Best Buying An Accounting Practice Podcasts (2024)

1
Navigating Cyber Threats with Christophe Reglat 47:15

3h ago47:15

47:15

In this episode, hosts Damien Greathead and Penny Breslin delve into cybersecurity within the realm of CPA operations with guest Christophe Reglat. Christophe discusses his extensive background in managing data centers and the evolution of cybersecurity, particularly focusing on the challenges CPAs face. The conversation covers the importance of co…

1
DIY Money JR - When to Invest 17:02

1h ago17:02

17:02

Allie and Logan answer this junior question about when to get started investing.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Money Hack: The HSA 14:19

1d ago14:19

14:19

Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Life Insurance for Kids 20:34

3d ago20:34

20:34

Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Invest for Short Term Goals 14:28

7d ago14:28

14:28

Logan and Allie talk about investing large sums of money for short term goals.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
3 Things Spicing Up My Marriage Right Now | Ep. 12 12:00

7d ago12:00

12:00

Here are the 3 things that are spicing up my marriage. Tune in to learn what is keeping me connected to my husband right now. I feel like we are stepping into a new phase of marriage. We are going on 5 years married and it still feels so new and fresh. Maybe because we have had an evolving relationship. Now we are experiencing not so much the baby …

1
When to Take Social Security 18:21

8d ago18:21

18:21

Quint and Logan break down the math of taking social security early versus waiting till later in retirement.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Credit Card "Hack" - Adding Kids to Parent's Credit Card 14:34

10d ago14:34

14:34

Allie and Daniel talk about this credit card "hack" for helping your kids build credit.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Buy When the Market is Down 17:19

14d ago17:19

17:19

Quint and Allie answer a question about buying stocks on days the market is down.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Fees on Your Investments 14:32

16d ago14:32

14:32

Quint and Daniel talk about one of the most important things to watch out for when investing.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations 47:35

16d ago47:35

47:35

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process.…

1
Retirement Strategies with Large Age Gap 17:18

17d ago17:18

17:18

What can an age difference mean for your financial planning? Allie and Daniel weigh in.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
What do I do with the 40K in my savings? Do I buy a home, invest in the stock, or put it in a high yield interest account? | Ep. 11 9:51

20d ago9:51

9:51

I wish my parents would have taught me more about finances. My dream is to own a home but seems like an impossible reality to have. What is the truth to downpayment, loans, interest rates, and housing prices. It seems too overwhelming to even approach. Thats why I want to share with you what this all looks like for me. What does investing for a beg…

1
Budgeting with Multiple Accounts 17:33

21d ago17:33

17:33

Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Changing Investment Strategy 15:37

23d ago15:37

15:37

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Bringing on a Tax Advisor? 18:58

24d ago18:58

18:58

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Transforming Accounting: Embracing Change for Sustained Success 32:38

27d ago32:38

32:38

Are your accounting practices ready for the transformative wave of technology, or are you stuck in the compliance grind? In this episode, hosts Damien Greathead and Penny Breslin discuss the importance of transformation in accounting firms. They touch on the continuous nature of tax season, the challenges firms face in adopting new technology, and …

1
How to Evaluate Individual Stocks 24:47

28d ago24:47

24:47

Quint and Logan discuss how to evaluate individual stocks and their earnings reports.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
When Do You Need a Trust? 18:56

30d ago18:56

18:56

Daniel and Quint talk about estate planning and when it is important to get a trust in place.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Professional Quitter, That's Me! But I'm Back | Ep. 10 16:00

1M ago16:00

16:00

After a year hiatus, I am attempting to be back. Why because I want to capture the reality behind an entrepreneurs journey. We mostly think success happens overnight because everyone loves to like the glitz and glam but what about the unseen majority of us that are struggling. Struggling with balancing work life balance, the failures/lessons, the l…

1
Filing Jointly Versus Separately 14:14

1M ago14:14

14:14

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
DIY Money Jr - Should I Own Gold? 17:23

1M ago17:23

17:23

Quint and Daniel answer this great question from a young listener about owning/buying gold.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Pulling Funds from Your 401K 17:05

1M ago17:05

17:05

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans 17:15

1M ago17:15

17:15

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Balancing the Books and Life: Transforming Your Accounting Practice for Joy and Profit with Amanda Gascoigne 44:16

1M ago44:16

44:16

Have you ever wondered how to transform the endless busy season into a well-balanced, profitable practice? This episode features an enlightening conversation with Amanda Gascoigne, who shares her insights on creating a more balanced and profitable accounting practice. The discussion covers the importance of selecting ideal clients, the benefits of …

1
Using Credit Cards - Sponsored by Wallet Hub 16:51

1M ago16:51

16:51

Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Accounts for Kids: UTMA v. UGMA 23:08

1M ago23:08

23:08

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Charitably Give Stock 22:37

2M ago22:37

22:37

Quint and Logan talk through tax advantages and strategies for giving stock to charity.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Where to Hold Your Emergency Fund 17:15

2M ago17:15

17:15

Daniel and Allie talk through where to hold your emergency fund.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast 53:32

2M ago53:32

53:32

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC). In this episode, Catherine shares her rationale fo…

1
Basics of a Roth IRA 13:34

2M ago13:34

13:34

Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Invest in Different Accounts 16:37

2M ago16:37

16:37

Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Track Expenses 15:49

2M ago15:49

15:49

Logan and Allie talk about apps and resources to help you track your expenses.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Strategic Journey to Dext with Rachel Fisch 48:08

2M ago48:08

48:08

Damien Greathead, alongside co-host Penny Breslin, welcomes Rachel Fisch for an insightful episode that delves into the nuances of modern accounting practices, leveraging technology for growth, and the journey of niche specialization. The discussion covers Rachel's extensive background in the accounting industry, from her early days of recognizing …

1
HSA v. Paying off Mortgage 18:00

2M ago18:00

18:00

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Backdoor Roth IRA 20:10

2M ago20:10

20:10

Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
DIY Money Jr - How to Make Money as a Kid 15:45

2M ago15:45

15:45

Quint and Logan answer this question and tell stories about how to make money when you are young.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Keep Funds in a Business or Take Money Out? 21:07

2M ago21:07

21:07

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Balancing Joy and Savings 15:56

2M ago15:56

15:56

Daniel and Quint talk through the balancing act of spending now versus saving for later.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
DIY Money Jr - Investing in a Roth IRA without Earned Income 17:02

2M ago17:02

17:02

Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast 44:35

2M ago44:35

44:35

Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale. Of course, we can’t talk about…

1
Relationships and Budgeting 19:08

2M ago19:08

19:08

Daniel and Logan talk about how to navigate spending and budgeting in a relationship.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Symptoms Versus Causes 39:07

2M ago39:07

39:07

Ever wondered how tackling the root causes of business problems instead of just the symptoms can transform your efficiency, especially during the hectic tax season? Hosts Damien Greathead and Penny Breslin discuss the crucial topic of identifying and addressing the symptoms and root causes of problems in a business process, especially in the accoun…

1
Saving for Retirement & Taxes when Self-Employed 20:20

2M ago20:20

20:20

Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Finance Must-Knows 16:52

3M ago16:52

16:52

Quint and Logan talk about the most important things to teach young people about personal finance.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
How to Value Real Estate 18:09

3M ago18:09

18:09

We talk about how to value stocks often, but in this episode Daniel and Quint break down how to value Real Estate.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
What to Do With an Inheritance 14:25

3M ago14:25

14:25

Logan and Daniel talk through where money should go if you receive an inheritance.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner 49:29

3M ago49:29

49:29

Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to the table. Together, we chat about the power of niching down and the art of running a non-owner-centric business. M…

1
DIY Money Jr - How do Banks Make Money? 15:27

3M ago15:27

15:27

Logan and Allie tackle a great questioner from a young listener about how banks work.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

1
Hiring a Financial Advisor 21:25

3M ago21:25

21:25

Quint and Logan talk about hiring a financial advisor and what that process actually looks like.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Podcasts Worth a Listen

Buying An Accounting Practice Podcasts

Podcasts Worth a Listen

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