159. How To Rig The Game and Make Money on Your Terms

What's Working Now

Dan founded Nth Degree CPAs in Seattle in 2008 with the objective of building a successful practice by helping small business owners cultivate good accounting and tax practices to achieve their financial goals.
A Northwest native, Dan grew up in Renton and attended Seattle University where he graduated Summa Cum Laude with emphases in both Accounting and E-Commerce Information Systems.
Upon graduation, Dan was selected out of a pool of nominees from the nation’s top 50 accounting programs for an exclusive fellowship with the Governmental Accounting Standards Board (GASB). As a member of the GASB team, he was responsible for managing all technical inquiries and assisted what has become Statement No. 53, “Accounting and Financial Reporting for Derivative Instruments.” (For those who don’t speak CPA, accountants consider setting a national standard to be a big deal).
Since then, Dan has worked in finance and accounting roles at Clark Nuber, UPS, WaMu, as well as Deloitte and Touche’s Audit and Enterprise Risk Services practices where he was primarily responsible for auditing both the financial statements and IT internal controls around the Treasury cycle at Microsoft.
Outside of work, Dan is actively involved the Seattle University community including previously serving as the President of the Alumni Board of Governors. He bikes and runs frequently and has completed three Half-Ironman triathlon races (one to see if he could do it, and two to raise money for the Leukemia and Lymphoma Society). Dan is an avid fan of both the Seahawks and Seattle University Basketball (he’d be an avid fan of the Sonics too if they were still in town…).
Dan enjoys spending time with his wife and two daughters.
Key Takeaways
-The importance of unlearning traditional business and financial methods taught in business schools
- Chieving financial certainty involves defining specific, actionable goals and allocating resources effectively
- Five different financial wealth types—hustler, gambler, optimizer, saver, and outsourcer. Understanding which type you belong to can help tailor financial strategies and optimize personal and business finances.
- The speaker introduces the concept of "four wealth killers" from their book, which include common misconceptions like believing that more money is the solution to every problem.
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About Katie Richardson:
Katie, once a girl who just liked to have fun, transformed into a globally recognized designer and entrepreneur. With expertise in woodworking, welding, drawing, and sewing, she crafted her own path. Despite initial doubts and imposter syndrome, Katie defied expectations by establishing Puj, a business that now boasts its products in 2,000 US stores and 26 countries, delighting over 1 million customers worldwide. Her greatest aspiration is to inspire women across the globe. Renowned shows like the Ellen Degeneres Show, Rachael Ray Show, Today Show, and Entrepreneur Magazine have featured her, while influential figures like Martha Stewart, Matt Damon, Camilla Alves, Mario Lopez, Robert Downey Jr., Kourtney Kardashian, Bill & Giuliana Rancic, and Pam Beesley have embraced her products. Today, Katie is a coach, mother of four, wife, author, and powerful speaker.
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