

1 Year Around The Sun 10 Years Wiser
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In this episode, after leaving Deloitte at 23, I set out to help people who were the first in their families to build wealth. Three years later, I’m running two CPA firms with nearly 800 clients and reflecting on how much can change in just one trip around the sun. In this episode, I talk about the lessons that made me feel ten years wiser—lessons I picked up from mentors, clients, and experiences that pushed me to grow. I get into why urgency, focus, and being able to see both sides of an argument have been game changers for me.
Timestamps:
00:00:00 Intro and why I left Deloitte at 23
00:00:32 From quitting corporate to owning two CPA firms
00:01:25 Why I feel 10 years wiser in one year
00:01:58 The meaning of “standing on the shoulders of giants”
00:03:20 Investing in mentors and what it’s really worth
00:04:24 Henry Ford, Thomas Edison, and learning from the top 0.3%
00:06:32 Why in-person learning beats Zoom
00:07:26 Joining Perry Belcher’s mastermind and doubling my business
00:08:10 Acquiring a Beverly Hills CPA firm
00:09:07 Traits of high-net-worth individuals
00:10:43 The power of urgency and Parkinson’s Law
00:12:16 Doing one thing exceptionally well
00:13:32 The value of seeing both sides of an argument
00:17:47 Overpriced vs. overkill: a pricing misconception
00:20:38 What I learned from Robert Greene about storytelling
00:23:32 Final reflection on growing wiser year over year
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*None of this is meant to be specific investment advice, it's for entertainment purposes only.