Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
Manage episode 274769396 series 1356114
Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- How Brian evolved from a tax attorney into a CFP™
- Navigating unique financial needs for the LGBTQ community
- The impact of marriage on a couples’ finances
- Estate planning challenges for domestic partnerships
- The financial paperwork that should be in place for every couple
- How to navigate different mindsets around money
- Financial planning tools for future family members
- What it means to run a mission-driven business
- How to mitigate “shiny object syndrome”
- Where to begin if you want to create change in the world
- The best way to measure your passion around an issue
- How to leverage your unique expertise to make an impact
LINKS WE MENTIONED ON THE SHOW:
- Brian Thompson’s Forbes page
- George Kinder Process
- Klontz Money Script Inventory
GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
123 episodes
Share
Manage episode 274769396 series 1356114
Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- How Brian evolved from a tax attorney into a CFP™
- Navigating unique financial needs for the LGBTQ community
- The impact of marriage on a couples’ finances
- Estate planning challenges for domestic partnerships
- The financial paperwork that should be in place for every couple
- How to navigate different mindsets around money
- Financial planning tools for future family members
- What it means to run a mission-driven business
- How to mitigate “shiny object syndrome”
- Where to begin if you want to create change in the world
- The best way to measure your passion around an issue
- How to leverage your unique expertise to make an impact
LINKS WE MENTIONED ON THE SHOW:
- Brian Thompson’s Forbes page
- George Kinder Process
- Klontz Money Script Inventory
GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
123 episodes
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Similar to Work Your Wealth Podcast
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
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continue reading
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Go offline with the Player FM app!
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