Best Jason_cpa Podcasts (2024)

1
How to Use Infinite Banking to Achieve Financial Freedom | a Client Success Story 35:23

2h ago35:23

35:23

This week hosts Anthony and Cameron sit down with Matt and Nicole Ridenauer to delve into their journey with Infinite Banking. From their initial discovery of the concept, to their deep dive into the strategy via podcasts and their real estate investing community, the Ridenauers share how Infinite Banking transformed their financial landscape. They…

1
Understanding Financial Wellbeing 27:41

8h ago27:41

27:41

Welcome to Episode 211 of The Numbers Game. In this episode, we get into financial wellbeing, exploring what it truly means beyond getting wealthy. We take you through the various stages of financial health - from turmoil to understanding and ultimately to flourishing. This episode is packed with valuable insights and practical tips to help you tak…

1
Immediate Cash Value in Infinite Banking: Exploring the Kickstart Approach 31:38

1h ago31:38

31:38

In this episode, Anthony and Cameron explore the concept of "kickstarting" an Infinite Banking policy by making a larger initial deposit during the policy's first year. This approach aims to overcome the slow start often associated with traditional policy designs, offering immediate access to cash value and uninterrupted compound growth. Key discus…

1
Pre-Approve or Lose! 23:55

1h ago23:55

23:55

Welcome to Episode 210 of The Numbers Game. In this episode, we look at the increased activity in the property market and how buyers should prepare themselves! Marty shares some exciting insights about the Melbourne market, highlighting a significant uptick in pre-approvals and property listings. We chat about getting organised, understanding your …

1
Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury 37:08

6d ago37:08

37:08

Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury. David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship. In terms of private practices, David asks Nolan about key financial priorities in running a profitab…

1
Financial Freedom through Mobile Home Parks: Brian Spear on Long-Term Wealth Building 32:23

23h ago32:23

32:23

This week, Brian Spear takes us on an educational journey through mobile home park and parking lot investments. As a seasoned investor and co-founder of Sunrise Capital, Brian dispels common myths about mobile home parks, highlighting their potential for stable, long-term returns. He explains his unique debt strategy focused on minimizing risks and…

1
The Art of Strategic Framework 32:42

3d ago32:42

32:42

Welcome to Episode 209 of The Numbers Game. In this episode, we get into business strategy and strategic frameworks. We explore the importance of personal and professional development, revisiting your strategy, and stepping outside your business to challenge and refresh your thinking. We discuss understanding your business's purpose and its impact …

1
Ep #78 - Real Estate: Converting Equity to Cashflow Though Toronto Multifamily Investing with Matthew Lee & Ming Lim (Volition Properties) 1:06:48

6d ago1:06:48

1:06:48

The idea for today's pod was born after a riveting conversation on a flight to Florida. I'm happy to host Matthew Lee & Ming Lim from Volition Properties to learn how they've built wealth through investing in multifamily properties in the Toronto core. Discussion Points: - Introductions - worth it, I promise (1:30) - Introduction to Volition (8:15)…

1
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm 37:39

7d ago37:39

37:39

Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the subject and what it means for your firm with accounting practice intermediary, Laurens Ball and California market leader, Morry Brown.…

1
Wall Street Exposed | Part 2 with Barry Dyke 27:38

9d ago27:38

27:38

Welcome to part two of our interview with acclaimed author Barry James Dyke, we delve deeper into the financial intricacies from Wall Street's hidden truths to the manipulation of stock valuations. Barry shares his profound insights on the failing retirement system in the US, the disparity in financial advice between insiders and the average invest…

1
Superannuation and the First Home Dilemma 29:59

10d ago29:59

29:59

Welcome to Episode 208 of The Numbers Game. In this episode, we dive into a controversial proposal: allowing first-time homebuyers to access their superannuation for a house deposit. We look at the political motivations, potential impacts on the housing market, and pros and cons of the proposed changes. We also explore current avenues for accessing…

1
Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP 35:26

25d ago35:26

35:26

In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons. In this unique episode, David and Andy refer to a number of slides based on da…

1
Corruption Behind the Stock Market and Retirement Plans | Part 1 with Barry Dyke 26:29

15d ago26:29

26:29

In part one of this enlightening episode of the Infinite Wealth podcast, hosts Anthony Faso and Cameron Christensen sit down with Barry James Dyke, an acclaimed author and financial expert. This is part one of their deep dive into Barry's latest insights on the pitfalls and manipulations prevalent in the financial markets. They discuss key themes f…

1
Crafting Your Business Edge 33:07

21d ago33:07

33:07

Welcome to Episode 207 of The Numbers Game! Today we get into the points of difference that set successful businesses apart from the competition. We cover key strategies such as understanding your customer, the importance of getting the basics right, the value of great team dynamics, and how to leverage unique offerings to thrive in challenging mar…

1
How to Independently Represent Yourself as an Artist 17:00

1M ago17:00

17:00

This week we sit down with Jason Borbay, a self-represented artist with a unique entrepreneurial approach to building his art career. From his journey as a track athlete and stand-up comedian to working at the Trump Organization, Jason shares his incredible path to becoming a full-time artist. Discover how he bypassed traditional galleries, built h…

1
Rethinking College Costs | Last Chapter of Becoming Your Own Banker 34:05

1M ago34:05

34:05

Anthony and Cameron speak of innovative strategies for optimizing financial health and securing a prosperous future. In this episode, the duo tackles the often-controversial topic of funding higher education and pivoting to investment strategies that offer greater flexibility and fewer constraints. Inspired by the timeless wisdom found in Nelson Na…

1
Adam Diamond - Change Your Business, Change Your Life 56:58

1M ago56:58

56:58

Welcome to Episode 206 of The Numbers Game. In this episode we are joined by Adam Diamond from Juno Advisory. With over 15 years of experience in the SME space, Adam brings a wealth of knowledge from his background in HR and business growth. He shares his own journey of building Juno Advisory over the past three years, offering practical insights o…

1
How to Build Strong Father-Daughter Relationships | Madeline Anderson Author of Girl Dad 15:49

1M ago15:49

15:49

In this episode of American Dreams, we dive into the powerful bond between fathers and daughters with Madeline Anderson, the founder of the Girl Dad Network and author of Girl Dad. Discover practical tips and inspiring stories on how busy dads can connect more deeply with their daughters. From communication strategies to balancing work and family l…

1
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 2) 27:54

28d ago27:54

27:54

Listen in or watch as host David Mandell continues his interview with orthopedic surgeon Dr. John “Jay” Foley, focusing on Jay’s career path after being disabled in a snowboarding accident and unable to perform surgery. Jay explains how his own-occupation disability policy made a significant impact on his post-injury financial health. He also relat…

1
Ep #77: Unpacking My Biggest Life & Money Lessons - My Wife, Sima Acharya, Interviews Me 56:22

27d ago56:22

56:22

Today is a little different on beyond MD. My incredible wife, Sima Acharya, interviews me to uncover money & life lessons I've learned over time. Plus, we talk about lessons we've learned as a couple. Discussion points: Sima's introduction (2:00) Starting an idea - how & why beyond MD came to be (6:15) Your spouse doesn't have to be a sounding boar…

1
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith 32:48

29d ago32:48

32:48

What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…

1
Infinite Banking: A Game-Changer in Jason Jasper's Financial Journey 44:01

29d ago44:01

44:01

In today's enlightening episode, we sit down with Jason Jasper Ausio, a dedicated credit union employee and savvy investor, who shares his compelling journey from land flipping to creating sustainable passive income with Infinite Banking and the "slow flip" real estate strategy. Discover Jason’s disciplined approach to financial education for his c…

1
Super Strategies - Investing with Self Managed Super Funds 36:00

1M ago36:00

36:00

Welcome to Episode 205 of The Numbers Game. In this episode, we explore self-managed super funds (SMSFs). We go through the statistical growth of SMSFs, the advantages of property investment within these funds, and important considerations such as legal structures, risk profiles, and financial planning. We also touch on the challenges and opportuni…

1
Building Generational Wealth: Lessons from Nelson Nash's Becoming Your Own Banker 27:41

1M ago27:41

27:41

This week we further disciss insights from Nelson Nash's Becoming Your Own Banker. Join us as we explore the strategies for creating passive income streams that exceed monthly expenses and discover how to build a family banking system that ensures financial stability for generations to come. Whether you're an investor, an aspiring investor, or some…

1
The Art of Multi-Generational Living with Gary Klaben Podcast 15:59

1M ago15:59

15:59

In this episode of American Dreams, Alan Olsen interviews Gary Klaben, author and financial advisor, about the concept of multi-generational living and his new book on the topic. Gary shares his personal journey and the insights that led him to establish a 67-acre estate where five families live together, embracing a lifestyle that fosters stronger…

1
From Volatility to Stability: Mastering Market Swings 34:28

2M ago34:28

34:28

Welcome to Episode 204 of The Numbers Game. This episode gets into the ever-fluctuating stock market and how to handle its volatility like a pro. Nick gives us insights into balancing defensive and growth assets and looks at common mistakes investors should avoid. We look at the importance of having a calculated, disciplined approach to investing, …

1
Pivoting after Disability, Medical-Legal Work and More with Dr. Jay Foley (Part 1) 26:08

1M ago26:08

26:08

Listen in or watch as host David Mandell interviews orthopedic surgeon Dr. John “Jay” Foley. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician, early career journey and more. Jay explains what got him interested in orthopedics at a young age, about how he spent a few years a…

1
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter 39:05

1M ago39:05

39:05

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…

1
Change Your Life, One Morning At A Time With Hal Elrod 27:50

1M ago27:50

27:50

In this episode we sit down with Hal Elrod, author of The Miracle Morning. Hal shares his extraordinary journey through life's challenges, including the tragic loss of his sister, a near-fatal car accident, and a battle with cancer. Discover the powerful mindset and daily rituals that helped him overcome adversity and inspire millions worldwide. Ha…

1
Creating a Multi-Million Dollar E-Commerce Business: Insights from Neil Twa 46:29

1M ago46:29

46:29

This week on the Infinitie Wealth Podcast hosts Cameron and Anthony dive deep into the world of automated income and e-commerce with special guest Neil Twa. The discussion spans from capital raising options to modern financing methods, the advent of AI in e-commerce, and practical strategies for building a sustainable and profitable online business…

1
What We'd Do Differently Starting a Business Today 34:07

2M ago34:07

34:07

Welcome to Episode 203 of The Numbers Game. If you were to start your business over, what would you do differently? In this episode, we look back over what we did in our early days of business ownership vs what we would do if we were to start over today. We chat through the balance of investing in infrastructure to set your business up for long-ter…

1
Ep#76: Optimizing Finances for our Kids' Education - RESPs & beyond - with Dr. Matt Poyner 1:05:07

2M ago1:05:07

1:05:07

Today I host my friend & colleague, Dr. Matt Poyner. Matt breaks down the Registered Education Savings Plan (RESP) & other ways to optimize finances when it comes to our kids' education. Matt is a long time blogger at dividendstrategy.ca, physician, & is now passionate about offering flat fee financial planning. Discussion Points: - Matt's journey …

1
351: Let's Talk Money: Real-World Financial Advice with Megan Gorman, Author of All the Presidents' Money: How the Men Who Governed America Governed Their Money 57:04

2M ago57:04

57:04

Megan Gorman, author of "All the President's Money," explores the financial habits of US presidents throughout history. Gorman, a financial advisor, tax attorney, and wealth manager, discusses the presidents' varying approaches to money management, from frugal to extravagant. She also explores the historical context of each president's financial de…

1
Detecting Cancer And Heart Attack Conditions Before Any Symptoms -Steve Marler 20:31

2M ago20:31

20:31

In this episode we sit down with Steve Marler, the visionary behind Advanced Longevity. They discuss the revolutionary approach to early detection and preventative healthcare that Steve has pioneered, inspired by personal tragedy. Learn how Advanced Longevity is changing lives with cutting-edge scanning technology, providing early detection of seri…

1
Should I Use Infinite Banking If I Can Get a Higher Rate of Return Elsewhere? 23:03

2M ago23:03

23:03

In this episode, Cameron and Anthony tackle a common objection to Infinite Banking, the rate of return. They break down Nelson Nash's explanation of this factor from his book, "Becoming Your Own Banker," explaining why the focus should be on controlling your financing and seizing opportunity that Infinite Banking allows rather than the rate of retu…

1
Landlords and Tenants in Crisis 21:27

2M ago21:27

21:27

Welcome to Episode 202 of The Numbers Game. In this episode, we get into the rental and investment property markets. We explore the challenges facing landlords and tenants alike, from dangerously low vacancy rates to soaring interest. We break down the numbers, comparing the financial landscape for property investors in 2021 to the current situatio…

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

2M 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

2M 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
Summer Rewind 2024 #5: Career Moves, Personal Finance & Entrepreneurship with Selene Parekh, MD, MBA 34:36

2M ago34:36

34:36

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …

1
How Derek Fontenot Turned Land Flipping into Financial Freedom 30:11

2M ago30:11

30:11

This episode of the Infinite Wealth Podcast features a detailed conversation with Derek Fontenot, who left the 9 to 5 grind to become a successful land flipper. Derek shares how his quest for personal hunting land evolved into a profitable business. Key discussion points include off-market acquisitions, subdividing properties, and leveraging bank l…

1
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe 26:02

2M ago26:02

26:02

Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…

1
Mastering Business Growth With Howard Shore 28:31

2M 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
Avoid These Tax-Time Pitfalls 33:59

2M ago33:59

33:59

Welcome to Episode 201 of The Numbers Game. Tax time can be stressful enough without the changing legislation and additional pieces to be on top of after a significant change in life etc. in this episode, we go through some common tax mistakes that are easy, but costly, to overlook. Learn about the complexities of home office claims, vehicle expens…

1
Mentoring The Next Gen With Jason Ma 25:42

2M 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

2M 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
The Retirement Trap: Why Government Sponsored Programs Could Be Dangerous for Your Wealth 25:00

3M ago25:00

25:00

In this episode of the Infinite Wealth Podcast, hosts Cameron and Anthony talk about the "Retirement Trap." The discussion is anchored on Nelson Nash's insights from his book "Becoming Your Own Banker." They dissect the inherent risks of government-sponsored retirement plans such as the 401K, the lack of control over deferred tax accounts, and the …

1
Celebrating 200 Episodes (Live Show) 58:04

3M ago58:04

58:04

Today we celebrate 200 episodes with a live show at the Inovayt HQ! We look back to 2021, when we first started, and reflect on how the world has changed. Get ready for some laughs, reflections, and bold forecasts! Cheers to the next hundred episodes! On this episode, we discuss: Reflecting on the Journey Shoutouts and Announcements Jase Wants to R…

1
Unveiling Entrepreneurial Success With Randi Brill 23:15

2M 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
Summer Rewind 2024 #4: Lessons from An Aesthetic Practice Sale with Dr. Steven Dayan and Dominic Mazzone 44:51

3M ago44:51

44:51

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …

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