Best Tom Wheelwright, CPA Podcasts (2024)

1
The Great Wealth Transfer 27:43

10h ago27:43

27:43

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa. Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Af…

1
Ep479: Legal Ways to Save Big on Your Taxes with Tom Wheelwright, CPA 45:56

8d ago45:56

45:56

Join us as Tom Wheelwright delves into effective ways for entrepreneurs and investors to reduce their taxes drastically. This episode is packed with valuable advice for anyone looking to make strategic tax decisions, optimize their investments, and ensure a financially secure future. So, tune in! KEY TAKEAWAYS Tax-cutting strategies for investors a…

1
Ep481 Shaping Your Child's Financial Future Through Asset Ownership with Chris Bystriansky 49:56

8h ago49:56

49:56

Are the golden handcuffs of your nine-to-five weighing you down? Imagine breaking free and constructing a life of freedom, wealth, and a lasting legacy. This week on the Conscious Investor Podcast, join me, Julie Holly, as I sit down with Chris Bystriansky, whose journey from corporate servitude to real estate tycoon will inspire you to make your o…

1
Ep480 Imposter Syndrome: Where it Comes From & What to Do About it 23:06

3d ago23:06

23:06

Julie Holly discusses three key attitudes for achieving success: Commitment vs. Interest: Be willing to commit to the long haul, even when things get difficult. Don't confuse initial excitement for true commitment. Adaptability: Be flexible and willing to adjust your approach as circumstances change. The ability to learn and adapt is crucial for su…

1
Taxes on the Ballot 55:25

6d ago55:25

55:25

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Inter…

1
EP478: The #1 Element Preventing Your Greater Success 18:02

10d ago18:02

18:02

Discover how the constant consumption of content and the pursuit of new systems can distract us from achieving our full potential. Learn to harness and refine the systems you already use, rather than constantly seeking new ones, to cultivate growth, mastery, and, ultimately, your greatest success. KEY TAKEAWAYS How content consumption affects our p…

1
Real Estate & Tax Strategies 37:36

13d ago37:36

37:36

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok. Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment compl…

1
Ep477: Investment Diversification via Stocks and Bonds with Matt Borowski, CPWA®, CIMA® 39:08

15d ago39:08

39:08

Explore investment diversification through stocks and bonds with private wealth advisor Matt Borowski, CPWA®, CIMA®. Learn about the crucial role of financial advisors in guiding diversification decisions and practical tips for diversifying your investment portfolio. Matt will also share investment strategies in the private sector, so hop in! KEY T…

1
Ep476: Overcoming the Number ONE Limitation You Face 19:01

18d ago19:01

19:01

As humans, we're bound by a common yet profound limitation that shapes each of our lives. In this episode, we’ll delve into its intricacies and uncover the profound influence of the stories we hear and the narratives we craft for ourselves. Press play to embark on a journey toward personal liberation and reclaiming the authorship of our own stories…

1
Offshoring & Outsourcing 33:48

21d ago33:48

33:48

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra. Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valu…

1
Ep475: Holistic Health Beyond Conventional Medicine with Asa Santiago 35:40

22d ago35:40

35:40

Explore how to heal and thrive with modern medicine in this episode with Asa Santiago. Stay tuned as he reveals the root causes of anxiety, the role parasites play in our health, and more practical tips to transform your lifestyle so you can embrace a happier, healthier you. KEY TAKEAWAYS Holistic approaches to promote health and wellness Why it’s …

1
Ep474: Creating Momentum (3 Key Takeaways from the Conscious Investor Growth Summit) 28:34

25d ago28:34

28:34

In this episode, Julie shares her powerful insights on how to fast-track your success and achieve your dreams more efficiently. Drawing from her experiences and the success of the Conscious Investor Growth Summit, she outlines three pivotal takeaways that will transform the way you approach personal and professional growth. Hop in! KEY TAKEAWAYS Ul…

1
Making Bad Decisions Worse 36:58

27d ago36:58

36:58

Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo. Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor i…

1
Ep473: Confront Healthcare Burnout Through Courage and Writing with Todd R. Otten, M.D. 45:22

29d ago45:22

45:22

Step into an inspiring episode with Todd R. Otten, M.D., as he shares his wisdom and experiences dealing with burnout as a healthcare professional. Be filled with the courage to speak up about healthcare issues, initiating meaningful change in the world. Press the play button and become a catalyst for positive transformation! KEY TAKEAWAYS The tran…

1
Ep472: 3 Confidence Killers and What to Do Instead 23:27

1M ago23:27

23:27

Are you struggling with self-doubt that keeps you from achieving your goals? If so, tune in as we uncover the three hidden culprits sabotaging your confidence and offer actionable strategies to conquer them. Don’t miss this episode that your future self will thank you for. KEY TAKEAWAYS How commonly used expressions sabotage your self-assurance Why…

1
Selling Your Small Business 32:44

1M ago32:44

32:44

Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton. Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advi…

1
Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts 43:04

1M ago43:04

43:04

Join us in today’s episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more! KEY TAKEAWAYS Key concepts in u…

1
Ep470: Shifting From Outcome to Opportunity 23:29

1M ago23:29

23:29

Attract exciting opportunities as we explore the power of co-creation and welcoming unexpected chances. Stay tuned to learn how to break free from rigid expectations and shift your mindset from chasing results to embracing the thrill of what unfolds! KEY TAKEAWAYS Why you should detach yourself from outcomes The value of co-creating with God How li…

1
The Power of 1:1 Meetings 29:06

1M ago29:06

29:06

Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg. Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Cha…

1
Ep469: Dismantle the Unconscious Block Holding You Back with Mark England 49:02

1M ago49:02

49:02

Join Mark England as he explores the crucial connection between breath and mindset. Learn how your thoughts shape your breathing, impacting your interactions and experiences. Dive deep into the victim mentality and discover powerful strategies to dismantle it, unlocking your full potential and creating a life beyond feeling stuck. KEY TAKEAWAYS The…

1
Ep468: Happy Birthday Conscious Investor Podcast! 34:30

2M ago34:30

34:30

Toast to another incredible year! Join us for a special episode where we relive our favorite moments from the past four years and honor the influential guests who shaped conscious investors like you. Tune in now for a glimpse into our plans and celebrate with us! KEY TAKEAWAYS Humble beginnings of The Conscious Investor podcast The importance of se…

1
Ep270: The Cornerstones of Long-Term Success in Multifamily Investing with Ken Gee 37:34

2M ago37:34

37:34

Explore innovative investment strategies in this episode, diving into blind pool funds and building long-term relationships with Ken Gee. Learn how to navigate the real estate landscape and empower yourself with the knowledge to make informed decisions. Tune in to unlock success in multifamily investing! Topics on Today’s Episode Pros and cons of h…

1
Create Your Metaverse Workplace 36:33

2M ago36:33

36:33

Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing. Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments sin…

1
Ep467: Unplug to Reconnect to What Matters Most with Pace Morby 47:22

2M ago47:22

47:22

Are you overwhelmed by the constant demands of work, family, and personal life? In this conversation, Pace Morby highlights the power of creating a harmonious blend of your roles, leading to a more fulfilling and balanced life. Be confident in navigating family responsibilities, work goals, and self-care as we dive in! KEY TAKEAWAYS What is transfe…

1
Ep466: Design a Life True to You Without Losing Yourself with Rocky Garza 32:38

2M ago32:38

32:38

Do you want to live a life that truly reflects who you are? If so, explore this episode featuring Rocky Garza as he highlights the power of aligning your values with your desires, guiding you to create a life filled with purpose, fulfillment, and a sense of true belonging. KEY TAKEAWAYS A simple way to deal with imposter syndrome The significance o…

1
Ep465: Mineral Balancing: The Science-Backed Approach to Vibrant Health with Diane Yoder 45:38

2M ago45:38

45:38

Do you feel trapped in a constant cycle of exhaustion? If so, Diane Yoder joins us to shed light on mineral balancing and how this practice can help you restore vitality in your life. Stay tuned to improve your overall fitness and health! KEY TAKEAWAYS Mineral balancing: What it is, how it’s done, and its benefits on the human body Impact of heavy …

1
CPA Labor Crisis & Talent Recruitment 42:14

2M ago42:14

42:14

Join Tom Wheelwright in this episode as he explores the CPA labor shortage with Professor Paul Madsen of University of Florida. Madsen is a Professor at the Fisher School of Accounting. His primary research interests include accounting regulation and standard-setting, the labor economics of accounting occupations, and 19th and 20th century accounti…

1
Ep269: Streamlining Your Rental Collection Process to Maximize Profits 19:51

2M ago19:51

19:51

Are you grappling with the challenges of rent collection in your rental properties? If so, dive into this episode as we shed light on the significance of implementing a robust system and processes to streamline cash flow and ensure the smooth operation of your rentals. Stay tuned and learn how to manage your properties with ease! Topics on Today’s …

1
Ep464: What To Do When You Can’t Sleep 17:45

2M ago17:45

17:45

Toss out the sheep counting! Dive into the transformative power of sleep, unlocking secrets to peak productivity, clarity, and inner peace. Discover how prioritizing rest can unlock newfound confidence and resilience, enabling you to navigate life's challenges with grace. Tune in and reclaim your nights for a transformative journey! KEY TAKEAWAYS T…

1
"Tax and Return" Scheme 31:07

2M ago31:07

31:07

Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay. Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersectio…

1
Ep463: Self-Directed IRAs for Savvy Investors with Mat Sorensen 47:31

2M ago47:31

47:31

Explore the dos and don'ts of self-directed IRA with Mat Sorensen. From beginner tips to advanced strategies, this episode has everything you need to avoid typical pitfalls and shape your retirement plan for prosperity. Tune in for all the details! KEY TAKEAWAYS 2 common mistakes of using a self-directed IRA Reason to self-direct your investment re…

1
EP268: Making Marriage and Business Work Hand-in-Hand - Gannon Coffman 33:46

2M ago33:46

33:46

In this episode, we unravel the complexities of relationships in pursuit of entrepreneurial success with Gannon Coffman, diving into the essence of love, trust, and empowerment to thrive on your journey. Stay tuned to uncover practical wisdom to navigate relationships and entrepreneurship confidently! Topics on Today’s Episode Keys to thrive in mar…

1
Ep462: 3 Keys to Starting Anything 29:34

2M ago29:34

29:34

Discover the three transformative keys to beginning any endeavor in this episode. Delve into the power of clarity, collaboration, and strategic thinking to propel yourself toward success. Kickstart your journey to ward successful goal-setting by tuning in! KEY TAKEAWAYS The power of clarity in achieving your goals Actionable steps for finding clari…

1
Protect Your Clients from Cyber Threats 35:42

2M ago35:42

35:42

Join Tom Wheelwright in this episode as he discusses "Security in the Cyber Age" with authors Derek Reveron and John E. Savage, both professors and experts in cybersecurity. Derek Reveron is a Chair and Professor of National Security Affairs at the U.S. Naval War College in Newport, R.I., who specializes in strategy development, non-state security …

1
Ep461: Making Self-Acceptance Your Superpower with Ashley Beeman 33:53

2M ago33:53

33:53

In this episode, Ashley Beeman dives into practical strategies and habits that can profoundly enhance self-acceptance and propel you toward your goals. Discover actionable tips to liberate yourself from self-doubt, nurture unwavering confidence, and carve out a life with purpose, passion, and potential. KEY TAKEAWAYS Neuro-linguistic programming: W…

1
EP267: The Good, the Bad, and the Ugly of Real Estate Closing 28:52

2M ago28:52

28:52

In this episode, we dive into the highs and lows of closing deals, from the good moments to the challenging aspects. Delve into the intricacies of property takeovers, learn from mistakes, and understand the crucial role of insurance in this comprehensive guide to successful transactions. Topics on Today’s Episode Rookie mistakes when getting into a…

1
Ep460: Conscious Investors Unite! 27:16

2M ago27:16

27:16

Get the scoop on the Conscious Investor Growth Summit with Julie Holly in this podcast. Uncover details about the venue, get acquainted with the speaker lineup, and grasp the discussions that leave a lasting impact. Tune in to discover what awaits you at this must-attend summit. KEY TAKEAWAYS Things to look forward to at the Conscious Investor Grow…

1
Principles of Effective Communication 35:25

3M ago35:25

35:25

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Governme…

1
Ep459: Proactive Investing Strategies to Build Your Financial Fortress with Anthony Walker 38:23

3M ago38:23

38:23

In this episode, Anthony Walker shares a comprehensive guide to real estate success, uncovering the risks inherent in the market and identifying strategic opportunities that can lead to financial freedom. Empower yourself with the insights needed to make informed decisions and build lasting wealth in your investment journey. KEY TAKEAWAYS Actionabl…

1
EP266: Win Property Bids Without Breaking the Bank 28:07

3M ago28:07

28:07

Explore the highs and lows of property investing in this kickoff episode, where we take an in-depth look at a real estate auction. Stay tuned as we share firsthand experiences and priceless insights to prepare, secure funding, and place winning bids in the competitive real estate arena. Topics on Today’s Episode How to manage real estate financing …

1
Ep458: Pre-Qualified For Life & Living 12:47

3M ago12:47

12:47

Discover the art of living authentically in this episode, where we dissect the keys to becoming the architect of your own destiny. Immerse yourself as we unravel the importance of congruence with your pre-qualified, hard-wired DNA. Tune in for actionable steps to harmonize your existence with your true self. KEY TAKEAWAYS The importance of recogniz…

1
Amplified Intelligence in Taxes 35:39

3M ago35:39

35:39

Join Tom Wheelwright in this episode as he speaks on gaining amplified intelligence using AI in the financial sector with Kate Bravery, Senior Partner and Mercer's Global Advisory Solutions & Insights Leader, author, and podcast host of the New Shape of Work. Kate is the author of Mercer’s annual Global Talent Trends study and speaks regularly on t…

1
Ep457: Living, Learning, and Leading by Example in Fatherhood with Larry Hagner 47:28

3M ago47:28

47:28

Take a transformative leap with Larry Hagner as we unravel effective strategies for personal growth and resilience in the face of life's trials. Whether you're a dad tackling obstacles or striving to deepen connections, this episode is your roadmap to empowerment. Tune in to fuel your life as a father, a man, and a partner! KEY TAKEAWAYS Struggles …

1
EP265: Time-Tested Strategies for Leasing Managers - Emily Gage 39:19

3M ago39:19

39:19

Explore tried-and-true tactics derived from Emily Gage’s extensive experience as a leasing manager. Uncover the subtle yet crucial attributes of a successful property manager as Emily shares invaluable insights to navigate your leasing journey. Elevate your approach with these insightful lessons for optimal results! Topics on Today’s Episode Emily’…

1
Ep456: Facing Your Goliath 14:28

3M ago14:28

14:28

Join us in this transformative episode as we navigate the vast sea of information with discernment, embracing our authentic selves in pursuit of personal and financial freedom. Explore the profound relevance of the David and Goliath analogy, finding resonance in its wisdom throughout your unique life journey. KEY TAKEAWAYS Why it's essential to ide…

1
Communicate Successfully 28:13

3M ago28:13

28:13

How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection. Learn more about your ad choices. Vis…

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Ep455: Savvy Investing in Real Estate Funds with Kathy Fettke 40:14

3M ago40:14

40:14

Investing in real estate funds requires navigating a complex landscape. In this episode, we take a practical approach to navigating this environment with Kathy Fettke. Explore effective investment strategies, learn how to make informed decisions aligned with your goals, and gain the confidence to build a thriving real estate portfolio. KEY TAKEAWAY…

1
EP264: Pace Yourself for Long-Term Success in Real Estate - Matt Fore 31:37

3M ago31:37

31:37

Think beyond houses and discover untapped potential in mobile home parks and car washes in this episode featuring Matt Fore. Stay tuned as he shares practical steps leading to stable, long-term income, and learn how to expand your investment portfolio to achieve remarkable outcomes. Topics on Today’s Episode The power of consistency in achieving yo…

1
Ep454: 3 Comparison Traps 18:50

3M ago18:50

18:50

From social media feeds to workplace dynamics, we habitually gauge our progress against others. So, in this episode, we'll explore three common comparison traps and discuss the significance of raising our awareness to navigate these challenges successfully. KEY TAKEAWAYS The power of self-seeking knowledge on your personal growth Implications of fa…

1
Disciplines of Strategic Thinking 40:59

3M ago40:59

40:59

Are you having difficulties growing your tax business amidst a busy schedule and an everchanging tax law? Is it possible to propel your practice to a whole new level of growth and success in lieu of a struggling economy? In this episode, Michael D. Watkins joins Tom in an eye-opening discussion of how strategic thinking and its disciplines can expa…

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Tom Wheelwright, CPA Podcasts

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