Best Tom Wheelwright Cpa Podcasts (2024)

1
Career Switching 40:47

1h ago40:47

40:47

Join Tom Wheelwright as he discusses the evolution of a business and when to recognize it is time to exit with entrepreneur and investor, Greg Jaggers. Greg Jaggers is co-owner of J&H Livestock located in the Shadows of the Wind River Range, which served as an essential corridor for the Lander Trail which is a spur to the Oregon Trail. His ranch li…

1
State of Multi-Family Real Estate 48:30

3h ago48:30

48:30

Join Tom Wheelwright as he discusses where to put your money in the current real estate market with expert and multi-family real estate investor, Brad Sumrok. Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad’s students bega…

1
From Side Hustles to CPA Empire with Greg O'Brien 31:17

12h ago31:17

31:17

We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind …

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

2h 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
Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar 28:14

10d ago28:14

28:14

Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…

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

3d 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
A Discussion with Tax Experts on Loper Bright Enterprises v Raimondo 35:24

8d ago35:24

35:24

Join Tom Wheelwright as he discusses how much control the government has yielded over the average business owner with guest, tax expert, and attorney, Joe Bishop-Henchman. Joe Bishop-Henchman is vice president of tax policy and litigation at the National Taxpayers Union Foundation and an adjunct scholar at the Cato Institute. He has worked with ele…

1
Power Pricing Your Services 43:36

8d ago43:36

43:36

Join Tom Wheelwright as he discovers what clients and customers truly value and why they are willing to pay more for it with guest and author, Adam Wallace. Adam has spent years unlocking pricing power for products and services. After more than a decade as a corporate fixer, joining Fortune 100 leadership teams to capture additional value on multib…

1
The WealthAbility Revolution with Tom Wheelwright 24:19

9d ago24:19

24:19

Tom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps …

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

10d 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
Highlights from Taxposium and Bridging the Gap Conferences 19:31

16d ago19:31

19:31

Dive into a comprehensive recap of our recent experiences at the Bridging the Gap and the Taxposium conferences. We share our networking adventures, from insightful conversations with industry leaders to the innovative software recommendations that are reshaping our practice. As the accounting landscape continues to evolve, we discuss the rising tr…

1
The Retirement Trap: Why Government Sponsored Programs Could Be Dangerous for Your Wealth 25:00

22d 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
Differentiation vs. Commodity 39:45

22d ago39:45

39:45

Join Tom Wheelwright as he discusses how entrepreneurs can succeed in a world full of commodities by using the power of differentiation through discovering their strengths, value, and everything that makes them unique with guest, entrepreneur, CEO, and author of "The Power of Differentiation," - Barry Labov. Barry LaBov is the founder and CEO of LA…

1
Transforming Client Experiences the TaxDome Way with Ilya Radzinksky 29:45

27d ago29:45

29:45

Today we're joined by Ilya Radzinksky, the innovative mind behind TaxDome. Ilya shares his journey and the inspiration behind TaxDome, revealing how this groundbreaking tool is revolutionizing the client experience in the accounting world. We discuss how we have integrated TaxDome into our own practices and how it's transformed the way we interact …

1
Mastering Real Estate with Scott Jelinek: The Art of the Slow Flip 43:11

25d ago43:11

43:11

In this episode of the Infinite Wealth Podcast , Scott Jelinek joins hosts Anthony and Cameron to uncover his slow flip strategy—a transformative approach to real estate investing. Scott discusses his journey, the failures, and successes that led him to refine this model. He lays out the pros and cons of different real estate strategies, emphasizes…

1
Creating a Smarter CPA Practice with Chase Birky 32:48

1M ago32:48

32:48

In this episode we sit down with the remarkable Chase Birky to dive into his inspiring career journey. Chase shares his story from the early days of his career to the pivotal moment when he decided to establish Dark Horse CPAs, a firm that stands out with its unique and innovative business model. We explore how Dark Horse CPAs differentiates itself…

1
From Desire to Reality: Implementing Infinite Banking Successfully 30:01

1M ago30:01

30:01

This week Anthony and Cameron discuss creating passive income by implementing the Infinite Banking Concept, inspired by Nelson Nash's principles. They cover the difference between mere wanting and deeply desiring financial freedom, the critical role of a mentor or coach, the importance of community support, and the necessity of taking action. Throu…

1
Build Your Supply Chain Strategy 38:45

1M ago38:45

38:45

Join Tom Wheelwright as he discovers how small business owners can gain resilience, forecast the future of the supply chain, and build a disruption-proof strategy with his guest, American economics journalist and author, Peter S. Goodman. Peter S. Goodman is the global economic correspondent for The New York Times, based in New York. He appears reg…

1
How to Navigate International Tax with Mariya Luqmani 24:51

1M ago24:51

24:51

In this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise. Mariya provides invaluable advice on staying compliant with international tax regulations, whic…

1
Secrets to Tax-Free Wealth with Tom Wheelwright the Rich Dad's CPA 50:17

1M ago50:17

50:17

In this engaging episode of the Infinite Wealth Podcast, hosts Cameron and Anthony sit down with Tom Wheelwright, a celebrated tax advisor and author of “Tax-Free Wealth.” Tom delves into his unexpected journey with Rich Dad advisor Robert Kiyosaki, his abundance approach to tax planning, and the proactive strategies entrepreneurs can use to grow a…

1
A Positive Spin on AI 36:14

2M ago36:14

36:14

Join Tom Wheelwright as he discovers a deeper understanding of AI in business with his guest, software expert, and author - David Moschella. David Moschella is a nonresident senior fellow at ITIF. Previously, he was a research fellow at Leading Edge Forum (LEF), where he explored the global business impact of digital technologies, with a particular…

1
From Conferences to Connections 19:22

1M ago19:22

19:22

In this episode we dive deep into our experiences at the AICPA and Tax & Legal conferences. These events are the gold standard for professionals in our field, and we can't wait to share the invaluable insights and networking opportunities we discovered. From the high-caliber sessions to the impressive lineup of industry experts, these conferences o…

1
Boost Retirement Wealth: Financing Assets Yourself with Infinite Banking 35:23

2M ago35:23

35:23

This week hosts Cameron and Anthony talk about various strategies you can use to achieve maximum benefits with your Infinite Banking Policies. They discuss topics such as utilizing whole life insurance policies for investments, the advantages of backdating policies, and the importance of adding policies early and often. Drawing inspiration from Nel…

1
The Most Insidious Tax 40:12

2M ago40:12

40:12

Join Tom Wheelwright as he discovers the momentum behind inflation with guest, economist, and author of "Shock Values: Prices and Inflation in American Democracy" - Carola Binder. Carola Binder is a nonresident fellow at the Hutchins Center on Fiscal and Monetary Policy and an associate professor of economics at Haverford College, where she teaches…

1
Buying, Merging, Selling, Growing Your Practice, Or All of the Above? with Marcus Dillon 34:24

2M ago34:24

34:24

Today we're joined by Marcus Dillon, a pioneering figure whose journey from modest beginnings to industry leader is both remarkable and instructive. Marcus shares his early steps in the accounting world and reflects on key milestones that shaped his career, including major acquisitions and strategic pivots that propelled his firm forward. Marcus pr…

1
Deduct Your Down Payment on a Rental Property : Cost Segregation with Yonah Weiss 34:00

2M ago34:00

34:00

This week, Cameron and Anthony interview Yonah Weiss, also known as the "Cost Segregation King," to explore the nuances of cost segregation in real estate investing. Yonah discusses his journey from teaching to mastering real estate and explains cost segregation as an advanced depreciation strategy. The hosts and Yonah delve into the practical bene…

1
Better Clients 34:42

2M ago34:42

34:42

Join Tom Wheelwright as he discovers precisely how to attract your dream client by focusing your attention, your sales method, and your services on their dream with guest, speaker, consultant, and author of "A Mind for Sales" - Mark Hunter. Mark's journey in sales include multiple sales and leadership roles with three Fortune 500 companies. Those e…

1
The Tax Titans Revolution with Alan Blakeborough 23:44

2M ago23:44

23:44

In this episode, we're thrilled to introduce Alan Blakeborough, the innovative mind behind Tax Titans. Alan takes us through his fascinating journey before founding Tax Titans. He shares the pivotal moments and experiences that led him to revolutionize the tax industry. Learn about the birth of Tax Titans and how this groundbreaking company came to…

1
The Shortest & Most Confusing Chapter of Infinite Banking, Becoming Your Own Banker 31:27

2M ago31:27

31:27

Premiums should equal Income?!?!?!?! This week, Cameron and Anthony take a comprehensive look at expanding banking system, focusing on the parallels between banks, insurance companies, and mutual funds. They discuss the concept of owning life insurance policies on others, like family members or business partners, emphasizing the importance of insur…

1
Inflation Deception 31:53

2M ago31:53

31:53

Join Tom Wheelwright as he discovers whether business or the government is the root cause of inflation with guest and author of "The War on Prices" - Ryan Bourne. Ryan A. Bourne occupies the R. Evan Scharf Chair for the Public Understanding of Economics at the Cato Institute and is a columnist for The Times (UK). He has written on a variety of econ…

1
Tax Resolution Solutions with Farah Saleh 31:24

2M ago31:24

31:24

Join us on this episode as we sit down with Farah Saleh, a leading expert in tax resolution. She offers her insights into the emotional impact of tax resolution, the hurdles clients face with IRS enforcement, and the challenges of middle-class audits. She reveals invaluable strategies for navigating these barriers and emphasizes the importance of d…

1
Building Wealth One Rental at a Time with Michael Zuber 35:42

2M ago35:42

35:42

In this engaging episode, hosts Cameron and Anthony welcome Michael Zuber, a successful real estate investor and the author of "One Rental at a Time." Michael shares his journey from a demanding corporate job to achieving financial freedom through rental property investments. The discussion covers a variety of topics, including the current real est…

1
Wealthability Mandelberg 180 41:57

3M ago41:57

41:57

Join Tom Wheelwright as he discovers how to keep your successful business from failing with author, speaker, and entrepreneur, Larry Mandelberg. Mr. Mandelberg is a student of organizational lifecycles and has developed a system to help business owners master change and create sustainable growth. His new book, Businesses Don't Fail, They Commit Sui…

1
The Tax Cuts and Jobs Act is Coming to an End, Are You Ready? 20:43

3M ago20:43

20:43

The expiration of the Tax Cuts and Jobs Act has far-reaching implications. As we explore estate planning, we discuss how the expiration impacts tax liabilities. It's crucial to communicate these changes with your clients to ensure they're prepared and informed! We also cover the significant shifts in the business landscape, particularly the possibl…

1
Why You Should Use Infinite Banking to Buy a Car (or any Asset) | Pg 41-45 of Becoming Your Own Banker 39:21

2M ago39:21

39:21

This week, Anthony and Cameron break down the five ways to buy a car including two savings methods—CD and IBC—examining their progress over seven years and the eventual long-term benefits by year 51. Anthony & Cameron explore how each strategy affects financial outcomes, particularly when it comes to car financing. They continue their review of Nel…

1
2024 Real Estate Market 34:00

3M ago34:00

34:00

Join Tom Wheelwright as he discovers what is happening in the real estate market with his guest and residential real estate expert, Jason Hartman. Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial …

1
Innovative Accounting Strategies with Alex Little 30:52

3M ago30:52

30:52

Today we have Alex Little, the founder of Little CFO Services, joining us. Alex takes us through his fascinating journey into the world of accounting, sharing how his passion and dedication led him to start his own firm. He opens up about the various challenges he faced along the way and how he overcame them to build a successful business. Alex spe…

1
A Business Owner's Guide to Trusts, Taxes and Infinite Banking with Attorney Anthony Brister 47:13

3M ago47:13

47:13

In this informative episode, Cameron and Anthony are joined by Anthony Brister, a highly-regarded business and tax attorney, to shed light on various wealth management strategies. The discussion delves into estate planning intricacies, offering guidance on wills, trusts, and asset protection. Key topics include the advantages and processes of estab…

1
Innovation via Spinout Culture 37:43

3M ago37:43

37:43

Join Tom Wheelwright as he discovers how we can create a culture that invites and encourages innovation within our small business with his guest, André Laplume. Dr. André Laplume, co-author of SPINOUT VENTURES, is a full professor of entrepreneurship and strategy at the Ted Rogers School of Management, part of Toronto Metropolitan University. Laplu…

1
The Fun CPA, with Yuri Kapilovich 32:03

3M ago32:03

32:03

Yuri Kapilovich is here today! Yuri's impressive presence on LinkedIn has made him a notable figure in the industry. During our conversation, Yuri delves into the challenges many of us face and offers invaluable advice for navigating these hurdles. We explore the stark differences between working at big firms versus small firms. We provide insights…

1
Infinite Banking, Social Security Woes, Nelson's take on IUL's and Life Insurance is Like a Potato 36:03

3M ago36:03

36:03

This week Cameron and Anthony dissect the universal life insurance policy, touching upon its advantages and pitfalls, and emphasize the importance of thorough financial planning, especially in the context of the uncertain future of Social Security. Referencing Nelson Nash's "Becoming Your Own Banker," they shed light on the Infinite Banking Concept…

1
Tax Changes & The 2024 Election 38:46

3M ago38:46

38:46

Join Tom Wheelwright as he discovers how tax policy influences your life, how it harms – and sometimes helps – the economy, and what changes are in store in this year’s election with his guest, Scott Hodge. Scott Hodge is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades, between 2000 a…

1
Career Advice from a Partner at Aprio: Jason Drucker's Story 32:37

3M ago32:37

32:37

Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explor…

1
Mindset Shifts for Mastering Wealth | Becoming Your Own Banker 2.0 26:16

3M ago26:16

26:16

In this week's episode of the Infinite Wealth Podcast, Hosts Cameron Christiansen and Anthony Faso continue the in-depth analysis of Nelson Nash's book, Becoming Your Own Banker by expanding on the critical human factors that can influence the success of your infinite banking journey. This week we dissect the Golden Rule, the Arrival Syndrome, and …

1
An Entreprenuer's Guide to AI 35:11

4M ago35:11

35:11

Join Tom Wheelwright as he discovers how entrepreneurs can incorporate and leverage human skills in the age of AI with his guest, Matt Beane. Matt is an assistant professor in the Technology Management department at the University of California, Santa Barbara, and a Digital Fellow with Stanford’s Digital Economy Lab and MIT’s Initiative on the Digi…

1
Harnessing Your Niche Superpower for Accounting Success 20:39

4M ago20:39

20:39

Join us as we explore the essential steps for taking your firm from a fledgling startup to a thriving business. We kick things off by discussing the importance of focusing on your niche and superpower to help you stand out in a crowded market. We'll guide you through the delicate balance of meeting client needs while driving firm growth, ensuring y…

1
Killers of Your Success- Procrastination and Tax | Mastering The Human Problems of Infinite Banking 23:05

3M ago23:05

23:05

Join hosts Cameron Christensen and Anthony Faso in this engaging episode of the Infinite Wealth podcast as they continue their discussion of Nelson Nash’s revolutionary book, "Becoming Your Own Banker," covering pages 28 to 35. This episode focuses on the mindset required to become your own banker. Anthony and Cameron emphasize crucial human laws t…

1
Client Attraction & Ambassador Retention 33:30

4M ago33:30

33:30

Join Tom Wheelwright as he discovers how business owners can acquire the best clients, be the best for their clients, and keep them for life with researcher, consultant, serial entrepreneur, and author, Richard Weylman. For nearly three decades he has shown business owners and professionals around the world the path to proven business growth and su…

1
The Entrepreneurial Accountant with The Okay Rapper, Scott Scarano 37:41

4M ago37:41

37:41

We are thrilled to feature Scott Scarano, a trailblazing accountant who has taken the industry by storm with his unique blend of creativity and professionalism. Scott, also known as Scotty, shares his journey from a traditional accountant to a rapping CEO, providing insights into how he embraced technology and innovation to drive growth. His story …

1
Creating a Tailwind to Your Passive Income | Becoming Your Own Banker 2.0 44:44

4M ago44:44

44:44

Welcome to part 2 of Back to the Basics, hosts Cameron and Anthony continue their discussion of infinite banking as outlined in Nelson Nash's book, "Becoming Your Own Banker." This week they explore the concept of creating a financial tailwind to generate passive income surpassing monthly expenses. Through discussions on tax-free dividends from lif…

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Tom Wheelwright Cpa Podcasts

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