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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Account Management Secrets is the podcast designed specifically for the unsung heroes of the business world—Account Managers. Every week, we share insights, strategies, and tools that will help you excel in your role and drive success within your organization. As someone responsible for over 70% of your company’s revenue, the stakes are high, but the resources and training available to you are often limited. This podcast is here to change that. Hosted by Alex Raymond, a leader in the field w ...
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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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#CareerConvos™️ with Nikki is a top-rated podcast hosted by Nikki Winston, CPA. Centered on lived-in career advice, the show speaks to accountants, CPA candidates, and finance professionals navigating the realities of Corporate America. With a focus on career development for Black professionals, each episode dives into workplace dynamics, personal branding, leadership, job search strategy, and includes a dedicated CPA exam prep series.
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Welcome to the Investing For Doctors podcast. Here we talk about personal finances, investing, wealth creation, accounting, and personal development that will aid you in your life journey as a doctor. Please note that the information provided in this podcast is for educational and entertainment purposes only. The content should not be considered as financial advice and your personal situations have not been taken into account. Before making any financial decisions, we strongly recommend cons ...
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From Go to CFO

[axr] Recruitment & Search

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A Podcast for aspiring finance leaders looking to take that next step in their careers. Hosted by the [axr] Recruitment & Search 3 amigos: Greg O’Shea, Kunal Gupta and Nick Constain, this podcast will give you a unique insight into what it takes to become a successful CFO. Tune in as we speak to inspiring and successful CFOs from the [axr] network as they share their career journeys, how they got to be a CFO and what they learn along the way. It’s the closest thing you’re going to get to del ...
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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Discover how to use your Internal Journey to Create your External Success. Belinda Pruyne, Leadership Advisor & Coach, delves into the minds of top-level executives and business owners to unravel their fears, limiting beliefs, struggles and how they overcome them. She believes that we are all part of a global community and that the world needs each of us to be the leader we are here to be. When we as leaders show up fully – unashamedly ourselves and celebrate our differences, we are paving t ...
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The Dr. CK Bray Show is a 20-minute science and research-based podcast that aims to provide the information you need to create a better life and career. Dr. Bray shares the latest research findings in the areas of business, personal excellence and achievement, resilience and thriving, career, learning, leadership, change, and health. He also provides a one-stop resource for actionable advice and tools to cover every aspect of your life. Be prepared to be simultaneously educated and entertained.
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What’s Next? With Lacey is your backstage pass into the careers you think you’re curious about but don’t actually understand.Ever catch yourself Googling “what does a Account Manager do?” or “how do I even get into that industry?” Same. That’s why this podcast exists.Every two weeks, Lacey sits down with young professionals across all kinds of industries — from health tech to entertainment to whatever job you’ve seen on LinkedIn and thought: wait, is that real? It’s like an informational int ...
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C-Sweet Talks

Dianne Gubin and Beth Hilbing

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C-Sweet™ Talks takes you inside the most interesting businesses and industries today and explores strategies for career success. Hosts Beth and Dianne have navigated C-Suites and board rooms throughout their careers, and are now giving insider advice for executive and entrepreneurial women to make a difference in theirs. C-Sweet™ is an international professional association for women focusing on access to all levels of career opportunities for YOU and others, the creation of diverse networks ...
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ADHD Money Talk

David DeWitt, CFP®

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When your brain and your bank account are constantly fighting, it's time for a new approach. ADHD Money Talk is the podcast that finally addresses what traditional financial advice misses: how ADHD fundamentally changes your relationship with money. From impulse spending and financial avoidance to the shame spiral that keeps you stuck, we tackle the real challenges that come with managing money when your brain works differently.
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Accounting Twins Podcast

Becky Steiger & Norma Steiger

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To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
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MSP Insider

MSP Insider

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MSP Insider is your backstage pass to everything Managed Service Providers really care about. Forget the fluff—this is where we tackle the real challenges, share unfiltered advice, and dive into the stories that make the MSP world tick. From scaling your team to navigating the chaos of ticket management, we cut through the noise with insights that actually matter. Featuring industry leaders, battle-tested pros, and the occasional war story, every episode is packed with the strategies and too ...
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The Bean Counter

Andrew Argue

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The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
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Welcome to the REB Podcast Network! Our hosts are regularly joined by some of the biggest names in Australia’s real estate and property circles, covering off all the latest news, trends, insights and education. With REB widely regarded as the leading real estate content brand in Australia, we provide unparalleled access to the industry’s rising stars and the most revered professionals, the newest tech, as well as cutting-edge developments in the business world.
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In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
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Leading Lady Podcast | Coaching and Accountability for Ambitious Women Entrepreneurs

AliceAnne Loftus | Certified Professional Coach (CPC) specializing in Leade

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Transform your approach to leadership, business, and life with coach AliceAnne Loftus. Each episode delivers actionable strategies for high-achieving women leaders and entrepreneurs who are ready to create lasting success without sacrificing their authentic selves. In each value-packed episode, AliceAnne shares powerful insights on building a values-driven business that aligns with your true purpose. You'll discover how to beat imposter syndrome, develop authentic leadership qualities that i ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Your Financial Pharmacist

Tim Ulbrich and Tim Baker

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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Unlock the corporate secrets of success with "Career Success Secrets." Twice monthly, Mike and occasional executive or recruiter guests reveal strategies and techniques to increase compensation, land promotions, and do work that you love including at Fortune 1000 and Best Companies to work for like Google, Microsoft, and Amazon. Tailored for ambitious Gen Z and Millenials, we deliver actionable advice to help you thrive from entry-level to the C-suite. Mike's blend of education and compassio ...
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The long-running program "What Catholics Believe" is now in podcast format! Listen to the priests of the Traditional Roman Catholic Society and Congregation of St. Pius V teach and discuss the disasters of Vatican Council II, the errors of the Novus Ordo, and the traditional teachings of the Catholic faith. Fortify your Catholic faith with the truth. You can also find these episodes on our YouTube Channel. Check out our account on SoundCloud, where we have our episodes grouped into playlists ...
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Welcome to the leadership podcast that cuts the corporate crap and delivers real leadership strategies for entrepreneurs, business leaders who act like one, and high-performers who are f$cking done with mediocrity. If you're ready to get actionable leadership tools that boost team performance, drive growth, and lead with clarity (PLUS confidence!), this podcast is for you (and your team! Pass on the advice!). Hosted by Wingspan Performance® Founder & CEO, Cathy Maday, and VP of Operations an ...
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The Mom Room

Renee Reina & Podcast Nation

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Welcome to The Mom Room, the ultimate podcast that makes motherhood a lot more fun and a lot less chaotic! Join Renee Reina, the brilliant mind behind the buzzworthy Instagram account @themomroom, as she dives into everything moms crave: juicy interviews, the latest pop culture gossip, parenting advice and news, game-changing products, and so much more. The Mom Room is a digital space where moms can gather and be honest about the highs and lows of motherhood. Whether you're looking to stay o ...
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Welcome to Blue Grit Radio: the podcast for police officers, first responders, and service-minded leaders who want to elevate their performance in career and life. Hosted by Eric Tung, a veteran police leader, trainer, and mentor, this show explores topics, lessons, and resources, for listeners with to achieve professional excellence and personal resilience. Each episode features raw conversations, actionable insights, and interviews with leaders in law enforcement, wellness experts, veteran ...
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Arkansas Talent

Chris Chunn & Stephanie Shine

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The Arkansas Talent podcast showcases influential business professionals in Arkansas across a variety of industries including; Accounting, Finance, and Human Resources where they share their journey, knowledge, and thought leadership. With our Co-Hosts Chris Chunn & Stephanie Shine, and featured guests, you'll find information related to hiring trends, market updates, job search & career advice, and how to hire, train, and retain top talent in the state of Arkansas. This podcast was created ...
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Women's Money Wisdom

Melissa Joy, CFP®

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You’re working hard, caring for everyone else, and managing a thousand details a day—but when was the last time you focused on your finances? As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list—yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind. Women’s Money Wisdom is here to ...
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Things Leaders Do is the go-to podcast for leaders who want real, actionable strategies—not just theory. Whether you're a new leader stepping into management or a seasoned executive refining your skills, host Colby Morris delivers practical tools and processes you can start using today to lead with confidence, clarity, and impact. Each episode breaks down key leadership topics with humor, insight, and real-world application, covering: ✅ How to communicate effectively and build trust in your ...
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If you want to scale your career, do it on your terms while seeing your bank account grow, you landed in the right place! Join engineering leader and top career coach, Andrea Martin, as she shares what it takes to ensure your career moves are strategic and in line with your values and purpose. Andrea is a first-generation Peruvian American, a mother of two, a wife, a people leader, and a career coach. She holds a Bachelor in Chemical Engineering, a Master in Business and is a certified John ...
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Informative interviews with some of the top public company accounting and leadership experts. Join us as we take you on a journey with our spotlighted expert. In each interview, we discuss the top trends, threats and opportunities in public company accounting. We also talk about innovative strategies, greatest challenges and achievements, and career advice.
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Want to achieve financial independence without missing out on the fun? FI Minded is for anyone who wants to achieve financial freedom, live life on their own terms, and, most importantly, enjoy the journey along the way! Whether you’re just starting to think about financial independence or already deep into the process, FI Minded gives you the tools and inspiration to make FI a reality - without giving up the things you love. Each episode, we’ll cover topics like: *Financial Independence Str ...
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Dear Accountant

Cecilia Leung CPA

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“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Ce ...
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If you’ve felt that restlessness—that feeling like there’s more than the midlife crisis or navigating a never-ending To do List - something beyond the status quo…. you’re in the right place. Beyond The Quo isn’t about following the script; it’s about tearing it up. I’m Stacey Luces, and each week, I invite you to join me and our extraordinary guests - leaders, innovators, disruptors, and dreamers who’ve dared to challenge “the quo.” This podcast is where we go past the expected, beyond the ‘ ...
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Entrepreneurship isn’t just a career—it’s a relentless, all-consuming way of life. Welcome to Founder2Founder a raw and unfiltered podcast where host Aaron Spivak pulls back the curtain on what it really takes to build something from the ground up. No sugarcoating, no overnight success stories—just deep, honest conversations with some of the most driven, underrated, and game-changing founders of our time. From brutal setbacks to game-changing mindset shifts, Aaron goes beyond the polished su ...
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Welcome to the MGMA Podcast Network, your gateway to insightful discussions and expert analysis on key topics in healthcare management. Dive into a diverse array of shows tailored to meet the interests and needs of healthcare professionals like you. Explore the experiences and perspectives of trailblazing women in healthcare on "Women in Healthcare," or discover innovative strategies and solutions for your practice on "Business Solutions." Stay updated on the latest industry trends and news ...
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Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
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Career Hacker Secrets

Yannick Kpodar

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If you’re looking to pivot into your next big role, make more impact, increase your salary, or break into a top tech company, this podcast is for you. Yannick Kpodar, a LinkedIn alum, was once a struggling business graduate who couldn’t find a job. Through trial and error, he learned the “secrets” to hacking the job hunt process and leapfrogging in his career. Since then, he’s been able to break into B2B Sales in a Fortune 100 company, pivot into Product Marketing at Linkedin in San Francisc ...
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Join Mike Wise, a seasoned mortgage expert, on "Mortgage Wise with Mike Wise," your go-to podcast for navigating the world of real estate financing. Whether you're a first-time homebuyer, seasoned investor, or industry professional, Mike covers everything you need to know. From in-depth discussions on various loan types and understanding market trends to timely updates on interest rates and their economic and political drivers, Mike keeps you informed and empowered in today's dynamic real es ...
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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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What Matters

MA Financial Group

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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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In this episode of the REB podcast, host Liam Garman speaks with Craig Deveson, founder and CEO of Properti, about how artificial intelligence is transforming the real estate industry. Craig explains how Properti turns every listing into a “growth flywheel”, helping agents win more listings, streamline the sales process and engage the typically pas…
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AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…
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Simpsons fans —THE VAULT IS OPEN! I’m Nancy Cartwright, the voice of Bart Simpson for 35+ years, and I’m finally taking you inside Springfield. Simpsons Declassified is your all-access pass to the world’s most iconic, animated series. Each week, we crack open wild predictions, eerie coincidences and fan conspiracies and stories from 36 seasons (tha…
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Join us as we revisit this conversation from 2021! It is worth it! Ashley has some powerful words to share when building an accounting business. First for foremost, invest in yourself, you are your greatest asset. What do you need to do to improve your worth, the confidence and competence you need to offer quality accounting services? Listen as Ash…
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Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…
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My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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Negotiation doesn’t have to feel like a hostage scene. In this episode, Alex Raymond sits down with Todd Caponi, sales expert and author of the upcoming book “Four Levers Negotiating,” to reframe how account managers approach renewals and upsells. Introducing his “Four Levers” framework (volume, timing of cash, length of commitment, and deal predic…
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Great trainers will recognize that every significant action police take, or don't take, gets reviewed and evaluated in the eyes of the court. We do a lot, risk a lot, and have to write a lot of our experience, insight, evidence, and perceptions... to make sure our arrests get prosecutable, and/or our actions don't get us sued.. or worse. Back in th…
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“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The c…
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EP538. In this episode, I’m showing up real and raw to talk about the not-so-glamorous side of mom life. From navigating the chaos of solo parenting while sick, to my ongoing battle with chronic sinus infections, I’m sharing it all. I also open up about those moments when your child says something that stings... only to remind myself that their lit…
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I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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In this episode of the REB podcast, host Liam Garman speaks with Robbo Roper, the Aussie Mortgage Guy and founder of Trusted Finance, about digital marketing in real estate and finance. Robbo, who has nearly half a million followers on Instagram, shares advice to agents who are looking to cut through online, emphasising the importance of building a…
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In this episode, we’re back with Cassandra Treadwell, founder and CEO of So They Can, diving deeper into how health, human rights, and education intersect in some of the world’s poorest communities. Cass shares the remarkable story of how $2.50 can unlock years of government funding for a child’s schooling and why investing in girls’ education deli…
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This episode was recorded on 09/16/2025.Our Links:http://linkwcb.com/Please consider making a monetary donation to What Catholics Believe. Father Jenkins remembers all of our benefactors in general during his daily Mass, and he also offers one Mass on the first Sunday of every month specially for all supporters of What Catholics Believe. May God bl…
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“Brad Pitt may still be hot in his fifties, but even he probably faces the same trap we all do - comparison.” Welcome to 'Beyond the Quo' with Stacey Luces, your go-to podcast for navigating midlife reinvention. In this episode she dives into the comparison trap that steals our joy and erodes our confidence, especially in midlife and leadership. Us…
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Today, on Notable Leaders’ Radio, I speak with Lauren Cassidy, Founder/Executive Creative Director – LC Studio Productions. She unpacks how showing up as your best self, seizing opportunities, and evolving through every challenge leads to success and fulfillment. In today’s episode, we discuss: Embrace a “greatness over perfection” mindset to fuel …
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In this episode of Founder2Founder, Aaron Spivak sits down with Brett Eaton, keynote speaker, high performance coach, and author of Uncomfortable Either Way. After a life-changing back injury and the loss of his father at 16, Brett discovered a powerful truth: life is going to be uncomfortable no matter what, so choose the version that leads to gro…
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Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 202…
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My wife is not returning to teaching this year so we're trying to figure out what to do with the money in her pension plan. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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What if your biggest money challenges aren’t about math at all—but about the feelings and “financial scar tissue” you’ve been carrying for years? In this episode of Women’s Money Wisdom, Melissa Joy, CFP®, welcomes fellow advisor and author Shannon Ryan, CFP®, to talk about her new book Your Money Has Feelings. Together, they explore why money is s…
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Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unor…
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Ep 537. This week, Renee chats with Carla Ondrasik, former music publishing executive turned mentor and author, about success, identity, and why sometimes the best thing you can do is stop trying. Carla shares stories from her career developing chart-topping artists like Barbra Streisand, Mariah Carey, and Christina Aguilera — and what walking away…
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I joined "Face the Nation with Margaret Brennan" to preview the Federal Reserve's September meeting amid the Trump administration's push for the agency to lower interest rates. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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In this episode of REB Business Empowerment Showcase, Vault Interiors director Justine Wilson unpacks the art and science of property styling, sharing some practical tips on how agents can achieve the best sales price. Justine explains how buyer psychology drives styling choices, noting that while personal taste is subjective, successful staging mu…
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Have you been dreaming of writing a book and becoming a published author? Every year, this is consistently one of the most popular goals that people set. So what does it take to move forward on your dream and make it happen? In today’s episode, I had the pleasure of interviewing a leading lady who knows just how to do that. Jennifer Klepper is the …
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Rollovers as Business Start-Ups (ROBS)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book comprehensively explores Rollovers as Business Start-Ups…
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Cyber threats are evolving, and so is the landscape of insurance for MSPs. Are you prepared to protect your business from the unseen risks of the digital age? Summary: Join us for an enlightening conversation with Joe Erle from C3 Insurance as we delve into the complexities of cyber insurance for MSPs. Discover how proper risk transfer can safeguar…
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In this episode, Rosey Flaherty, CPA, MSA, sits down with Chris Papin, CPA, Thought Leader and Business Advisor, to explore why small touches are the foundation of long-term trust. Chris shares how intentional communication, defining scope, and staying present with clients can transform professional relationships. His perspective shows that success…
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Police have a range of challenges. They are short-staffed and many issues compete for their attention. Tools and technology can be force-multipliers, not only helping officers deploy effectively (to specific areas) for gunfire, but also vet the likelihood that the illegal discharge call that came in was not just fireworks or a car backfire. Joining…
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Why do good employees walk away? You might think you know, but most exit interviews never uncover the real story. People rarely say, “I left because I felt stuck” or “I couldn’t see a future here.” Yet, those are often the true reasons behind turnover. In this episode, Dr. Bray breaks down a powerful interview framework that goes beyond surface ans…
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As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market…
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What if the biggest bottleneck in your business isn’t your strategy, your market, or even your team—but you? In this episode, we dive into the idea that true growth for entrepreneurs and small business owners starts from the inside out. High achievers often think scaling means doing more, but as Leila Lahbabi reveals, lasting success comes from per…
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When national tragedy strikes, leaders don’t have the luxury of silence. In this episode of Things Leaders Do, Colby Morris reflects on the assassination of Charlie Kirk at Utah Valley University and what it reveals about the role of leaders during moments of crisis. This conversation isn’t about politics. It’s about leadership. It’s about how you …
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With potential big changes on the horizon, I'm looking for a gut check on where we are and if/where we could/should go next. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come. Accounting Influencers With Rob Brown Deloitte’s decision to dismantle its diversity, equity, and inclusion (DEI) program for 173,000 U.S. employees is sending shockwaves through the accounting profession, exposing deep division…
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Join us as we revisit this conversation from 2021! Managing your online presence can be overwhelming. Listen as Chris and Roger discuss the terms we need to know when creating an online strategy. First understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more. Consider using LinkedIn a…
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Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jea…
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I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in return? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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In this episode, AI expert Silvio Giorgio joins REB editor Liam Garman to reflect on how artificial intelligence is reshaping real estate while transforming human behaviour and decision making. According to Giorgio, AI is transforming the way properties are bought and sold, influencing both consumer decisions and industry practices. He highlights A…
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Utilization numbers may look like the problem. But as Josh Abdulla, the Chief Customer Officer at Asana, points out, low usage is usually just the symptom, not the cause. In this episode, Josh shares how he manages a global portfolio of 170,000 customers by combining data-driven rigor with clear-eyed coaching. He unpacks Asana’s Red Renewals System…
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Health Savings Accounts (HSAs) are a modest but mighty tool for healthcare and retirement planning with a rare triple-tax advantage. Tim Ulbrich and Tim Baker share 2025 limits, key benefits, and common mistakes pharmacists make. This episode is brought to you by First Horizon. Mentioned on the Show First Horizon’s Pharmacist Home Loan YFP Blog: Wh…
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🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…
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Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…
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Students push for networking, compensation clarity, and creativity as the path to success in a changing profession. Accounting ARC - Student-Led Conversations With Chayton Farlee Center for Accounting Transformation When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I cloc…
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I just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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In this episode, join Dr Bi Mian with Cassandra Treadwell, founder and CEO of So They Can, to unpack how doctors can check if a charity is legitimate in Australia and give with confidence. Cass leads an education charity working in Kenya and Tanzania with full DFAT accreditation, and she brings a practical, on-the-ground view of what credible impac…
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