Best The CPA for Lawyers Podcasts (2025)

1
507: How to Sell Your Business or Practice 30:22

14m ago30:22

30:22

The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity…

1
s8e3 - Dr. A, part 3 20:03

8h ago20:03

20:03

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…

1
s8e2 - Dr. A, part 2 16:46

2d ago16:46

16:46

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…

1
s8e1 - Real Buyer’s Story: Dr. A, part 1 15:54

5d ago15:54

15:54

In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…

1
506: Mortgages and Reverse Mortgages with Wade Pfau 31:04

2d ago31:04

31:04

, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 20% down, you control 1…

1
505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns 51:41

9d ago51:41

51:41

I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…

1
504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts 46:39

16d ago46:39

46:39

The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…

1
503: How to Fund Your Commercial Real Estate or Business Acquisition 39:45

23d ago39:45

39:45

Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and sud…

1
502: Should You Buy a Business? 31:07

1M ago31:07

31:07

Lately, I've been thinking about starting a new business. I know the market seems like it's crashing around us, and we're probably headed into a recession. But hey—I started my first business back in 2009, and it doesn’t get much worse than that, right? Well, maybe it can. And that's exactly why I've been considering buying a business instead of st…

1
Measure to Succeed: Tracking Your Network Wins 8:02

1M ago8:02

8:02

Welcome to Episode 9 of the Law and Quarter Podcast! In this episode, Measure to Succeed: Tracking Your Network Wins, host Jayden Doyé—your trusted CPA for law firm growth—delivers essential insights on how to track and analyze the success of your networking and marketing efforts. Learn how to maximize your return on investment (ROI) and refine you…

1
Time to Invest! 10:19

1M ago10:19

10:19

Now’s the time to move. Markets are down, fear is high—and that’s exactly when the smart money starts to deploy. If you’ve been sitting on the fence about the , this might be your moment. Learn how you can leverage market downturns with guardrails in place and amplify your upside while protecting the downside. Connect with Rod at…

1
501: Real Estate Postmortem - Lessons from the Crash and the Opportunity Ahead 35:55

1M ago35:55

35:55

Charlie Munger, the late sage of value investing and Warren Buffett’s right-hand man, once said there are only three ways a smart man can go broke: “liquor, ladies, and leverage.” Now, of the three, leverage is the sneakiest. It shows up dressed like opportunity, whispers promises of scale and speed, and before you know it—you’re in a capital call …

1
Tech Talk: Supercharge Your Networking 6:56

1M ago6:56

6:56

Welcome to Episode 8 of the Law and Quarter Podcast! In this episode, Tech Talk: Supercharge Your Networking, host Jayden Doyé—your trusted CPA for law firm growth—explores how technology can revolutionize your networking strategy and client management. Discover how to streamline your operations, boost efficiency, and enhance the client experience …

1
500: What Is the Big Deal about Private Equity? 27:44

1M ago27:44

27:44

When it comes to building wealth, the allure of exotic investment products can be hard to resist. From cryptocurrencies to rare collectibles, these options promise excitement, exclusivity, and the potential for big returns. But are they truly superior to buying the market or some rental real estate? Let’s take a look at a few popular exotic investm…

1
Grow Big: Scaling Your Network 4:54

2M ago4:54

4:54

Welcome back to The Law & Quarter Podcast! In this episode, host Jayden Doyé, your go-to CPA for law firm growth, shares powerful strategies to expand your networking efforts as your firm scales. 🔑 What you’ll learn: ✔️ Scaling Your Networking Efforts – Move beyond social events and start speaking on stages to attract high-value clients. ✔️ Leverag…

1
499: Scott Bessent’s 3-Part Playbook for America 25:26

2M ago25:26

25:26

As I reflect on the difference between Trump's first administration and his current one, I notice a marked shift. When Trump first took office, his message and objectives weren't clear to me. Beyond the promise of building a wall, I struggled to understand his vision. This time around, it's vastly different. His message is laser-focused, and I've b…

1
Mingle Master: Network Like a Pro 8:46

2M ago8:46

8:46

In this episode of Law and Quarter, host Jayden Doye, CPA, breaks down the art of in-person networking for law firm owners. Whether you're a networking pro or just getting started, this episode is packed with actionable strategies to help you make meaningful connections that can transform your firm. 🔹 How to prepare for networking events – From wha…

1
498: What Renewable Energy Looks Like without the Politics 41:44

2M ago41:44

41:44

Renewable energy is often discussed in political terms, but here's a straightforward look at the financial side. In the last decade, solar energy costs have fallen dramatically—by nearly 90% since 2010. In top markets, solar panel costs dropped from about 29 cents per kilowatt-hour to under 3 cents. By contrast, new coal and gas plants still cost b…

1
Event Magic – Host, Toast, and Boast 6:20

2M ago6:20

6:20

Welcome back to The Law & Quarter Podcast! In this episode, host Jayden Doyé, your go-to CPA for law firm growth, reveals how to use live events to elevate your brand, attract high-value clients, and solidify your reputation. 🔑 What you’ll learn: ✔️ Choosing the Right Event – Social or educational? Learn what works best for your law firm. ✔️ Promot…

1
497: Starting from Scratch as a New High Paid Professional 35:05

2M ago35:05

35:05

It's been some time since we did an Ask Buck show, and I realized last week that I have some unanswered questions in the inbox. The first question I read ended up being kind of a broad one, but it made me really think about how it all started for me. I started this podcast over a decade ago after realizing that there were not a lot of good resource…

1
Power Pals - Partnerships that Pay Off 7:03

2M ago7:03

7:03

Welcome back to The Law & Quarter Podcast! In this episode, host Jayden Doyé, your go-to CPA for law firm growth, explores the power of strategic partnerships and how they can elevate your practice. 🔑 What you’ll learn: ✔️ Identifying the Right Partners – Who serves your clients before and after you? Learn how to find referral partners who truly ad…

1
496: The Gold Bug Who Got Infected by Bitcoin 40:53

2M ago40:53

40:53

I really hope you listened to last week’s episode of Wealth Formula Podcast. If you did, it may have convinced you to get some exposure to Bitcoin in your portfolio. And if you did that last week, all I have to say is… WELCOME TO CRYPTO! As of this writing, Bitcoin is trading at approximately $84,000, a decline of over 20% from its recent high of n…

1
Social Savvy: Tweet. Post. Win 9:33

3M ago9:33

9:33

In this episode, Social Savvy: Tweet, Post, Win, host Jayden Doyé—your trusted CPA for law firm growth—dives into social media strategies to help lawyers stand out and grow their practice. Discover how social media can be a cost-effective tool to amplify your brand, boost SEO, and connect with potential clients. Jayden provides actionable insights …

1
495: What You MUST Know about Bitcoin in the Era of Wall Street and Government Adoption! 51:12

3M ago51:12

51:12

To my credit, I was relatively early in my recognition that Bitcoin was for real and that it wasn't going to zero. It was 2016, and, up to this point, I had the misfortune of hearing only one narrative about Bitcoin—that of Peter Schiff. Peter is a very smart guy and quite convincing if you listen to his podcast. At the time, I was an avid listener…

1
Brand You – Stand Out or Get Out 6:50

3M ago6:50

6:50

Brand You – Stand Out or Get Out In today's crowded digital world, personal branding is no longer optional—it's essential. In this episode of The Law and Quarter Podcast, host Jayden Doye, CPA, breaks down how law firm owners can craft a unique brand that attracts high-value clients and sets them apart from the noise. Tune in as we dive into: ✅ Def…

1
494: Wealth Formula Community Members Share Their Stories 58:06

3M ago58:06

58:06

Hey everyone, On this week’s Wealth Formula Podcast, I'm talking with members of our very own community who are using and as part of their personal financial plans. They're going to share their individual journeys – why they chose Wealth Accelerator/WFB, what challenges they faced along the way, and, most importantly, what kind of results they're s…

1
Networking 101: Cards, Connection, and Conquer. 5:28

3M ago5:28

5:28

Networking 101 – Cards, Connection, and Conquer 🎯 Welcome to the Law and Quarter Podcast! In our new episode, host Jayden Doyé, CPA for law firms, kicks things off with a deep dive into networking strategies that work for law firm owners. What You’ll Learn in This Episode: ✅ How to leverage networking to attract new clients and referral partners ✅ …

1
493: Tax Strategies for High Paid Professionals 35:32

3M ago35:32

35:32

People have a misconception of what the tax code is. While there are a few pages devoted to telling you when you must pay taxes, the majority of it is about the situations in which you can avoid them. That's why it's important to find a competent tax professional. And that's not as easy as you might expect. You see, most high-paid professionals get…

1
492: What You Need to Know Today about DeepSeek, Quantum Computers, and Blockchain 41:20

3M ago41:20

41:20

When I started this podcast a decade ago, I was completely focused on real estate. I had some pretty dogmatic views back then and didn’t really consider other investment options. That mindset worked for me. I’ve been a real estate investor since 2010, and while the market’s in a tough spot right now, we did enjoy over a decade of a bull market. Tha…

1
491: Tom Wheelwright - Tax Changes Coming for 2025! 40:16

4M ago40:16

40:16

For most people, taxes are nothing more than a necessary evil—a burden to be minimized and avoided at all costs. But that mindset might not be the most productive one to take. Consider that the tax code might not just be a drain on your resources but a roadmap to creating wealth. The truth is that the tax code is nothing more than a series of incen…

1
490: Investing Tips with David McKnight 40:11

4M ago40:11

40:11

Let’s talk about a fundamental difference in the way traditional investors think versus those of us who invest in alternative assets. The traditional investor sees the stock market, bonds, and mutual funds as the safe and stable way to grow wealth over time. And look, stability is not a bad thing. But here's the problem: how many people do you know…

1
489: The Humble Investor 31:49

4M ago31:49

31:49

As intelligent people, we often overcomplicate things? Whether it’s in business, health, or relationships, we’re constantly seeking advice, following trends, and trying to use complex strategies to optimize our results. As you may know, I am deeply entrenched in the longevity space. As a physician and science person, I am fascinated by this stuff. …

1
488: On to 2025 30:08

4M ago30:08

30:08

Wealth Formula Nation, First and foremost, let me start by wishing you a Happy New Year! It’s 2025, and as we shake off the confetti and champagne from the celebrations, we step into a year full of possibilities—and, let’s be honest, plenty of question marks. Every new year brings its own share of challenges and opportunities, but this one feels pa…

1
487: Robert Kiyosaki on the State of the Economy 36:10

5M ago36:10

36:10

Like everyone else, as the new year approaches, I become a bit reflective. I'm not really the kind of guy to have heroes nor do I fawn over celebrities. In fact, there is only one person in the world who I credit with fundamentally changing the course of my adult life: Robert Kiyosaki. I've had the privilege of meeting Robert multiple times over th…

1
486: Why Energy Might Be the Smartest Way to Invest in AI 31:32

5M ago31:32

31:32

Artificial intelligence isn’t just a passing trend—it’s a revolutionary force reshaping industries, driving innovation, and changing the way we live. But as investors, we face a critical challenge: how do we capitalize on this seismic shift without falling into the trap of picking winners and losers in an unpredictable landscape? History has shown …

1
485: Bitcoin's Journey is Not Over 51:44

5M ago51:44

51:44

Bitcoin has been making headlines again as it surged past the $100,000 mark. If you’ve been following this podcast, you’ll know I’ve been talking about Bitcoin since late 2016. Back then, its price hovered around $3,000 to $4,000, and that’s when I truly started to believe in its potential. But what is Bitcoin, anyway? At its core, it’s a type of d…

1
484: Why More Americans Are Choosing to Move Abroad 31:59

5M ago31:59

31:59

The idea of packing up and moving to another country might sound radical at first. But for many Americans, it’s becoming a logical next step. Whether it’s to stretch the power of the strong U.S. dollar, embrace a different lifestyle, or take advantage of financial perks like tax savings, the appeal of living abroad is growing. Let’s start with the …

1
483: Finance and Market News 12/04/24 37:38

6M ago37:38

37:38

Buck and Zulfe discuss the unpredictable behavior of gold and Bitcoin, the importance of asset allocation, the psychological factors influencing investor behavior, the current market trends, and the Federal Reserve's expectations regarding interest rates. They also explore various investment options, including high-yield bonds and municipal bonds, …

1
Giveaway: $2500 Full-Body MRI 2:35

6M ago2:35

2:35

Hey Wealth Formula Nation, I’ve got something really exciting for you today—a chance to win a full-body MRI worth $2,500! This giveaway comes from my new podcast, Longevity Junky (that’s junky with a Y). It’s a fun, insightful show I co-host with actress Nikki Leigh, where we dive into cutting-edge advancements in health and longevity. This week’s …

1
482: Tax Changes in the Trump Administration! 50:01

6M ago50:01

50:01

I hope you had a great Thanksgiving! I am thankful for you and your support. I’ve been doing this podcast for over a decade, and I can’t tell you how much it means to me that you’ve supported my efforts through both good times and bad. That’s the nature of a show that has been around this long. In the world of investing, we have cycles. If you stic…

1
🎁 The Gift of Longevity – Black Friday & Cyber Monday Special! 2:07

6M ago2:07

2:07

This Black Friday and Cyber Monday, I want to share something truly meaningful—the opportunity to invest in your health or the health of someone you love. The Longevity Roadmap Course has already transformed lives, uncovering critical health issues and empowering participants to reverse conditions like borderline diabetes and optimize their health.…

1
481: Finance and Market News 11/27/24 42:14

6M ago42:14

42:14

Buck Joffrey and Zulfi Ali tackle critical issues shaping the U.S. economic landscape, from the mounting government debt and entitlement challenges to the looming risks of a debt crisis. They examine the current state of U.S. debt, its global context, and the future of treasury auctions, emphasizing the unsustainable debt-to-GDP trajectory and the …

1
480: Trump, DOGE, and the Economy 32:05

6M ago32:05

32:05

I have to admit, I can’t wait to see what Elon Musk and Vivek Ramaswamy do with their proposed Department of Government Efficiency (DOGE). Beyond potentially creating a big pump for Elon’s beloved crypto favorite, Doge Coin, the idea has generated significant discussion about its potential impact on the federal government. As co-leaders of this ini…

1
479: Wake Up Real Estate Investors! And…a Few Hacks for Credit Card Miles 27:31

6M ago27:31

27:31

It's easy to see when a market is frothy—when prices seem unstoppable and everyone is piling in. But recognizing the bottom of a market? That's harder. But it's important to recognize because it's at the bottom, not the top, where the greatest opportunities for profit lie. Right now, we're at one of those moments, and the need to act is critical if…

1
Extreme Tax Saving Strategy for Business Owners! 1:13:10

6M ago1:13:10

1:13:10

Imagine you own a thriving business or a successful practice, and every year, you’re writing large checks to insurance companies. You're likely insuring against risks specific to your business—legal claims, property damage, cyber threats—but you’re paying premiums, crossing your fingers, and seeing little return. What if there was a way to keep tho…

1
478: Finance News of the Week 11/13/24 34:35

6M ago34:35

34:35

Buck and Zulfi dive into the implications of the recent election results, with a focus on the Trump presidency's potential impact on financial markets, regulatory shifts, and economic policies. They analyze the 'Trump trade,' anticipated changes in regulations and tax policies, and the ripple effects on real estate, tariffs, and the broader economi…

1
477: What Pollsters Got Wrong, AI, and the Economy with Jim Rickards 44:56

6M ago44:56

44:56

Kamala Harris’s big loss on Tuesday night caught almost everyone off guard. Despite widespread expectations that she’d be at least slightly ahead going into the election, the reality turned out starkly different: she got crushed. In those critical battleground states—Pennsylvania, Wisconsin, Michigan, Arizona, Nevada—where many assumed she had an e…

1
It's Not What You Say, But How You Say It 20:10

6M ago20:10

20:10

Communication coach Donald Weber dives into the power of effective communication in leadership and personal interactions. He highlights the impact of nonverbal cues, voice dynamics, and gestures on delivering messages with clarity and influence. The conversation explores practical techniques for sharpening communication skills, engaging audiences, …

1
476: Finance News of the Week 11/06/24 27:16

6M ago27:16

27:16

Buck and Zulfi discuss the current political climate on election day, the implications for the economy, and investment strategies. They explore the performance of gold and real estate as investment options, the impact of AI on market trends, and the significance of economic indicators such as inflation and unemployment rates. The discussion also to…

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