why is this wh how'd you come up with this framework? Why is this important? I love frameworks because frameworks are usually where we take something that we notice a pattern in, there's some complexity involved, and we make it simple. So explain to us.   Mo Hussein (02:59) Yeah.   Jason Hull (03:18) Where does the measure map and automate framework kind of come from?   Mo Hussein (03:22) Right, right. And this is this kind of stems from a conversation you probably have with plenty of your your clients and even prospects when you start engaging, you know, the the the very popular question now of how do we use AI? I want to streamline and automate. And it's a very loaded, it's a very loaded, fairly ambiguous question, right? How do we use AI? We want to implement AI into our operations, right?   Jason Hull (03:23) And this is this kind of stems from a conversation you probably have with plenty of your   You know, the the the the very popular question now, how do we use AI? It's a very loaded, fairly ambiguous question, right? How do we use AI? We want to implement AI more.   Mo Hussein (03:48) when conversely, like you know, operators and property managers should be starting with a different qu set of questions, right? Like how like where are we losing things like NOI, margin, time, control, or even consistency, right? AI really only matters when it connects and automation really only matters when it connects to a to a revenue lever or some type of a cost lever or productivity gain or or risk reduction, right?   Jason Hull (03:50) Conversely, like you know, operators, property managers should be starting with a different set of questions, right? Like how like where are we losing things like NOI, margin, time, control, or even consistency, right? AI really only matters when it connects in automation really only matters when it connects to a to a revenue lever or some type of a cost lever, productivity gain or or risk reduction,   right? Yeah. there's there's a couple   Mo Hussein (04:14) and there's there's a couple of key components   Jason Hull (04:16) key components in even conversations that you've probably even had with with property managers today is that firstly like you know operators today they already have a lot of data. They probably have access to a lot of different data sets across, you know, operations, but it's probably, you know, disconnected and disjointed and different reports and disconnected systems, hidden in spreadsheets and and dashboards that probably don't drive much much action, right? and everybody wants   Mo Hussein (04:17) in even conversations that you've probably even had with with property managers today is that firstly, like, you know, operators today, they already have a lot of data. They probably have access to a lot of different data sets across, you know, operations, but it's probably, you know, disconnected and disjointed and different reports and disconnected systems hidden in spreadsheets and and dashboards that probably don't drive much much action, right? and everybody wants to   Jason Hull (04:43) to automate and execute   Mo Hussein (04:43) automate and execute an   operational kind of workflow. But the hard part is not whether, you know, AI can really do something, but the hard part is whether a company even knows where value is leaking and who owns that action and and whether these workflows are even clear enough to to be able to automate. And that's kind of the premise of this framework is to kind of measure what that pain is, you know, map that workflow, automate that repetitive work and manage   Jason Hull (04:45) an operational kind of workflow. The hard part is not whether you know AI can really do something, but the hard part is whether a a company even knows where value is leaking and who owns that action and and whether these workflows are even clear enough to to be able to automate. And that's kind of the premise of this framework is to kind of measure what that pain is, you know, map that workflow, automate that repetitive work, and   manage ideally performance through some type of closed loop accountability. We just put an actual word to it, right? A framework to it, I'm sure   Mo Hussein (05:07) ideally performance through some type of a closed loop accountability. We just put an actual word to it and a framework to it, but I'm sure very   similarly to the conversations that you're probably having also even with customers.   Jason Hull (05:15) Very similarly to the conversations that you're probably having also with customers.   Yeah, yeah, got it. Yeah. it's interesting because we're now seeing a lot of these tech companies or tech forward companies that are kind of backtracking on AI a little bit. They were giving out basically blank checks to use AI as much as they could. Some were even creating sort of a contest internally, incentivizing like who could use the most tokens.   Mo Hussein (05:29) Mm.   Right.   You're right.   Jason Hull (05:41) Which is a little bit insane   to just give people a blank check as if that always the more tokens you burn, the more productivity is being created, right?   Mo Hussein (05:51) Right, right, right. And we're seeing, yeah, and you know, as we're seeing these newer models that are coming out, whether it's, you know, through Cloud, Anthropic or even these other these other LLMs, the token utilization is becoming more and more expensive, especially with these newer models. And so now the question of just like, hey, how is that utilization actually translating to actual business value? Right. And this was a question that eventually would have been would have been pushed, right?   Jason Hull (05:54) Yeah and you know.   Of just like, hey, how's that utilization actually translating to actual business value? Right.   Yeah. Yeah. Yeah. I love it. Like how to use AI. Yeah. Bad question. A better question is how do we actually make sure we're creating more profit? How do we actually make sure we are lowering costs? Like   And that's the the idea, they think, well, AI must be so much cheaper than people. And what's interesting, I've also seen some reports lately showing the amount of money these different LLMs are losing right now. They're spending a massive amount of money to deliver AI to us at a super cheap price right now. And but they're losing money. Every time we're chatting, they're losing money.   Mo Hussein (06:47) Mm-hmm.   Right.   Right.   Jason Hull (07:01) And that's that's a wild business model. They're obviously hoping to win some sort of AI race. They're hoping to get us maybe in the future. And there's a lot of talk lately as well of people thinking we gotta shift to local models. Like we gotta I gotta run this AI stuff on my own computer and not be giving all my money to anthropic or open AI you know, open AI or whatever. So okay.   Mo Hussein (07:15) Mm-hmm.   Right, right.   Right.   Jason Hull (07:26) Cool. So let's continue on. Me measure, map and automate. Yeah. Yeah.   Mo Hussein (07:29) Yeah. Yeah. And   by the way, going on your point, Jason, it's you know, you you also, you know, creating automation and leveraging these models locally, it there's definitely value in that. But you know, now more than ever, f you know, teams are kind of distributed, right? And so ideally, if you've built automations and leveraging these L LMs and   Jason Hull (07:35) Yeah, y you also you know   Locally it is definitely that   Teams are kind of distributed, right? Yeah. Ideally, if you've built automations and leveraging these LLMs   and   Mo Hussein (07:52) And things of that sort.   You probably want to have like some type of an interface that's like cloud based, right? Or for folks to be able to kind of collaborate in some type of a ideally like a safe environment, right? and so measure, map and and automate. So you know, there's there's kind of those three components to be able to actually fully ideally leverage leverage AI. But   Jason Hull (07:55) some type of a an interface that's like cloud based, right? Or for folks to be able to kind of collaborate in some type of a ideally like a safe environment, right? yeah. So measure, map and and automate. So you know there's there's kind of those three components to be able to actually fully ideally leverage leverage AI but   there's there's a couple like kind of key core components that feel like   Mo Hussein (08:20) There's there's a couple of like kind of key core components that I feel like   is very important for folks to to really understand before they can they they can even take advantage of of AI, right? so one is you know AI, AI value really truly is workflow value. And so like the most the biggest opportunities when it comes to automation leveraging AI is things that are repetitive.   Jason Hull (08:25) is very important for folks to to really understand before they can they they can take advantage of of AI, right? so one is, you know, a AI AI value really truly is a workflow value. And so like the most   automation leveraging AI as things that are   repetitive, you know, judgment heavy, ideally high volume workflows. Think about things like you know, leasing follow-up, delinquency, turns, maintenance, triage, variance explanations. another another key thing to understand is you know AI depends on trusted ideal operational data. And so if you don't have accurate or clean property unit, resident, vendor,   Mo Hussein (08:44) you know, judgment heavy, ideally high volume workflows. Think about things like you know, leasing follow-up, d delinquency, terms, maintenance triage, variance explanations. another another key thing to understand is, you know, AI depends on trusted ideally operational data. And so if you don't have accurate or clean property unit, resident vendor   payment data and it's and it's inconsistent, you know, AI just   Jason Hull (09:10) payment data and it's and it's inconsistent, you know,   AI just helps accelerate the wrong answer, right? This notion of like hallucinations also kind of exist. and you know insights without ownership is is just is really just theater. And so although AI may identify a problem and recommend an action, things need to be routed, right? And asci you know action needs to be assigned, there needs to be some accountability that gets created there and then a measurement of of of   Mo Hussein (09:13) helps accelerate r the wrong answer, right? And the this notion of like hallucinations also kind of exist. and you know insights without ownership is is just is really just theater. And so although AI may identify a problem and recommend an action, things need to be routed, right? And as I you know action needs to be assigned. There needs to be some accountability that gets created there and then a measurement of of of a   of of a of a result.   Jason Hull (09:40) of of a of a   result. and then lastly like humans humans control still matters, right? Things that have a very high potential opportunity cost. you know, operators should be very careful on how they utilize AI. So, you know, things around fair housing, sensitive sensitive decisions like screenings, evictions, legal communication, you know, employee decisions and maybe even large payment loopholes and so   Mo Hussein (09:42) and then lastly like humans, humans control still matters, right? Things that have a very high potential opportunity cost. you know, operators should be very careful on how they utilize AI. So, you know, things around fair housing, sensitive sensitive decisions like screenings, evictions, legal communication, you know, employee decisions and maybe even large payment approvals. And so   Once we   have these kind of these table stake table stake items, if you will, kind of address, then you know we can move on to kind of you know the our framework of kind of measure, map, and automate. And so in each of these different components have different purposes, you know. The whole point of the measure step is is to quantify where pain exists and to validate kind of being buying versus buy like building. And so you want to ask things like where   Jason Hull (10:09) Once we have these kind of these table stakes stakeheads, if you will, kind of addressed, then you know, we can move on to kind of, you know, the our framework of kind of measure, map, and automate. And so and each of these different components have different purposes, you know. The whole point of the measure step is is to quantify where pain exists and to validate kind of being buying versus buy like building. And so you want to ask things   like where   Mo Hussein (10:36) where   time, where margin, where service quality or accountability is lost today, right? Examples can be things like, you know, days vacant, you know, delinquency rate, maintenance response times. These would be kind of like outputs like invoice coding time, reporting hours, renewal conversions, right?   Jason Hull (10:37) Where time, where margin, where service quality or accountability is lost today, right? Examples can be things like, you know, days vacant, you know, delinquency rate, maintenance response times. These would be kind of like outputs like invoice coding time, reporting hours, renewal conversions, right?   Yeah. Got it. Yeah, that that makes a lot of sense. So you've got to be you have to have good data.   Which the crux of th where their data is all probably housed is inside of their property management software.   Mo Hussein (11:06) Right.   Jason Hull (11:07) And so hopefully that software is kinda tracking some of this stuff. But, you know, everybody's had a CRM that the team didn't put enough notes in. And then it becomes kind of useless, right? So you're like, what happened with Fred on that call earlier, you know, or previously? I I think I think we talked about this. Can't remember. Why aren't you putting in notes? And so then the flaw becomes the human in the loop in a lot of instances. But then you're saying, you know, also humans matter. Like   Mo Hussein (11:14) Right.   Right.   Jason Hull (11:34) Related to fair housing. We've got to have the human in the loop making decisions. I don't think it would go fair very well to be standing in front of a judge and say, Well, the AI messed this up. It wasn't me.   Mo Hussein (11:43) Right. Right.   Right. Yeah, that's very that's very correct. the the the other thing is is that you know software is a tool, right? So they you know, for like that example that you just gave of like, hey, you know, I had a conversation with Freddie or an owner or what have you, and you know, the notes weren't captured. And so if there's if if if if there's there needs to be also a cultural   Jason Hull (11:46) Yeah, that's very that's very   Yeah, they you know, put like that example that you just gave of like, Hey, you know, I had a conversation   And you know, the notes weren't captured. And so if there's if if if if there's there needs to be also   Mo Hussein (12:06) shift within the organization to become more performance kind of driven, right? And using, you know, places of truth. You know, I, you know, we use Salesforce in our own internal kind of CRM and you know, there's this old ad like this old saying of just, you know, hey, if it didn't happen to Salesforce, it didn't happen at all. In other words, if your system of record hasn't been updated and things haven't been added to it   Jason Hull (12:06) cultural shift within the organization to become more performance kind of driven, right? And using, you know, places of truth. You know, I you know, we use Salesforce in our own internal kind of CRM and you know, there's this this old like this old thing of just, you know, hey, if it didn't happen in Salesforce, it didn't happen at all. Right.   Mo Hussein (12:29) to to ensure that it is correct and accurate and up to date, then   Jason Hull (12:29) to it to to ensure that it is correct and accurate and up   to date, then the organization sees it as, you know, as it didn't happen. And somebody, you know, using anecdotal feedback like, well I did this, but I just didn't update this. And so that's it's very important that, you know, whatever system you're using to kind of measure different KPIs and metrics, that that, you know, that behaviors within the organization are shifting towards that. And it's it's something it's a cultural shift that needs to also   Mo Hussein (12:32) the organization sees it as you know as it didn't happen. And somebody, you know, using anecdotal feedback of like, well I did this, but I just didn't update this, it means it didn't happen. And so that's it's very important that, you know, whatever system you're using to kind of measure different KPIs and metrics, that that, you know, that behaviors within the organization are shifting towards that. And it's it's some it's a cultural shift that needs to also cascade   also from from leadership down as well.   Jason Hull (12:57) Cascade also from leadership down.   Yeah, the advantage we have nowadays with all the AI stuff that's come out is now pretty much everything gets transcribed everywhere. So calls get transcribed, notes can be created automatically. You can also go back and ha check the transcription on a call or a zoom call or recording, figure out what happened. So that you know, not leaving notes in the CRM is a little bit less of a problem than it was in the past.   So we've so we've chatted a bit about measure. What is what's important about mapping or map? Yeah. So this is this goes back to my previous point about like you know AI value being it it is workflow value. Yeah so you know you've measured you've identified you know your measurements and KPIs. So whatever those KPIs may be. Next what you need to do is map what the actual   Mo Hussein (13:30) The mapping. Yeah. So this is this goes back to my previous point about like, you know, AI value being it is workflow value. And so, you know, you've measured, you've identified, you know, your measurements and KPIs, you know, days vacant, delinquency, whatever those KPIs may be. Next, what you need to do is map what the actual what   the actual workflows that are happening, not how leadership or staff thinks it's happening.   Jason Hull (13:53) what the actual workflows are happening, not how leadership or staff thinks it's   happening. There's a very key kind of a distinction is that, you know, a lot of operators and teams kind of assume, hey, you know, we have a set process, but it may not be happening the way that they are envisioning or the way that they're assuming that this is happening. Yeah. And and map that entire workflow end to end.   Mo Hussein (13:59) The very key kind of distinction is that, you know, a lot of operators and teams kind of assume, hey, you know, we have a set process, but it may not be happening the way that they are envisioning or the way that they're assuming that this is happening. And and map that entire workflow end to end.   identify what systems are involved, where handoffs occur, where approvals are required.   Jason Hull (14:21) identify what systems are involved, where handoffs occur, where approvals are required,   Mo Hussein (14:27) where judgment calls are are are are kind of made. And so, you know, every company has, you know, things like experienced managers and accountants and maintenance folks and and they usually know what good looks like versus what bad looks like. And so AI here is to help kind of convert that tribal knowledge ideally into a repeatable operating model. And so examples of how that mapping   Jason Hull (14:28) where judgment calls are kind of made. And so every company has you know things like experienced managers and accountants and maintenance folks, and and they usually know what good looks like versus what bad looks like. And so AI here helped kind of convert that tribal knowledge ideally into an overviewable operative model. So examples of   that mapping would be is you know, hey, what is the entire need to lease workflow?   Mo Hussein (14:50) would be is, you know, hey, what is the entire lead to lease workflow? You know,   Jason Hull (14:54) You know, what is the work order to completion, you know? what is our renewal offer to sign and executed actual renewal? And so and actually and again documenting that, a a lot of organizations have some notion of what that workflow kinda looks like. but   Mo Hussein (14:54) What is the work order to completion? You know? what is our renewal offer to signed and executed actual renewal? And so and actually, and again, documenting that. A a lot of organizations have some notion of what that workflow kind of looks like. but you know, they   haven't actually done they may not have documented, or if they did, it's not updated and they have an out of date SOP or a process diagram.   Jason Hull (15:12) you know, they haven't actually gotten any INOT documents in or if they did, it's not updated and they have an out of data so P or a process diagram.   Mo Hussein (15:22) And that's that's and that's that's that's a very important kind of key aspect of kind of this process.   Jason Hull (15:22) and that's that's and that's that's that's a very important kind of key aspect of kind of this process. Yeah, yeah. Well I a lot of times I end up talking with clients and I've noticed kind of this pattern or trend in the industry of I call it the process myth where everybody thinks if we just had better processes   all of our hopes and dreams would come true when it comes to the off side of the business and we would be more profitable. And especially see this in the two to four hundred door range in single family or small multi-residential property management. And so the challenge there is th that it's impossible to create enough processes, KPIs, and systems to make mediocre people be great. But they pe that doesn't stop business owners from trying. They they're like   Mo Hussein (15:59) Right.   Right.   Jason Hull (16:04) They they they wake up in the morning, they're like, I want to play an impossible game today. And they they still try. And I call it the process myth because if you have really great people, even if your processes are garbage, that I've seen these businesses still perform well. But the reverse is not true. You have mediocre people, you could have insane amounts of systems and processes and stuff, and the business still has a lot of headaches and problems.   Mo Hussein (16:16) Mm-hmm.   Jason Hull (16:29) And so I've kind of noticed this pattern. I call it the three levels of process. And level one is documentation. It's just like writing stuff out. But that's kind of like the owner's manual in the glove box of the car. Nobody looks at it, it doesn't get updated. You know, it's like it's it's it's gathering dust, and people don't actually, that's not actually how the processes are run. And over time, things gravitate towards ease or grace or what the flows best for the person doing the job.   Mo Hussein (16:39) Mm-hmm, mm-hmm.   Jason Hull (16:57) Not for what's best for the job sometimes. And so it gravitates a little bit towards chaos or being worse. Then there's this level two, which is checklists. This is where people are using things like Asana or Process Street or Lead Simple or they some sort of checklist space system where now they're verifying the works getting done in a certain way. But checklist has its own problems in that it's very linear and not every process is linear.   Mo Hussein (16:59) Right, right.   Read simple. Mm-hmm.   Mm-hmm.   Jason Hull (17:24) There's decisions   and splits and merges and sting things happening concurrently in property management. And so the challenge with checklist also it can tend to slow things down. It's not as efficient. So the next level and the problem I had with checklist, we used to use process street, is that it it if anytime a process got complicated, I had to build logic and you know, if-then sort of situations into it.   And it usually got to the point where I didn't even understand it. Like a year later, I'm looking at a process. I'm like, I had to retranslate this back into something that made sense to my brain. And I always, and the nerd had to be the one that did all the updates on it because nobody else could understand it. So then we eventually graduated to level three. So level three is visual workflow. This is for humans.   Mo Hussein (18:01) Right.   Mm-hmm.   Jason Hull (18:13) And so, and with with this, my tip to everybody listening, if you have a system, whether it's checklist or it's any of these three levels, you know, documentation, checklist, or visual workflow, that you your first two processes you make as an operator or as a business owner is how to create a process in this system is number one. And number two, how to QA.   Mo Hussein (18:26) Did   Jason Hull (18:37) A process that is made in the system to know it's actually a good one. If you just make those two, you don't have to do any of the other stuff. Everybody else can do it. You just make those two. That's my tip for all you business owners. And now with AI, you can start adding AI. Once you have things visually mapped out, it's you've got the map like you're talking about. Now you can figure out all right, where can AI take over some of this stuff? And where do we still need the human in the loop? Right. So yeah.   Mo Hussein (18:43) Mm.   And automation. Mm-hmm. Yep.   Yeah.   Right,   Jason Hull (19:05) So any tips for those listening to this that are already geeking out with AI, they're doing a little bit of this measuring and mapping and automating. What are some of the biggest challenges you've noticed where this kind of breaks down or people are making mistakes?   Mo Hussein (19:19) It's it's honestly it's the it's the you know, AI value. it's it's a lot of the small individual decisions that are made in a in a repetitive fashion and that that are made a lot that really are gonna unlock like true value for for any operator. And so like, you know, having very clean data, standardized, you know, systems of truth by what we mean by that is that, you know, hey, you know.   Jason Hull (19:20) It's it's honestly it's the it's the you know, AI value it's it's   like true value for for any op   clean data, standardized, you know, systems of truth. But what we mean by that is that, you know, hey,   you know, you know, whatever work order system that you're using, for example, has accurate, you know, work order data. People, you know, you're making a segment for actually closing out the work order when they complete it. Hey, the end of the week, I'm gonna now try to remember what I did earlier in the week.   Mo Hussein (19:47) you know, whatever work order systems that you're using, for example, has accurate, you know, work order data. People, you know, your maintenance technicians are actually closing out the work order when they complete it. Not just, hey, the end the week, I'm gonna now try to remember what I did earlier in the week.   Close it out. So the data is   the data can't be trusted, then AI is just going   Jason Hull (20:04) data the be trusted and AI   Mo Hussein (20:07) to cause additional kind of confusion. And so having accurate systems of record. And I gave that example of of of a work order when a technician kind of closes that, right? the process map, I think the you know, the three buckets are like three level that you kind of gave, I think is a great, great.   Jason Hull (20:20) Yeah, yeah. Yeah, that makes sense.   yeah.   level that you kinda gave I think it's a great,   great anecdote and framing of how processes should be kind of looked at. And and I think one thing that a lot of operators usually tend to overlook or assume is you know how things are being done versus how they actually are being done within the schemes, right? So an owner somebody at some point said, okay hey this is a process we're gonna take and then over time that just kind of got changed.   Mo Hussein (20:29) anecdote and framing of how processes should be kind of looked at. And and I think one thing that a lot of operators usually tend to overlook or assume is you know how things are being done versus how they actually are being done within the teams, right? It's an owner, somebody at some point said, okay, hey, this is the process we're gonna take. And then over time that just kind of got changed. And there   may be, you know, two different property managers   Jason Hull (20:55) And there may be, you know, two different property managers   Mo Hussein (20:58) operating in two different regions in the same company that are doing leasing renewal differently, right? That going back to that point that you mentioned about systematizing and having accountability loops and task base or like checklist items and ensuring that those things are actually done in that same quality and that same fashion is very, very key. And so getting data, like getting the right data, accurate data,   Jason Hull (20:58) operating in two different regions in the same company that are doing these things renewal differently. Right. That point that you mentioned about synthesizing and having accountability loops and task based or like checklist items and ensuring that those things are actually done in that same quality, in that same fashion is very, very key. And so getting data, getting the right data, accurate data   Mo Hussein (21:23) and then also like your process mapping and your   Jason Hull (21:24) And then also like your process mapping   and your processes kind of documented. I think I think the visual representation is a great way to have that. And those are the two key things that ninety percent of folks that are trying to leverage AI and automation and even the folks that are starting to try to jump into this space and try to automate and use AI for these things like usually we're like where where they're really struggling with. got it. Yeah, I think   Mo Hussein (21:26) processes kind of documented. I think I think the visual representation is a great way to have that. Those are the two key things that ninety percent of folks that are trying to leverage AI and automation and even the folks that are starting to try to jump into this space and trying to automate and use AI for these things like usually we're like we're where they're really struggling with.   Jason Hull (21:50) I was just on a webinar recently and they were talking about building AI agents and they were talking about if you want to make really effective AI agents, you need to give them a really good job description, just like a human. And what what's really funny is if you we coach clients on this a lot, but if we tell the clients to to go, we coach clients on   Creating job descriptions. We call our version of them R docs because each section starts with an R, like role, responsibility, et cetera, all the typical stuff. But then we have some additional sections that we found really paramount. So what we'll tell them to do is go ask your team members, give them this framework, and have them create their own R Doc. And then you take a look at this and see if that's what you would have created. Because it's never like what they think their job is. It's usually very different than what the business owner thinks their job is.   Mo Hussein (22:25) Mm-hmm.   Right.   Jason Hull (22:36) And maybe even different what the manager, the ops person thinks the job is, but then you can actually literally get on the same page with them. You can be like negotiate this and be like, this is what we think your priorities should be, and what your outcomes should be, and what we want you to be able to accomplish. And this is helpful for them to know what they're aiming for so that they can please you because your team members want to please you if they're good. But usually there's a big disconnect, like you're saying, between what   Mo Hussein (23:00) Mm-hmm. Mm-hmm.   Jason Hull (23:05) the the employee thinks their j role and job is versus what their manager thinks they should be doing versus what the business owner thinks everybody should be doing. And so nobody's on the same page. And then you're everybody's roles are a little messy. And then you're going, let's give them processes now to work on. And they're not even clear on what their job is or what their role is. Yeah. And so same thing if you were going to build an AI agent and you were like, I want you to try and be good at everything. And then suddenly it's like really   Mo Hussein (23:29) Right.   Jason Hull (23:34) Hallucinating a lot and it's messing everything up and yeah. And it's not a realistic creature, you know, just like some people give create job descriptions that are for like four different personality types. Right. And then they hire somebody that maybe can actually do all four things, and we call those really highly adaptable, weird creatures entrepreneurs. And then they wonder why that property manager left and stole all their clients.   Mo Hussein (23:34) Horrible.   Right.   Yeah.   Jason Hull (23:57) Instead of finding somebody that's like really good at being one thing. Right. Yeah. And that's how you should see Asia.   Mo Hussein (24:00) Right. That that that that role clarity is very, very, very important, right? And that's how you should see agents as well, is that   like, hey, it's like a trained employee. And so you should exp you should expect the same level of, you know, investment involvement, if you will, and trying to and try to help them be the best of like, you know, whether it's a leasing agent, a maintenance coordinator, or whatever that their role may be. And I I think another aspect is and I'm curious how like how   Jason Hull (24:12) you should expect the same level of you know investment involvement if you will and trying to and try to help them be the best of like you know whether it's a leasing agent a maintenance coordinator or whatever that their role may be and I I think another aspect is and I'm curious that   like how you know when you guys are having conversations with clients around role descriptions stuff it's the concept of ownership like hey what you know how to how to align ownership to and lining that up to hopefully the mental business   Mo Hussein (24:28) you know, when you guys having conversations with clients around role descriptions and stuff, it's the concept of ownership. Like, hey, what, you know, how to how to align ownership to and lining that up to hopefully an eventual business outcome or KPI   or something so that, you know, their performance drives also the business performance, right? How have you guys had this conversation or how do you talk about kind of that concept? I can kind of allude to it without kind of explicitly calling it out.   Jason Hull (24:42) Kate guy or something so that you know their performance derives also the business performance, right? Yeah. How do you talk about kind of that concept? You kind of allude to it without kind of explicitly calling   it out. Yeah, I think well, sometimes I'll just totally call a business owner out on things. But I think what I think will be interesting is people are building starting to build agents. I think that they should.   They should have an understanding of personality types. I think they should have an understanding maybe or a conversation with AI about what Myers Briggs type might be good for this agentic role. And because like somebody that's really good at like strategy and the strategist role, which would be like an INTJ in Myers Briggs, might be good at some operational stuff, but they would be really terrible at customer service.   Mo Hussein (25:19) Mm-hmm.   Jason Hull (25:33) Because a lot of INTJs don't even like humans, right? And so they're logical thinkers and they're really judging and they're practical and they're in you know introverted and they're really bad at understanding how the other person feels or even expressing that. And so you're you you don't want to create these try and create AI AI agents that are multiple split personality types, because I don't think they're gonna be as effective. And you can't also, just like you wouldn't want somebody building the process.   QE QA QA of the process. You don't want them both. You don't want AI to be checking itself. Right. Right. The the brain that had problems doing the messing things up, maybe, or didn't do it totally right. You don't want them checking their own work. Right. And so, yeah, so I think this is going to be interesting that people are going to be building agents and they usually think just logically here's the context it needs, here's the role, whatever. But I think also maybe give it the personality that it.   Mo Hussein (26:08) Right, right.   Right.   Jason Hull (26:29) What's the disc assessment for this person, this agent? What's the Myers Briggs type for this agent? And then if especially if they're communicating with humans or doing a task that you want them to be somewhat human like, they're going to be much better at doing this if you give it you create them in the right way. Just an idea.   the other thing to know as a business owner, you need to know who you are so that you can build your dream team around you. So your advisors, whether they're agentic or human, your advisors, your team members, it should be built ultimately around you thriving and being healthy in your own business so that you've got the tea the tools and the resources that fit you. But most business owners make the mistake.   Of trying to build the business around the business and then wonder why they're miserable and why they're kind of a slave to their own business. Right.   Mo Hussein (27:16) Right. Right. Right.   Jason Hull (27:20) So anyway, Mo, measure, map, automate, MMA. Doesn't involve fighting too much. You know, like mixed martial arts. It's a little bit on the, you know, less physical side of things. fun chatting about.   Mo Hussein (27:26) No.   Jason Hull (27:34) all the the AI stuff that's going. How can people anything else that you want to add to our conversation here about yeah this model? And then could you tell us a little bit about what you do and how maybe you help property managers with this stuff? Yeah. Yeah. so I guess just to put it succinct, kind of a a sandwich kind of takeaway. So yeah, operators need to wait for a perfect AI.   Mo Hussein (27:48) Yeah. Yeah. so I guess just to put it succinctly, kind of a a a sandwich kind of takeaway. So, yeah, operators don't need to wait for a perfect AI strategy.   Start by identifying, measuring where value exists, where things are leaking, then mapping workflows and then deciding what can be safely automated and measuring whether those actions improve performance. and so   Jason Hull (28:00) Identifying, measuring where value exists, where things are leaking, then mapping workflows, and then deciding what can be safe and automated, and measuring whether.   Mo Hussein (28:10) like you know, over time we'll see that you know the winners are not gonna be the companies that have the most amount of most amount of data, but they're the ones that can convert data into consistent operating actions across how they've operated every door. if you we help clients with you know putting together SOPs, also mapping their technology needs, where where they're where they're having operational leaks in the business can be   Jason Hull (28:10) So like you know over time we'll see that you know the winners are not gonna be the companies that have the most amount of most amount of data, but they're the ones that can convert data into consistent operating actions across how they've operated every door. if you we help clients with you know putting together SOPs, also mapping their technology needs, where where they're where they're having operational leaks and the business   can be optimized.   Mo Hussein (28:37) Optimized further using   Jason Hull (28:38) Further using technology and automation, we have a platform that we've built, Prop Strata, to actually connect and help with that automation type effort. and we're also we also do a lot of accounting and and CPA work. you can reach us at www.balanceasset solutions.com, and my emails mo at propstrata.com, or you can reach out to our team at info at balance asset.   Mo Hussein (28:39) technology and automation. We have a platform that we've built, Prop Strata, to actually connect and and help with that automation kind of efforts. then we're also we also do a lot of accounting and and CPA work. you can reach us at www.balanceasset solutions.com and and then my email is mo at at propstrata.com or you can reach out to our team at info at balanceasset solutions.com.   Jason Hull (29:03) Cool. So they could take a look at this at propstrata.com.   Mo Hussein (29:07) Correct. W dot propstrata.com.   Jason Hull (29:11) Okay, cool. Very cool. All right. yeah, check that out, everybody. It sounds interesting. All right. Well, Mo, I appreciate you coming out and hanging out with me here on the DoorGro show and sharing everything.   All right.   So if   If you have ever felt stuck or stagnant in your property management business and you want to take it to the next level, reach out to us at doorgrow.com. We are the world's best at creating high-growth property management companies in the single-family residential space or the small multi-space. And if for a free training or how to get unlimited leads for free, text the word leads to 512-648-4608. That's 512-648-4608.   Also, join our free community just for property management business owners at doorgrowclub.com. And if you want tips, tricks, and ideas to learn about our offers, subscribe to our newsletter by going to doorgrow.com slash subscribe. And if you found this even a little bit helpful, don't forget to subscribe and leave us a review on whatever channel you saw or heard this on. We'd really appreciate it. And until next time, remember the slowest path to growth.   is to do it alone. So let's grow together. Bye everyone.

Ivan Estrada is the founder of Ivan Estrada Properties in Beverly Hills, a TEDx speaker, and the author of "Brand With Purpose." A childhood recording artist turned CPA, he left accounting to work as a caterer before finding his true calling in real estate, where more than 12 years later he has built a business serving everyone from first-time buyers to clients purchasing multimillion-dollar homes. In this episode, Ivan talks about why he was early to video content when no one else in real estate was doing it, how he now uses AI to build client reports in minutes that used to take days, and how sobriety and meditation transformed the way he sees himself and his purpose. Learn how to build a brand rooted in who you actually are, stay human in a fast-moving world, and find the work that makes everything else make sense. Timestamps:  03:10 Music Roots 07:21 Immigrant Upbringing 10:04 Brand of Determination 10:53 Calm and Focus 12:57 Teaching and Storytelling 16:06 AI as Entrepreneur Tool 28:37 AI in Real Estate 32:10 Video Marketing 36:48 Redefining Success Balance 39:45 Spiritual Shift 44:01 Purpose and Empowerment 52:51 Success, Gratitude and EO Links: Ivan's Website: https://ivanestrada.com/ Ivan's LinkedIn:  https://www.linkedin.com/in/ivanestradaproperties/ Ivan's YouTube: https://www.youtube.com/@IvanEstradaProperties Ivan's Instagram: https://www.instagram.com/therealbrandwith/

Raising money is not about finding people with money. It is about finding the right investor for the right opportunity. In this episode, Dave Dubeau talks with Joel Block about what he has learned after decades working in real estate, venture capital, hedge funds, and public company finance. Joel explains why capital raising is a skill that can be applied across many industries, but only when you understand how to structure deals and present opportunities that make sense to investors. Joel also shares the story of raising ten million dollars for an innovative stock quote by fax service years before the internet, explains why funds and syndications serve different purposes, and discusses why beginning investors should build experience before asking others to invest. Key Topics Joel's journey from CPA to venture capital Raising ten million dollars for a pre internet business idea Why raising capital is a transferable skill The difference between funds and syndications Why matching investors with the right opportunities matters Structuring deals for long term growth Advice for new capital raisers Guest Information Joel Block works with public company CEOs, advises on capital strategies, and has extensive experience in venture capital, hedge funds, and real estate investing. Website: theadvantageplayer.com Call to Action To learn more about Joel Block and connect with him, visit: theadvantageplayer.com

What kind of leadership will shape the future of healthcare facilities management?As voting for the 2026 ASHE President-Elect election begins on August 2, Healthcare Facilities Network presents a special candidate series featuring individual conversations with the professionals seeking to lead the organization into its next chapter.In this episode, we sit down with Alison Brisson and Katy Quinn to discuss the experiences that shaped their careers, what inspired them to run for ASHE President-Elect, and the perspectives they hope to bring to the role.The conversation explores each candidate's leadership philosophy, priorities for the profession, and vision for ASHE's future. From supporting the next generation of facilities professionals to navigating the evolving challenges facing healthcare environments, each candidate shares how they believe ASHE can continue to strengthen and advance the profession.For healthcare facilities professionals, this episode offers an opportunity to hear directly from the candidates, better understand their priorities, and gain insight into the future direction of the organization that represents the profession.

In this Dailycast episode of Wrestling Coast to Coast, Chris Maitland and Justin McClelland review JCW's In Our House, with the highly anticipated JCW title match between Charles Mason and Bear Bronson...that turns out to be a complete flop, one of the great disappointments in Wrestling Coast to Coast history. We talk about some of the other matches on the show including Bustah & The Brain against Controlled Kaos and why it had a good finish that didn't work, a bizarre angle with Sledge, CPA and Amy Rose, the continuing excursion of Leedz Lewis, and more. For VIP Listeners, we take a first-time foray into Alpha-1 Wrestling to watch The Verdict against the very fun tag team of Rich Swann and Jake Crist.Become a supporter of this podcast: https://www.spreaker.com/podcast/pwtorch-dailycast--3276210/support.

- Join David's email list, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com In this "best-of" interview, I sit down with CPA and attorney Chris Pappin to discuss the legal and financial mistakes that can derail a business acquisition. We explore due diligence, hidden liabilities, legal red flags, seller negotiations, entity structures, contracts, employee classification issues, and why buyers should never rush the acquisition process. If you're planning to buy a business, this conversation will help you avoid expensive surprises and make better decisions before closing a deal. **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- #BusinessAcquisition #BuyABusiness #DueDiligence #SmallBusiness #BusinessLaw #CPA #Entrepreneurship #BusinessBuying Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Youtube music licensing code: 5PJWQOE5ZZHTQSRY

Send us Fan MailWant fewer tax surprises and more peace of mind? In this episode of the Private Practice Survival Guide, host Brandon Seigel unpacks a clear, repeatable system for organizing your books so you can make confident, tax-savvy decisions all year. Learn why separating business and personal finances is non-negotiable, how a monthly close eliminates errors, and the exact habits and tools that keep you audit-ready. You'll also get quarterly planning moves, deduction strategies, and a practical action plan to implement this week.What You'll Learn:The non-negotiables of separating business and personal finances—and how it protects profitability, legality, and audit defenseHow to run a clean monthly close: reconciling banks and cards, reviewing liabilities, and standardizing payrollCore expense categories to track for clarity and control: payroll/labor, occupancy, professional development, marketing, technology/software, vendor servicesQuarterly planning essentials with your CPA: forecasting, estimated taxes, and standard vs. itemized deductionsA simple, robust receipt/documentation workflow using tools like Dext, Hubdoc, and ExpensifyThe big three financial statements explained: profit and loss, balance sheet, and cash flow (plus cash vs. accrual)The most common record-keeping mistakes that cost owners money—and how to avoid themA 7–30 day action plan to set up accounts, digitize receipts, and lock in tax-efficient routinesStart building clean, consistent books today so your practice can thrive—not just survive. #PrivatePractice #TaxPlanning #SmallBusinessFinance #Bookkeeping #HealthcareBusinessWelcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

It's a common trajectory: Dental schools create great dentists, but they don't create good business owners. Kiera shares three critical (but attainable!) tips for creating a profitable, scalable, and enjoyable practice, so doctors can continue doing the work they love. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera. And today I'm excited to chat with practice owners, office managers, and to kind of just talk about like what every practice owner should know. But I think a lot of us learn that too late. Myself included, I feel like business owners, I feel like we are great at our craft, but at business we learn it a little too late. And so I think that like I looked at all of our students at Midwestern and they learned how to be great dentists, but they didn't.   learn how to become great business owners. And we hear this all the time. I'm not saying anything new. I just think that a lot of practices hit ceilings because it's not their clinical skills. It's the business outgrows their knowledge. It's like, hey, take me to the moon. You're like, I've never been to the moon. And so I think just being able to help practice owners today realize in office managers, like leadership systems and financial decisions really are like the core. That's why we call it the yes success model. So you, that's the leadership,   systems and earnings. Like that's really what makes up a successful practice. But I feel like that feels so easy. But I want to just walk through like what are three things that every business owner needs to know to have a profitable, scalable and enjoyable practice. You guys the Dental A Team like we work with hundreds of practices across the nation from startup practices to multi-million dollar offices. And what I realize is the challenges are all the same. Like it's fundamentally stays the same. It just gets bigger or smaller based on the size of practice that you're in. And so   I think so many people know how to work really hard. I think so many people outproduce their problems. I think so many people they just it I hear all the time when people are calling to work with us, like Kiera, I just don't know what I don't know. And so today I just want to go through like, let's just talk about three things that I feel like every single business owner needs to know and some tactical ways that you can implement this. So hopefully it takes you from being stuck to unstuck. If you've heard this in the past, maybe you're hearing it at a different time. I know for me these are three fundamentals that I go back to no matter what phase of the business I'm in.   No matter what size of practice I'm in, none of that. So number one is going to be your leadership is like completely the like growth of your business. And your business will never outgrow your leadership. And so your business is a reflection of you as the leader. I remember reading Jocko Willink's book about that extreme ownership. And it was like everything about your business is a reflection of you. And when so when I'm frustrated of the systems or the scalability or the lack of accountability, that's me. And so when we have that.   I hate this, but I love this. Is where can we get consistency? Where can we stop the firefighting? Where can we like make sure that we've got stronger accountability? And where can we make sure that the doctor's not carrying everything? Because I think so many doctors are like, I'll just do it. I got this. Like, I I'm a hard worker. I know how to GSD. I know how to get through this. But I'm like, okay, we've got to figure out how like being a leader is not just a title. How do we create more clarity and how do we create more consistency? And how do we develop leaders and owners within our organization?   And so for this, like when I look at our leadership and how for you not to get stuck in that, like being a great leader is being able to make hard decisions. Being a great leader is how do I create clarity and consistency for my team? Being a great leader is how do I make sure that my team understands the numbers and we use those numbers to guide our decisions. we were going through a whole list the other day of of topics of leadership. And I was like, gosh, I like leadership is   It's a journey. It's an evolution. It's not something that you just do overnight. and I think about Kiera as a leader when I first started and she was erratic. I was like, I was turbulent. I had so many pieces. but leadership is maturity. it's how do I get people to buy into a vision? How do I rally them and how do I get them to buy into a vision? How am I to be a CEO versus a manager and really understanding the difference of those two hats? How do I have time management where I   Truly focus on the most important things, not just because I'm capable of doing it, but because I'm the only one that can do it. How do I delegate and work through my team? How do I like learn people and work to their strengths and work to their superpowers? Working through my team, not just working with my team, using my team. How do I have the art of influence? How do I grow my team members into incredible people? How do I see that potential when I'm hiring? How do I hire better? How do I figure   like leading, managing, and holding people accountable. How do I have consistency? How am I an example, but not the one who has to do everything? how do I value my team? Do I see them as an asset or a liability? How do I help my team feel valued without being the one who does it all? Like there's a there's a there's a great quote over here today that says I cannot give you the formula for success, but I can give you the formula for failure, which is try to please everybody. And that's by Herbert Swoop. And I thought about that as I was prepping for the podcast today of   That's I think in leadership where I'm not trying to please everybody. I'm going to make decisions that upset people, but I'm always going to make decisions that are in the best interest of the business. how do I own my mindset and make sure that I'm showing up with that clear, sharp mind? How do I have like mental health and grit and make sure I'm having that? What about creating culture, getting a team of ownership, having like my office manager, doctor, duo and having that relationship? What about performance management of my team?   So when I look at this and I think about this, like leadership, like you developing and growing as a leader. And I think that when I go back to this of like a lot of owners just think like I owned it, I got the title of a leader. But leadership is this evolution and this journey. It's becoming, it's evolving. It's all those pieces I listed off, and yet it's not a, it's not a checklist. Like, how do I learn to listen and not react? How do I learn to have my team come up with solutions rather than me?   So I rattled off a lot and all those can hit people at different phases of business. And I believe that I can check one of those off and then I can move. And then my team will double in size or our business will double in size. And I might have to go back to the beginning and the basics again of like, all right, I gotta figure out again how to work through my team. we went from having where me and our team was doing it to where now we're bringing on the C suites and the leader I need to become to manage a C suite versus the leader I needed to be.   Run when Tiff and I were just running the business together. The way I act and interact with my EA and personal assistant today versus when I first had one. It's an evolution. It's a leadership. It's an evolution of who you are. And so it's how do how do we become better at leadership? And I would say listen to podcasts, read books. some I I go back to fundamentals. I read the go giver constantly, I read traction a lot. It's so but boring. Like, sorry, Gino, it's very boring.   read the book, How to Be a Great Boss, Crucial Conversations, Discipline Without Punishment. Those are just some great books, but also look at great leaders and what do they do. For me, I'm a big mimic and mirror. So I talk to people, I talk to dentists that have really great cultures. This is why I love our mastermind group. I bring the best of the best of the best together. And I know because we work with all of them and I know our dentists personally, I have a lot of my great core leaders that I know are just dynamite leaders.   I have them share what do they do? How do they have it? How do they have performance reviews? How do they give cr like critical feedback? Some of the dentists early on in my career. I had them practice these conversations with me, like literally would have to send me voice memos. Practice your leadership skills. Use a consultant. Let's talk through how we're gonna have this conversation, how are we gonna talk to our team about this? But really I think like if I break it down to the nuts and bolts, it's how do I get a team to buy into a vision? How do I make sure that we hold accountability and ownership?   And how do I make sure that I maintain consistency and clarity? I think if I boiled it down and that's a rift on my own side, like not prepped, those would be the pieces I'd boil down. And so how do you become a stronger leader in those areas? And again, there's just indecision is worse than a wrong decision. And so just making those decisions, being more confident in yourself. someone once said like 2.0 is sitting here, and I think about Kiera 2.0, like she wasn't born, she was created.   Leaders are not born, they're created. You've got to like flex and strengthen that leadership skill because your practice can never outgrow your leadership. And if you want to get to the next level of growth, whether that's financially, whether that's profitability, you have to flex and become a different leader. If you've got pure chaos in your office, that's you. If you've got people who aren't falling through, that's you. And that doesn't mean you have to go fix it. I mean, that's you tolerating that. And that's the standards of your practice. Your business will always fall, not to what you say, but what you tolerate.   And so being that leader that raises the standards, I this year I was annoyed. I was like, okay, we're going for outcomes over activity. I realized I was tracking activity, but that's not moving our company forward. We need to be tracking outcomes. Our team is flourishing. But me as a leader, I need to be looking down the line and seeing, and I need to be developing myself as well. I go to the gym, I put myself into a complete fitness competition where I wanted to get to my best physical, like PRs, physical fitness. I went through   A cut. I've never done a cut before. I push myself physically, mentally, often because to me that's a a different pressure test that's gonna sh like allow me to show up better as a leader as well. So it doesn't even have to just be within your practice. Discipline at the gym, discipline in working out, discipline in how you show up, discipline in how you eat, those things are going to make you a far superior leader. I will tell you.   Going through a cut where I had the least amount of calories, I was the strongest, most sharpest leader I've ever been. And I was exhausted. But I knew I needed to show up and I needed to be stronger and I needed to think better ways. So those are going to be some zones hopefully that will help you on leadership. The other one that I found that a lot of people miss is we talk about so often, but systems truly do create freedom, not restrictions. And I think people think that they need to have really strong and lots of systems. And even our team was doing this, but realistically.   There's just a few core systems that need to be in place. There's not a lot of systems that actually need to be there, but they do need to be consistent. They do need to be scalable, and they do need to be followed through on. And so when we look at it, our team was going through and there's there's business fundamentals like core value, vision, mission, org chart, meeting cadences, figuring out our BAM, figuring out our projections, looking at our overhead. Like those are business fundamentals. And then there's systems. And we actually broke it down and we're like, gosh, if we just put into place like 10 core.   Most things are going to get better. Most things are going to get fixed. Most things are going to get resolved. But they're not sexy. They're not fun. They're not things that I'm like, my gosh, like, let me get on a podcast and tell everybody, like, let's just fix these seven items. But that's all it really is. But I think that what happens is we want to continue to scale. We want to continue to build. For me, I want to reinvent, reinvent, reinvent, reinvent. But that's actually not something that's going to grow us. And so it's like,   Just having KPIs that we track and monitor and we use those to make our decisions, having a solid morning huddle with an agenda, following set meeting cadences, having proper handoffs, having a proper scheduling protocol, having case acceptance protocols, having a collections protocol, working on new patients and referrals, having a period protocol, recare reactivation. Like those are really core items that if you have those systems where you follow them and we scale them and everybody's doing it the same way, 95% of your problems get fixed.   Of course, there's other ones. There's hiring, there's onboarding, there's leadership, there's all these other ones. But I think so many people don't want to just be at the basics. We want to reinvent the will. We want to do these things, like have job descriptions at the end of days. Like just do it. It's boring. It's not fun. People are like, wow, wow. We have to have a a morning huddle prep sheet. Why do pilots have checklists? Like the checklist manifesto. They create freedom, they create predictability, and they create systemization. That's all you need to do.   And I found that when offices follow it, when we have it in place. And for me, I also don't want systems to be something that people have to remember. How can I have it as a true system like Chick-fil-A where their burgers come out with three pickles every single time? How do I make sure that our schedule has the same system every single time? How do I make sure that our our handoffs have the same thing every single time? And I don't have to hope that 15 team members remember it. We're gonna put this in to where we have it consistent every single time, no matter who's doing it, no matter what new team member comes in.   That is scalability with systemization. And so have it documented, have it simple, have it repeatable. That's gonna get duplicated. So I think for offices, systemization really that that's the core. That's the systems. It's not sexy, but it is very, very effective. And then the third things that I think a lot of people don't realize, including myself, is you have to know your numbers better than anyone else. That's better than your CPA, better than your financial advisor. You have to know, and that's not just production, that's profit. Like I remember someone said,   production feeds the ego, profit feeds the family. And I think about this all the time. Like, you have to know your production. And I'm talking net, not gross, your collections, your overhead. Then within your overhead, like what is our payroll? What is our supplies? What's our marketing? What are our labs? What's our profitability? And then what's our billing and our AR? You know those numbers. You're solid. You can make so much stronger decisions. You don't, you have financial surprises, you make poor decisions, you're on reactive rather than proactive.   You grow, but you don't have profit. Like, I can't tell you how many offices I've that are singing the five, six, seven, eight million and they have no money. And I'm like, golly, you're making so much money, but you don't know how to keep the money. You gotta make the money and you gotta keep the money. All right. Like that's what we gotta do. So you have to make sure that our profit is there and we can't be willy-nilly. To me, you guys know I talk about the MMs. I do money and meditation in the morning. So triple for you morning, meditation, money. Look at it every single day. Look at your P and L.   If you don't know your overhead and your profit right now without looking, you gotta know it better. You have to. And that's a doctor and an OM. You must know this number. This number creates all the drive. Profit is the only number I actually care about. Like I can sit here, we can track all the KPIs, so many things, but if your profits down, everything else in your life is hard. Your profits up, most things in your life are really easy. Money solves a lot of problems. And so let's have profit. Let's have like I'm stressed out, I'm moving my hair around. Like   I don't enjoy this. This stresses me out because you've got to know your numbers better than anyone else. You don't sit here and lie, if your CPA is not delivering to you by the second of the month, like the second week of the month, get a better CPA. Like they work for you. You have to know your numbers. You have to be confident in them. And if things fill off, challenge it, question it until it gets right. Don't just sit here haphazardly. That is not a strong business owner. This one fires me up more than anything because I used to not know my numbers. My husband was like, Kiera, I don't get it. Why are you broke? And like,   I don't know. Well, I learned this great thing about AR. I had like a hundred grand sitting in AR that I didn't know about. We weren't collecting properly. You better believe I fixed that real fast to where I'm never gonna be in that situation again. And you layer by layer by layer, you get more and more and more financially savvy, but you have to know your numbers better than anyone else. You know your production numbers or so, I hope. If you don't know that number, but do you know your collections? Do you know your collection percentage? Do you know your overhead? Do you know your payroll percentage? Do you know your supply sip? If you don't,   You must learn that. So I'll get off my rant. But this was funny. They said production is a vanity, profitability is a reality. And I think that that's a good anchor line of yes, it is. Profitability is your reality. So your numbers are gonna tell the truth whether you choose to look at them or not. The truth is always there. Some of us don't want to like get on the scale and say weigh. I had a great trainer tell me, she's like, Kiera, that number means nothing other than giving us data and information. It's not my   Self-worth, it's nothing. Just like your profitability is just a number on a scale. It just gives us data. If we spend more money on payroll, this is the number that we get. We make better decisions if we know. But I will tell you, your success, your happiness, your stress is all tied to you knowing these numbers or not. And a lot of people are like, no, no, no, I don't want to. Yeah, right. You're sitting in stress constantly that you don't even realize. So know your numbers. Schedule a monthly financial review. Commit to knowing the story behind your numbers.   Like, do money meditation with me every morning. Just have your bank account on there. Just look at it every morning. Look at your PL every day. I don't care. Do not sit in excuses on your money. You're a business owner, you've got to know this. So I hope that wasn't too much of a rant. But I hope it gave you some good tips on how to have leadership. some good money books. I love Profit First by Mike McAllicks. I also love Money Master the Game by Tony Robbins. That was a long book, but it taught me a lot.   there's some great financial podcasts out there. there's also some really crummy ones. I The Psychology of Money was another great one that I read that was on financial. systems, the checklist manifesto is a great one. Come up for air is a great book. There's several great books based on where you're struggling. But if you notice, this is our yes success model. You as a leader, earnings and profitability, system structure and scale. That's what it is. And every single one of those will give you the yes success model.   You've got to take care of them. You've got to do leadership. You've got to do profitability. You gotta do systems. The yes success model follows constantly. So what part are you the weakest in? What part are you the strongest in? And where do you need to grow? This is the zone like you're not a great practice is not built by accident. It's intentional, it's focused, it's consistent. I had another great trainer. She said, Kiera, it's not about perfection, it's about consistency. That's I don't care if last month you didn't look at your numbers.   I do care if you consistently are not looking at the numbers. You aren't, I'm not expecting perfection, but we do have to have consistency. So how can you have more consistency? And if you're feeling overwhelmed, it doesn't mean you're failing. It just means that you've outgrown the current systems, you've outgrown where you're at, you've outgrown the knowledge. It's kind of like the Wi-Fi symbol. You're just popping up to the next level. And your next level of growth comes from working harder. Like it can, but it usually comes from knowing your business better, leading better, making better decisions with finances. So this is what we're obsessed with.   I love to help you. I love our team to help you. I love you to be a part of our community. We talk about this every single month. We talk about this in person. Come be a part of it. Like for me, I'm not going to get a six-pack without a trainer overseeing me. You might not be able to grow your business without a trainer overseeing you, an advisor helping you, somebody getting you out of the rut, somebody helping you get to that next Wi-Fi symbol. So let's help you out. Reach out. Hello at the Hello@TheDentalATeam.com. You guys, this is your life, your practice. And I feel like these things are not known. I feel like they're kind of known.   But knowing and executing are the difference between winning and losing. Are you just gonna know the facts or are you gonna actually execute on it? The challenge is there, the choice is there, and I hope that you choose to be somebody who executes. Reach out, let's get you out of the hole. Come on, let's do Hello@TheDentalATeam.com. And as always, thanks for listening, and I'll catch you next time on the Dental A Team podcast.  

Ask Me Anything: How Does GoodRx Actually Make Money, and Who Really Pays for the Discount?. Episode 522. A listener asked Stacey Richter a deceptively simple question: how exactly does GoodRx make money? To answer it, this AMA episode revisits a 2021 conversation with Ge Bai, PhD, CPA, professor of accounting at the Johns Hopkins Carey Business School and of health policy and management at the Johns Hopkins Bloomberg School of Public Health, recently nominated to serve as Assistant Secretary at the Department of Health and Human Services (HHS). Ge Bai lays out exactly how GoodRx turns pharmacy-PBM contract dysfunction into a business, and Stacey updates listeners on what's changed—and what hasn't—in the years since. WHAT YOU'LL LEARN ✅ Why GoodRx is purely a pricing platform with no pharmacy of its own—unlike Amazon, which operates its own pharmacy ✅ How PBM contracts requiring pharmacies to offer insurers their "best price" force cash list prices artificially high, the exact dysfunction GoodRx monetizes ✅ How GoodRx's network of contracted PBMs—including Express Scripts and OptumRx—collects a per-dispense fee every time a patient uses a GoodRx card ✅ Why pharmacies lose out twice: they never collect their high list price, and they still owe a fee to the PBM that "referred" the cash-pay patient to them ✅ What's changed since 2021: a wave of new cash-pay competitors like Mark Cuban Cost Plus Drugs, GLP-1-driven cash-pay behavior, and proposed legislation targeting "Most Favored Nation" (lesser-of) clauses in PBM contracts ✅ Ge Bai's recent nomination to Assistant Secretary at HHS, building on research she has used to testify before Congress and shape healthcare policy WHY THIS MATTERS GoodRx's entire business model runs on a single structural quirk: PBM contracts require pharmacies to keep their list price higher than any insurer's negotiated rate, which pushes cash prices artificially high for anyone without a coupon. As Stacey Richter puts it, this dysfunction "is sadly pretty much the same" today as when Ge Bai first explained it in 2021, even as new cash-pay entrants and proposed "Most Favored Nation" contract restrictions start to reshape the landscape. MENTIONED IN THIS EPISODE EP520 with Stacey: Apple Podcasts | Spotify | Other Apps EP517 with Stacey: Apple Podcasts | Spotify | Other Apps EP516 with Ophelia Johnson: Apple Podcasts | Spotify | Other Apps EP439 with Luke Slindee, PharmD: Apple Podcasts | Spotify | Other Apps === LINKS ===

Will electing S Corporation status ALWAYS save your business thousands in taxes? While that can be true, an S Corp also brings additional payroll requirements, tax filings, costs, and responsibilities.In this episode, we break down how an S Corp reduces self-employment taxes, when the election usually makes financial sense, and which factors you need to consider before making the switch.

Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pricing shift that lets you charge two to four times more, shed the clients who drain you, and finally build a firm you actually like again. Summer's the time to start.…Link to full shownotes: https://www.businessstrategyforcpas.com/397…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

One Fake Tax Credit Created a $96,000 IRS Bill | Gwennetta WrightOne fraudulent fuel tax credit. More than $100,000 in unreported 1099 income. Ignored IRS letters. The result was a $91,000 tax bill plus an additional $5,000 penalty.Tax industry educator and serial entrepreneur Gwennetta Wright joins Kellen Coleman on Diversified Game Podcast to expose the costly tax mistakes employees, gig workers, tax preparers, and small business owners cannot afford to make.In this interview, Gwennetta explains:▪️ Why having no federal taxes withheld from your paycheck can create a major problem▪️ Which business expenses may legally qualify as tax deductions▪️ Why social media tax advice can be dangerously misleading▪️ The difference between a tax preparer, CPA, bookkeeper, tax planner, and tax resolution professional▪️ Why gig workers must report income even without receiving a 1099▪️ How a fraudulent fuel credit contributed to a $96,000 IRS problem▪️ Why ignoring IRS notices can cost taxpayers their appeal rights▪️ Why entrepreneurs need a team to scale and remain in business▪️ How discipline, education, relationships, and community service build lasting successConnect with Gwennetta Wright:Xpert Tax Service: https://www.xperttaxservices.com/Reach 4 Your Dreamz Inc.: https://www.reach4yourdreamz.org/Social Media: @GwennettaWrightBusiness: Xpert Tax ServiceBook: Entrepreneurship The Wright Way: Your Ultimate Guide to Becoming a Successful Entrepreneur Right AwayThis conversation is for educational purposes only and is not individualized tax, accounting, or legal advice. Consult a qualified professional about your specific situation.Learn the mindset and moves that lead to real results. Please visit my website to get more information: http://diversifiedgame.com/

Dentistry is becoming more stressful than ever, and the effects go far beyond a busy schedule. Burnout, anxiety, depression, and chronic stress are impacting more dentists than many realize. In this conversation, Dr. Kristin Yont shares her personal journey through overwhelming stress and explains how it led her to discover evidence based strategies that transformed both her career and her life.Learn how chronic stress changes the brain, why burnout affects leadership and decision making, and what practical techniques can help dentists stay resilient.From breathing exercises and mindfulness to emotional intelligence and healthier daily habits, this episode explores simple tools that can improve mental wellbeing, strengthen leadership, and create a more sustainable career in dentistry. Whether you own a practice or are early in your dental journey, this discussion offers valuable insights to help you perform at your best while protecting your health.Connect with Dr. Kristin Website: mindbodyteacher.com--------------Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do.--------------Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow.Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

Claim your tariff refund at realtariffs.com   This episode was sponsored by Cardiff  LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ "Nobody talks about the $80 billion the government still owes small businesses."   Today's Dropping Bombs episode delivers a wake-up call with Trevor Hall, the CPA and Certified Fraud Examiner who's spent two decades untangling the tax code — and now leads the charge helping businesses claim tariff refunds most don't even know they're owed.   Trevor breaks down the three-phase refund process and the 180-day clock most business owners don't realize is ticking. He exposes the six-figure filing mistakes he's personally caught before they cost real companies real money. Plus, he reveals the little-known buyout option that pays out 70–95% of your refund upfront, no strings attached.   The government is sitting on billions it's legally required to hand back — and banking on the fact that most people never find out. This episode pulls back the curtain on exactly how that game works.  

Schedule a Free Financial Assessment with an experienced professional:https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ymyw-pod-ep592-description-free-assessmentMichael, K & J, and Tracy all need retirement spitballs and Roth conversion plans, but they didn't share one of the most important numbers in retirement planning: how much they actually want to spend. Today on Your Money, Your Wealth® podcast number 592, Joe Anderson, CFP® and Big Al Clopine, CPA reverse-engineer their spitballs to back into what might be the same numbers missing from your own plan. Plus, Sean wants to retire in two years at age 56 with $4.4M without handing half of it to the tax man, and Dallas and Leeloo are wondering if there's such a thing as too much Roth - they're 48 and on track for $1M in theirs. Plus we'll talk about some charitable giving strategies: what's the difference between a DAF and a CRUT?Free Financial Resources in This Episode: https://bit.ly/ymyw-592 (full show notes & episode transcript)9th Annual YMYW Podcast Survey (password ymyw):https://www.surveymonkey.com/r/ymywpodcast2026Is There a Formula for Retirement? - YMYW TV:https://purefinancial.com/ymyw/episodes/is-there-a-formula-for-retirement/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep592-description-tv-s10e09Financial Blueprint (free, self-guided):https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep592-description-blueprintREQUEST your Retirement Spitball Analysis:https://bit.ly/YMYWaskCDOWNLOAD more free guides:https://bit.ly/YMYWguidesCREAD financial blogs:https://bit.ly/YMYWblogCWATCH educational videos:https://bit.ly/YMYWvidsCSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWnewsletterCConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - The 9th Annual YMYW Podcast Survey is now open!00:44 - Intro: This Week on the YMYW Podcast01:39 - Working Until 70 With $6.5M Saved. Do I Need Roth Conversions? (Michael, Pittsburgh, PA)09:25 - How Aggressively Should We Drain Our $2.6M IRA Before RMDs Hit? (K & J, the Cascades)16:46 - Can I Retire Single at 63 With $1.5M? (Tracy, 63, CA)20:15 - I'm 54, Single, With $4.4M. How Do I Retire at 56 Without Getting Crushed on Taxes? (Sean, Orlando, FL)29:22 - How Much Roth is Too Much? We're 48, Heading for $1M in Roth. Did We Overshoot the Goal? (Dallas & Leeloo, 48, Brooklyn, NY)36:15 - You Said CRTs Must Leave 10% to Charity. Let Me Correct the Record. (DG)38:21 - DAF vs. CRUT: Which Charitable Tool is Better for $1M Company Stock That's Up 237%? (Fish Sean, 54, Winter Springs, FL)44:22 - Outro: Next Week on the YMYW Podcast

A 29-year-old who's been out of work for four years says he no longer believes in the American dream, or the stock market. Jill and Mark offer a reality check, a pep talk, and practical advice for getting back on track.Plus: Jill and Mark dismantle the advice of "small business acquisition specialist" BenKellyOne, who instructs his followers to borrow money to buy an accounting firm without a CPA license as a way to generate extra income. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Subscribe to the Money Moves YouTube channel HERE.

Host Kelly Palace and Guest Co-Host Mark Palace sit down with world-ranked, All-American Masters swimmer (and CPA!) 46-Year Old Ryan Kloppe for an action-packed dive into performance hacks, smart gear, and real-life swimming wisdom. Whether you're looking to scientifically optimize your pre-race warm-up, level up your gear bag, or just hear one of the most unique underwater marriage proposals ever, this conversation is packed with actionable insights and genuine inspiration you won't want to miss. Ryan is a member of the Blue Dolfins Masters in Orlando, FL.In This Episode, You'll Discover:The Mindset Flip: How Ryan transformed a devastating false-start DQ into fuel for his best performance yet.Conquering Open Water Jitters: The hilariously effective “bacon and sharks” mind trick for staying calm when you can't see the bottom.Warm-Up Science Decoded: Why your race-day heart rate might be betraying your readiness—and how to structure your warm-up to fix it.The Ultimate Gear Bag Breakdown: From Finis Slip Fins to Stroke Maker paddles, the exact gear setup behind an All-American's routine.Data & Tech Hacks: High-tech tracking with the PHLex heart rate monitor and what post-swim metrics actually tell you about your training.Lessons Beyond the Pool: Why MMA training and skateboarding translated into better swimming longevity, focus, and hands-on skills.Pure Masters Romance: How Ryan met his wife at lane practice—and the underwater proposal that sealed the deal!Work Hard, Play Hard: Balancing a demanding career as a CPA with elite-level training and a passion for cable wakeboarding on glassy water.Would you consider leaving us a five star review on Apple? That's like getting a best time for us. Kelly and our team would be so grateful.Email us at HELLO@ChampionsMojo.com. Opinions discussed are not medical advice, please seek a medical professional for your own health concerns.You can learn more about the Host and Founder of Champions Mojo at www.KellyPalace.com

In this Tax Tuesday episode, Anderson Advisors' Barley Bowler, CPA, and Eliot Thomas, Esq., answer listener questions covering entity structuring, real estate tax planning, investing, and charitable giving strategies. They explain when it makes sense to form an LLC or S Corporation for a real estate flipping business and whether new investors should wait until after closing their first deal. They also discuss how profits earned inside an LLC trading stocks and stock options are taxed, and whether leaving funds in a brokerage account changes the tax treatment. Barley and Eliot break down whether a cost segregation study makes sense for a long-held commercial property undergoing significant capital improvements, and how that decision compares to selling the property, completing a 1031 exchange, and performing a cost segregation study on replacement assets. They also explore tax-efficient charitable giving strategies, including ways to contribute appreciated assets or funds designated for charity while minimizing capital gains taxes. Tune in for practical guidance on these tax-saving strategies and more! Submit your tax question to taxtuesday@andersonadvisors.com Resources Claim Your FREE 45-minute Strategy Session to receive business planning tips and asset protection.

Selling a business is one of the largest financial events many entrepreneurs will ever experience... But most owners spend years building their company without spending nearly enough time planning how they'll eventually leave it. Jeremiah and Nic discuss why successful business exits begin long before a purchase offer arrives. They explain why business owners should start planning two to three years before selling, the importance of obtaining a professional business valuation, preparing financial records for buyer due diligence, building enterprise value instead of simply generating income, and coordinating your CPA, attorney, valuation specialist, and financial advisor throughout the process. They also share real client examples that illustrate the dramatic difference between proactive planning and trying to figure everything out after the sale has already occurred. The guys also explore why nearly 92% of small businesses never actually sell, common succession planning mistakes, and why many owners underestimate the value they've spent decades creating. Listeners will hear practical discussions about treating a business as an investment asset, creating retirement income after a liquidity event, and avoiding costly tax mistakes once a large lump sum is received. Jeremiah and Nic cover advanced tax planning strategies, including donor-advised funds, managing large capital gains, charitable giving, and the distinction between ordinary income and capital gains taxation. For business owners and self-employed professionals, the hosts review tax-saving opportunities available through SEP IRAs, SIMPLE IRAs, Solo 401(k)s, Cash Balance Plans, Mega Backdoor Roth strategies, S-Corp elections, bonus depreciation, and other planning ideas that can help reduce taxes while building long-term wealth.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Are you a female entrepreneur wondering how to price your products and services, and hating getting to the end of the year only to realize you didn't make as much profit as you wanted?Listen as our host, Diane Rolston, sits down with Katy Baker, CPA and founder of Pricing for Profit, whom Diane met pitching on stage at Web Summit.Diane brings in this pricing expert to talk about one of the most common and quietly devastating problems female entrepreneurs face.Listen to learn these key takeaways:The personal story behind why Katy became obsessed with pricing and the painful business experience that taught her a lesson she only needed to learn onceThe comments clients say when they walk in the door that are clear signs a business isn't charging enoughThe most common myth weighing female entrepreneurs down and why it keeps them stuck even when they have a full client listWhat happens when Katy reverse-engineers the pricing question with clients and the gut punch moment that changes everythingWhy some founders wear "not paying myself" as a badge of honour, and the personal and family cost that's quietly happening behind the scenesThe two red flags that signal your current pricing model is eroding your profitability right nowWhat Katy calls a "conspicuous omission" in our education system and why it's leaving entrepreneurs financially vulnerableThe difference between knowing your floor and value pricing and why you can't have one without the otherThe Sunday afternoon story: one client, one contract, one conversation and an $8,000 difference from what she was going to chargeKatie's final message for every founder who says "I'm not a numbers person"Katy's Bio:Katy Baker is a CPA, CMA and holds her CITP designation. Katy is passionate about demystifying and democratizing financial literacy and pricing for entrepreneurs.To that end, Katy has built a self-serve platform that guides users through the steps to understand their capacity, income goals, and all the costs of being in business, so they can price confidently and profitably. Drawing on years of consulting and workshop facilitation, Katy translates complex financial concepts into clear, practical tools for founders. She primarily coaches women entrepreneurs, helping them move from “guessing and hoping” to data‑informed, value-based pricing.Katy's Social Media links:Website: https://katybaker.ca/LinkedIn: https://www.linkedin.com/in/katyobaker/GIFT: Katie is offering 90 minutes of 1:1 pricing coaching, going through the platform, looking at your numbers, and getting you on the right track. Share this with every female entrepreneur in your life, whether you know what her pricing looks like or not: https://forms.gle/bfiXdFy9XBfnWRwn8This show's host, Diane Rolston, is called THE Expert on Being Dynamic and living a Dynamic Life. After leading hundreds of events and programs in her two businesses, speaking on international stages, being a published author while raising two young children, Diane Rolston knows all about work/life balance and getting things done! As an Award-Winning Coach and the CEO and founder of Dynamic Women®, a global community of women, her purpose is to unlock the greatness in others. Diane works with professionals all over the world to provide clarity, confidence, and action.Visit my website and Sign Up for my WEEKLY NEWSLETTER and you'll get FREE tips on how to live a dynamic life:www.dianerolston.comThe Dynamic Women® Podcast is an Award-Winning action-focused lifestyle and leadership podcast full of stories and strategies to help women design their success and unleash their “Dynamic Woman”. You can learn from the experts how to get clarity, build confidence, and get into action on your biggest goals and dreams.Thanks for listening!It means so much to us that you listened to our podcast! If you would like to continue the conversation with us, head on over to our Facebook group athttps://www.facebook.com/groups/DynamicWomenGlobalClubWith this podcast, we are building an international community of Dynamic Women® that we hope to inspire more women to unleash their dynamic selves and boost their lives in all areas especially business. If you know someone who would benefit from this message or would be an awesome addition to our community, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a note in the comment section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast app on your mobile device.Leave us a reviewWe appreciate every bit of feedback to make this a value-adding part of your day. Ratings and reviews from our listeners not only help us improve, but also help others find us in their podcast app. If you have a minute, an honest review on Apple Podcasts and other apps goes a long way! If you do, send a screenshot to our team team@dianerolston.com and you may receive something in the mail!

Recorded live at the AICPA's ENGAGE 2026, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Cheryl Rhode, CPA, Partner at West Rhode & Roberts, where she explains how she is intentionally developing the next generation of firm leaders and why she brings them to ENGAGE to help build their networks and broaden their perspective beyond the walls of the firm. As Chair of a Private Companies Practice Section (PCPS) Small Firm Networking Group, Cheryl also shares the broader value of learning alongside peers. The conversation covers how her firm adapts to change, develops talent, and stays focused on a shifting profession. Cheryl also discusses AI's potential to create efficiencies and why accounting remains a dynamic career grounded in continuous learning. Whether you're developing future leaders, strengthening your talent pipeline, or preparing for what's next, this episode offers practical insights for firm leaders of all sizes. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Continue the conversation beyond this episode in the Engage365 PCPS Community, where members can connect with peers, share ideas, access exclusive resources, and discover what's working across firms like yours. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

A drought area of Saskatchewan just got two weeks of standing water. Harvest is coming and margins are tight either way, but the numbers still have to work. Most farm finance advice arrives as a binder nobody opens. This conversation is five numbers, in plain language, from a CPA who goes home to a working grain and lentil farm at night.   Richelle Boyd, MNP's National Leader for Crop Services, and Dean Klippenstine, a senior partner in MNP's agriculture practice, walk through what good looks like on a real operation and what to check first when something feels off.   What's Inside - Gross margin: whether the crop is producing enough room for the rest of  the farm - Cost of production: finding your real break-even number per acre - Cash flow: why a profitable year on paper doesn't mean the account is  ready - Debt servicing: manageable debt versus debt that leaves no room for a  bad crop - Working capital: the cushion between what you can turn into cash and  what's coming due   Resources Mentioned MNP -- "The Numbers Every Farm Business Should Know" -- mnp.ca/en/insights/directory/the-numbers-every-farm-business-should-know MNP Agriculture practice -- mnp.ca/en/industries/agriculture   Connect with Richelle Boyd MNP -- mnp.ca/en/personnel/richelle-boyd Connect with Dean Klippenstine MNP Agriculture -- mnp.ca/en/industries/agriculture   Connect with Growing the Future Website: growingthefuture.ca YouTube: Growing the Future Instagram: @growingthefuturepodcast LinkedIn: Growing the Future Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways:

Think a cost segregation study automatically saves you thousands in taxes? Not so fast. In this episode, Tiffany Phillips, CPA, explains how cost segregation really works, who benefits most, and why a large deduction doesn't always mean immediate tax savings. You'll learn how tax strategies, passive activity rules, bonus depreciation, and timing all affect your results. Tiffany also shares when she actually tells clients not to order a cost segregation study—and why that's often the smarter business finance decision. If you own rental property or commercial real estate, this episode will help you avoid expensive mistakes and make better tax planning decisions with confidence. Listen now before you spend thousands on a strategy that may not fit your situation.   Next Steps:

The accounting profession is evolving, and so is the role of today's CPA.In this episode of Future-Proof, we sit down with Savedra Scott, President and Owner of Savvy Financial Solutions and the newly elected Chair of the MACPA Board of Directors, to discuss the evolving role of CPAs and the opportunities shaping the profession's future.Savedra shares why today's accountants are moving beyond being historians of the numbers to becoming trusted advisors and strategic business partners. She also explores the profession's biggest challenges, including talent shortages, burnout, artificial intelligence, and the need to better communicate the value and flexibility of a CPA career to the next generation.This conversation offers an inspiring look at how leadership, innovation, and a commitment to service can help build a stronger, more future-ready profession.Resources:Beyond The Numbers, MACPA interview with Savedra ScottSavvy Financial Solutions MACPA Volunteer Opportunities

What if the fastest way to make an extra $50,000 isn't generating more revenue—but keeping more of what your practice already earns? In the final episode of the summer From the Vault series, Dr. Lauryn revisits her conversation with tax strategist Barbara Schreihans to explore why proactive tax planning belongs in every profitable practice owner's wealth strategy.Barbara breaks down how entity selection, S corporation elections, home office and vehicle deductions, business travel, content creation expenses, and real estate can affect your tax liability. She also explains why receipts, mileage logs, board minutes, and real-time documentation matter, how to evaluate whether your accountant is actually saving you money, and why quarterly CPA conversations should replace the annual tax-season scramble. Tax laws change, so use these principles to ask better questions of your own licensed tax professional.Key Takeaways:Tax strategy begins with profitability and proactive planning. Once your business is consistently profitable, taxes should become part of your year-round wealth strategy—not a problem you address after December 31.Your business entity can significantly affect your tax burden. Barbara explains why practice owners should regularly evaluate whether their LLC, sole proprietorship, or S corporation structure still supports their income and long-term goals.Legitimate deductions require legitimate documentation. Home offices, mileage, business travel, content creation, board meetings, and other expenses need a clear business purpose supported by receipts, calendars, logs, and timely records.The right accountant should create measurable value. A low-cost accountant may ultimately cost you more when they fail to identify legal planning opportunities, educate you throughout the year, or help you make strategic decisions before tax season.About the Guest:Barbara Schreihans is the founder and CEO of Your Tax Coach, creator of the Write Off Your Life and Write Off Your Real Estate courses, and host of the Life-Changing Money podcast. After earning her master's degree in tax and beginning her career at one of the world's largest accounting firms, Barbara built a tax strategy company focused on helping entrepreneurs and high-income business owners understand their finances, legally reduce their tax burden, and keep more of what they earn. Through proactive planning and practical education, she helps business owners make taxes part of their broader wealth-building strategy.Find all things Your Tax CoachFollow Barbara on InstagramResources:Rich Doc Summer Series: A FREE summer training lineup for docs ready to use AI, systems, and strategy to create more freedom from the clinic. Register for one, two, or all three. Add 30-day replay access for $47 for all 3.Find all things Dr. Lauryn B including ways to work with herFollow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:Clinic MindClinic Mind is the all-in-one EHR and practice management platform built for chiropractors — billing, documentation, scheduling, and patient follow-up in one place, whether you run a cash practice, take insurance, or are scaling to multiple locations. She Slays the Day listeners get an exclusive offer.Clinic MindINSiGHT CLAThis episode is brought to you by the INSiGHT scanning system from CLA, the tool that helps chiropractors show patients objective neurological data so the value of care becomes clear, fueling conversion, retention, and growth. She Slays listeners get preferred pricing, affordable financing, and a free Getting Into Scanning guide.CLA (Current)Holistic Marketing HubThis episode is sponsored by Holistic Marketing Hub. Created by marketing strategist Molly Cahill, it's a proven Instagram system with a 500+ caption content library and a step-by-step curriculum that's helped 400+ chiropractors, acupuncturists, and other health pros fill their practices with right-fit patients. Enroll Now!Holistic Marketing Hub

Eric Brunner is a CPA based in Milwaukee. On today's show we are talking about which types of improvements must be capitalized versus expensed. Many accountants get this wrong and create tax liability for their clients by mistake. To connect with Eric, visit him on LinkedIn------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)  

In this week's episode, you'll discover why strong commercial deals aren't just found — they're made. Peter breaks down the strategy behind repositioning multifamily properties, creating value, and making your deals.Student Spotlight: You'll also hear from Kendrick, a CPA and retired 20‑year Air Force veteran, who took a tired 8‑unit, transformed it inside and out, more than doubled the rents, more than doubled the value — and kept his tenants through the entire process. His story is proof that the right improvements can change both the property and the investor.

Giving money to your children can be an incredibly meaningful way to support them while you are still here to see the impact. You may want to help with a home purchase, pay for college, support a growing family, or begin transferring wealth before it eventually passes through your estate.However, the biggest risk is not always giving too much. Problems often arise when parents give the wrong asset, at the wrong time, without the right documentation or legal structure.In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® and Estate Planning Attorney Arun Gupta explain how to give money to your children in a way that is generous, intentional, and less likely to create tax or family complications.Related Podcast Episodes: Ep 346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work TogetherEp 314. The Simple Estate Planning Error That Could Hurt Your FamilyRelated Financial Education Videos:Piggy Banks to Paychecks: How Kids Learn About MoneyCan You Transfer or Repurpose a 529 After Graduation?Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

Anthony Faso and Cameron Christensen are the founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony, a U.S. Army veteran, former CFO, and recovering CPA, and Cameron, a longtime entrepreneur, have spent nearly two decades helping investors and business owners build wealth outside of traditional Wall Street strategies. In this episode, they break down the Infinite Banking Concept, explain how entrepreneurs can use leverage more effectively, and share the lessons they learned from betting on themselves to build their own business. On this episode we talk about: How Anthony and Cameron transitioned from traditional finance to building their own firm Why passive income changed Anthony's perspective on wealth creation The risks and rewards of leaving a secure job to become an entrepreneur How the Infinite Banking Concept works using specially designed whole life insurance policies When leveraging your own capital can accelerate investing and passive income generation Top 3 Takeaways Passive income creates freedom because your money can continue working even when you're not trading time for dollars. Entrepreneurship often requires taking calculated risks, but betting on your own skills can provide greater long-term security than relying on an employer. Infinite banking isn't about buying life insurance for the death benefit—it's about strategically using policy cash value as leverage while allowing your capital to continue compounding. Notable Quotes "The first time I got passive income... my money was making its own money." "If you want to go fast, go by yourself. If you want to go far, take somebody with you." "The biggest form of security is your own ability to go generate something from nothing." Connect with Anthony Faso & Cameron Christensen: Youtube: https://www.youtube.com/c/InfiniteWealthConsultants Instagram: https://www.instagram.com/infinitewealthconsultants/ Other (Free Resource): https://infinitewealthconsultants.com/travismakesmoney Podcast: https://infinitewealthpodcast.com/ A Word from Our Sponsors: - Visit DrinkAG1.com/TMM to get a free AG1 Travel Case with 7 free AG1Travel Packs in your Welcome Kit with your first AG1 subscription order while supplies last.  - Go to Leesa.com for 25% OFF select mattresses (through July 26, 2026) PLUS get an extra $50 off with promo code TMM, exclusive for my listeners  - To learn more about Mode Mobile and its investor community, go to https://invest.modemobile.com/travismakesmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today.SponsorsDigits - http://accountingpodcast.promo/digitsThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Autonomous AI Reality Check (00:11) - Show Welcome and Interview Tease (00:55) - Sponsor Spotlight Digits (02:34) - Trump IRS Deal Dismissed (05:20) - California Billionaire Tax Fight (07:35) - New York Pied a Terre Tax (09:29) - Sponsor Spotlight Value Builder System (11:18) - Xero CEO Pay and Stock Sale (16:39) - Verification Tax and AI Jobs (22:06) - Sponsor Spotlight OnPay (23:21) - 1948 IBM Accounting Machine Lesson (29:56) - Sponsor Spotlight Cloud Accountant Staffing (31:07) - Meet Sam Leon Millennial CPA (32:01) - Solo Firm Vision (33:15) - From Big Firms to Millennial CPA (35:42) - Why AI Agents Weren't Ready (37:19) - Automating Tax Prep Workflow (40:33) - Smart Intake for Better Scoping (43:06) - End to End Return Automation (46:04) - AI Workpapers and Review (49:38) - Claude Setup and Time Savings (58:18) - Tech Spend and Pricing Strategy (01:02:52) - Building TaxWeave Platform (01:06:21) - Wrap Up and CPE Info  Show NotesJudge Smacks Down Trump's IRS Settlement And Orders Sanctionshttps://www.cnn.com/2026/07/13/politics/trump-irs-judge-ruling-settlement-sanctionsInstead of Uniting the Left, California's Billionaire Tax Measure Has Split Democratic Allieshttps://www.cpapracticeadvisor.com/2026/07/08/instead-of-uniting-the-left-californias-billionaire-tax-measure-has-split-democratic-allies/186379/NYC lawyers slam pied-a-terre tax as a half-baked money grabhttps://www.audacy.com/1010wins/news/local/nyc-lawyers-slam-pied-a-terre-tax-as-a-half-baked-money-grabA 1948 IBM computer with no memory at all, fed by punchcards, was still doing the accounting at a Texas filtration company as recently as 2020https://scienceblog.com/t-1948-ibm-402-punchcards-sparkler-filters-accounting-2020/Time saved by AI partially canceled out by time spent checking AIhttps://www.accountingtoday.com/news/time-saved-by-ai-partially-cancelled-out-by-time-spent-checking-aiResearch Suggests Jobs May be Safer at Companies that Embrace AIhttps://www.cpapracticeadvisor.com/2026/07/07/research-suggests-jobs-may-be-safer-at-companies-that-embrace-ai/186281/AI Is No Longer Just a Tech Occupation Story: It's Spreading Across Job Titles in the US and Europehttps://www.hiringlab.org/2026/07/08/ai-is-no-longer-just-a-tech-occupation-story/The 2026 Best Accounting Firms for Technologyhttps://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technologyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comMeet Our Guest, Sam Leon, CPALinkedIn: https://www.linkedin.com/in/samuelaaronleon/ Website: https://www.millennialcpa.tax/Website: https://www.taxweave.ai/Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad - https://cal.com/team/flowglad/flowgladWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classi...

Christopher C. Papin, attorney, CPA, and insurance producer at Papin CPA and Papin Law, explains how professionals move clients past price objections by anchoring proposals to the client's stated goals and framing fees against measurable ROI, such as spending $5,000 to save $15,000. He also shows where AI helps advice and where credentialed judgment must take over. Learn more at https://www.papincpa.com/

This episode of High School Sports Saturday broadcast live from the new Williamson County Schools (WCS) Innovation Center in Franklin, Tennessee, opens with WCS District Director of Athletics Coach Patrick Whitlock, who introduces the expanded Fall Media Day lineup—now featuring girls' volleyball and soccer alongside football—while highlighting the center's career-focused vocational programs (including flight simulators, cybersecurity, culinary arts, and hospitality management), the "Outside the Lines" (OTL) student media initiative, student transfer policies, and the importance of hiring quality coaches to build strong school athletic culture. First-year Centennial High School head coach Coach Chad Broadrick then details assembling his coaching staff, transitioning from defensive coordinator, and reshaping the Cougars' offense following the loss of key 2025 playmakers Mitchell Granger and Malachi Steel by leaning on five returning senior offensive linemen ahead of preseason scrimmages against Lebanon, Independence, and Father Ryan. Next, Nolensville High School head coach Coach Scott Stiddem provides an outlook on his second season leading the Knights, detailing the return of 14 starters (seven on offense and seven on defense), extensive stadium upgrades featuring new turf with heat-reducing green rubber pellets, LED lights, and a video board, his strong support for multi-sport athletes, and a challenging early schedule starting with a Thursday night season opener against Antioch on MyTV30. Nolensville senior defensive lineman Jake Centell follows, explaining how his background as a three-time state-placing wrestler enhances his leverage, hand-fighting, and physical conditioning on the field, while discussing his summer weight training regimen, interest in aviation, and college recruiting process. Senior quarterback Ryan Newell then discusses taking over as Nolensville's starting signal-caller alongside a close-knit group of classmates who have played together since middle school, explaining how his commitment to play Division I baseball at Bowling Green State University and his childhood experience in Brazilian Jiu-Jitsu assist his vision and quick decision-making under pressure as the team pursues a state championship. Finally, The Tennessean high school sports columnist Tom Kreager wraps up the broadcast by reviewing the start of full-pad practices across Middle Tennessee, analyzing the commitment of five-star offensive lineman David Sanders Jr. to the University of Tennessee, spotlighting Christ Presbyterian Academy's (CPA) passing attack led by quarterback Bo Bryan and wide receivers Maximus Curry and Maddox Porter, and previewing The Tennessean's annual "Dandy Dozen" series profiling the region's top high school football talent.See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Michael Uadiale.

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial advisors and CPAs can collaborate more effectively. The conversation also touches on the infighting within the financial advisory space regarding fee structures and the importance of understanding each other's roles. In this conversation, Brad Wooten, CPA, shares insights on the financial advisory industry, emphasizing the importance of clarity in roles and services offered. He discusses the challenges of balancing work and family life, particularly during tax season, and how he manages to maintain a healthy schedule. Brad also delves into his approach to fee structures and client relationships, explaining how he navigates fee increases and client expectations. Finally, he reflects on the impact of deadlines on productivity, particularly in the context of tax season, and how he leverages this to enhance his efficiency. Decoding Financial Advisory Roles With Brad Wooten Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Brad Wooten Website | LinkedIn - Learn More about our Coaching Programs - The Summit 2026

As we continue our Steubenville SOUTH Summer Series, Kristi sits down with three different guests whose stories all point to the same truth: God works through willing hearts.First, Jennifer and Carmen share how a simple invitation from their daughters grew into a thriving youth group in Iota, Louisiana. What started with just four teens became nearly sixty students through unexpected generosity, faithful leadership, and a community that rallied behind the next generation.Next, Fr. Tom Wilson joins us from Minnesota to share his incredible vocation story—from CPA to Catholic priest—and offers wisdom for anyone discerning God's call on their life. He also reflects on why Steubenville conferences continue to be such a powerful launching point for young Catholics.Finally, high school student Dale Simon shares what Steubenville has meant to his own faith journey, the impact of Adoration, and why he believes every teen should experience a weekend like this.In this episode: How one "yes" transformed a parish youth ministry  God's provision through an entire community  A priest's journey from accounting to the altar  Why Steubenville continues to impact generations  A teen's perspective on encountering Christ in Adoration  Encouragement for anyone discerning God's call Support the show

378: The Money Myths Holding Your Nonprofit Back (Sean Hale)Episode SummaryToo many nonprofit leaders quietly avoid their own finances, trusting that a clean audit or a capable CPA means everything is handled, and that blind spot can put a mission at real risk. In this episode, Patton talks with Sean Hale, founder of Nonprofit CFOs, who busts five money myths that hold organizations back: that the audit has them covered, that finance is the CPA's job, that nonprofits aren't supposed to make a profit, that confusing financial reports are just part of the territory, and that you say yes to whatever a funder asks. Drawing on more than two decades inside the sector and a contrarian, plain-English style, Sean explains what a standard audit actually does and doesn't catch, why a whistleblower policy and strong internal controls protect an organization far more than people realize, how an executive director can engage with the numbers in twenty minutes a month without becoming a bookkeeper, and why building a modest annual surplus is one of the smartest things a board can do. Listeners will walk away with practical, doable steps to raise financial literacy across their whole organization and the confidence to push back when a grant simply isn't worth the cost.About SeanSean Hale is the founder of Nonprofit CFOs, a team of finance and accounting professionals who provide nonprofits across the country with bookkeeping, fractional and interim CFO support, and special projects such as grant due diligence. His path into the sector started early: his mother led a nonprofit for thirty years, and his first job there involved pushing a broom for minimum wage. As an adult, Sean has worked in the sector since 1999, wearing nearly every hat across four different nonprofits over twenty-one years before launching his own practice. He found that he could make the biggest difference in the finance and administrative side of the work, helping organizations get their operations buttoned up so they can focus on mission. Known on LinkedIn for his sassy, contrarian, and occasionally grumpy take on nonprofit finance, Sean is on a mission to help leaders ditch the jargon, ask better questions, and stop accepting the pain.ResourcesConnect with Sean on LinkedIn; Nonprofit CFOsGet Sean's Financial Dashboard Starter Kit, free with code PATTON2026 at nonprofitcfos.comThe Thief in Your Company by Tiffany CouchLearn more about Inperium, a nonprofit that helps health and human services organizations grow without sacrificing their mission: Inperium.orgFollow Your Path to Nonprofit Leadership at www.armstrongmcguire.com/podcastsFind more leadership resources at ArmstrongMcGuire.com

Business owners hear it all the time: "Just buy it. It's a tax write-off." But that's not how smart tax planning works. In this episode, Tiffany Phillips, CPA, breaks down the biggest myths about tax deductions under the new tax law and explains how bonus depreciation, Section 179, QBI, business debt, and estimated taxes work together. You'll learn why buying equipment just to save taxes can actually cost you more, how to make better money decisions, and why great tax strategies look at your whole business—not just one deduction. If you want practical CPA advice that helps you keep more of what you earn, this episode is for you. Don't make an expensive tax mistake because of a headline. Listen now and learn how to build a smarter tax strategy before year-end. Next Steps:

Saying "yes" means giving up a tremendous amount of control. Today's guest, Adam Tarnow, talks about how his favorite leaders recognize that they dont control results. But will that lack of control make you throw your hands up and not even try? This episode goes into how we can let go of the things we can't control, and still lead effectively.    In this episode, you'll discover…  A key trait to win at home and at work (1:40) Giving up control (4:07) Control your controlables (9:05)  Adam's Story (16:01) The "Fog" (20:50)   Adam's Bio:  Adam Tarnow is a leadership development specialist, keynote speaker, and author of The Fog of Work. With a unique blend of humor, humility, and hard-won insight, Adam helps professionals get out of their own way, navigate complexity, and lead with confidence. A recovering CPA and former public accountant, Adam now heads up the Leadership Development Practice at PeopleWorks International, where he equips leaders to thrive in today's fast-paced, people-driven workplaces. He's spoken to audiences across industries—from manufacturing to professional services to education—and has a gift for making complex leadership ideas simple, practical, and unforgettable. He earned his accounting degree from Clemson University and holds a "Ducktorate" from Disney University (yes, it's real… no, it's not accredited). He's been married since 2003, is the proud dad of two teenage boys, and believes any day is better when it starts with coffee and a New York Times crossword puzzle. Whether he's speaking about leadership, communication, optimism, or culture, Adam's goal is always the same: cut through the noise and help good people become great leaders. Learn more about Adam and his book here.   What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

Chris Pierce talks to Sean Graham as he shares his inspiring journey from CPA to real estate investor, unveiling how he uncovered the powerful tax advantages hidden in property components. You'll learn the fundamentals of depreciation: how the IRS assigns different lifespans to building elements, and how to leverage that knowledge to boost your deductions. Discover how the cost segregation engineering process breaks down your property into shorter-lived parts, creating opportunities for accelerated depreciation, sometimes recategorizing up to 30% of your basis into five and 15-year categories. Sean Graham, CPA Maven Cost Segregation Tax Advisors Based in: Detroit Metropolitan Area Where to find them: https://www.linkedin.com/in/sean-graham-cpa/ mavencostseg.com Chris Pierce Account Executive of Maven Cost Segregation Tax Advisors Based in: Salida, Colorado Where to find them: https://www.linkedin.com/in/pierce-christopher/ 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

Schedule a Free Financial Assessment with an experienced professional:https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ymyw-pod-ep591-description-free-assessmentB and S in Maryland are in their mid-40s with $425,000 and a couple of rental properties. Can they retire early at 62? Vee in Oregon came to the US as a refugee with nothing and built a three and three-quarter million dollar portfolio from the ground up. Is his Roth conversion plan solid? And finally, Chandler and Monica in Texas are sitting on $1.4 million and hope they can walk away from work in 3 years. Will Roth conversions keep the tax man from taking a giant bite on their way out? That's all today on Your Money, Your Wealth® podcast 591 with Joe Anderson, CFP® and Big Al Clopine, CPA.Free Financial Resources in This Episode: https://bit.ly/ymyw-591 (full show notes & episode transcript)Withdrawal Strategy Guide - free downloadhttps://purefinancial.com/white-papers/withdrawal-strategy-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-withdrawal-strategy-guide&utm_content=ymyw-pod-ep591-description-whitepaperThe Number One Spending Mistake Ruining Retirements - YMYW TVhttps://purefinancial.com/ymyw/episodes/number-one-spending-mistake-ruining-retirements/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep591-description-tv-s12e01Financial Blueprint (free, self-guided):https://bit.ly/YMYWblueprintCREQUEST your Retirement Spitball Analysis:https://bit.ly/YMYWaskCDOWNLOAD more free guides:https://bit.ly/YMYWguidesCREAD financial blogs:https://bit.ly/YMYWblogCWATCH educational videos:https://bit.ly/YMYWvidsCSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWnewsletterCConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast00:57 - Half a Million and Rental Properties in Our Mid-40s. Can We Retire Early? (B & S, Westminster, MD)12:48 - Refugee to $3.75M: Is My Roth Conversion Plan Actually Solid? (Vee, OR)25:55 - Can Friends with $1.4M and a Roth Conversion Puzzle Retire in 3 Years? (Chandler & Monica, TX)33:05 - Outro: Next Week on YMYW Podcast