051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)

Episode 51 | Recorded January 24, 2022

In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name.

* The obsession with credentials

* Shane’s accounting adventure – from education to letter collecting

* Nish? Neetch? Nitching? Niched? (We still aren’t sure)

* Moving from PwC to NY via sailboat

* Racing towards a self-sustaining business

* On being necessary

* Why investment advising intimidates

* Behavior = ROI

* Sampling workflows – what worked, what didn’t

* Pricing – how Brooklyn FI makes it work (hint: no tracking time)

* Navigating the market crapshoot

* One time on a podcast ... Shane met AJ

* Why firing sucks but why it can be a necessity

* On using LinkedIn Recruiter

* Why Brooklyn FI fired clients

* Scott says lead with your knees, no ... Niche!

* The hard question – defining FI

* Circling around the “Net” question

* Tooth Fairy economics

* Evaluating and managing PITA margins

* Brooklyn FI’s build of equity compensation analysis software

* Looking ahead

* Shane’s advice – partner power

Visit Shane here: https://www.linkedin.com/in/shanemasoncpacfp

Check out The Liquidity Event podcast a listen here: https://podcasts.apple.com/us/podcast/the-liquidity-event/id1576748996

Shout outs: Ole Miss, Clemson, Mississippi, faceless porn stars, Brooklyn FI, PwC Austin, Mason Tax, Jetpack Workflow, TaxDome, Karbon, Jason+, Ackerman+, Apple, Tate Henshaw, Palantir, Moneysplained, Lacerte, Charlotte, The Outsourced Accountant, Ignition, Traction, XY Planning Network, Ryan Lazanis, Future Firm, and all you other fabulous people we failed to mention!