Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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The Truth About Real Estate Investing... for Canadians is by Canadians for Canadians eh? The show is exactly that, we speaks truths, no get rich quick schemes, investing is a marathon, if you're looking to get rich quick this is not the place for you. Instead, we invest based on economic fundamentals using tried and true best practices that generate wealth for the long term. The Show is hosted by Erwin Szeto aka Mr. Hamilton. Erwin is a professional real estate investor, Realtor at Rock Star ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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In the tech world, if you don’t scale, your business will die. Join our host, Dave Rogenmoser, co-founder of Proof, as he uncovers proven strategies from the growth experts behind some of the world’s fastest-growing software startups (Drift, Instapage, Zapier, & more).
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Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
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Divestopedia Exit Strategy Insights; where we interview world class thought leaders on all topics related to mergers and acquisitions for private midsize businesses. If you're an entrepreneur thinking of a strategic corporate transaction, like selling your business, raising private equity capital or going through acquisitions, this show is for you. You'll learn everything you need to know about mid-market M&A from start to finish, and everything in between.
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Filmmakers Academy presents two of the film industry’s most unique and reliable podcasts for professionals who work behind the camera. We explore the latest trends, interview industry leaders, and offer leadership and lifestyle guidance tailored to fit the needs of filmmakers. Stop what you’re doing this very moment and subscribe to Filmmakers Academy to watch LIVE episodes for free on the FA Platform! While full audio episodes are available on Spotify and Apple Podcasts, you can watch past ...
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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The podcast for the unfulfilled corporate millennial who's dreaming of working for herself. Get your weekly dose of inspiration and motivation to stop settling in your life & career and go after the crazy dream on your heart. You'll hear insights about discovering your passion, overcoming fear & self-doubt, quitting your job and building an online business - straight from Lindsay, the girl who quit her Big 4 accounting job to become an online coach. You'll leave this podcast feeling clear on ...
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Money Making Conversations is a weekly one-hour master class that promotes the success of small businesses and interviews successful celebrities, entrepreneurs, and influencers. It is hosted by brand architect Rushion McDonald, an EMMY and NAACP Image award-winning Executive Television and Film Producer. Money Money Making Conversations airs live every Tuesday in Atlanta, GA, on the HBCU campus of Clark Atlanta University, WCLK 91.9 FM, and is syndicated on their HBCU Radio Network (18 radio ...
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I'm Jayden Doye and I'm delighted that you've joined me for the Law & Quarter Podcast. I'm known as the Traveling CPA, and I've dedicated my professional life to helping law firm owners reach new heights and catch more flights. I believe that you don't have to be tied to a desk seven days a week to have a profitable firm. That's why I'm here bringing ideas and information that can help you create a first-class firm that pays you the salary you deserve and provides you with the lifestyle you ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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Financial Motivator: Never chase a paycheck again; helping everyday people get out of debt.
27:40
27:40
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Dr. Robert Watkins. Growing up as a young African American man with no direction in life and limited opportunities in Detroit, Michigan, Dr. Robert Watkins understands how hard it is to succeed in life when life says that you should b…
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E355: Perserverance: A global brand architect who champions diversity, equity, and inclusion, with offices in NYC, Dubai, and Saudi Arabia.
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29:26
Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed L. Marilyn Crawford. She orchestrates unparalleled global events, champions diversity, equity, and inclusion, and leads ventures in investment, finance, and philanthropy with offices in NYC, Dubai, and Saudi Arabia. L. Marilyn Crawford …
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Overcoming the Odds: UniverSoul investors and friends questioned his business plan to showcase Black talent.
28:24
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28:24
Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Cedric Walker. UniverSoul is a highly interactive combination of circus arts, theater, and music that spans genres including Pop, Classic R&B, Latin, Hip Hop, Jazz, and Gospel. It embraces and celebrates the unique and familiar aspects …
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Neill Kramer: Retire in Paradise $45 Per Square Foot
42:02
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42:02
In this episode of "SF Commercial Property Conversations with Bruce Bean," we journey to Bali with Neill Kramer, who shares his unique experience of retiring in paradise. Neill, a former Bay Area tech entrepreneur, discusses how he transitioned from Silicon Valley startups to a tranquil life in Bali, where he has successfully built affordable prope…
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Ep 9 S2 - Procrastination is the opposite of fun! Installment Agreement Tips and Tricks
20:09
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Managing Procrastination and Payment Plans: Essential Tips for Tax Professionals In this episode, Dan Henn, CPA, CTR™ also known as the IRS Whisperer, addresses the prevalent issue of procrastination among clients and its adverse effects on tax professionals. Dan explores ten significant consequences, including missed deadlines, increased stress, f…
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Inner Circle Podcast, Ep. 17 - Business Manager, CPA Russell Hand: Unlocking Financial Success in the Film Industry
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Thanks for joining us for another episode of the Filmmakers Academy Podcast! Take advantage of monthly virtual group coaching, networking events, as well as new content released weekly by becoming a member today. Join today and get $50 off your first year by using the promo code FAPOD50. And join the #1 resource for cinematographers, film crews, an…
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Entrepreneur: Easy to apply for Nationwide SBA loans for underserved minority small businesses through Arkansas Capital Corp.
31:06
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Craig Calafati. The Executive Vice President and Director of Lending for Arkansas Capital Corporation, Arkansas Capital Corporation. A community development finance company that was chosen by SBA to receive one of the three new SBLC l…
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3.20 REALTY Funnels Podcast, with guest Pharmacist Dr. Ryan Chaw turned real estate investor
28:21
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During this episode of the REALTY Funnels Podcast, Kevin Cahill chats with Dr. Ryan Chaw, who successfully transitioned from his full-time career as a pharmacist to a full-time focus as a real estate investor with an amazing niche, college student housing. From pharmacist to full-time real estate investor, learn how Ryan made the leap into the worl…
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Entrepreneur: Attorney Jalene Mack discusses ten tips on developing your business.
32:30
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Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Attorney Jalene Mack, America’s Favorite Entertainment Attorney, and discussed ten tips on developing your business and avoiding signing a contract that can ruin your dream. There are bad contracts, and there are scam contracts. Tell …
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
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Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours wi…
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231: Handling Uncleared Bookkeeping Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Business Owner, Or Self-Employed
24:09
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Reconciling your accounts will make sure you have all your transactions accounted for each month, but when you have transactions that have not cleared the bank, you need to make sure you are taking care of these as well so that you don’t have incorrect data in your financial statements. It’s important to clean these items up in a timely manner so t…
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Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
26:02
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Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…
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How Much Money Do You Need to Retire ASAP? - 493
50:16
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Can "Alanis" retire early at age 60? With "Barney and Betty’s" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for 40 years. Can they retire now? That’s today on Your Money, Your Wealth® podcast 493 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, we review the results of the 7th Annual YMYW Podcast Survey (…
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Financial Motivator: Using social media effectively, know YOUR business strengths and product marketing.
36:16
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Stephanie Stuckey. The Chair of Stuckey’s. A pecan snack and candy company based in Wrens, GA. She is also the author of “Unstuck: Reviving an American Icon.” Stuckey’s growth lies in their partnership with almost 5,000 retailers nati…
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230: Relationships In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed
6:32
Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon Carroll
25:07
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Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market. In this episode, you will be able…
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In this episode of Intelligent Money Minute, we explore an often overlooked aspect of retirement planning: preparing emotionally, psychologically, and relationally for this significant life change. While financial readiness is […] The post Living In Retirement Together Isn’t Easy appeared first on Intelligent Investing.…
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Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client
21:23
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21:23
In this episode, the Dan Henn, CPA, CTR™ focuses on best practices for communication and documentation in the tax representation field. He emphasizes the importance of reducing verbal communications to written form to avoid disputes. He suggests using emails, letters, and recordings to accomplish this task. Dan Henn, CPA, CTR™ also provides strateg…
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Perserverance: "Keep Pedaling," Learn to navigate LIFE's ups and downs through resilience, and determination.
26:25
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Karon Joseph Riley. He co-stars in the popular The Black Hamptons series on BET+. His book navigates life's ups and downs and uncovers the importance of perseverance, resilience, and determination. It shares his insightful reflections…
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
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Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most important lessons they learned from their experience, including how it changed them and their …
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229: Bookkeeping Processes For Coaches And Service Businesses Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, VA, Owner, Or Self-Employed
24:42
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24:42
To ensure your coaching business is profitable, you need to make sure you are setting your bookkeeping as a priority. It doesn’t matter if you are a life coach, business coach, sales and marketing coach, financial coach, weight loss or health coach, relationship coach, or any other type of coach. If you want your coaching business to be successful,…
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Exchange Funds Explained, Roth Conversion Timing - 492
47:20
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What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what should be the timing and ordering of Billy Joe and Bobby Sue’s Roth conversion strategy to help them achieve 33 years of retiremen…
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Financial Tips: A CPA founded The Financial Literacy Institute to close the wealth gap.
19:56
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Jasmine Young. You would never have guessed that such a powerful, nationwide-spanning voice for the African American community began in small-town Jackson, Alabama, but that is precisely where Jasmine Young got her start. She is the F…
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Patrick Kennedy's Panoramic Vision: Redefining Urban Development
29:25
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29:25
In this insightful episode, Bruce Bean sits down with Patrick Kennedy, the innovative mind behind Panoramic Interests, to explore his transformative journey in urban development. Patrick shares his unique approach to building in high-density areas, his experience with modular construction, and his thoughts on how rent control and union requirements…
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Karen Kaminski's Allure: Mastering the Art of Suites
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In this episode, Bruce Bean sits down with Karen Kaminski, a pioneer in the salon suite industry. Karen shares her journey from beauty school dreams to creating a successful business model that supports salon owners and investors alike. Starting with a small opportunity in the beauty industry, Karen transformed the salon suite concept into a thrivi…
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228: Understanding People Pleasing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
6:02
Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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continue reading
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12 Apt Buildings, Selling ONT, Buying AB&USA With Mike Beer
1:24:46
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1:24:46
Mike Beer is is an owner of a real state investment company Mike Beer Investments. They have developed an investing system that has been working for well over a decade and invest in apartment buildings in Canada. His mission is to enable each of his investors to provide their families with the financial future they truly deserve. In the past he was…
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38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe Manganelli
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Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to: Discover how Amalgam can integrate various data systems into a single platform for improved efficiency. Learn about specific use cases where Amalgam has significantly re…
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Ep 7, S 2 - Using Newsletters in Your Practice and Getting Paid for your Time
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24:21
In this insightful episode of the IRS Whisperer Podcast, we delve into the dual topics of leveraging newsletters for business growth and ensuring you are adequately compensated for your professional services. Key Highlights: The Power of Newsletters: Discover how newsletters can be a potent tool for marketing and client engagement. Dan Henn, CPA, C…
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Entrepreneur: He's making it easier for people with Opioid Use Disorder to commit to their methadone treatment program.
28:19
28:19
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28:19
Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Dr. Michael Giles. Our Virtual Dosing Window™ allows patients to record their take-homes by using a phone or computer to scan the QR code on their methadone bottles and then recording a video of themselves dosing for their care team t…
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Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down? In to…
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227: Why Are You Neglecting Your Bookkeeping Tasks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed
25:39
25:39
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25:39
Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty s…
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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies
37:43
37:43
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37:43
Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she…
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Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
20:18
20:18
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20:18
How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …
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Alternative Investments, Annuities, and Real Estate Syndications - 491
47:54
47:54
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47:54
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly? And Stewart in Serra Mesa is curious whether Joe has changed his position on annuities lately, as rates have “normalized” in the past couple of years…
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Financial Motivator: Insights on Supporting and Scaling Black Businesses with Morehouse Innovation and Entrepreneurship Center Founding Director Tiffany Bussey.
28:25
28:25
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28:25
Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Dr. Tiffany Bussey. As the Morehouse Innovation and Entrepreneurship Center (MIEC) Founding Director, Dr. Tiffany Bussey stands at the helm of profit-yielding partnerships bridging the gap between the supplier diversity initiatives at…
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