Best CPA Financial Planning Specialist Podcasts (2024)

1
Ethos, AI, and Internet Governance with Fadi Chehadé 27:31

3h ago27:31

27:31

This week on American Dreams, we sit down with Fadi Chehadé as he shares his journey from starting as a church custodian in LA to becoming a global leader in internet governance and digital transformation. Fadi's story is not just about seizing opportunities in the fast-paced world of technology; it’s about the power of ethical leadership and the i…

1
The Future Of ESG And Impact Investing With Michael Meehan 26:36

3h ago26:36

26:36

In this episode of American Dreams, Alan Olsen interviews Michael Meehan, a seasoned expert in climate finance and ESG. Michael shares his journey from Silicon Valley to leading global initiatives in sustainability, including his time as CEO of the Global Reporting Initiative. They discuss the evolution of impact investing, the challenges and succe…

1
Mastering Business Growth With Howard Shore 28:31

7h ago28:31

28:31

In this episode of American Dreams, Alan Olsen speaks with Howard Shore, author, business coach, and CEO of Activate Group Inc. Howard shares his journey from overcoming personal challenges like dyslexia and ADHD to becoming a successful entrepreneur and business strategist. He discusses the importance of finding your unique ability, the pitfalls o…

1
SMSF NS121 – The question of ‘how much super do I need to retire’ 19:43

5d ago19:43

19:43

In this latest episode, The question of ‘how much super do I need to retire’. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Mentoring The Next Gen With Jason Ma 25:42

3h ago25:42

25:42

In this insightful episode of American Dreams, Alan Olsen sits down with Jason Ma, a tech veteran and accomplished mentor with over 40 years of experience in Silicon Valley. Jason shares his journey from engineering at Berkeley to becoming a trusted advisor for ultra-high-net-worth families and young leaders. He discusses his unique approach to men…

1
Rising Above Leprosy Becky Douglas On Helping Leprosy Colonies In India 30:52

40m ago30:52

30:52

In this episode of American Dreams, Alan Olsen interviews Becky Douglas, the founder of Rising Star Outreach. Becky shares her remarkable journey from personal tragedy to creating an organization that has transformed the lives of thousands affected by leprosy in India. From the heartbreaking start to the empowering solutions, this conversation delv…

1
Unveiling Entrepreneurial Success With Randi Brill 23:15

3d ago23:15

23:15

In this episode of American Dreams, Alan Olsen interviews Randi Brill, a creative entrepreneur and branding expert. Randi shares her journey from childhood artist to successful business owner, discussing the importance of embracing one’s uniqueness, the concept of "design packaging," and the power of storytelling in entrepreneurship. She also revea…

1
Venture Capital & Today's Startups With Andrew Romans 32:30

17h ago32:30

32:30

In this episode of American Dreams, host Alan Olsen interviews Andrew Romans, a seasoned venture capitalist with a rich history in Silicon Valley. Andrew shares his journey from being a startup founder in the '90s to managing a successful venture capital fund today. The discussion delves into the evolution of private markets, the challenges of mode…

1
Building Prosperity And Self-Reliance With Steve Alder 26:13

6h ago26:13

26:13

In this episode of American Dreams, host Alan Olsen sits down with Steve Alder, President of Ensign Global College in Ghana, to discuss his unique journey from academia to global health and prosperity. Steve shares insights into his work in West Africa, the importance of self-reliance, and how innovative approaches in education and public health ar…

1
SMSF NS120 – The new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025 15:40

25d ago15:40

15:40

In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS119: A year end checklist for SMSF trustees 16:35

2M ago16:35

16:35

In this latest episode, we discuss the year-end checklist for SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS118: The 2024 federal budget and the coming new Division 296 tax 14:45

4M ago14:45

14:45

In this latest episode, we discuss the 2024 federal budget and the coming new Division 296 tax Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS117: Year end SMSF planning strategies 17:40

4M ago17:40

17:40

In this latest episode, we discuss Year end SMSF planning strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
PD12: Project Delivery (Risk Management) 22:29

5M ago22:29

22:29

In our latest Property Development Podcast we are joined by Shane Galea from Jinton to discuss about project delivery (Risk Management). Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes 19:14

5M ago19:14

19:14

In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
PD11: Stamp Duty and Settlement Issues 18:10

6M ago18:10

18:10

In our latest Property Development Podcast we are joined by Mandi Morison from AB Morison Conveyancing to discuss some of the potential double stamp duty issues, as well as settlement issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist…

1
SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap 16:56

6M ago16:56

16:56

In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up 15:10

9M ago15:10

15:10

In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits 21:05

10M ago21:05

21:05

In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS112: The big myths of super 20:54

11M ago20:54

20:54

In this episode, we discussed the big myths of super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS111: The items to look at for a quick review of your SMSF 17:31

1y ago17:31

17:31

In this episode, we discussed the items to look at for a quick review of your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS110: The super changes that commenced on 1st July 2023 18:35

1y ago18:35

18:35

In this episode, we discussed the super changes that commenced on 1st July 2023. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
The Tech Entrepreneur – Cory Warfield 17:58

1y ago17:58

17:58

In this interview, Cory Warfield, a tech entrepreneur, discusses his journey and insights on various topics. He started his career in the restaurant industry, working as a waiter and bartender, but eventually got burnt out and decided to start a technology company. Despite having no prior knowledge in the tech field, he recognized the potential for…

1
Australian Sports and Best Practices: Insights from Ian Robilliard 11:04

1y ago11:04

11:04

Ian Robilliard, former professional Rugby player shares the changes he has witnessed in Australian sports over the years, including increased compliance due to government involvement and a greater focus on gender neutrality and women's involvement in sports. He mentions the rise of secondary sports such as surfing, BMX, and skateboarding in Austral…

1
Journey of a Tech Entrepreneur - Jack Liang 21:40

1y ago21:40

21:40

Journey of a Tech Entrepreneur - Jack Liang by Alan OlsenBy Alan Olsen

1
Revolutionizing Athlete Development, Shona Eichorn CEO of NIAS 19:14

1y ago19:14

19:14

Shona Eichorn, CEO of the Northern Inland Academy of Sport in New South Wales, Australia talks about her experience working in sports and education, and how she sees the differences between the sports systems in Australia and the United States. She explains that in Australia, there is a strong focus on grassroots development, and the system is base…

1
The DNA That Drives our Behaviors on Money - Hugh Massie 19:13

1y ago19:13

19:13

Hugh Massie, founder and chairman of DNA Behavior International, shares how his passion to help people with their stress and relationship to money led him to create a system that uncovers people's hardwired behaviors and helps bring alignment to their lives. He shares the importance of having a deep passion and purpose when embarking on a big journ…

1
Peptide Therapy: Treat the Root Cause, Not Symptoms – Regan Archibald 20:28

1y ago20:28

20:28

Regan Archibald shares his journey to becoming a naturopathic physician and acupuncturist. Regan explains that he was inspired to go into medicine because his uncle was a doctor, and he wanted to help people on a different level than herding cattle on her family's farm. He was misdiagnosed with Hashimoto's disease by five different doctors, but was…

1
The Man That Teaches How To Find Infinite Financial Freedom - Eric Francom 15:55

1y ago15:55

15:55

Eric Francom shares his unique career transition from being a dentist to an investor and wealth mentor. He talks about how he helps dentists and other professionals achieve the freedom he has been blessed to have by investing in private equity and venture capital companies, which are considered alternative investments. Francom explains that alterna…

1
The Man That Helps People Live their Financial Dreams with Comedy - Charlie Epstein 19:34

1y ago19:34

19:34

Charlie Epstein is an entertainer, entrepreneur, financial planner, wealth manager, and retirement specialist. He was born in a rich environment with an opera singer mother, an entrepreneur father, and artists in the family. Epstein grew up with a passion for entertaining and performing but ended up in the financial world, where he was very success…

1
The Man That Bulks Up Owner Managers For Exits - Pete Worrell 28:42

1y ago28:42

28:42

Pete Worrell is a consultant who has worked exclusively with entrepreneur owner managers. He started his career as an MBA graduate, and he was offered a job by a firm by the name of Bigelow LLC, which specialized in providing consulting services exclusively to entrepreneurs. Pete accepted the job and was given a unique compensation package. He was …

1
SMSF NS109: Year End SMSF Planning 16:10

1+ y ago16:10

16:10

In this episode, we discussed year end SMSF planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
SMSF NS108: The 2023 Federal Budget 15:31

1+ y ago15:31

15:31

In this episode, we discussed the 2023 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
The Upcoming Impact of AI on Manufacturing - Keith Gargiulo 23:44

1+ y ago23:44

23:44

The Upcoming Impact of AI on Manufacturing - Keith Gargiulo by Alan OlsenBy Alan Olsen

1
Leaving a Medical Career to Thrive as an Entrepreneur 19:23

1+ y ago19:23

19:23

Frédéric BrunnerAs CEO & Founder of Genioo, Frédéric helps global corporations, and their senior executives to innovate, transform and grow more rapidly. Frédéric and his teams work together to augment the way that their clients think, plan and execute on big ideas; creating better futures for companies, as well as their employees and shareholders.…

1
How Valex Solutions Scales Brands with AI 15:56

1+ y ago15:56

15:56

V Ray began her engineering career in micro-fluidics research, moving on to design and build robots, software solutions, go-to-market strategies, and data-driven marketing campaigns.In each domain, her unifying skill is an ability to solve complex problems and recognize patterns which yield improvements in system performance. Following her years br…

1
Empowering Leaders of Family Businesses - Lee Brower 33:48

1+ y ago33:48

33:48

Empowering Leaders of Family Businesses - Lee Brower by Alan OlsenBy Alan Olsen

1
Running a Bank as a Social Entrepreneur 13:05

1+ y ago13:05

13:05

David Reiling is an accomplished social entrepreneur and innovator in the field of community development finance and financial inclusion. He has been the Chief Executive Officer of Sunrise Banks since 1995, and since then, he has successfully transformed Sunrise Banks into a leading player in the industry, becoming the first Minnesota-based bank to…

1
Bringing Together The Top Minds in Age Reversal Technology 25:14

1+ y ago25:14

25:14

Richard Rossi is a revolutionary figure in the field of age reversal, with his company daVinci50 leading the way in exploring new treatments to combat aging. His research into stem cells and gene therapy has opened up exciting possibilities for reversing the effects of aging, while his work on epigenetic age and biological age have provided invalua…

1
Good Financial Planning Let’s You Live Your Lifestyle 9:52

1+ y ago9:52

9:52

Michael Cave started Cave Financial over 20 years ago with the vision of providing families and businesses with assistance in creating, protecting, and preserving their wealth. After completing his education in accounting at Ball Corp, Michael gained experience working for various companies, such as Boeing Co. and Harley Davidson. While working in …

1
Dr. Lee Hood on P4 Medicine 26:40

1+ y ago26:40

26:40

Dr. Lee M. Hood is best known for his development of technologies which have enabled the advancement of predictive, preventative medicine. Dr Hood’s journey began at a young age, when he was an assistant professor of molecular immunology at California Institute of Technology in 1973. After being appointed Chief Strategy Officer for the Institute fo…

1
How Nutritionist Can Prepare Personalized Meals For You Every Day 16:00

1+ y ago16:00

16:00

As Ken Neuman wanted to share his God given talents with others, he started a business called, “Youtopia”. It started off as a simple question, “Is there a way to increase the nutritional value for those who have some type of health disorder?” Like a chain reaction that gave way to creating a company that maximizes your nutrition and helps alleviat…

1
The Business Owner's Dilemma - Ali Nasser 12:20

1+ y ago12:20

12:20

Ali Nasser is a serial entrepreneur who has been helping business owners for nearly twenty years. He understands the legacy dilemma and financial freedom that many business owners face when it comes to their life experience, which is why he has developed a powerful and proprietary framework that can help them make the best decisions related to thei…

1
How to Get Your Home To Pay For Itself 17:51

1+ y ago17:51

17:51

How can young people can once again afford a home in in high cost of living areas? In his new book, "The Self Funding House", Derek Lobo shows how young individuals can rebuild their dream of home ownership in expensive housing markets."You can become a homeowner by being a landlord," says shares Derek in his book. "When I was a young immigrant to …

1
Customer Centered Leadership 18:47

1+ y ago18:47

18:47

Customer Centered Leadership by Alan OlsenBy Alan Olsen

1
The Family Office Club with Richard Wilson 6:44

1+ y ago6:44

6:44

Ironically, most people that have a family office are not familiar with the term. So what's A Family Office? Essentially it's an individual with financial means that makes private investments. While the mass public is focused on buying and trading public stocks, there is a much higher potential for earnings if you have the opportunity to invest in …

1
How To Preserve Your Lifestyle During Retirement 8:10

1+ y ago8:10

8:10

This week we are joined by Kathleen Adams of Second 50 Financial. We discuss how she arrived at the point she is at in her career as well as one of the pressing concerns her clients have- How to Not Run Out of Money During Retirement. Disclosure:The information contained herein is for general educational and informational purposes only. It is not i…

1
Why Money Doesn't Buy Happiness 8:55

1+ y ago8:55

8:55

If you had a $1 billion would you be happy? Contrary to popular belief money does not bring happiness. True happiness come from what we do with our time and money.By Alan Olsen

1
He's Saving The World By Creating Water From Dirt 7:08

1+ y ago7:08

7:08

Tony Raynor is the s the Founder, President and CEO of The Sustainable Green Team. His company focuses on yard waste recycling and has recently partnered with VRM Biologik Group to help restore soil hydration in arid climate4s around the world. Their product known as HumiSoil® uses a special microbe to accelerate the natural decomposition of organi…

1
Why You May Want Your Daughter To Take Over The Family Business 17:39

1+ y ago17:39

17:39

When Pamela Kan took over leadership of the company in 1999, she transitioned Bishop-Wisecarver from a family business to a professionalized organization. Her vision for the company was to provide custom solutions and innovative products that would help clients reduce cost and increase efficiency.Kan has led the company through numerous changes in …

Podcasts Worth a Listen

CPA Financial Planning Specialist Podcasts

Podcasts Worth a Listen

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