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Accounting Practice Management Podcasts

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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don't talk about are accounting skills. You already have those. What we do is give you business skills.
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Policy & Insights

ACCA Insights

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The latest research and opinion from ACCA’s Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
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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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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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With Interest

CPA Australia

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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Creative Agency Account Manager Podcast

Jenny Plant - Account Management Skills Ltd

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This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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Teaching strategies, classroom management, education reform, educational technology -- if it has something to do with teaching, we're talking about it. Jennifer Gonzalez interviews educators, students, administrators and parents about the psychological and social dynamics of school, trade secrets, and other juicy things you'll never learn in a textbook. For more fantastic resources for teachers, visit http://www.cultofpedagogy.com.
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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscri ...
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Filling You In: A Dental Podcast with A-Squared

Dr. Abhishek Nagaraj, Dr. Anushka Gaglani

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Join dentist entrepreneurs, and spouses, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj for insights from dental industry experts and innovators on current and emerging trends in business practices, patient care and career development and what it takes to be successful in this dynamic field. Perfect for anyone passionate about business, the future of dental care, and dentists looking to become elite clinicians over time.
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TreasuryCast

TMI - Treasury Management International

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Welcome to TreasuryCast, the podcast series brought to you by Treasury Management International, a well-respected and independent voice in the treasury world. TreasuryCast showcases topical, pragmatic solutions and strategic insights providing valuable material for all practitioners, from experienced treasurers and CFOs to those new to the profession.
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Count Me In®

IMA® (Institute of Management Accountants)

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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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Accounting High

Accounting High

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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Good Government Show

Valley Park Productions

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The Good Government Show is a premier podcast dedicated to exploring the critical work of public service in America. We feature in-depth conversations with governors, senators, mayors and county commissioners, providing insights into leadership, crisis management and the best practices that drive effective government. Join us for a serious and thought-provoking look at modern governance, where policy meets practice and where every conversation is a lesson in dedication, innovation and public ...
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Lawyerist Podcast

Lawyerist.com

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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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The DOC Podcast

DeLuke Orthodontic Coaching, LLC

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The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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The Better Leadership Team Show helps growth-minded, mid-market CEO's to grow their business without losing their minds. It’s hosted by Leadership Team Coach, Mike Goldman. If you find yourself overwhelmed by all of the obstacles in the way to building a great business, this show will help you improve top and bottom-line growth, fulfillment and the value your company adds to the world. If you want to save years of frustration, time and dollars trying to figure it out on your own, check out t ...
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Excel Tips

CPA Australia

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Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel's hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia's award-winning business magazine. Every podcast episode ...
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My Dental Playbook

Dr. Blake Hamblin & Gary Bird

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Welcome to My Dental Playbook, the dental podcast where real growth meets real talk. Hosted by Dr. Blake Hamblin, a practicing dentist on the road to $10M, and Gary Bird, founder of SMC National, this show breaks down proven practice growth strategies, real-world dental entrepreneurship, and the dental practice management tactics that actually move the needle. Each episode dives into the playbook behind thriving practices: how to attract better patients, build a high-performing team, and sca ...
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Welcome to The Best Practices Show, hosted by Kirk Behrendt, founder of ACT Dental (https://www.actdental.com/) and a leader in dental practice coaching. This podcast is your gateway to discovering the hidden gems and tactics used by the most successful dental practices worldwide. At ACT Dental, we have meticulously curated strategies that have consistently proven effective in elevating dental practices. Our podcast, The Best Practices Show, extends our commitment to sharing this wealth of k ...
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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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QB Power Hour Podcast

Dan DeLong & Matthew Fulton

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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Hosted by Scott McInnes, founder of Inspiring Change, we talk to guests about how really good internal comms, engagement and leadership all contribute to 'Building Better Cultures'. We tend to shy away from theory and focus more on really practical advice, great stories and best-practice. About Inspiring Change At Inspiring Change we help our clients to connect their people to their strategies, their change programmes, their purposes and to each other. We do that by focusing on strategic int ...
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Recorded live from NC State’s GES Colloquium, this show explores how biotechnologies move from lab to life: microbiome engineering in buildings, CRISPR in agriculture and forestry, gene drives and integrated pest management, data governance and benefit-sharing, risk analysis and regulation, sci-art collaborations, and practical models of responsible innovation and public engagement. Episodes feature researchers, students, and community partners in candid conversations about decisions, trade- ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throu ...
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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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At CLB Network, we celebrate the best in residential and commercial design-build. Our mission is to recognize firms whose work goes beyond aesthetics — those who deliver exceptional service, outstanding results, and sustainable yet innovative solutions. We honor those who don’t just build, but who shape environments, elevate neighborhoods, and set new standards in design, construction, and client satisfaction. Certified Luxury Builders highlights key industry trends and success strategies, r ...
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Dr. Noel Lloyd had a super practice until a career-ending injury made it impossible to care for patients and put his back against the wall. What he learned allowed him to build dozens of top producing associates, 10 top producing clinics which he sold to his associates and built two management companies. He’s gone on to teach thousands how to build super successful practices and develop their own associates in the Win-Win Model through his companies, Five Star Management and The New Patient ...
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The DocPreneur Leadership Podcast

A Conversation Designed FOR Healthcare Professionals.

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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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Medical Entrepreneur

Adam Sewell, Jennifer Sewell

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Healthcare professionals are overworked and underpaid. I’m here to tell you it doesn’t have to be like that… Learn more at: https://medicalentrepreneur.org/ My name is Adam Sewell MD and I invite you to take control of your own destiny by becoming a medical entrepreneur today. One vision, one purpose... Freedom through prosperity!
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Dr. Steve Anderson is a storyteller and a lifelong learner who is deeply committed to helping leaders grow. Born out of deep seeded curiosity and passion, Steve launched his podcast as a vehicle for interviewing accomplished leaders who excel in building cultures and developing teams that create impact and deliver value to customers, employees and stakeholders. In this capacity, he is able to tap into his experience as a CEO of a $75 million-dollar company and a 39 year career as a Physical ...
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To access all 600+ Business English Podcasts visit our website at: www.businessenglishpod.com. Learn business English conversation and listening skills, vocabulary, idioms, and more with effective business English lessons on everything from meetings, presentations, negotiations to sales, job interviews and finance. Our Business English lessons are designed to help you understand the language that we use to communicate and the reasons why we use it. Our goal is to teach natural and effective ...
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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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Risk Parity Radio

Frank Vasquez

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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The Group Practice Exchange

The Group Practice Exchange

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I hope you find the podcast topics useful in growing and thriving your group practice. If you have a specific topic you would like me to discuss in an episode, I'd love for you to leave me a message at [email protected]. The goal of this podcast is to help practice owners learn ways to grow their practices. Hear about all the topics that related to group practice ownership. Hear other group practice owners talk about how they run their business. From start up to thriving, ...
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Best Practices Podcast

Best Practices Podcast

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**BEST PRACTICES PODCAST** Hello everyone, my name is Joanne Ferguson. I have been in the financial services industry since 1990, working in a variety of roles—from branch operations to regional platforms, as well as in technology and training, conducting roll-outs across the country. One of the most impactful elements has always been the concept of Best Practices, and I have had the privilege of sharing this valuable information with advisors and their teams throughout North America for the ...
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Strong Leaders Serve with Teri Schmidt

Teri Schmidt | Leadership Coaching & Teambuilding | Creating More Just & Compassionate Workplaces Through Leadership

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The leadership podcast for people who are in leadership not for the status and power, but instead to use that status and power to turn potential into performance for positive change. Hosted by Teri Schmidt, Leadership Coach & CEO of Strong Leaders Serve. Each week we focus on supporting leaders who are dealing with the overwhelming realities of transitioning into and operating in roles where their success isn't just defined by their performance, but by the performance of their team. Roles wh ...
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Payroll Profits

Tyler Winn

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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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The strength of Journeys to Treasury (JTT) has always extended beyond the report itself. Its unparalleled value lies in harnessing the collective expertise of four leading institutions—BNP Paribas, PwC, SAP, and EACT—and their global networks of specialists. For a decade, a group of senior leaders have served as its stewards, opening their organisa…
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Twelve years after spinning out from Pfizer, Zoetis has built a lean, centralised treasury that is digitally enabled and strategically engaged. Assistant Treasurer Michel Verholen reflects on the tools and tactics behind the transformation and how visibility, automation, and AI are setting the stage for what is ahead.…
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Faced with a product recall and €1bn in excess inventory in quick succession, Accell Group's treasury team found themselves facing a steep uphill climb. Their response: a full pivot from traditional cash pooling to an integrated in-house bank, all of which was designed, constructed, and implemented in record time.…
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Treasurers are intensifying their efforts to achieve instant cash visibility and control. Virtual accounts, APIs, and real-time data offer the potential for faster decision-making and more streamlined operations, as long as integration, regulation, and cultural change are managed carefully.By Treasury Management International (TMI)
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As the EU prepares to mandate Verification of Payee across the SEPA region, its implications are already under scrutiny. For corporates, the road may be bumpy, but with stronger identifiers, clearer implementation rules, and deeper collaboration, the destination is still within reach.By Treasury Management International (TMI)
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Corporates are preparing for the EU's instant payments regulation, but the path to adopting Verification of Payee is proving complex. Treasury teams are exploring practical ways forward while calling for closer collaboration between banks, regulators and technology providers.By Treasury Management International (TMI)
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Incoming and outgoing payments are central to a corporate treasurer's responsibilities because they directly impact liquidity, risk management, and operational efficiency. Today, treasurers face a wave of changes, from instant payments and ISO 20022 to digital currencies and e-invoicing, each of which has implications beyond simple regulatory tick-…
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“I think turning fear into growth and frustration into opportunity serve you well in entrepreneurship and in life,” says Shiv Gaglani, MD, the founding partner of Ganglia Ventures, who racked up major wins in both realms before he turned forty. Reframing his emotions is just one enlightened element in the formula that has led to Shiv’s remarkable r…
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Measuring impact—not hours—creates happier teams, better clients, and a stronger profession. The Disruptors With Liz Farr What will it take to kill the billable hour? Chris Vanover, founder of CPAClub, believes it’s not only “outdated and archaic,” but that today’s age of AI and automation “is a recipe for the death of the billable hour.” MORE STRE…
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Thomas brings not only a strong background in finance and investment strategy—holding licenses to trade in both Canada and the U.S., and currently pursuing his CIM designation—but also a passion for guiding clients through every stage of life with clarity and care. And today, Thomas joins us in a brand-new role—parenthood. He and his wife recently …
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In this episode of The Better Leadership Team Show, I sit down with executive coach and author Marc A. Wolfe, whose book Yeah, But: Cut Through the Noise to Live, Learn and Lead Better helps leaders and teams dismantle the excuses that hold them back. We talk about why “yeah, but” thinking kills innovation, how to transform pushback into clarity, a…
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They wore the nation's uniform, many where highly trained in specialized fields. They worked hard, did hard jobs and did jobs many people would never do. Some of them went above and beyond the call of duty, yes, some were heroes. DC Reeves is the mayor of Pensacola, FL and a strong advocate for putting veterans to work after their military service.…
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Welcome to Episode 150. This episode is for anyone in agency new business or running sales. My guest is Ryan Hall, Founder of Friday Solved, where he helps agencies build scalable and sustainable sales engines. With over 20 years in marketing and digital - including leading and selling Nice Agency, later acquired by Karmarama and Accenture Interact…
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Australia remains one of the few advanced economies still using PDFs for financial reporting – a format most global markets have already left behind. In this episode, you'll gain expert-led insights on why adopting digital financial reporting in Australia is critical to supporting trust, transparency and competitiveness in global markets. Explore h…
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Evonik's treasury team has embedded automation at the core of its operations, from near-total payment straight-through processing to real-time liquidity dashboards. With integration, visibility, and control as guiding principles, the team is redefining how digital tools support risk management, compliance, and strategic decision-making.…
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Treasurers are going back to fundamentals, according to the Treasury Survey 2025 from the European Association of Corporate Treasurers. Cash flow forecasting has returned to the top of the agenda, and while digital transformation is a focus, the work begins with systems, data, and skills rather than quick fixes.…
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This year marks the tenth edition of Journeys to Treasury, representing a full decade of collaboration, reflection, and forward-looking insights. Since its launch in 2016, the project has charted treasury's evolution inaspects such as cash pooling and centralisation, as well as the latest trends in automation, ESG, and AI. Over the years, much has …
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Most consultants say they’re “too busy doing the work” — as if that’s a badge of honor. But here’s the uncomfortable truth: you never stop to ask “are we still doing the right work?” In this episode, John and Mark break down the concept of the engagement meeting; a deliberate, structured conversation designed not to move a project forward, but to m…
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“A knee-jerk pullback can actually increase legal risk." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a climate where diversity, equity, and inclusion (DEI) programs have become political flashpoints, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld joins host Bonnie Buol Ruszczyk on MOVE Like This to unpack …
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Quint interviews Allie to talk about how she manages money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Identifying and living your core values is the most important thing you will ever do. In this episode, Miranda Beeson, ACT’s director of education, brings in ACT’s founder, Kirk Behrendt, to share the story behind their core values, how they came to be, and why core values matter to a dental practice. To gain insight and inspiration for your core v…
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Tune in to this engaging episode of the Count Me In Podcast, where we sit down with Rob Stephens, founder of CFO Perspective and an expert who brings a refreshing perspective to the often complex topic of behavioral finance. Rob sheds light on how this field not only intertwines with traditional finance but actually builds upon it, introducing the …
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Caroline Stokes is a leadership strategist for the 5th Industrial Revolution and author of AfterShock to 2030: A CEO’s Guide to Reinvention in the Age of AI, Climate, and Societal Collapse. Her work offers a radical roadmap for navigating disruption, grounded in trauma-aware systems, emotionally intelligent AI, and adaptive intelligence. A Sony alu…
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If we're doing our jobs right as educators, students will gradually become independent, self-directed learners capable of monitoring, directing, and actively participating in building their own learning. But what if that's not happening? What if students continue to lean heavily on their teachers for step-by-step instructions on every task, never r…
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In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inherent biases and incentives for retail financial advisors to recommend underspending and using underspending plans larded with window dressings, and revisit a limited 401k and a retirement scenario from…
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"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.” It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Y…
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Automation isn’t replacing accountants—it’s exposing who can’t evolve. Accounting Influencers With Rob Brown Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt. “The robots are coming—scratch that—they’re already here,” says Accounting Influencers host R…
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Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great convers…
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Tom Alford (TMI) speaks with Tory Hinton (Northern Trust Asset Management) to discuss findings of the 2025 Global Treasury Investments Survey, which collated insights from over 300 treasurers. They examine why liquidity remains a dominant concern, along with the rise of MMF adoption, evolving investment policies, and the growing necessity of techno…
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Growth doesn’t always mean moving on—it can mean moving deeper. Gear Up for Growth With Jean Caragher For CPA Trendlines “I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendline…
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Quint interviews a couple with 64 years of marriage experience to discuss how they manage money together. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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People want a longer lifespan. But it’s also important to focus on health span. In this episode, Kirk Behrendt brings back Dr. Uche Odiatu, one of ACT’s favorite health and wellness gurus, to share four keys to longevity that will help you live better, not just longer. To learn how you can sync up your health span to your lifespan, listen to Episod…
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Show Summary: In this episode, Wayne Foreman shares his powerful journey from launching CDF with almost no capital to scaling it into a family of five successful companies with more than 150 team members. He opens up about the role faith played in his entrepreneurial path — including the prayer that shifted everything — and how trusting God through…
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https://traffic.libsyn.com/secure/bizpod/BEP418-Contractors-1.mp3 Welcome back to Business English Pod for the first in a two-part lesson on English for project management and dealing with subcontractors. In this lesson we’re going to look at how to manage conflict with an external contractor. Very few projects run perfectly smoothly. There are jus…
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In this episode we answer emails from Roman, Andrew and Iain. We discuss the plusses and minuses of leverage, volatility drag, and how leverage interacts with diversification and withdrawals, general observation on tax optimization via account buckets, small cap value index funds and Avantis/DFA merits, and modelling annuities versus mandatory vers…
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🚀What are top-performing dentists doing differently? Find out inside the mastermind: https://shorturl.at/AenIt 🚀Grow Your Practice with Cherry Payment Plans: https://withcherry.com/partnerships/my-dental-playbook 🚀Lock In Your $3,000 Credit - Podcast Listeners Only: https://bit.ly/48twj4o Most dentists struggle to step back from the chair without t…
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In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors. Jack expl…
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Episode Summary: In this episode of The DOC Podcast, I sit down with Dr. Liz Walker, a leading orthodontist and passionate advocate for airway health. Dr. Walker shares her unique journey from a background in public relations to becoming a pioneer in integrating airway-focused care into orthodontics. Together, they explore the challenges, breakthro…
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Leaders tie AI to real workflows, not wish lists, and adoption follows. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adopti…
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Eleanor Hill (TMI) speaks with Sam Jacob (BNY) about why liquidity management remains front-of-mind as corporate treasury transitions further towards a digital ecosystem. This candid conversation explores innovations such as tokenised MMFs, AI, and automation, and highlights how these tools enhance forecasting, optimise liquidity mobilisation, impr…
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Summary In this episode of the Building Better Cultures podcast, Scott McInnes discusses the challenge of accountability for values with guests Karen Jones and Karen Hackett. They explore the importance of articulating and embedding organizational values, the role of managers in fostering a culture of accountability, and the potential pitfalls of w…
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Behavioral Performance at Work...and what it looks like in real life SPEAKER_03: 0:21 Behavioral performance is not theory. It is in the moment, mindset, behaviors, and communication. SPEAKER_02: 0:29 Welcome to Leading Without the BS. Unfiltered, Unapologetic, Unstoppable Performance. SPEAKER_03: 0:34 I'm excited for our conversation today. It bui…
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Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions. Quick Tax Tip With Art Werner CPE Today In the latest Quick Tax Tip episode, tax expert Art Werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation. “Under the Tax Cuts and Jobs Act, bonus depreci…
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To celebrate our 200th (!) episode, we're revisiting some of our favorite conversations from the last 100 episodes. Connect on LinkedIn: https://www.linkedin.com/in/teri-m-schmidt/ Get 1-on-1 leadership support from Teri here: https://www.strongleadersserve.com/coaching Set up an intro call with Teri: https://calendly.com/terischmidt/discoverycall…
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