Unlock Your Potential with Jeff Lerner Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326
In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive.
Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone.
Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future.
Tune in to learn:
✅ What a good accountant really does for their clients.
✅ How to develop the entrepreneurial spirit in yourself and your family.
✅ Mark’s perspective on managing your own economy and building wealth.
Don’t miss this episode if you’re looking to level up your financial game!
Check Out More of Mark’s Content Here 👇
📖 Books - https://markjkohler.com/books/
💡 Tax and Legal 360 - https://taxandlegal360.com/
🎙️Main Street Business Podcast 👉 https://mainstreetbusinesspodcast.com/
📒 Blog 👉 https://markjkohler.com/blog/
ℹ️ LinkedIn 👉 https://www.linkedin.com/in/markjkohler/
📺 YT 👉 https://www.youtube.com/c/markjkohler
🖥️ FB 👉 https://www.facebook.com/markkohler/
⌨️ X (Twitter) 👉 https://x.com/markkohler
📲 IG 👉 https://www.instagram.com/markjkohler/ Timestamps:
- (00:00) Introduction to Mark
- (02:00) Why aren’t most CPAs giving advice?
- (08:14) What a good accountant should be doing
- (09:36) Creating an advisor program
- (14:40) Accounting is the language of business
- (19:27) Developing the entrepreneurial spirit
- (29:31) Advice for your kids
- (31:47) Entrepreneurship vs day job
- (41:25) Debating retirement
- (46:30) I control my economy
- (48:21) Where to go when you are ready to talk to a tax advisor
- (50:41) Tax and Legal 360