Healthy Wealthy & Wise Accountants Transistor (https://transistor.fm) https://feeds.transistor.fm/healthy-wealthy-wise A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges. © 2022 Earmark LLC 0e4e318b-c766-571b-a5c1-070006377bae yes Heidi Henderson Get Ready For The Healthy, Wealthy, & Wise Accountants Podcast en Wed, 10 Sep 2025 11:58:28 -0700 Fri, 06 Mar 2026 09:05:33 -0800 https://healthywealthywise.show/ https://img.transistorcdn.com/GS64_dg0UWaAHmt6lnyiUl_R1tvVhPIP-B627WqEgbc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMzMzgxLzE2NjI1/ODQwNjctYXJ0d29y/ay5qcGc.jpg Healthy Wealthy & Wise Accountants https://healthywealthywise.show/ episodic Heidi Henderson A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges. A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Earmark Media No No Breaking Barriers in Trades with Hacia Atherton 35 35 Breaking Barriers in Trades with Hacia Atherton full f2e86664-4e90-4559-9df9-778c1a5ba282 https://share.transistor.fm/s/719b34da What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades.

Summary

In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement.

Guest Information
Name: Hacia Atherton
Email: hello@haciaatherton.com
Website: https://ewitrades.com
LinkedIn: https://www.linkedin.com/in/haciaatherton/

Takeaways

  • Hacia Atherton is the first female CEO of a major plumbing company in Australia.
  • Resilience is key to overcoming challenges in the trades industry.
  • Psychological safety is essential for creating healthy workplaces.
  • Women should embrace their authenticity in male-dominated industries.
  • The trades industry needs to evolve to attract more talent.
  • Mindset plays a crucial role in entrepreneurship and success.
  • Continuous improvement committees can empower employees and improve culture.
  • Diversity in the trades can lead to innovative solutions and efficiency.
  • Private equity can provide opportunities for growth in the trades.
  • Empowering women in trades is vital for addressing the skill shortage.


Chapters

00:00 Introduction to Resilience and Leadership

01:25 From Plumbing to Empowerment: Hacia's Journey

16:20 Resilience Through Adversity: The Power of Mindset

29:51 Success Stories: Transforming Workplace Dynamics

31:32 Empowering Women in Trades: Bridging the Gender Gap

33:26 Vision for the Future: Women in Trades

36:47 Scaling Businesses: Preparing for Private Equity

44:24 Partnering for Success: Consulting in the Trades

46:15 Creating Psychological Safety in the Workplace

]]> What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades.

Summary

In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement.

Guest Information
Name: Hacia Atherton
Email: hello@haciaatherton.com
Website: https://ewitrades.com
LinkedIn: https://www.linkedin.com/in/haciaatherton/

Takeaways

  • Hacia Atherton is the first female CEO of a major plumbing company in Australia.
  • Resilience is key to overcoming challenges in the trades industry.
  • Psychological safety is essential for creating healthy workplaces.
  • Women should embrace their authenticity in male-dominated industries.
  • The trades industry needs to evolve to attract more talent.
  • Mindset plays a crucial role in entrepreneurship and success.
  • Continuous improvement committees can empower employees and improve culture.
  • Diversity in the trades can lead to innovative solutions and efficiency.
  • Private equity can provide opportunities for growth in the trades.
  • Empowering women in trades is vital for addressing the skill shortage.


Chapters

00:00 Introduction to Resilience and Leadership

01:25 From Plumbing to Empowerment: Hacia's Journey

16:20 Resilience Through Adversity: The Power of Mindset

29:51 Success Stories: Transforming Workplace Dynamics

31:32 Empowering Women in Trades: Bridging the Gender Gap

33:26 Vision for the Future: Women in Trades

36:47 Scaling Businesses: Preparing for Private Equity

44:24 Partnering for Success: Consulting in the Trades

46:15 Creating Psychological Safety in the Workplace

]]> Wed, 10 Sep 2025 11:58:28 -0700 Heidi Henderson Heidi Henderson 2945 What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades.

Summary

In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement.

Guest Information
Name: Hacia Atherton
Email: hello@haciaatherton.com
Website: https://ewitrades.com
LinkedIn: https://www.linkedin.com/in/haciaatherton/

Takeaways

  • Hacia Atherton is the first female CEO of a major plumbing company in Australia.
  • Resilience is key to overcoming challenges in the trades industry.
  • Psychological safety is essential for creating healthy workplaces.
  • Women should embrace their authenticity in male-dominated industries.
  • The trades industry needs to evolve to attract more talent.
  • Mindset plays a crucial role in entrepreneurship and success.
  • Continuous improvement committees can empower employees and improve culture.
  • Diversity in the trades can lead to innovative solutions and efficiency.
  • Private equity can provide opportunities for growth in the trades.
  • Empowering women in trades is vital for addressing the skill shortage.


Chapters

00:00 Introduction to Resilience and Leadership

01:25 From Plumbing to Empowerment: Hacia's Journey

16:20 Resilience Through Adversity: The Power of Mindset

29:51 Success Stories: Transforming Workplace Dynamics

31:32 Empowering Women in Trades: Bridging the Gender Gap

33:26 Vision for the Future: Women in Trades

36:47 Scaling Businesses: Preparing for Private Equity

44:24 Partnering for Success: Consulting in the Trades

46:15 Creating Psychological Safety in the Workplace

]]> resilience, leadership, trades industry, women empowerment, psychological safety, entrepreneurship, mindset, business growth, private equity, success stories No Women & Wealth: Breaking into the Finance World with AJ Ayers 34 34 Women & Wealth: Breaking into the Finance World with AJ Ayers full a1ec244e-2dbc-4c9b-a182-20486d715fe0 https://share.transistor.fm/s/36896a6e Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

Summary

In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

Guest Information
Name: AJ Ayers

Email: aj@brooklynfi.com

Website: www.brooklynfi.com
https://www.gemifi.co/ 

LinkedIn: https://www.linkedin.com/in/ajayers/

Other: https://moneychangeseverything.substack.com/

 

Takeaways

  • AJ Ayers emphasizes that you own your limiting beliefs.
  • Financial education is crucial for navigating personal finance.
  • Brooklyn FI was founded to provide financial advice to young professionals.
  • Gemifi was created to simplify equity compensation planning.
  • Many people face rude awakenings regarding taxes and financial planning.
  • Networking and surrounding yourself with smart people is essential.
  • Revenue generation should be prioritized over perfection in business.
  • Partnerships can help actualize business visions.
  • Avoid going into debt to start a business.
  • Authenticity is key in building relationships and trust.


Chapters
00:00 The Journey to Financial Planning
07:07 Building Brooklyn FI: A New Approach to Financial Advice
12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
18:31 Navigating Complex Financial Situations
24:25 The Future of Financial Advisory and Technology
26:27 Launching Gemifi: A New Tool for Advisors
28:54 Education and Guidance in Equity Compensation
30:42 Making Informed Equity Decisions
34:28 Staying Updated in a Rapidly Changing Industry
39:08 Networking and Community Building
43:33 Advice for Aspiring Women Entrepreneurs
48:26 Navigating Complex Equity Events
49:24 The Importance of Action Over Perfection
49:34 Podcast Design Youtube Channel Art-3.mp4

]]> Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

Summary

In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

Guest Information
Name: AJ Ayers

Email: aj@brooklynfi.com

Website: www.brooklynfi.com
https://www.gemifi.co/ 

LinkedIn: https://www.linkedin.com/in/ajayers/

Other: https://moneychangeseverything.substack.com/

 

Takeaways

  • AJ Ayers emphasizes that you own your limiting beliefs.
  • Financial education is crucial for navigating personal finance.
  • Brooklyn FI was founded to provide financial advice to young professionals.
  • Gemifi was created to simplify equity compensation planning.
  • Many people face rude awakenings regarding taxes and financial planning.
  • Networking and surrounding yourself with smart people is essential.
  • Revenue generation should be prioritized over perfection in business.
  • Partnerships can help actualize business visions.
  • Avoid going into debt to start a business.
  • Authenticity is key in building relationships and trust.


Chapters
00:00 The Journey to Financial Planning
07:07 Building Brooklyn FI: A New Approach to Financial Advice
12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
18:31 Navigating Complex Financial Situations
24:25 The Future of Financial Advisory and Technology
26:27 Launching Gemifi: A New Tool for Advisors
28:54 Education and Guidance in Equity Compensation
30:42 Making Informed Equity Decisions
34:28 Staying Updated in a Rapidly Changing Industry
39:08 Networking and Community Building
43:33 Advice for Aspiring Women Entrepreneurs
48:26 Navigating Complex Equity Events
49:24 The Importance of Action Over Perfection
49:34 Podcast Design Youtube Channel Art-3.mp4

]]> Tue, 20 May 2025 13:30:23 -0700 Heidi Henderson Heidi Henderson 2983 Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

Summary

In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

Guest Information
Name: AJ Ayers

Email: aj@brooklynfi.com

Website: www.brooklynfi.com
https://www.gemifi.co/ 

LinkedIn: https://www.linkedin.com/in/ajayers/

Other: https://moneychangeseverything.substack.com/

 

Takeaways

  • AJ Ayers emphasizes that you own your limiting beliefs.
  • Financial education is crucial for navigating personal finance.
  • Brooklyn FI was founded to provide financial advice to young professionals.
  • Gemifi was created to simplify equity compensation planning.
  • Many people face rude awakenings regarding taxes and financial planning.
  • Networking and surrounding yourself with smart people is essential.
  • Revenue generation should be prioritized over perfection in business.
  • Partnerships can help actualize business visions.
  • Avoid going into debt to start a business.
  • Authenticity is key in building relationships and trust.


Chapters
00:00 The Journey to Financial Planning
07:07 Building Brooklyn FI: A New Approach to Financial Advice
12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
18:31 Navigating Complex Financial Situations
24:25 The Future of Financial Advisory and Technology
26:27 Launching Gemifi: A New Tool for Advisors
28:54 Education and Guidance in Equity Compensation
30:42 Making Informed Equity Decisions
34:28 Staying Updated in a Rapidly Changing Industry
39:08 Networking and Community Building
43:33 Advice for Aspiring Women Entrepreneurs
48:26 Navigating Complex Equity Events
49:24 The Importance of Action Over Perfection
49:34 Podcast Design Youtube Channel Art-3.mp4

]]> financial planning, equity compensation, tax optimization, entrepreneurship, financial education, women in business, personal finance, cost segregation, Brooklyn FI, Gemifi, AJ Ayers No Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy 33 33 Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy full 0031d0af-e1ae-4bed-a0cd-24d4359518cd https://share.transistor.fm/s/bfbbe740 What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

Visit the website:
Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.


 
Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (866) 442-1031

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ 


Takeaways

  • Deferred is revolutionizing the 1031 exchange process.
  • The no-fee exchange model eliminates unnecessary costs for clients.
  • 1031 exchanges have been part of the tax code since 1921.
  • Less than 10% of eligible properties utilize 1031 exchanges.
  • Transparency and compliance are crucial in the exchange process.
  • Technology can significantly improve the efficiency of exchanges.
  • AI tools are being developed to assist in the exchange process.
  • Entrepreneurs should focus on starting and iterating based on customer feedback.
  • The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
  • Innovative tools can help real estate brokers explain tax implications effectively.


Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
50:06 lifestyle-intro-high-long.wav

]]> What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

Visit the website:
Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.


 
Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (866) 442-1031

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ 


Takeaways

  • Deferred is revolutionizing the 1031 exchange process.
  • The no-fee exchange model eliminates unnecessary costs for clients.
  • 1031 exchanges have been part of the tax code since 1921.
  • Less than 10% of eligible properties utilize 1031 exchanges.
  • Transparency and compliance are crucial in the exchange process.
  • Technology can significantly improve the efficiency of exchanges.
  • AI tools are being developed to assist in the exchange process.
  • Entrepreneurs should focus on starting and iterating based on customer feedback.
  • The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
  • Innovative tools can help real estate brokers explain tax implications effectively.


Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
50:06 lifestyle-intro-high-long.wav

]]> Tue, 13 May 2025 12:28:47 -0700 Heidi Henderson Heidi Henderson 2763 What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

Visit the website:
Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.


 
Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (866) 442-1031

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ 


Takeaways

  • Deferred is revolutionizing the 1031 exchange process.
  • The no-fee exchange model eliminates unnecessary costs for clients.
  • 1031 exchanges have been part of the tax code since 1921.
  • Less than 10% of eligible properties utilize 1031 exchanges.
  • Transparency and compliance are crucial in the exchange process.
  • Technology can significantly improve the efficiency of exchanges.
  • AI tools are being developed to assist in the exchange process.
  • Entrepreneurs should focus on starting and iterating based on customer feedback.
  • The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
  • Innovative tools can help real estate brokers explain tax implications effectively.


Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
50:06 lifestyle-intro-high-long.wav

]]> 1031 exchange, real estate investment, tax deferral, Deferred, Judd Schoenholtz, technology in finance, compliance, innovation, AI in real estate, cost segregation No From Tax to Protection: How Insurance Can Save You Thousands 31 31 From Tax to Protection: How Insurance Can Save You Thousands full a200dcce-e4dd-4555-b767-3cb42a3d6812 https://share.transistor.fm/s/0bd23ed9 If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.

Website: www.engineeredinsuranceservices.com

Summary
In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.

Guest Information

Name: Mick Hunt

Email: Mickh@mickunplugged.com

Phone Number (864) 979-4780
Website: www.mickhuntofficial.com

LinkedIn: MickHunt

Instagram: @mickunplugged


Name: Andrew Ryan

Email: Andrew@engineeredinsuranceservices.com

Phone Number: (302) 650-2899

Website: www.engineeredinsuranceservices.com

Facebook: https://www.facebook.com/andrew.k.ryan

Linkedin: https://www.linkedin.com/in/andrewryanins/

Instagram: https://www.instagram.com/andrewkryan

Takeaways

  • Insurance should be viewed as a strategic asset.
  • Understanding the 'why' behind insurance is crucial.
  • Cyber insurance is a growing necessity for businesses.
  • A client-centric approach is essential in insurance.
  • Proactive risk management can save businesses money.
  • Collaboration with CPAs can enhance client value.
  • Technology is transforming the insurance landscape.
  • Emotional intelligence is becoming important in leadership.
  • Starting the insurance process early is key to success.
  • The insurance industry is evolving with new challenges and opportunities.


Chapters
00:00 Introduction to Engineered Insurance Services
06:24 The Consultative Approach in Insurance
09:12 Understanding the Importance of Company Culture
12:08 Common Oversights in Insurance Coverage
15:14 The Role of Education in Risk Management
18:13 Differentiating from Traditional Insurance Brokers
21:08 Collaborating with CPAs for Enhanced Client Value
25:50 Maximizing Client Information for Better Insurance Rates
27:42 Proactive Insurance Management: Key Questions for Clients
32:07 Current Trends in the Insurance Industry
33:31 Navigating Rate Changes and Market Fluctuations
37:26 The Impact of Policy Cancellations on Property Owners
40:44 Insights from the Podcast: Self-Improvement and Resilience
42:27 Positive Shifts in the Insurance Industry
44:07 The Role of AI in Transforming Insurance Practices
46:07 Balancing Work and Family Life
47:35 The Importance of Insurance in Business Strategy
48:37 Optimizing Insurance for Risk Management
48:45 Podcast End

]]> If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.

Website: www.engineeredinsuranceservices.com

Summary
In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.

Guest Information

Name: Mick Hunt

Email: Mickh@mickunplugged.com

Phone Number (864) 979-4780
Website: www.mickhuntofficial.com

LinkedIn: MickHunt

Instagram: @mickunplugged


Name: Andrew Ryan

Email: Andrew@engineeredinsuranceservices.com

Phone Number: (302) 650-2899

Website: www.engineeredinsuranceservices.com

Facebook: https://www.facebook.com/andrew.k.ryan

Linkedin: https://www.linkedin.com/in/andrewryanins/

Instagram: https://www.instagram.com/andrewkryan

Takeaways

  • Insurance should be viewed as a strategic asset.
  • Understanding the 'why' behind insurance is crucial.
  • Cyber insurance is a growing necessity for businesses.
  • A client-centric approach is essential in insurance.
  • Proactive risk management can save businesses money.
  • Collaboration with CPAs can enhance client value.
  • Technology is transforming the insurance landscape.
  • Emotional intelligence is becoming important in leadership.
  • Starting the insurance process early is key to success.
  • The insurance industry is evolving with new challenges and opportunities.


Chapters
00:00 Introduction to Engineered Insurance Services
06:24 The Consultative Approach in Insurance
09:12 Understanding the Importance of Company Culture
12:08 Common Oversights in Insurance Coverage
15:14 The Role of Education in Risk Management
18:13 Differentiating from Traditional Insurance Brokers
21:08 Collaborating with CPAs for Enhanced Client Value
25:50 Maximizing Client Information for Better Insurance Rates
27:42 Proactive Insurance Management: Key Questions for Clients
32:07 Current Trends in the Insurance Industry
33:31 Navigating Rate Changes and Market Fluctuations
37:26 The Impact of Policy Cancellations on Property Owners
40:44 Insights from the Podcast: Self-Improvement and Resilience
42:27 Positive Shifts in the Insurance Industry
44:07 The Role of AI in Transforming Insurance Practices
46:07 Balancing Work and Family Life
47:35 The Importance of Insurance in Business Strategy
48:37 Optimizing Insurance for Risk Management
48:45 Podcast End

]]> Tue, 06 May 2025 16:36:08 -0700 Heidi Henderson Heidi Henderson 2666 If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.

Website: www.engineeredinsuranceservices.com

Summary
In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.

Guest Information

Name: Mick Hunt

Email: Mickh@mickunplugged.com

Phone Number (864) 979-4780
Website: www.mickhuntofficial.com

LinkedIn: MickHunt

Instagram: @mickunplugged


Name: Andrew Ryan

Email: Andrew@engineeredinsuranceservices.com

Phone Number: (302) 650-2899

Website: www.engineeredinsuranceservices.com

Facebook: https://www.facebook.com/andrew.k.ryan

Linkedin: https://www.linkedin.com/in/andrewryanins/

Instagram: https://www.instagram.com/andrewkryan

Takeaways

  • Insurance should be viewed as a strategic asset.
  • Understanding the 'why' behind insurance is crucial.
  • Cyber insurance is a growing necessity for businesses.
  • A client-centric approach is essential in insurance.
  • Proactive risk management can save businesses money.
  • Collaboration with CPAs can enhance client value.
  • Technology is transforming the insurance landscape.
  • Emotional intelligence is becoming important in leadership.
  • Starting the insurance process early is key to success.
  • The insurance industry is evolving with new challenges and opportunities.


Chapters
00:00 Introduction to Engineered Insurance Services
06:24 The Consultative Approach in Insurance
09:12 Understanding the Importance of Company Culture
12:08 Common Oversights in Insurance Coverage
15:14 The Role of Education in Risk Management
18:13 Differentiating from Traditional Insurance Brokers
21:08 Collaborating with CPAs for Enhanced Client Value
25:50 Maximizing Client Information for Better Insurance Rates
27:42 Proactive Insurance Management: Key Questions for Clients
32:07 Current Trends in the Insurance Industry
33:31 Navigating Rate Changes and Market Fluctuations
37:26 The Impact of Policy Cancellations on Property Owners
40:44 Insights from the Podcast: Self-Improvement and Resilience
42:27 Positive Shifts in the Insurance Industry
44:07 The Role of AI in Transforming Insurance Practices
46:07 Balancing Work and Family Life
47:35 The Importance of Insurance in Business Strategy
48:37 Optimizing Insurance for Risk Management
48:45 Podcast End

]]> insurance, business strategy, risk management, consultative approach, cyber insurance, client relationships, technology in insurance, Cost Segregation, Engineered Tax Services, CPA collaboration, market trends, emotional intelligence No Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing 30 30 Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing full 4e339c6f-d089-40ee-a9ef-7de63eb6b452 https://share.transistor.fm/s/e27024c5 Summary

In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts.

How to Contact Daniel Schulte

Emai: daniel@alchemicmarketing.com
Phone Number: (816) 352-7565
Website: wealthyclients.com
Facebook: https://www.facebook.com/realdanielschulte/
LinkedIn: https://www.linkedin.com/in/danielschulte/
Instagram: https://www.instagram.com/thedanielschulte/


Takeaways

  • Daniel Schulte specializes in lead generation for CPAs.
  • Engagement metrics are more valuable than impressions.
  • Direct response marketing focuses on measurable results.
  • The marketing landscape has shifted towards social media.
  • Understanding your target market is crucial for success.
  • Qualifying leads can significantly improve conversion rates.
  • Algorithms play a key role in modern marketing strategies.
  • Effective advertising requires a clear message and target.
  • CPAs face capacity issues that affect their growth potential.
  • Choosing ideal clients leads to more efficient and profitable work.


Chapters

00:00 Introduction to the Conversation

04:14 Daniel's Marketing Journey

07:52 The Shift to Social Media Marketing

12:25 Demonstrating Expertise in Marketing

13:07 Targeting the CPA Market

17:29 The Impact of Strategic Tax Planning

21:24 Operational Strategies for CPA Firms

21:48 Streamlining Operational Efficiency

23:15 Qualifying Leads Effectively

23:50 Understanding the Results Triangle

26:24 Market Size and Targeting Strategies

28:43 Crafting the Right Message

30:14 Navigating Changes in Google and AI

34:14 The Importance of Demand Generation

38:02 Creating a Feedback Loop for Success

44:02 Connecting with Daniel Schulte

44:50 Building Consistent Lead Flow

45:18 Shifting from Overwhelm to Sustainable Growth

]]> Summary

In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts.

How to Contact Daniel Schulte

Emai: daniel@alchemicmarketing.com
Phone Number: (816) 352-7565
Website: wealthyclients.com
Facebook: https://www.facebook.com/realdanielschulte/
LinkedIn: https://www.linkedin.com/in/danielschulte/
Instagram: https://www.instagram.com/thedanielschulte/


Takeaways

  • Daniel Schulte specializes in lead generation for CPAs.
  • Engagement metrics are more valuable than impressions.
  • Direct response marketing focuses on measurable results.
  • The marketing landscape has shifted towards social media.
  • Understanding your target market is crucial for success.
  • Qualifying leads can significantly improve conversion rates.
  • Algorithms play a key role in modern marketing strategies.
  • Effective advertising requires a clear message and target.
  • CPAs face capacity issues that affect their growth potential.
  • Choosing ideal clients leads to more efficient and profitable work.


Chapters

00:00 Introduction to the Conversation

04:14 Daniel's Marketing Journey

07:52 The Shift to Social Media Marketing

12:25 Demonstrating Expertise in Marketing

13:07 Targeting the CPA Market

17:29 The Impact of Strategic Tax Planning

21:24 Operational Strategies for CPA Firms

21:48 Streamlining Operational Efficiency

23:15 Qualifying Leads Effectively

23:50 Understanding the Results Triangle

26:24 Market Size and Targeting Strategies

28:43 Crafting the Right Message

30:14 Navigating Changes in Google and AI

34:14 The Importance of Demand Generation

38:02 Creating a Feedback Loop for Success

44:02 Connecting with Daniel Schulte

44:50 Building Consistent Lead Flow

45:18 Shifting from Overwhelm to Sustainable Growth

]]> Tue, 08 Apr 2025 12:57:47 -0700 Heidi Henderson Heidi Henderson 2744 Summary

In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts.

How to Contact Daniel Schulte

Emai: daniel@alchemicmarketing.com
Phone Number: (816) 352-7565
Website: wealthyclients.com
Facebook: https://www.facebook.com/realdanielschulte/
LinkedIn: https://www.linkedin.com/in/danielschulte/
Instagram: https://www.instagram.com/thedanielschulte/


Takeaways

  • Daniel Schulte specializes in lead generation for CPAs.
  • Engagement metrics are more valuable than impressions.
  • Direct response marketing focuses on measurable results.
  • The marketing landscape has shifted towards social media.
  • Understanding your target market is crucial for success.
  • Qualifying leads can significantly improve conversion rates.
  • Algorithms play a key role in modern marketing strategies.
  • Effective advertising requires a clear message and target.
  • CPAs face capacity issues that affect their growth potential.
  • Choosing ideal clients leads to more efficient and profitable work.


Chapters

00:00 Introduction to the Conversation

04:14 Daniel's Marketing Journey

07:52 The Shift to Social Media Marketing

12:25 Demonstrating Expertise in Marketing

13:07 Targeting the CPA Market

17:29 The Impact of Strategic Tax Planning

21:24 Operational Strategies for CPA Firms

21:48 Streamlining Operational Efficiency

23:15 Qualifying Leads Effectively

23:50 Understanding the Results Triangle

26:24 Market Size and Targeting Strategies

28:43 Crafting the Right Message

30:14 Navigating Changes in Google and AI

34:14 The Importance of Demand Generation

38:02 Creating a Feedback Loop for Success

44:02 Connecting with Daniel Schulte

44:50 Building Consistent Lead Flow

45:18 Shifting from Overwhelm to Sustainable Growth

]]> lead generation, client acquisition, CPAs, marketing strategies, direct response marketing, social media, engagement, advertising, strategic tax planning, business growth No Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs 29 29 Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs full 4966b5ff-4227-4822-8f0f-b3c1596c7492 https://share.transistor.fm/s/10e56f84 Summary
In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.

Guest Information
Xavier Serrano

Email: xserrano@marqimedical.com
Phone Number: (619) 244-4245
Website: www.marqimedical.com
Facebook: https://www.facebook.com/MarqiMedical
LinkedIn: https://www.linkedin.com/in/xavierserrano/
Instagram: https://www.instagram.com/marqimedical/
TikTok / Other: https://www.tiktok.com/@marqimedical


Takeaways

  • One in seven healthy individuals have a serious undiagnosed chronic disease.
  • Proactive health management can optimize energy and focus.
  • Advanced diagnostics can catch life-threatening conditions early.
  • The healthcare system often overlooks preventative care.
  • Personalized coaching is essential for health optimization.
  • Lifestyle choices significantly impact overall health.
  • Early detection can save lives and reduce treatment costs.
  • Education is key to empowering individuals in their health journey.
  • AI and technology are transforming healthcare accessibility.
  • Investing in health is crucial for long-term well-being.


Chapters

00:00 Introduction to Marqi Medical
04:25 The Golden Age of Healthcare
06:58 Understanding Health Risks and Genetic Testing
09:51 The Importance of Early Detection
12:29 Streamlining the Health Assessment Process
15:07 Investment in Health: Cost and Value
17:58 Holistic Approach to Health and Wellbeing
21:15 Understanding Health Metrics and Medical Oversight
24:15 The Importance of Personal Health Advocacy
29:02 The Impact of Lifestyle Choices on Future Generations
32:40 Personalized Health Assessments and Coaching
37:47 The Role of AI in Modern Healthcare

]]> Summary
In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.

Guest Information
Xavier Serrano

Email: xserrano@marqimedical.com
Phone Number: (619) 244-4245
Website: www.marqimedical.com
Facebook: https://www.facebook.com/MarqiMedical
LinkedIn: https://www.linkedin.com/in/xavierserrano/
Instagram: https://www.instagram.com/marqimedical/
TikTok / Other: https://www.tiktok.com/@marqimedical


Takeaways

  • One in seven healthy individuals have a serious undiagnosed chronic disease.
  • Proactive health management can optimize energy and focus.
  • Advanced diagnostics can catch life-threatening conditions early.
  • The healthcare system often overlooks preventative care.
  • Personalized coaching is essential for health optimization.
  • Lifestyle choices significantly impact overall health.
  • Early detection can save lives and reduce treatment costs.
  • Education is key to empowering individuals in their health journey.
  • AI and technology are transforming healthcare accessibility.
  • Investing in health is crucial for long-term well-being.


Chapters

00:00 Introduction to Marqi Medical
04:25 The Golden Age of Healthcare
06:58 Understanding Health Risks and Genetic Testing
09:51 The Importance of Early Detection
12:29 Streamlining the Health Assessment Process
15:07 Investment in Health: Cost and Value
17:58 Holistic Approach to Health and Wellbeing
21:15 Understanding Health Metrics and Medical Oversight
24:15 The Importance of Personal Health Advocacy
29:02 The Impact of Lifestyle Choices on Future Generations
32:40 Personalized Health Assessments and Coaching
37:47 The Role of AI in Modern Healthcare

]]> Tue, 01 Apr 2025 14:19:37 -0700 Heidi Henderson Heidi Henderson 2492 Summary
In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.

Guest Information
Xavier Serrano

Email: xserrano@marqimedical.com
Phone Number: (619) 244-4245
Website: www.marqimedical.com
Facebook: https://www.facebook.com/MarqiMedical
LinkedIn: https://www.linkedin.com/in/xavierserrano/
Instagram: https://www.instagram.com/marqimedical/
TikTok / Other: https://www.tiktok.com/@marqimedical


Takeaways

  • One in seven healthy individuals have a serious undiagnosed chronic disease.
  • Proactive health management can optimize energy and focus.
  • Advanced diagnostics can catch life-threatening conditions early.
  • The healthcare system often overlooks preventative care.
  • Personalized coaching is essential for health optimization.
  • Lifestyle choices significantly impact overall health.
  • Early detection can save lives and reduce treatment costs.
  • Education is key to empowering individuals in their health journey.
  • AI and technology are transforming healthcare accessibility.
  • Investing in health is crucial for long-term well-being.


Chapters

00:00 Introduction to Marqi Medical
04:25 The Golden Age of Healthcare
06:58 Understanding Health Risks and Genetic Testing
09:51 The Importance of Early Detection
12:29 Streamlining the Health Assessment Process
15:07 Investment in Health: Cost and Value
17:58 Holistic Approach to Health and Wellbeing
21:15 Understanding Health Metrics and Medical Oversight
24:15 The Importance of Personal Health Advocacy
29:02 The Impact of Lifestyle Choices on Future Generations
32:40 Personalized Health Assessments and Coaching
37:47 The Role of AI in Modern Healthcare

]]> health management, diagnostics, early detection, personalized care, health coaching, preventative medicine, lifestyle changes, wellness, AI in healthcare, health optimization No Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk 28 28 Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk full 4906abc1-73e6-41af-9228-ceee9b48b0bf https://share.transistor.fm/s/599fa0fc Summary

Show Notes:
Contact Dug McGuirk
Website: www.ArchetypeBreakthrough.com
www.LegendaryCustomerExperience.com
Facebook: https://www.facebook.com/dug.maxx.mcguirk
LinkedIn: https://www.linkedin.com/in/drdug/
Instagram: https://www.instagram.com/dugsix
TikTok / Other: https://www.tiktok.com/@dugandheidi

In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.

Takeaways

  • Dug transitioned from music production to business transformation.
  • Persistence is key in building powerful business relationships.
  • Communication quality directly impacts personal and professional success.
  • Fear often masks stress; addressing it can lead to growth.
  • Creating a life worth living is essential for sobriety and fulfillment.
  • Reinvention is necessary in a rapidly changing world.
  • Understanding addiction goes beyond substance abuse.
  • Identity plays a crucial role in recovery from addiction.
  • Challenges can be transformed into growth opportunities.
  • Embracing technology is vital for future business success.

Chapters

  • 00:00 The Journey Begins: From Music to Business Transformation
  • 07:19 Navigating Industry Disruption: The Impact of Technology
  • 08:05 The Evolution of Music Production
  • 10:53 Personal Responsibility and Communication
  • 13:50 The Power of Persistence
  • 16:27 Building Relationships and Networking
  • 19:22 The Journey into Personal Development
  • 22:18 Transforming Lives through Recovery Programs
  • 37:58 Identity Crisis and Its Impact on Addiction
  • 41:26 Finding Balance in Life and Work
  • 46:37 Reinventing Yourself in a Changing World
  • 57:16 Overcoming Fear and Embracing Change
  • 01:04:05 Connecting with Your Higher Power
  • 01:04:58 Reinvention and Peak Performance
  • 01:05:26 Building Powerful Business Relationships
  • 01:05:53 Navigating Risk and Uncertainty
]]> Summary

Show Notes:
Contact Dug McGuirk
Website: www.ArchetypeBreakthrough.com
www.LegendaryCustomerExperience.com
Facebook: https://www.facebook.com/dug.maxx.mcguirk
LinkedIn: https://www.linkedin.com/in/drdug/
Instagram: https://www.instagram.com/dugsix
TikTok / Other: https://www.tiktok.com/@dugandheidi

In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.

Takeaways

  • Dug transitioned from music production to business transformation.
  • Persistence is key in building powerful business relationships.
  • Communication quality directly impacts personal and professional success.
  • Fear often masks stress; addressing it can lead to growth.
  • Creating a life worth living is essential for sobriety and fulfillment.
  • Reinvention is necessary in a rapidly changing world.
  • Understanding addiction goes beyond substance abuse.
  • Identity plays a crucial role in recovery from addiction.
  • Challenges can be transformed into growth opportunities.
  • Embracing technology is vital for future business success.

Chapters

  • 00:00 The Journey Begins: From Music to Business Transformation
  • 07:19 Navigating Industry Disruption: The Impact of Technology
  • 08:05 The Evolution of Music Production
  • 10:53 Personal Responsibility and Communication
  • 13:50 The Power of Persistence
  • 16:27 Building Relationships and Networking
  • 19:22 The Journey into Personal Development
  • 22:18 Transforming Lives through Recovery Programs
  • 37:58 Identity Crisis and Its Impact on Addiction
  • 41:26 Finding Balance in Life and Work
  • 46:37 Reinventing Yourself in a Changing World
  • 57:16 Overcoming Fear and Embracing Change
  • 01:04:05 Connecting with Your Higher Power
  • 01:04:58 Reinvention and Peak Performance
  • 01:05:26 Building Powerful Business Relationships
  • 01:05:53 Navigating Risk and Uncertainty
]]> Thu, 27 Mar 2025 12:22:17 -0700 Heidi Henderson Heidi Henderson 3958 Summary

Show Notes:
Contact Dug McGuirk
Website: www.ArchetypeBreakthrough.com
www.LegendaryCustomerExperience.com
Facebook: https://www.facebook.com/dug.maxx.mcguirk
LinkedIn: https://www.linkedin.com/in/drdug/
Instagram: https://www.instagram.com/dugsix
TikTok / Other: https://www.tiktok.com/@dugandheidi

In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.

Takeaways

  • Dug transitioned from music production to business transformation.
  • Persistence is key in building powerful business relationships.
  • Communication quality directly impacts personal and professional success.
  • Fear often masks stress; addressing it can lead to growth.
  • Creating a life worth living is essential for sobriety and fulfillment.
  • Reinvention is necessary in a rapidly changing world.
  • Understanding addiction goes beyond substance abuse.
  • Identity plays a crucial role in recovery from addiction.
  • Challenges can be transformed into growth opportunities.
  • Embracing technology is vital for future business success.

Chapters

  • 00:00 The Journey Begins: From Music to Business Transformation
  • 07:19 Navigating Industry Disruption: The Impact of Technology
  • 08:05 The Evolution of Music Production
  • 10:53 Personal Responsibility and Communication
  • 13:50 The Power of Persistence
  • 16:27 Building Relationships and Networking
  • 19:22 The Journey into Personal Development
  • 22:18 Transforming Lives through Recovery Programs
  • 37:58 Identity Crisis and Its Impact on Addiction
  • 41:26 Finding Balance in Life and Work
  • 46:37 Reinventing Yourself in a Changing World
  • 57:16 Overcoming Fear and Embracing Change
  • 01:04:05 Connecting with Your Higher Power
  • 01:04:58 Reinvention and Peak Performance
  • 01:05:26 Building Powerful Business Relationships
  • 01:05:53 Navigating Risk and Uncertainty
]]> Keywords Doug McGurk, peak performance, business transformation, persistence, communication, addiction recovery, personal development, technology, mindset, reinvention No The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing 27 27 The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing full c5791fd2-1e46-47d5-a60b-08145c8ab996 https://share.transistor.fm/s/d10ffa85 Summary

Try TaxPlanIQ: Learn More Here: Tax Plan IQ
Health Wealthy Wise Listeners received a 10% discount with code: ETS10

In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.

Takeaways

  • Inspiration often stems from personal pain and challenges.
  • Transitioning to tax advisory can significantly increase revenue for CPA firms.
  • Value pricing aligns pricing with the value provided to clients.
  • Setting boundaries is crucial for maintaining work-life harmony.
  • AI can enhance efficiency in tax planning and advisory services.
  • The ROI method of value pricing is a game changer for CPAs.
  • Finding a supportive community is essential for professional growth.
  • Implementing tax strategies can be profitable and rewarding.
  • Women in business face unique challenges but can achieve success with support.
  • Continuous learning and adaptation are key in the evolving accounting industry.

Chapters

00:00 Jackie Interview
37:00 Transforming CPA Practices through Strategic Tax Planning
37:57 Finding Harmony in Work, Wealth, and Wellbeing

]]> Summary

Try TaxPlanIQ: Learn More Here: Tax Plan IQ
Health Wealthy Wise Listeners received a 10% discount with code: ETS10

In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.

Takeaways

  • Inspiration often stems from personal pain and challenges.
  • Transitioning to tax advisory can significantly increase revenue for CPA firms.
  • Value pricing aligns pricing with the value provided to clients.
  • Setting boundaries is crucial for maintaining work-life harmony.
  • AI can enhance efficiency in tax planning and advisory services.
  • The ROI method of value pricing is a game changer for CPAs.
  • Finding a supportive community is essential for professional growth.
  • Implementing tax strategies can be profitable and rewarding.
  • Women in business face unique challenges but can achieve success with support.
  • Continuous learning and adaptation are key in the evolving accounting industry.

Chapters

00:00 Jackie Interview
37:00 Transforming CPA Practices through Strategic Tax Planning
37:57 Finding Harmony in Work, Wealth, and Wellbeing

]]> Thu, 13 Mar 2025 11:21:47 -0700 Heidi Henderson Heidi Henderson 2305 Summary

Try TaxPlanIQ: Learn More Here: Tax Plan IQ
Health Wealthy Wise Listeners received a 10% discount with code: ETS10

In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.

Takeaways

  • Inspiration often stems from personal pain and challenges.
  • Transitioning to tax advisory can significantly increase revenue for CPA firms.
  • Value pricing aligns pricing with the value provided to clients.
  • Setting boundaries is crucial for maintaining work-life harmony.
  • AI can enhance efficiency in tax planning and advisory services.
  • The ROI method of value pricing is a game changer for CPAs.
  • Finding a supportive community is essential for professional growth.
  • Implementing tax strategies can be profitable and rewarding.
  • Women in business face unique challenges but can achieve success with support.
  • Continuous learning and adaptation are key in the evolving accounting industry.

Chapters

00:00 Jackie Interview
37:00 Transforming CPA Practices through Strategic Tax Planning
37:57 Finding Harmony in Work, Wealth, and Wellbeing

]]> Dr. Jackie Meyer, Tax Plan IQ, CPA, strategic tax planning, work-life harmony, tax advisory, value pricing, AI in accounting, women in business, success stories, engineered tax services, cost segregation, taxplanIQ No From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation 26 26 From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation full 265052c9-a9ce-49ae-ae82-26b0c667f992 https://share.transistor.fm/s/bf4c5250 Summary

Request an Engineered Opportunity Report: CLICK HERE
Follow Alex White: (3) Alexander S. White | LinkedIn

Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks

In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.

Takeaways

  • Alex White's entrepreneurial journey began with a passion for music.
  • The transition from music analytics to tax incentives was unexpected but fulfilling.
  • Understanding economic incentives can significantly impact small businesses.
  • Many government incentives go unclaimed, especially by smaller firms.
  • Strategic site selection can enhance business success.
  • The CPA industry often underutilizes available tax incentives.
  • There is a gap between what businesses expect from CPAs and what is delivered.
  • Continuous learning is essential for personal and professional growth.
  • Finding intrinsic motivation is key to long-term satisfaction.
  • The 10-year test can help assess the sustainability of one's career choices.


Chapters

00:00 Introduction to Alex White and His Impact
01:46 Entrepreneurial Journey and Business Scaling
02:00 The Entrepreneurial Journey Begins
04:54 Lessons from Startups and Acquisitions
07:49 Transitioning from Music to Tax Incentives
10:59 Building Subcity: A New Venture
13:59 Understanding Economic Incentives
16:47 The Role of CPAs in Identifying Opportunities
19:59 Surprising Insights on Government Incentives
22:51 Strategic Business Location Decisions
25:53 The CPA Industry's Shift Towards Advisory
28:57 Underutilized Incentives for Businesses
31:49 The Importance of Data in Identifying Incentives
34:44 The Value of Learning and Growth
37:46 Finding Intrinsic Motivation
41:01 Advice for Entrepreneurs and Business Owners
47:31 Introduction to Tax Incentives and Deductions
48:03 Resources for Tax Professionals

]]> Summary

Request an Engineered Opportunity Report: CLICK HERE
Follow Alex White: (3) Alexander S. White | LinkedIn

Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks

In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.

Takeaways

  • Alex White's entrepreneurial journey began with a passion for music.
  • The transition from music analytics to tax incentives was unexpected but fulfilling.
  • Understanding economic incentives can significantly impact small businesses.
  • Many government incentives go unclaimed, especially by smaller firms.
  • Strategic site selection can enhance business success.
  • The CPA industry often underutilizes available tax incentives.
  • There is a gap between what businesses expect from CPAs and what is delivered.
  • Continuous learning is essential for personal and professional growth.
  • Finding intrinsic motivation is key to long-term satisfaction.
  • The 10-year test can help assess the sustainability of one's career choices.


Chapters

00:00 Introduction to Alex White and His Impact
01:46 Entrepreneurial Journey and Business Scaling
02:00 The Entrepreneurial Journey Begins
04:54 Lessons from Startups and Acquisitions
07:49 Transitioning from Music to Tax Incentives
10:59 Building Subcity: A New Venture
13:59 Understanding Economic Incentives
16:47 The Role of CPAs in Identifying Opportunities
19:59 Surprising Insights on Government Incentives
22:51 Strategic Business Location Decisions
25:53 The CPA Industry's Shift Towards Advisory
28:57 Underutilized Incentives for Businesses
31:49 The Importance of Data in Identifying Incentives
34:44 The Value of Learning and Growth
37:46 Finding Intrinsic Motivation
41:01 Advice for Entrepreneurs and Business Owners
47:31 Introduction to Tax Incentives and Deductions
48:03 Resources for Tax Professionals

]]> Wed, 05 Mar 2025 10:04:22 -0800 Heidi Henderson Heidi Henderson 2900 Summary

Request an Engineered Opportunity Report: CLICK HERE
Follow Alex White: (3) Alexander S. White | LinkedIn

Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks

In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.

Takeaways

  • Alex White's entrepreneurial journey began with a passion for music.
  • The transition from music analytics to tax incentives was unexpected but fulfilling.
  • Understanding economic incentives can significantly impact small businesses.
  • Many government incentives go unclaimed, especially by smaller firms.
  • Strategic site selection can enhance business success.
  • The CPA industry often underutilizes available tax incentives.
  • There is a gap between what businesses expect from CPAs and what is delivered.
  • Continuous learning is essential for personal and professional growth.
  • Finding intrinsic motivation is key to long-term satisfaction.
  • The 10-year test can help assess the sustainability of one's career choices.


Chapters

00:00 Introduction to Alex White and His Impact
01:46 Entrepreneurial Journey and Business Scaling
02:00 The Entrepreneurial Journey Begins
04:54 Lessons from Startups and Acquisitions
07:49 Transitioning from Music to Tax Incentives
10:59 Building Subcity: A New Venture
13:59 Understanding Economic Incentives
16:47 The Role of CPAs in Identifying Opportunities
19:59 Surprising Insights on Government Incentives
22:51 Strategic Business Location Decisions
25:53 The CPA Industry's Shift Towards Advisory
28:57 Underutilized Incentives for Businesses
31:49 The Importance of Data in Identifying Incentives
34:44 The Value of Learning and Growth
37:46 Finding Intrinsic Motivation
41:01 Advice for Entrepreneurs and Business Owners
47:31 Introduction to Tax Incentives and Deductions
48:03 Resources for Tax Professionals

]]> pandora, tax incentives, engineered tax services, entrepreneurship, tax savings, opportunities, evolution, acquisition, M&A, Keywords entrepreneurship, tax incentives, business growth, acquisitions, economic development, CPA industry, government grants, strategic planning, learning, motivation No The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ 25 25 The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ full b1d3beaa-427d-44e7-978b-5d516634b86e https://share.transistor.fm/s/13d9da18 Summary

Discount Code for HWW Podcast Listeners: TaxPlanIQ

In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.

Takeaways

  • Dave's entrepreneurial journey began at a young age.
  • The concept of being a 'misfit' is central to success.
  • Conditioning from childhood shapes our beliefs and actions.
  • TaxPlan IQ offers innovative solutions for tax planning.
  • The CPA industry is undergoing significant changes.
  • Success is often about replacing bad habits with good ones.
  • Finding harmony in life is more important than balance.
  • The little things in business can lead to big differences.
  • Recognizing and changing limiting beliefs is crucial for growth.
  • Focus on what you truly want to achieve in life.


Titles


]]> Summary

Discount Code for HWW Podcast Listeners: TaxPlanIQ

In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.

Takeaways

  • Dave's entrepreneurial journey began at a young age.
  • The concept of being a 'misfit' is central to success.
  • Conditioning from childhood shapes our beliefs and actions.
  • TaxPlan IQ offers innovative solutions for tax planning.
  • The CPA industry is undergoing significant changes.
  • Success is often about replacing bad habits with good ones.
  • Finding harmony in life is more important than balance.
  • The little things in business can lead to big differences.
  • Recognizing and changing limiting beliefs is crucial for growth.
  • Focus on what you truly want to achieve in life.


Titles


]]> Tue, 25 Feb 2025 12:50:28 -0800 Heidi Henderson Heidi Henderson 3476 Summary

Discount Code for HWW Podcast Listeners: TaxPlanIQ

In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.

Takeaways

  • Dave's entrepreneurial journey began at a young age.
  • The concept of being a 'misfit' is central to success.
  • Conditioning from childhood shapes our beliefs and actions.
  • TaxPlan IQ offers innovative solutions for tax planning.
  • The CPA industry is undergoing significant changes.
  • Success is often about replacing bad habits with good ones.
  • Finding harmony in life is more important than balance.
  • The little things in business can lead to big differences.
  • Recognizing and changing limiting beliefs is crucial for growth.
  • Focus on what you truly want to achieve in life.


Titles


]]> 1% better, taxplaniq, engineered tax services, engineered tax advice, entrepreneurship, tax planning, financial independence, business strategy, personal development, podcasting, success mindset, CPA industry, software solutions, coaching No Demystifying the World of Oil & Gas Investing 24 24 Demystifying the World of Oil & Gas Investing full 9c4bdac5-eff6-40e8-bece-4d4f7baebe7f https://share.transistor.fm/s/ec480aac Summary

In this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for potential investors on navigating this complex asset class.

For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer! 

Takeaways

  • Gulf Coast Western specializes in tax-advantaged oil and gas investments.
  • Investors can benefit from significant tax deductions, including the depletion allowance.
  • Risk is mitigated by drilling in proven areas with multiple wells.
  • The investment threshold is accessible for accredited investors, not just the ultra-wealthy.
  • Returns on investment can be substantial, with potential payouts over time.
  • Political changes can influence oil prices and market dynamics.
  • Gulf Coast Western partners with major operators to ensure reliability and success.
  • Investing in oil and gas supports U.S. energy independence.
  • Monthly revenue streams are a key benefit for investors.
  • Education and transparency are crucial for new investors in this space.

Chapters

00:00 Introduction to Gulf Coast Western
04:08 The Evolution of Gulf Coast Western's Operations
06:46 Understanding the Tax Advantages in Oil and Gas Investments
09:27 Investment Accessibility for Accredited Investors
12:14 Risk Mitigation Strategies in Oil and Gas Investments
14:48 Operational Risks and Market Fluctuations
17:51 The Future of Oil and Gas Investments
28:06 Exploring Risk vs. Reward in Oil Investments
29:22 Understanding ROI and Legislative Impacts
33:39 Investment Strategies and Expected Returns
38:21 Differentiating Gulf Coast Western in the Market
44:44 Advice for New Investors in Oil and Gas
53:46 Introduction to Tax Incentives and Deductions
54:18 Resources for Tax Professionals

]]> Summary

In this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for potential investors on navigating this complex asset class.

For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer! 

Takeaways

  • Gulf Coast Western specializes in tax-advantaged oil and gas investments.
  • Investors can benefit from significant tax deductions, including the depletion allowance.
  • Risk is mitigated by drilling in proven areas with multiple wells.
  • The investment threshold is accessible for accredited investors, not just the ultra-wealthy.
  • Returns on investment can be substantial, with potential payouts over time.
  • Political changes can influence oil prices and market dynamics.
  • Gulf Coast Western partners with major operators to ensure reliability and success.
  • Investing in oil and gas supports U.S. energy independence.
  • Monthly revenue streams are a key benefit for investors.
  • Education and transparency are crucial for new investors in this space.

Chapters

00:00 Introduction to Gulf Coast Western
04:08 The Evolution of Gulf Coast Western's Operations
06:46 Understanding the Tax Advantages in Oil and Gas Investments
09:27 Investment Accessibility for Accredited Investors
12:14 Risk Mitigation Strategies in Oil and Gas Investments
14:48 Operational Risks and Market Fluctuations
17:51 The Future of Oil and Gas Investments
28:06 Exploring Risk vs. Reward in Oil Investments
29:22 Understanding ROI and Legislative Impacts
33:39 Investment Strategies and Expected Returns
38:21 Differentiating Gulf Coast Western in the Market
44:44 Advice for New Investors in Oil and Gas
53:46 Introduction to Tax Incentives and Deductions
54:18 Resources for Tax Professionals

]]> Mon, 17 Feb 2025 21:11:38 -0800 Heidi Henderson Heidi Henderson 3275 Summary

In this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for potential investors on navigating this complex asset class.

For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer! 

Takeaways

  • Gulf Coast Western specializes in tax-advantaged oil and gas investments.
  • Investors can benefit from significant tax deductions, including the depletion allowance.
  • Risk is mitigated by drilling in proven areas with multiple wells.
  • The investment threshold is accessible for accredited investors, not just the ultra-wealthy.
  • Returns on investment can be substantial, with potential payouts over time.
  • Political changes can influence oil prices and market dynamics.
  • Gulf Coast Western partners with major operators to ensure reliability and success.
  • Investing in oil and gas supports U.S. energy independence.
  • Monthly revenue streams are a key benefit for investors.
  • Education and transparency are crucial for new investors in this space.

Chapters

00:00 Introduction to Gulf Coast Western
04:08 The Evolution of Gulf Coast Western's Operations
06:46 Understanding the Tax Advantages in Oil and Gas Investments
09:27 Investment Accessibility for Accredited Investors
12:14 Risk Mitigation Strategies in Oil and Gas Investments
14:48 Operational Risks and Market Fluctuations
17:51 The Future of Oil and Gas Investments
28:06 Exploring Risk vs. Reward in Oil Investments
29:22 Understanding ROI and Legislative Impacts
33:39 Investment Strategies and Expected Returns
38:21 Differentiating Gulf Coast Western in the Market
44:44 Advice for New Investors in Oil and Gas
53:46 Introduction to Tax Incentives and Deductions
54:18 Resources for Tax Professionals

]]> Oil & Gas Investing, alternative investments, tax mitigation, tax reduction, wealth creation, generational wealth, accredited investor, real estate alternatives, Gulf Coast Western, Engineered Tax Services, Heidi Henderson, Investing, Tax, No Unleashing the Wild Side: Alex Wild on Being a Bold CPA 23 23 Unleashing the Wild Side: Alex Wild on Being a Bold CPA full d6f0ae90-8c61-4b04-90aa-715c850eb0cc https://share.transistor.fm/s/882e7795 Visit: Home - Wild Thing Tax to Contact Alex

Summary

In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world.

Takeaways

  • Alex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability.
  • The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry.
  • Empathy and understanding are crucial in building client relationships in tax services.
  • COVID-19 created opportunities for new CPAs as many older professionals left the industry.
  • Alex emphasizes the importance of empowering clients to manage their own finances.
  • The accounting profession is evolving, requiring flexibility and new skill sets.
  • Vulnerability in professional relationships can lead to stronger connections with clients.
  • Alex's approach to tax planning focuses on collaboration and client education.
  • The rise of crypto presents unique challenges and opportunities in tax services.
  • Technology and automation are essential for modern tax practices.
]]> Visit: Home - Wild Thing Tax to Contact Alex

Summary

In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world.

Takeaways

  • Alex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability.
  • The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry.
  • Empathy and understanding are crucial in building client relationships in tax services.
  • COVID-19 created opportunities for new CPAs as many older professionals left the industry.
  • Alex emphasizes the importance of empowering clients to manage their own finances.
  • The accounting profession is evolving, requiring flexibility and new skill sets.
  • Vulnerability in professional relationships can lead to stronger connections with clients.
  • Alex's approach to tax planning focuses on collaboration and client education.
  • The rise of crypto presents unique challenges and opportunities in tax services.
  • Technology and automation are essential for modern tax practices.
]]> Tue, 28 Jan 2025 09:06:13 -0800 Heidi Henderson Heidi Henderson 2378 Visit: Home - Wild Thing Tax to Contact Alex

Summary

In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world.

Takeaways

  • Alex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability.
  • The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry.
  • Empathy and understanding are crucial in building client relationships in tax services.
  • COVID-19 created opportunities for new CPAs as many older professionals left the industry.
  • Alex emphasizes the importance of empowering clients to manage their own finances.
  • The accounting profession is evolving, requiring flexibility and new skill sets.
  • Vulnerability in professional relationships can lead to stronger connections with clients.
  • Alex's approach to tax planning focuses on collaboration and client education.
  • The rise of crypto presents unique challenges and opportunities in tax services.
  • Technology and automation are essential for modern tax practices.
]]> tax, accounting, CPA, entrepreneurship, client relationships, crypto, business growth, personal branding, vulnerability, professional development No Your Best Bet for Negotiating Insurance Payouts - Victory Claims 22 22 Your Best Bet for Negotiating Insurance Payouts - Victory Claims full 42a9dbb7-c8b9-4dde-b959-bc227b4c10fc https://share.transistor.fm/s/05308716 Summary

In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment.

Contact:
Benny Wright
http://www.victoryclaimsconsulting.com/
bwright@claimvictoryusa.com

takeaways

  • Understanding tax incentives can significantly impact business success.
  • Public adjusters advocate for clients against insurance companies.
  • Hiring an independent adjuster can be beneficial in claims.
  • Insurance policies are often complex and favor the insurer.
  • The claims process can be contentious and requires expertise.
  • Natural disasters create unique challenges for insurance claims.
  • Success rates for public adjusters can be significantly higher than standard claims.
  • Insurance market trends show rising premiums and coverage challenges.
  • Personal stories in the industry highlight the human impact of claims.
  • Work-life balance is crucial for maintaining personal fulfillment in business.

Chapters

00:00 Introduction to Tax Strategies for Business Owners
00:26 Introduction to Victory Claims Consulting
01:46 The Role of Independent Claims Consultants
01:51 Introduction to Victory Claims Consulting
04:24 Benny's Journey into Public Adjusting
06:57 Understanding the Role of Public Adjusters
09:44 Navigating Insurance Claims for Businesses
12:32 Geographical Reach and Operations
15:11 Maximizing Tax Benefits and Deductions
15:29 Disaster Declarations and Their Impact
18:24 Cost Structure and Success Rates
19:33 Understanding Insurance Claims and Public Adjusters
22:39 Navigating Rising Insurance Costs
25:26 Creative Solutions in Insurance Policies
27:35 Bizarre Loss Stories and Their Impact
28:47 The Deeper Why Behind Insurance Work
31:25 Balancing Work and Family Life
36:11 Simplifying Tax Incentives and Deductions

Sponsor Notes:
Engineered Tax Services | www.engineeredtaxservices.com
Engineered Insurance Services | www.engineeredinsuranceservices.com

]]> Summary

In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment.

Contact:
Benny Wright
http://www.victoryclaimsconsulting.com/
bwright@claimvictoryusa.com

takeaways

  • Understanding tax incentives can significantly impact business success.
  • Public adjusters advocate for clients against insurance companies.
  • Hiring an independent adjuster can be beneficial in claims.
  • Insurance policies are often complex and favor the insurer.
  • The claims process can be contentious and requires expertise.
  • Natural disasters create unique challenges for insurance claims.
  • Success rates for public adjusters can be significantly higher than standard claims.
  • Insurance market trends show rising premiums and coverage challenges.
  • Personal stories in the industry highlight the human impact of claims.
  • Work-life balance is crucial for maintaining personal fulfillment in business.

Chapters

00:00 Introduction to Tax Strategies for Business Owners
00:26 Introduction to Victory Claims Consulting
01:46 The Role of Independent Claims Consultants
01:51 Introduction to Victory Claims Consulting
04:24 Benny's Journey into Public Adjusting
06:57 Understanding the Role of Public Adjusters
09:44 Navigating Insurance Claims for Businesses
12:32 Geographical Reach and Operations
15:11 Maximizing Tax Benefits and Deductions
15:29 Disaster Declarations and Their Impact
18:24 Cost Structure and Success Rates
19:33 Understanding Insurance Claims and Public Adjusters
22:39 Navigating Rising Insurance Costs
25:26 Creative Solutions in Insurance Policies
27:35 Bizarre Loss Stories and Their Impact
28:47 The Deeper Why Behind Insurance Work
31:25 Balancing Work and Family Life
36:11 Simplifying Tax Incentives and Deductions

Sponsor Notes:
Engineered Tax Services | www.engineeredtaxservices.com
Engineered Insurance Services | www.engineeredinsuranceservices.com

]]> Tue, 21 Jan 2025 12:55:17 -0800 Heidi Henderson Heidi Henderson 2201 Summary

In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment.

Contact:
Benny Wright
http://www.victoryclaimsconsulting.com/
bwright@claimvictoryusa.com

takeaways

  • Understanding tax incentives can significantly impact business success.
  • Public adjusters advocate for clients against insurance companies.
  • Hiring an independent adjuster can be beneficial in claims.
  • Insurance policies are often complex and favor the insurer.
  • The claims process can be contentious and requires expertise.
  • Natural disasters create unique challenges for insurance claims.
  • Success rates for public adjusters can be significantly higher than standard claims.
  • Insurance market trends show rising premiums and coverage challenges.
  • Personal stories in the industry highlight the human impact of claims.
  • Work-life balance is crucial for maintaining personal fulfillment in business.

Chapters

00:00 Introduction to Tax Strategies for Business Owners
00:26 Introduction to Victory Claims Consulting
01:46 The Role of Independent Claims Consultants
01:51 Introduction to Victory Claims Consulting
04:24 Benny's Journey into Public Adjusting
06:57 Understanding the Role of Public Adjusters
09:44 Navigating Insurance Claims for Businesses
12:32 Geographical Reach and Operations
15:11 Maximizing Tax Benefits and Deductions
15:29 Disaster Declarations and Their Impact
18:24 Cost Structure and Success Rates
19:33 Understanding Insurance Claims and Public Adjusters
22:39 Navigating Rising Insurance Costs
25:26 Creative Solutions in Insurance Policies
27:35 Bizarre Loss Stories and Their Impact
28:47 The Deeper Why Behind Insurance Work
31:25 Balancing Work and Family Life
36:11 Simplifying Tax Incentives and Deductions

Sponsor Notes:
Engineered Tax Services | www.engineeredtaxservices.com
Engineered Insurance Services | www.engineeredinsuranceservices.com

]]> natural disasters, insurance claims, insurance companies, victory claims, engineered tax services, client service, trusted partner No Heidi Henderson The Power of Showing Up: Increasing Your Impact, Influence & Income 21 21 The Power of Showing Up: Increasing Your Impact, Influence & Income full cd3db241-bfe5-4fc1-b2f7-cc6ad40d1edd https://share.transistor.fm/s/01071270 CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

Connect with Katie Thomas:

LinkedIn: https://www.linkedin.com/in/katiethomascpa

https://leaders-online.com


This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

Connect with Katie Thomas:

LinkedIn: https://www.linkedin.com/in/katiethomascpa

https://leaders-online.com


This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> Tue, 15 Aug 2023 12:30:00 -0700 Heidi Henderson Heidi Henderson 2458 CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

Connect with Katie Thomas:

LinkedIn: https://www.linkedin.com/in/katiethomascpa

https://leaders-online.com


This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> accounting, CPA, marketing, social media, TikTok, Instagram, Facebook, LinkedIn, Earmark, CPE, Engineered Tax Services, Horses, Horse Riding, mental health, health, wellness, success No Heidi Henderson Katie Thomas, CPA The Entrepreneurial CPA: Growing a Firm to Grow a Life 20 20 The Entrepreneurial CPA: Growing a Firm to Grow a Life full 3de09f32-a959-432a-a74f-1074b4488fbb https://share.transistor.fm/s/2b54b4bf On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.

Connect with Chase Insogna:

LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma

https://insognacpa.com/

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.

Connect with Chase Insogna:

LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma

https://insognacpa.com/

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> Tue, 01 Aug 2023 12:23:33 -0700 Heidi Henderson Heidi Henderson 3229 On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.

Connect with Chase Insogna:

LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma

https://insognacpa.com/

Connect with Heidi Henderson:

LinkedIn : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> No Chase Insogna, CPA Heidi Henderson The R&D Tax Credit - Who Qualifies and How to Claim It 19 19 The R&D Tax Credit - Who Qualifies and How to Claim It full d7fc96f1-6faf-4927-a82c-70b0e3b1091f https://share.transistor.fm/s/368e28a4 Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.

Resources:

https://engineeredtaxservices.com/services/research-development-tax-credit/
https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.

Resources:

https://engineeredtaxservices.com/services/research-development-tax-credit/
https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> Tue, 18 Jul 2023 12:50:05 -0700 Heidi Henderson Heidi Henderson 2682 Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement.

Resources:

https://engineeredtaxservices.com/services/research-development-tax-credit/
https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

]]> tax, taxes, IRS, R&D, R&D Tax Credit, tax credit, deductions, tax deductions, congress, 179D, research and development, No George Matar Heidi Henderson Nurturing Client Relationships: The Importance of Staying Proactive 18 18 Nurturing Client Relationships: The Importance of Staying Proactive full 8d3d045e-57b8-489d-a30e-86a03e621782 https://share.transistor.fm/s/d9335358 In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.

Connect with Amanda Garner:

LinkedIn: https://www.linkedin.com/in/amandagarner
https://thegrowthpartnership.com/bios/amanda-garner/
Email : agarner@thegrowthpartnership.com


Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

 


]]> In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.

Connect with Amanda Garner:

LinkedIn: https://www.linkedin.com/in/amandagarner
https://thegrowthpartnership.com/bios/amanda-garner/
Email : agarner@thegrowthpartnership.com


Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

 


]]> Thu, 06 Jul 2023 16:41:23 -0700 Heidi Henderson Heidi Henderson 2974 In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.

Connect with Amanda Garner:

LinkedIn: https://www.linkedin.com/in/amandagarner
https://thegrowthpartnership.com/bios/amanda-garner/
Email : agarner@thegrowthpartnership.com


Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

 


]]> accounting, tax, advisory, advisory services, small business, CPA, CPA Firm, accounting firm, marketing, surveys, The Growth Partnership, Engineered Tax Services, Earmark, CPE No Amanda Garner Heidi Henderson Building Relationships and Making Connections At AICPA Engage 17 17 Building Relationships and Making Connections At AICPA Engage full 8fd38cc1-8483-46ae-8117-56a3b1488f40 https://share.transistor.fm/s/837ae0d2 In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.

Connect With Daryl Petrick

https://cpabowman.com/team/daryl-r-petrick/

LinkedIn : https://www.linkedin.com/in/darylpetrick

Learn about Village Hope Care International : https://www.villagehopeinternational.org/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.

Connect With Daryl Petrick

https://cpabowman.com/team/daryl-r-petrick/

LinkedIn : https://www.linkedin.com/in/darylpetrick

Learn about Village Hope Care International : https://www.villagehopeinternational.org/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tue, 20 Jun 2023 14:30:00 -0700 Heidi Henderson Heidi Henderson 2950 In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills.

Connect With Daryl Petrick

https://cpabowman.com/team/daryl-r-petrick/

LinkedIn : https://www.linkedin.com/in/darylpetrick

Learn about Village Hope Care International : https://www.villagehopeinternational.org/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> CPA, accounting, outsider, fitting in, soft skills, communication, surgery, back surgery, safari, non-profit, Africa, Portugal, Networking, AICPA, AICPA Engage, Las Vegas, Vegas, Live, No Daryl Petrick Heidi Henderson Tax Incentives for Energy Efficient Buildings - 179D and 45L Update 16 16 Tax Incentives for Energy Efficient Buildings - 179D and 45L Update full bc3add6b-5bf8-4f37-9eff-bf5b57a0ed54 https://share.transistor.fm/s/f94ce611 Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tue, 09 May 2023 15:59:44 -0700 Heidi Henderson Heidi Henderson 2958 Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility.

Connect with George Matar:

LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b

https://engineeredtaxservices.com/bios/george-matar-ii/

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tax, tax tips, taxes, real estate, 179D, 45L, Tax law, energy efficient, accounting, developers, CPA, CPE, Earmark, Engineered Tax Services, investing, investment, tax break, tax code, No George Matar Heidi Henderson Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge 15 15 Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge full fada8fcd-a45d-4c58-8932-a709881ba0e1 https://share.transistor.fm/s/823c5f80 In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. 

Connect with Kim Lochridge:

Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619
 
Website: https://engineeredtaxservices.com/bios/kimberly-lochridge

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. 

Connect with Kim Lochridge:

Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619
 
Website: https://engineeredtaxservices.com/bios/kimberly-lochridge

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tue, 18 Apr 2023 18:00:00 -0700 Heidi Henderson Heidi Henderson 4993 In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. 

Connect with Kim Lochridge:

Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619
 
Website: https://engineeredtaxservices.com/bios/kimberly-lochridge

Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> tax, real estate, real estate investing, taxes, IRS, ETS. CPA, CPE. accounting, Earmark, bully, bullies, No Kim Lochridge Heidi Henderson Failing Forward: How One CPA Found Success in Tax Entrepreneurship 14 14 Failing Forward: How One CPA Found Success in Tax Entrepreneurship full f2432d7d-cc02-4f79-9474-36e9fb183fcd https://share.transistor.fm/s/981d7359 On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.

  • (00:00) - People aren't being taught how to be entrpreneur's
  • (00:26) - Thank you to Engineered Tax Services
  • (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:55) - Welcome Chris to the show
  • (05:42) - Some background on Chris
  • (09:17) - How do you manage your client relationship working remotely?
  • (12:52) - Availability is your best ability
  • (14:58) - Tell me about the path of your career
  • (17:52) - How do you use technology to help you and your firm?
  • (22:54) - Was it difficult to transition to a subscription based model?
  • (26:15) - What else are you working on and where are you evolving?
  • (31:50) - How do you monetize Teching Tax Flow and that structure?
  • (35:17) - Are you afraid that you're giving too much information away?
  • (37:52) - What makes you tick? What is your passion?
  • (42:07) - Do you have time now for your personal life? How do you balance everything?
  • (46:44) - What do you know now that you would tell your 20 year old self?
  • (48:20) - Wrap up and where to reach Chris and learn more about TTF
Connect with Chris Picciurro:

Website: https://www.teachingtaxflow.com/
LinkedIn: https://www.linkedin.com/in/picciurro

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.

  • (00:00) - People aren't being taught how to be entrpreneur's
  • (00:26) - Thank you to Engineered Tax Services
  • (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:55) - Welcome Chris to the show
  • (05:42) - Some background on Chris
  • (09:17) - How do you manage your client relationship working remotely?
  • (12:52) - Availability is your best ability
  • (14:58) - Tell me about the path of your career
  • (17:52) - How do you use technology to help you and your firm?
  • (22:54) - Was it difficult to transition to a subscription based model?
  • (26:15) - What else are you working on and where are you evolving?
  • (31:50) - How do you monetize Teching Tax Flow and that structure?
  • (35:17) - Are you afraid that you're giving too much information away?
  • (37:52) - What makes you tick? What is your passion?
  • (42:07) - Do you have time now for your personal life? How do you balance everything?
  • (46:44) - What do you know now that you would tell your 20 year old self?
  • (48:20) - Wrap up and where to reach Chris and learn more about TTF
Connect with Chris Picciurro:

Website: https://www.teachingtaxflow.com/
LinkedIn: https://www.linkedin.com/in/picciurro

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tue, 28 Mar 2023 14:20:28 -0700 Heidi Henderson Heidi Henderson 2991 On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.

  • (00:00) - People aren't being taught how to be entrpreneur's
  • (00:26) - Thank you to Engineered Tax Services
  • (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:55) - Welcome Chris to the show
  • (05:42) - Some background on Chris
  • (09:17) - How do you manage your client relationship working remotely?
  • (12:52) - Availability is your best ability
  • (14:58) - Tell me about the path of your career
  • (17:52) - How do you use technology to help you and your firm?
  • (22:54) - Was it difficult to transition to a subscription based model?
  • (26:15) - What else are you working on and where are you evolving?
  • (31:50) - How do you monetize Teching Tax Flow and that structure?
  • (35:17) - Are you afraid that you're giving too much information away?
  • (37:52) - What makes you tick? What is your passion?
  • (42:07) - Do you have time now for your personal life? How do you balance everything?
  • (46:44) - What do you know now that you would tell your 20 year old self?
  • (48:20) - Wrap up and where to reach Chris and learn more about TTF
Connect with Chris Picciurro:

Website: https://www.teachingtaxflow.com/
LinkedIn: https://www.linkedin.com/in/picciurro

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

]]> Tax, tax planning, accounting, entrepreneur, CPA, CPE, economics, IRS, Wealth, Wealth building, real estate, Tax Flow, flow, Engineered Tax Services, CPE, Earmark, No Heidi Henderson Chris Picciurro Top Gun: Accounting Maverick 13 13 Top Gun: Accounting Maverick full ffc67f9c-03a0-4f65-849a-f27f26aa3a7c https://share.transistor.fm/s/f180845a Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream.

Connect with Sean Dever:

Website: https://www.devercpa.com/
LinkedIn: https://www.linkedin.com/in/sean-dever-3275208

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream.

Connect with Sean Dever:

Website: https://www.devercpa.com/
LinkedIn: https://www.linkedin.com/in/sean-dever-3275208

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Wed, 15 Mar 2023 09:28:06 -0700 Heidi Henderson Heidi Henderson 2440 Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream.

Connect with Sean Dever:

Website: https://www.devercpa.com/
LinkedIn: https://www.linkedin.com/in/sean-dever-3275208

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> accounting, pilot, flying, planes, top gun, CPA, CPE, tax, taxes, gym, gymnastics, public speaking No Sean Dever Heidi Henderson Saving BIG On Taxes Requires The Right Paperwork 12 12 Saving BIG On Taxes Requires The Right Paperwork full 674fca60-ae25-4ffa-b715-a9abba4620ff https://share.transistor.fm/s/f183cc38 On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.

  • (00:00) - HWW 12 - Jeffrey Junek
  • (00:00) - Thank you to Engineered Tax Services
  • (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:26) - Jeffrey Junek joins the show
  • (05:22) - How do you balance your work life and physical health?
  • (10:51) - You don't have to go to a gym or run to exercise
  • (14:09) - What does your company do and how do you work with clients?
  • (16:38) - Do you work with CPAs?
  • (19:05) - Jeff helps with proper documentation
  • (23:48) - Conservation easements
  • (27:52) - Can you explain a little about how this calculation works?
  • (29:28) - Can you talk about the people wanting to change this beneift and laws being passed
  • (37:56) - What type of other alternative tax strategies do you tell to your clients
  • (46:34) - Wrap up and remember to subscribe so you don't miss an episode

Connect With Jeffrey Junek:

LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.

  • (00:00) - HWW 12 - Jeffrey Junek
  • (00:00) - Thank you to Engineered Tax Services
  • (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:26) - Jeffrey Junek joins the show
  • (05:22) - How do you balance your work life and physical health?
  • (10:51) - You don't have to go to a gym or run to exercise
  • (14:09) - What does your company do and how do you work with clients?
  • (16:38) - Do you work with CPAs?
  • (19:05) - Jeff helps with proper documentation
  • (23:48) - Conservation easements
  • (27:52) - Can you explain a little about how this calculation works?
  • (29:28) - Can you talk about the people wanting to change this beneift and laws being passed
  • (37:56) - What type of other alternative tax strategies do you tell to your clients
  • (46:34) - Wrap up and remember to subscribe so you don't miss an episode

Connect With Jeffrey Junek:

LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 28 Feb 2023 10:07:03 -0800 Heidi Henderson Heidi Henderson 2855 On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.

  • (00:00) - HWW 12 - Jeffrey Junek
  • (00:00) - Thank you to Engineered Tax Services
  • (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:26) - Jeffrey Junek joins the show
  • (05:22) - How do you balance your work life and physical health?
  • (10:51) - You don't have to go to a gym or run to exercise
  • (14:09) - What does your company do and how do you work with clients?
  • (16:38) - Do you work with CPAs?
  • (19:05) - Jeff helps with proper documentation
  • (23:48) - Conservation easements
  • (27:52) - Can you explain a little about how this calculation works?
  • (29:28) - Can you talk about the people wanting to change this beneift and laws being passed
  • (37:56) - What type of other alternative tax strategies do you tell to your clients
  • (46:34) - Wrap up and remember to subscribe so you don't miss an episode

Connect With Jeffrey Junek:

LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> IRS, Tax, Taxes, CPA, CPE, Accounting, Earmark, Volleyball, Women's Volleyball, , health, fitness, No Heidi Henderson Jeffrey Junek Flipping The Script On The IRS 11 11 Flipping The Script On The IRS full 88495da4-dc80-4dd8-8604-37dbb8481bc0 https://share.transistor.fm/s/3a026d57 On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there.

Connect with Kreig Mitchell :

https://mitchelltaxlaw.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there.

Connect with Kreig Mitchell :

https://mitchelltaxlaw.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 14 Feb 2023 17:23:18 -0800 Heidi Henderson Heidi Henderson 2822 On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there.

Connect with Kreig Mitchell :

https://mitchelltaxlaw.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> accounting, CPA, CPE, IRS, tax, law, lawyer, taxes, real estate, exemption, Earmark, finance, finances, No Heidi Henderson Kreig Mitchell Crunching Numbers and Abs 10 10 Crunching Numbers and Abs full f813dcae-dc2b-4f79-8643-5b3dc622976f https://share.transistor.fm/s/b3547e76 Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry.

Connect with Darsi Casey :

Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529

Firm : https://www.caseyneilon.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry.

Connect with Darsi Casey :

Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529

Firm : https://www.caseyneilon.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 31 Jan 2023 14:37:15 -0800 Heidi Henderson Heidi Henderson 3170 Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry.

Connect with Darsi Casey :

Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529

Firm : https://www.caseyneilon.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> accounting, accountant, CPA, CPE, Fitness, health, healthy, wise, mental health, working out, exercise, Earmark, No Heidi Henderson Darsi Casey, CPA, CFE, MST Easy Does It … and You CAN Win This! 9 9 Easy Does It … and You CAN Win This! full 773a7094-2fb0-429f-a7d2-ae94116cd7d0 https://share.transistor.fm/s/18b1f4c2 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608

Learn more about Leanness Lifestyle University : https://lluniversity.com/


Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608

Learn more about Leanness Lifestyle University : https://lluniversity.com/


Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 17 Jan 2023 17:13:59 -0800 Heidi Henderson Heidi Henderson 3684 David Greenwalt is the Author The Leanness Lifestyle and the owner of Leanness Lifestyle University. David brings a fresh perspective on developing life changing habits that start with the smallest of steps. As many people jump into New Year resolutions, this is the best time to sit back, set realistic goals and prepare to make minor changes that can last a lifetime. As David says, “you CAN win this!” David Greenwalt is the Author The Leanness Lifestyle and the owner of Leanness Lifestyle University. David brings a fresh perspective on developing life changing habits that start with the smallest of steps. As many people jump into New Year resolutions, health, fitness, gym, nutrition, working out, workout, new years resolultions, lean, fit, get started, No Heidi Henderson David Greenwalt Real Estate Accounting Leads to Owning Real Estate 8 8 Real Estate Accounting Leads to Owning Real Estate full 2691bb03-a642-4ac6-af70-26c89a50eb9d https://share.transistor.fm/s/98c5fef7 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola

Learn more about his firm https://www.aiolacpa.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola

Learn more about his firm https://www.aiolacpa.com/

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Wed, 04 Jan 2023 17:45:46 -0800 Heidi Henderson Heidi Henderson 2869 Nick Aiola, CPA joins Heidi to discuss owning and managing both rental properties, and a virtual accounting firm focused on real estate investors. Nick Aiola, CPA joins Heidi to discuss owning and managing both rental properties, and a virtual accounting firm focused on real estate investors. accounting, CPA, New York, Real Estate, Real Estate Investing, Investing, Virtual, Tech, Technology, Tech firm, CPE, Tax, Taxes, rental property No Heidi Henderson Nicholas Aiola, CPA Offering Value Through Connection 7 7 Offering Value Through Connection full 8b082439-9d9f-405b-92ea-f00ce3c12aa5 https://share.transistor.fm/s/82040239 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with Sara Huddleston:
https://thegrowthpartnership.com/bios/sara-huddleston/
Email : shuddleston@thegrowthpartnership.com

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with Sara Huddleston:
https://thegrowthpartnership.com/bios/sara-huddleston/
Email : shuddleston@thegrowthpartnership.com

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 20 Dec 2022 16:06:35 -0800 Heidi Henderson Heidi Henderson 2827 Sara Huddleston, M.Ed., SPHR, GPHR from The Growth Partnership joins Heidi to discuss connecting and motivating teams, emotional intelligence, and the importance of time blocking to allow for deep focused work. Sara Huddleston, M.Ed., SPHR, GPHR from The Growth Partnership joins Heidi to discuss connecting and motivating teams, emotional intelligence, and the importance of time blocking to allow for deep focused work. CPA, CPE, accounting, hr, tech, employers, healthy, health, workout, yoga, business, work-life balance, motivation, No Heidi Henderson Sarah Huddleston Get Niched with IC-DISC 6 6 Get Niched with IC-DISC full e3d27797-4726-46f1-91b3-76fd9f6cd8c7 https://share.transistor.fm/s/450a7d70 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with David Spray :

Podcast : https://www.ic-discshow.com/

Company : https://www.exportadvisors.com/

LinkedIn : https://www.linkedin.com/in/dspray

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

Books Recommended :

Man's Search For Meaning

Atlas Shrugged

The Fountainhead

The 80/20 Principle 

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with David Spray :

Podcast : https://www.ic-discshow.com/

Company : https://www.exportadvisors.com/

LinkedIn : https://www.linkedin.com/in/dspray

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

Books Recommended :

Man's Search For Meaning

Atlas Shrugged

The Fountainhead

The 80/20 Principle 

https://healthywealthywise.show/

]]> Tue, 06 Dec 2022 15:00:00 -0800 Heidi Henderson Heidi Henderson 3477 Heidi talks with David Spray about the importance of finding a niche, his work/life balance, what an IC-DISC is, and how it can potentially save your company tons of money a year in taxes. Heidi talks with David Spray about the importance of finding a niche, his work/life balance, what an IC-DISC is, and how it can potentially save your company tons of money a year in taxes. IC-DISC, taxes, irs, exporting, finance, CPA, CPE, accounting, books, reading, No Heidi Henderson David Spray Being Your Wild Self 5 5 Being Your Wild Self full 44b7bd07-ed3b-4d9f-b21c-f641f90d3ad6 https://share.transistor.fm/s/d85f3942 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

To learn more about The Wild Institute : Visit https://thewildinstitute.com/

Connect With Chris Heeter :

Linkedin : https://www.linkedin.com/in/chrisheeter

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

To learn more about The Wild Institute : Visit https://thewildinstitute.com/

Connect With Chris Heeter :

Linkedin : https://www.linkedin.com/in/chrisheeter

Connect with Heidi Henderson :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 22 Nov 2022 14:00:00 -0800 Heidi Henderson Heidi Henderson 2951 On this episode, Heidi talks to Chris Heeter about her background working with sled dogs, how the skills she learned can be applied to human interactions, and the experience impacts how she acts as a leader. On this episode, Heidi talks to Chris Heeter about her background working with sled dogs, how the skills she learned can be applied to human interactions, and the experience impacts how she acts as a leader. accounting, cpa, cpe, engineeredtaxservices, taxes, dogs, musher, huskies, wild, being wild, leadership, No Heidi Henderson Chris Heeter Financed Life Insurance and Charitable Planning for High Net Worth Clients 4 4 Financed Life Insurance and Charitable Planning for High Net Worth Clients full 736a6376-bbe4-4790-8953-939d3fab2524 https://share.transistor.fm/s/6c84d3e1 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Learn more about The Burgess Group : https://www.tbgroup.org

Connect with Nick :

Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Learn more about The Burgess Group : https://www.tbgroup.org

Connect with Nick :

Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 08 Nov 2022 13:00:00 -0800 Heidi Henderson Heidi Henderson 3391 On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down has led him to better serve his clients. On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down has led him to better serve his clients. mental health, physical health, anxiety, tax, wealth, wealthy, CPA, accounting, CPE, philanthropy, finance, premium finance, , insurance, p No Heidi Henderson Nick Burgess How To Save HUGE on TAXES with Multifamily Cost Segregation 3 3 How To Save HUGE on TAXES with Multifamily Cost Segregation full 1817e08b-652c-49e5-9977-090d36d0c5d4 https://share.transistor.fm/s/1e938890 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Here's what we cover in this episode:

  • What is Cost Segregation and what are its benefits?
  • What kind of real estate is Cost Segregation most suited for? What's the minimum size? What is it less suited for?
  • How a company like ETS works with your CPA.
  • What's involved in a Cost Segregation Analysis and what is actually produced?
  • Aside from the tax benefits, there are other benefits down the road. What are they?
  • Heidi walks us through a case study analysis for a small apartment building. If it works for a small building like this, it'll work for larger stuff, too!
  • Here is a link to the full benefits analysis report from the show.

To connect with Michael and subscribe to his podcast visit : https://themichaelblank.com/

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Here's what we cover in this episode:

  • What is Cost Segregation and what are its benefits?
  • What kind of real estate is Cost Segregation most suited for? What's the minimum size? What is it less suited for?
  • How a company like ETS works with your CPA.
  • What's involved in a Cost Segregation Analysis and what is actually produced?
  • Aside from the tax benefits, there are other benefits down the road. What are they?
  • Heidi walks us through a case study analysis for a small apartment building. If it works for a small building like this, it'll work for larger stuff, too!
  • Here is a link to the full benefits analysis report from the show.

To connect with Michael and subscribe to his podcast visit : https://themichaelblank.com/

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 25 Oct 2022 11:30:02 -0700 Heidi Henderson Heidi Henderson 2991 On this special episode, Heidi talks to Michael Blank on his podcast, Financial Freedom with Real Estate Investing, all about cost segregation and how it can save you big on taxes, even with smaller properties. On this special episode, Heidi talks to Michael Blank on his podcast, Financial Freedom with Real Estate Investing, all about cost segregation and how it can save you big on taxes, even with smaller properties. TAX, Taxes, IRS, Real Estate, financial freedom, investing, properties, property, cost segregation, michael blank, No Heidi Henderson Michael Blank Happy Staff, Happy Life 2 2 Happy Staff, Happy Life full 044d0797-c15e-424e-a568-33a5255a6501 https://share.transistor.fm/s/9ce82218 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with Steve :

Linkedin : https://www.linkedin.com/in/steve-adams-cpa-1542372

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect with Steve :

Linkedin : https://www.linkedin.com/in/steve-adams-cpa-1542372

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets

https://healthywealthywise.show/

]]> Tue, 18 Oct 2022 14:00:00 -0700 Heidi Henderson Heidi Henderson 3030 Steve Adams shares how he grew his firm, his early career regrets, and the importance of not letting his job control his life, or the life of his employees. Steve Adams shares how he grew his firm, his early career regrets, and the importance of not letting his job control his life, or the life of his employees. health, mental health, CPA, accounting, fitness, weight loss, CPE, working out, No Heidi Henderson Steve Adams, CPA Stupid Simple Tax Credits 1 1 Stupid Simple Tax Credits full 98cc17a2-3fea-4034-8ae1-fef05cf34e9d https://share.transistor.fm/s/985d5185 This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
________________________________________________________________________________________________________________________________

To learn about Rockerbox and receive a special offer, go to https://www.rockerbox.tech/ and tell them you heard them on the Healthy, Wealthy, & Wise Podcast and use Code HEIDI

________________________________________________________________________

Connect with Heidi :
 
Linkedin : https://www.linkedin.com/in/heidihendersonets


Connect with Philip :

Linkedin : https://www.linkedin.com/in/philip-m-wentworth-jr-6bb56239/

_________________________________________________________________________

https://healthywealthywise.show/

]]> This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
________________________________________________________________________________________________________________________________

To learn about Rockerbox and receive a special offer, go to https://www.rockerbox.tech/ and tell them you heard them on the Healthy, Wealthy, & Wise Podcast and use Code HEIDI

________________________________________________________________________

Connect with Heidi :
 
Linkedin : https://www.linkedin.com/in/heidihendersonets


Connect with Philip :

Linkedin : https://www.linkedin.com/in/philip-m-wentworth-jr-6bb56239/

_________________________________________________________________________

https://healthywealthywise.show/

]]> Tue, 11 Oct 2022 11:08:31 -0700 Heidi Henderson Heidi Henderson 2794 Philip Wentworth Jr opens up about open heart surgery, the importance of caring for your mental health, and how to make sure you don't get in trouble with Employee Retention Credits. Philip Wentworth Jr opens up about open heart surgery, the importance of caring for your mental health, and how to make sure you don't get in trouble with Employee Retention Credits. accounting, health, fitness, mental health, CPA, IRS, CPE, Tax, No Heidi Henderson Philip M. Wentworth Jr. Get Ready For The Healthy, Wealthy, & Wise Accountants Podcast Get Ready For The Healthy, Wealthy, & Wise Accountants Podcast trailer aa5bba38-8c17-4ada-99e1-6b2b74b122f3 https://share.transistor.fm/s/ade559f1 A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.


https://healthywealthywise.show/

Connect with Heidi :
Linkedin : https://www.linkedin.com/in/heidihendersonets
____________________________________________________________________

Brought to you by Engineered Tax Services : https://engineeredtaxservices.com/

]]> A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.


https://healthywealthywise.show/

Connect with Heidi :
Linkedin : https://www.linkedin.com/in/heidihendersonets
____________________________________________________________________

Brought to you by Engineered Tax Services : https://engineeredtaxservices.com/

]]> Fri, 16 Sep 2022 12:31:37 -0700 Heidi Henderson Heidi Henderson 42 A new podcast coming soon by Heidi Henderson. Hear from people who have found career success, while managing to stay mentally and physically healthy. A new podcast coming soon by Heidi Henderson. Hear from people who have found career success, while managing to stay mentally and physically healthy. Accounting, CPA, CPE, Health, Fitness, Wise, Money, Finance No Heidi Henderson