Best Tax Practitioner Podcasts (2024)

1
Nurturing Leads and Providing Value: Keys to Success in Real Estate with real estate investor Jeremy Beland 51:36

2h ago51:36

51:36

Joining us today is real estate investor and coach Jeremy Beland. With over 425 off-market deals closed and $10 million in coaching sales under his belt, Jeremy has a remarkable story of turning adversity into opportunity through real estate. He's here to share his journey and proven strategies for finding distressed properties, nurturing leads, an…

1
What is a "Good Life," Mortality and Fear of Death, Lifting Belts, Strongman, and More... 32:57

1h ago32:57

32:57

In this episode, we discuss what a "good life" actually is, Mike's recent "aha" moment around Jordan's fear of death, weight lifting belts, Strongman competitors, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank …

1
107: 3 Cases for Single Premium Whole Life 18:47

7d ago18:47

18:47

We have spent a lot of time discussing why paying premiums is great and why we should want to pay them for as long as possible. From an Infinite Banking perspective, why would we not want to capitalize our "bank" to the greatest extent possible? This begs the question: is it ever appropriate to not pay a premium for a long time? A "Single-premium" …

1
Live from ENGAGE with firm leadership strategies and more 1:00:02

2d ago1:00:02

1:00:02

Topics include: Firm leadership and strategies AI in accounting and finance Firm business model trends Audit and assurance update Top news from DC and the profession The latest technical updates Speakers:  Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs …

1
Building Wealth Through Strategic Real Estate Investing with Real Estate Investor Kyle Joseph 42:05

3d ago42:05

42:05

In today's episode, We're excited to welcome Kyle Joseph, a real estate investor based in New Hampshire. With over a decade of experience in private equity real estate and development companies, Kyle has built a multifamily portfolio through strategic investing on the side. We are going to learn about Kyle's journey to getting started in real estat…

1
Insane New Study, Cocaine Rats, Cortisol, and More... 50:40

7d ago50:40

50:40

In this episode, we discuss an incredible new study that analyzes the effects of exercise (and also gave rats cocaine), how cortisol impacts body fat, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M …

1
106: Smarter Recurring Expenses with IBC 29:40

4d ago29:40

29:40

How and when should you use IBC to pay for expenses vs just paying cash? In this episode, we share a "recurring expense funds" model that proves the mechanics of using The Infinite Banking Concept to better pay for large recurring expenses. Subscribers to the IBC MASTERY online course can watch a deep-dive video explanation of the recurring expense…

1
Getting better at dealing with and adapting to change 28:35

7d ago28:35

28:35

In this episode, we delve into the topic of change management within the financial planning profession. We explore why managing change effectively is often challenging and what can be done to improve outcomes both for individuals and organisations. The discussion begins with an overview of the constant changes affecting the financial planning secto…

1
Relationship Building Keys to Finding Off-Market Properties with Brighton Capital CEO Anders Jacobson 51:00

10d ago51:00

51:00

Joining us today is Anders Jacobson. As the head of Brighton Capital in Raleigh, Anders has had an impressive career transitioning from door-to-door sales into multifamily real estate. From his early days investing passively to now partnering on large deals, Anders has a wealth of knowledge to share. He's graciously offered to give our listeners a …

1
Big Al's Famous Workout Question, The Crazy Basketball with Gary Vee Story, Our Ideal Superpowers, & More... 1:02:45

11d ago1:02:45

1:02:45

In this episode, we discuss Big Al's famous workout question, the crazy basketball with Gary Vee story, our ideal superpowers, and more... (it’s a doozy). We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M WATCH …

1
The realities of building a professional services business in 2024 30:20

13d ago30:20

30:20

In this episode, we talk about the intricacies of building a professional service business in 2024, focusing specifically on financial advisory firms. We explore the journey of a financial adviser through various stages of their career, understanding the financial adviser maturity curve and the business maturity curve. This dual perspective helps u…

1
105: Do You Want to Get Well? John 5:6 and IBC 5:01

16d ago5:01

5:01

Do you even *want* to get well financially? Humans tend to reject solutions to their problems. In the book Becoming Your Own Banker, Nelson Nash talks about the problem most people face: they do not have control over their need for financing throughout their lives. If there is a solution to this problem, can you think of any reason not to embrace i…

1
State legislative wrap up 1:01:32

15d ago1:01:32

1:01:32

Topics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers:  Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA Melanie La…

1
Growing Wealth in the LGBTQ+ Community: The Queer Money Mission with David & John Auten-Schneider 55:42

17d ago55:42

55:42

In this episode, We're excited to welcome financial experts David and John Auten-Schneider, hosts of the popular Queer Money podcast. Based in Toledo, Ohio, David and John have built an impactful platform educating the LGBTQ+ community on wealth-building strategies through overcoming adversity in their journey to financial freedom. Their insightful…

1
New Bulking Research, The Truth About Deloads, Curtis and Jordan’s Landlord, The Top Science-Based Practitioners, & More... 46:19

18d ago46:19

46:19

In this episode, we discuss new research on dreamer bulks, the top science-based practitioners on IG, Jordan's dog Curtis and his landlord, the truth about deloads, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Than…

1
Client Communication That Connects in the Digital Age with Tim Slatter 0:20

22d ago0:20

0:20

In this episode, we sit down with Tim Slatter, the founder of Slatter Communications and a seasoned expert in digital communication strategies tailored for financial planners. Tim shares his insights on how financial professionals can enhance their online presence and client interactions through strategic branding and communication. We begin by dis…

1
104: Live and Die by the Interest Rates 25:52

26d ago25:52

25:52

Buying things based on interest rates alone can be a big problem. We seeing the proof of that right now in the commercial real estate market where owners having to refinance at higher rates is causing fire-sales pretty much across the board. It's also true with other asset classes like whole life insurance. Sometimes people will pass up whole life …

1
Quick Take - Investing in Luxury Vacation Rentals with Las Vegas Short-Term Rental Expert Jason Griggs 9:21

22d ago9:21

9:21

Quick Take - (Full Episode - #98 - Link Below to Full Episode) In this episode, we sit down with Jason Griggs, one of the biggest short-term rental investor in the Las Vegas / Henderson area. With 11 active Airbnb rentals, Jason shares his journey from life as an elementary school teacher to becoming one of the most successful realtors and short-te…

1
Maximizing Returns through Legal Tax Deferral Strategies with 1031 Investor Founder and CEO Dave Foster 40:12

24d ago40:12

40:12

Whether you've seen him online or heard great things through the real estate grapevine, our guest today needs no introduction to those in the know. With a lifelong passion for real estate and helping others maximize their wealth, we're thrilled to have on the podcast today the founder and CEO of The 1031 Investor Dave Foster. This episode provides …

1
Can You Build a Successful Fitness Business Without Social Media? 48:07

26d ago48:07

48:07

In this episode, we discuss if it's possible to build a successful fitness business without social media. (Hint: it is.) We also dive into ripping vapes (lol), the best resources for coaches, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitness…

1
Strategies for Sustainable and Renewed Growth for Financial Advisory Firms 30:53

1M ago30:53

30:53

In this episode, we delve into the essential and relevant topic of business development for financial advisory firms. We start by distinguishing between business development and lead generation, clarifying how these concepts differ and the unique role each plays in the growth of a firm. We then explore the core purpose of business development, whic…

1
Examining the Small Business Environment 1:01:34

30d ago1:01:34

1:01:34

Topics include: Legislative update with profession analysis The latest technical updates Economic forecast including small business trends Guidance on retirement and elder planning Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group …

1
Quick Take - Navigating Legal Challenges as a Real Estate Entrepreneur with Business Attorney Nick Troxel 6:41

29d ago6:41

6:41

Quick Take - (Full Episode - #97 - Link Below to Full Episode) In this episode of The Real Estate Law Podcast, we are joined by Nick Troxel, Co-Founder of Troxel Fitch, LLC, a Denver-based law firm designed to cater to the legal needs of modern entrepreneurs. Troxel Fitch provides comprehensive legal services for businesses, from formation to raisi…

1
Legal Marketing Strategies for Solo Practitioners and Small Firms with RizeUp Media CEO Travis Hoechlin 39:16

1M ago39:16

39:16

In today's episode, We're excited to welcome the founder and CEO of RizeUp Media Travis Hoechlin. As the head of RizeUp Media, Travis works with over 350 law firms across the country to handle their digital marketing needs. With a passion for helping attorneys maximize their online efforts, Travis is ready to offer his expertise on topics like SEO,…

1
What Every Personal Trainer and Coach Needs to Understand Immediately 41:17

1M ago41:17

41:17

In this episode, we discuss what every personal trainer and coach needs to understand immediately. Do not miss this episode. Seriously. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M WATCH this episode on You…

1
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout 33:59

1M ago33:59

33:59

In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro creden…

1
103: The Extraordinary Potential of Saving Money with IBC 32:59

1M ago32:59

32:59

Be sure to check the link below for additional resources in this episode! This week, we discuss the almost unreal financial potential of saving money. Yes, saving money. In today's world of unicorn startups, crypto, and all-time-high bull markets, saving money can sometimes seem like a wasted effort. We're here to show you that good, old-fashioned …

1
Quick Take - Unlocking the Benefits of Referral Partnerships with Think Bigger CEO and Head Coach Justin Stoddart 16:52

1M ago16:52

16:52

Quick Take - (Full Episode - #95 - Link Below to Full Episode) In this episode, we learn about referral partnerships and sit down with Justin Stoddart, CEO and Head Coach at Think Bigger Real Estate, and author of the best-selling business book, The Upstream Model, which provides practical tips and insights to help real estate agents grow their bus…

1
Developing Neighborhoods + Balancing Stakeholders with Urbanist and Placemaker Jonathan Berk 46:22

1M ago46:22

46:22

Today we're joined by a special guest, Jonathan Berk. Jonathan is an urban planner and placemaker based in Massachusetts. Through his work activating public spaces and shaping policy, Jonathan has become a leading voice in creating more livable, equitable communities across the state. We've followed Jonathan on social media for quite some time, and…

1
Jordan Had a Colonoscopy (Seriously), The Best Martial Arts for Kids, & Exercise Substitutions for Front Squats 50:11

1M ago50:11

50:11

In this episode, Jordan had a colonoscopy and his doctor said he has a pristine colon. We also discuss the best martial arts for kids and we give several substitutions for the barbell front squat. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusin…

1
Improving Financial Advice with Strategic Client Touchpoints 34:05

2M ago34:05

34:05

In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support. We explore how to effectively map out…

1
Hiring and retention trends in the profession 1:01:00

1M ago1:01:00

1:01:00

Topics include: The latest from DC on pressing issues impacting the profession Technical updates Accounting and finance hiring and retention trends Speakers:  Michael Cerami, EVP, CPA.com Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Ai Ling Lee, Vice President, Field Pr…

1
Quick Take - The Secrets to Thriving in Real Estate Investing While Working from Anywhere with Kase Knochenhauer 12:30

1M ago12:30

12:30

Quick Take - (Full Episode - #93 - Link Below to Full Episode) In this episode of The Real Estate Law Podcast, we're excited to introduce you to Kase Knochenhauer, a successful real estate investor who has figured out how to live a life of freedom and adventure while pursuing his professional goals. Kase is a devoted family man who's currently on a…

1
Prioritizing Passion: Finding Balance as an Entrepreneur with Real Estate Investor Sean Frost 51:28

2M ago51:28

51:28

We are beyond thrilled to welcome today's guest, Sean Frost! Sean has such an inspiring story - starting from his roots in music all the way to his diverse entrepreneurial ventures, Sean exemplifies what it means to follow your passions. From overcoming challenges to manifesting success, Sean is truly living proof that hustle and determination can …

1
The Most Important Principles for Building Your Online Fitness Business in 2024 47:18

2M ago47:18

47:18

In this episode, we discuss and outline the most important principles for you to build a successful online fitness business in 2024. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M WATCH this episode on YouTub…

1
Strategic Lifestyle Planning for Success with Marc Sydow 35:12

2M ago35:12

35:12

We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delv…

1
102: Ian King's IBC Blueprint: A Real Estate Investor's Perspective 50:42

2M ago50:42

50:42

This week, we talked to a real client, Ian King, who has an impressive professional life. Ian works full-time in enterprise tech but is also a business owner and successful real estate investor. Ian talks about how, by ditching his ego and focusing on capitalizing (Infinite Banking) first rather than rushing to own more real estate "doors," he has …

1
Quick Take - Scaling and Diversifying Your Real Estate Portfolio with Rent to Retirement CEO Zach Lemaster 11:46

2M ago11:46

11:46

Quick Take - (Full Episode - #92 - Link Below to Full Episode) We have an excellent discussion with the Founder and CEO of Rent To Retirement, Zach Lemaster, a licensed optometrist and Air Force veteran who retired early from his career in medicine to be a professional real estate investor by strategically focusing on markets that maximize cash flo…

1
Maximizing Cash Flow: Strategies for Success in Short-Term Rentals with STR Expert Avery Carl 43:11

2M ago43:11

43:11

We have an exceptional guest on the show today - the one and only Avery Carl! Whether you're just getting started or growing an established short-term rental portfolio, you won't want to miss this insightful conversation with one of the industry leaders in the STR space. As a published author, conference speaker, and operator of rental properties a…

1
Mike Got Carjacked! The Dangers of Oatmeal (lol!), Training Outdoors, and More... 57:43

2M ago57:43

57:43

In this episode, Mike reluctantly tells a crazy story about him getting carjacked, we discuss the dangers of oatmeal (lol), training outdoors, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M WATCH th…

1
The Five Essential Rings for Financial Advisors' Success 29:29

2M ago29:29

29:29

In this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning. Join us to learn about the Ring of Lore, the Ring of Craft, the Ring of Fellowship, the Ring of Treasury, and the Rin…

1
Quick Take - Closing More Deals by Working with Real Estate Investors with CEO of Agents Invest Jennifer Beadles 10:46

2M ago10:46

10:46

Quick Take - (Full Episode - #91 - Link Below to Full Episode) In this episode, we'll be discussing how to scale your real estate business by working with real estate investors. As a real estate agent, it is critical to have a steady stream of clients and deals to keep your business thriving. And by partnering with real estate investors, you can ta…

1
Exploring Franchises and Diversifying Your Investments with Franchise Expert Greg Mohr 38:09

2M ago38:09

38:09

We are thrilled to welcome Greg Mohr to the show today! As one of the top franchise consultants in the country, Greg has placed more clients into franchises than anyone else. His expertise in both franchising and the fast food industry will give you a unique perspective on what it takes to buy into a franchise and why you should consider including …

1
The Truth About Owning Your Own Business, Creatine Gummies, Tax is Theft, and More 50:43

2M ago50:43

50:43

In this episode, we go in depth on the pros and cons of owning your own business. We also discuss taxes (and how it's theft 😂), how stupid creatine gummies are, and much more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Tha…

1
7 Lessons I’ve Learned from Life and Business 28:23

2M ago28:23

28:23

In this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And often failure! Join us as we share these lessons, off…

1
101: IBC 101 - Ten Things You Should Know to Get Started 36:28

2M ago36:28

36:28

After publishing our 100th episode last week, we thought we'd take it back to basics for episode 101 and provide an "IBC 101" episode. Ten things you should know when getting started with The Infinite Banking Concept®. Join us as we discuss a list John Montoya created over a decade ago. It was no surprise to us that all 10 points are still applicab…

1
Manage tax late-season client challenges 1:02:32

2M ago1:02:32

1:02:32

Topics include: The latest from DC on pressing issues impacting the profession Technical updates End of tax season risk alert Speakers:  Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA…

1
Quick Take - Systematic Real Estate Portfolio Growth with Buy-and-Hold Investor Shaun Martin 8:41

2M ago8:41

8:41

Quick Take - (Full Episode - #88 - Link Below to Full Episode) Sometimes, a buy-and-hold strategy is the best pathway forward when you're a real estate investor looking for steady growth. Our guest is taking that approach, and it's working out quite well. Welcome Shaun Martin to the podcast. Shaun is a buy-and-hold investor originally from New Zeal…

1
Fixing What's Broken in Real Estate -Transparency and Solutions with Real Estate Broker Amy Terry 41:44

2M ago41:44

41:44

Joining us today is Amy Terry, a real estate broker and owner of 8Z Real Estate just outside of Denver, Colorado. With over 20 years of experience in the industry, Amy has a wealth of insights to share about navigating industry changes and improving the brokerage model. We're excited to learn from her experiences and perspective on "what's broken" …

1
Mike's 2 Greatest Fears, Unconventional Back Exercises, Being a Short Guy, Antisemitism, and More... 1:11:19

2M ago1:11:19

1:11:19

In this episode, we discuss Mike's 2 greatest fears, unconventional back exercises, being a short guy, antisemitism, and more. We hope you enjoy this episode and if you'd like to join us in The Online Fitness Business Mentorship, you can grab your seat at https://www.fitnessbusinessmentorship.com Thank you! -J & M WATCH this episode on YouTube: htt…

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Tax Practitioner Podcasts

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