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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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The Alliance Academy

Alliance Advisors

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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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AdAstra With

AdAstra Talent Advisors

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AdAstra With is a new show that brings the thoughts and ideals of top NewSpace and Clean Tech industry leaders and game changers to the masses with authentic conversation and discussions on hot industry topics! Our hosts Seyka and Brian Mejeur, the founders of AdAstra Talent Advisors, sit down with guests and unpack big questions while discovering more about the people that drive unimaginable technology.
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My retail investing story of how I started with a few shares of AMC and ended up in crypto with Almost 4 Trillion daCAT Tokens Along the way I also invested in GameStop, Doge, Shiba Inu, Dogelon Mars, Pepe, SquidGrow and finally daCAT Token.. This is not financial advice and I am not financial advisor. CATS DOGS APES AND FROGS is solely intended for entertainment purposes only.
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Emotional Wealth

Lon W Broske, CFS®, CFP®

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Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics, Lon is able to give his opinion on what is really going on with your finances. Topics include stock market performance, retirement savings, current events and how they impact the financial climate, general financial education and tips, and much more! Investing involves risk. Loss, including loss of principal, may occur. No ...
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/ Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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Higher Ed Without Borders

Dean Hoke and Dr. Senthil Nathan

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Higher Ed Without Borders is a podcast series dedicated to education professionals worldwide. Each episode is a conversation with thought leaders to enlighten and provide new thoughts on critical issues facing higher education. The program is a production from Edu Alliance, an international consultancy located in Abu Dhabi, UAE, and Bloomington, Indiana. DISCLAIMER : Higher Ed Without Borders is not in any way affiliated with Doctors Without Borders, which is a registered trademark of Bureau ...
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American Enough

MouthMedia Network

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America's identity is evolving in real time. Immigrants are being scoffed at for looking a certain way and not being "American" enough. Transgender individuals are being determined not "fit enough" to serve in our military. Sexual assault and neo-nazi behavior is being condoned by the Oval Office. The First Amendment is being ridiculed. And, America's moral authority is eroding internationally, begging the question of who is "enough" of an American ally. Former Obama White House senior advis ...
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Schenck Talks Bonhoeffer

The Dietrich Bonhoeffer Institute

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Podcast Description: Many have heard of his name – Dietrich Bonhoeffer. And many know he was a martyr under the Nazi regime during World War II. Yet, what many do not know, is that he was a theologian, a professor, a humanitarian, an ethicist, a prolific writer, and his most dearest role, an Evangelical pastor who loved the church and called it to take the higher, yet more difficult road, during the most turbulent time in history. We can glean from Bonhoeffer’s approach in examining and prop ...
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The Military Money Manual Podcast

Spencer Reese from MilitaryMoneyManual.com

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Military Money Manual Podcast is all about financial freedom while you serve in the US military. Learn more about military travel hacking and credit card annual fee waivers exclusively for active duty, Guard, Reserve, and military spouses in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 Find Spencer's book, The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or shop.militarymoneymanual.com Credit cards, travel hacking, investing in the TSP, ...
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Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
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Welcome to The Support Automation Show, a podcast by Capacity, hosted by Justin Schmidt. We host conversations with leaders in customer or employee support who are using technology to answer questions, automate processes, and build innovative solutions to any business challenge.
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Fund Flow

McGuireWoods

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Fund Flow is a podcast for Emerging Managers offering insights into the journey of new and aspiring fund managers seeking to have success in a crowded market. Tune in as McGuireWoods partner and host, Jon Finger, is joined by guests ranging from first-time fund managers to proven emerging managers, experienced LPs poised to back emerging managers, and other key participants in the emerging manager ecosystem. Hear their real-world perspectives and gain actionable tips to help inform your stra ...
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POC Podcast - Progressive Opinions of Color

Nancy Wu (Asian American, Economist, Progressive, Woman, Storyteller)

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Welcome to Progressive Opinions of Color (POC), a podcast that creates space for people of color in conversations about economics, politics, and culture. Your host is Nancy Wu. Nancy is an Asian American woman, an economist, and a huge politics and policy nerd. Nancy triple majored in Economics, Government (Political Science) and Gender Studies at Dartmouth and has a Master’s in Development Economics from Oxford. She works as an Economist full time and has previously worked in economic polic ...
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In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do thin…
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In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and man…
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In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and w…
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Listener Brian joins us today to share how he used annual-fee waived credit cards to save about $6,000 on his honeymoon by saving big on his flights and hotel. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course for FREE at militarymoneymanual.com/umc3. Big take-aways: …
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New enlisted servicemember's guide to personal finance! In this episode, Spencer and Jamie share all the financial advice they'd share with a new enlisted troop in their unit. It is possible to accumulate and save while on active duty as an enlisted service member! If you're an officer, go check out episode #132 covering all the personal finance ad…
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New officer's guide to personal finance! In this episode, Spencer and Jamie share all the financial advice they'd share with a new officer in their unit. You CAN become rich on active duty as a military officer! If you're an enlisted servicemember, go check out episode #131 covering all the personal finance advice for an enlisted member. Topics inc…
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In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation a…
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Taxes can be complicated. Military families have a number of unique concerns when thinking about their taxes- which state(s) to file in, how to withhold taxes, how a gig economy or side hustle affects the plan, how to handle rental property, etc. Today's main points include: Common tax problems for military families Important tax implications for f…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Real-estate returns, disability insurance, time-blocking techniques, and more! Erik Baskin is a Certified Financial Planner (CFP) and Air Force veteran. He's a fee-on…
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In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we dis…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Confused about continuation pay? Join the club. Unfortunately, too many servicemembers and their leaders are confused about the continuation pay benefit in the BRS. I…
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Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
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In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer…
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Elizabeth Cook, Vice President of Technical Strategy at The Association of Edison Illuminating Companies and the host of the Grid Mod Pod, a podcast featuring conversations with electric power executives and experts about the future of the electric grid.By Lee Krevat
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call! 12% annualized return in my TSP?? Take an inside look at Spencer's actual TSP numbers to show exactly how quickly your account can grow once you start contributing to…
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In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her …
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. You can easily explore flight upgrades on your TDY travel flights. It's 100% legitimate and in line with government regulations and JTR. After using government contra…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Finance advise doesn't have to be confusing and depressing. Most of the "financial advisors" are actual salesmen. (Check out the 4 types of financial advisors.) So ho…
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Agribusiness in Schools in conjunction with the Ministry of Education, NZQA and the primary industries have collaborated to design an agribusiness programme that will prepare the best and brightest students for careers in the primary sector. Beef + Lamb New Zealand have been a proud partner of the programme since its conception in 2014. Hear from f…
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In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channel…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. How to maximize your GI Bill, save using 529 accounts, and explore the Yellow Ribbon program? Kate Horrell tells us all about it in this episode where we discuss: 529…
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Dr. Cynthia Jackson Hammond is President of the Council for Higher Education Accreditation (CHEA). She has been a member of the higher education community for over 30 years and has held tenured and administrative positions in universities throughout various regions of the United States. Prior to joining CHEA as President, Dr. Jackson Hammond served…
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In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common my…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Military families can earn 1 million points without annual fees?! You're not going to earn a lot of points from spending. You need to focus on earning welcome bonuses…
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In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his cre…
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An E-4 with over $50,000 in savings in one tour?! Devin is an E-4 in the USMC who shares tips about military life, budgeting, and saving money on social media. He's done a superb job of transparently showing how a young, enlisted servicemember can cut costs and save for their future. He also challenges the mindset that you don't make enough to save…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. Highlights of this episode include: How to ensure spouse feels like they're contributing financially, even as a stay-at-home spouse Setting goals as a spouse Does a s…
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The Beef Progeny Test was a 5-year project run by Beef + Lamb New Zealand (B+LNZ) Genetics, comparing bulls under commercial farming conditions. B+LNZ Genetics has been analysing the dataset collected from those farms to identify valuable insights for stud breeders and commercial farmers. In this podcast, Jason Archer, Livestock Genetics Specialist…
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In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification. Lukas emphasizes the importance of exploring different accounting designations, such as…
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Joining us in this encore interview is Dr.Peter Wells, Chief of the Section for Higher Education at the UNESCO Headquarters in Paris, which is responsible for the overall coordination of the UNITWIN/UNESCO Chairs program. The Section’s other activities include: promoting quality enhancement and assurance mechanisms for higher education institutions…
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Want help refining your strategy for military credit cards? For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. American Express recently updated the requirements for earning a welcome bonus by adding family language r…
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In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance the work of accountants. We explore the potential of …
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Spouse residency rules can sometimes feel very confusing. But today, Kate Horrell helps understand the rules and requirements regarding which state servicemembers and their spouses can use for tax filing purposes. We cover things like: What is the SCRA? What is the Military Spouse Residency Relief Act? What have the recent laws changed regarding mi…
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Wie kent hem niet! Dit keer in de Workcast spreken Herman en Wisse met misschien wel een van de meest energieke ondernemers van Nederland: Eduard Schaepman. Flex-office ondernemer, tribe leader, community builder, marketing man, radiopresentator en familieman. Tribes Inspring Workplaces is circa 9 jaar geleden ontstaan vanuit het idee om de saaie k…
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In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners …
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In this encore interview, Dean Hoke and Dr. Senthil Nathan interviewed Dr. Samantha Alvis, the Senior Advisor for Higher Education at the Center for Education in USAID/Washington. In this role, she provides technical support to field offices to design activities that engage higher education institutions or post-secondary student populations and wor…
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For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answered in a confidential coaching call. High-income, high net worth, or dual military couples, this episode was made for you! While not all of our audience will directly relate to today's topics, we hope th…
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In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges of reporting crypto transactions accurately. From de…
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New (and positive) I Fund changes coming to your TSP in 2024! The I Fund update during 2024 will include more emerging markets, increasing and diversifying your international exposure. This is a positive change. In this episode we explain the benefits of the change, what it means for you, and what action is required on your part to take advantage o…
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In this encore episode of Higher Ed Without Borders, Dean and Senthil speak with Dr. Matthew J. Wilson. Dr. Wilson oversees the Japan campus of Temple University and its 3,500 undergraduate, graduate, and non-degree students in Tokyo and Osaka. Wilson has served as President of the University of Akron and Missouri Western State University in additi…
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In de nieuwste Workcast episode spreken Herman en Wisse vanuit de nieuwe podcast studio van TNW Spaces met Asaël Akkerman. Een doorgewinterde Workplace strateeg. Van Facility Management naar stenen en nu SaaS in zijn rol als Head of Partnerships & Alliances bij Spacewell. Asaël heeft in het workplace domein behoefte aan een taxonomie. Waarom, wat e…
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