Healthy Wealthy & Wise Accountants

Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.SummaryIn this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.Guest InformationName: AJ AyersEmail: aj@brooklynfi.comWebsite: www.brooklynfi.comhttps://www.gemifi.co/ LinkedIn: https://www.linkedin.com/in/ajayers/Other: https://moneychangeseverything.substack.com/ TakeawaysAJ Ayers emphasizes that you own your limiting beliefs.Financial education is crucial for navigating personal finance.Brooklyn FI was founded to provide financial advice to young professionals.Gemifi was created to simplify equity compensation planning.Many people face rude awakenings regarding taxes and financial planning.Networking and surrounding yourself with smart people is essential.Revenue generation should be prioritized over perfection in business.Partnerships can help actualize business visions.Avoid going into debt to start a business.Authenticity is key in building relationships and trust.Chapters00:00 The Journey to Financial Planning07:07 Building Brooklyn FI: A New Approach to Financial Advice12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management18:31 Navigating Complex Financial Situations24:25 The Future of Financial Advisory and Technology26:27 Launching Gemifi: A New Tool for Advisors28:54 Education and Guidance in Equity Compensation30:42 Making Informed Equity Decisions34:28 Staying Updated in a Rapidly Changing Industry39:08 Networking and Community Building43:33 Advice for Aspiring Women Entrepreneurs48:26 Navigating Complex Equity Events49:24 The Importance of Action Over Perfection49:34 Podcast Design Youtube Channel Art-3.mp4

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.Visit the website:Deferred.com SummaryIn this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space. Guest InformationName: Judd SchoenholtzEmail: judd@deferred.comPhone Number: (866) 442-1031Website: www.deferred.comLinkedIn: https://www.linkedin.com/in/juddschoenholtz/ TakeawaysDeferred is revolutionizing the 1031 exchange process.The no-fee exchange model eliminates unnecessary costs for clients.1031 exchanges have been part of the tax code since 1921.Less than 10% of eligible properties utilize 1031 exchanges.Transparency and compliance are crucial in the exchange process.Technology can significantly improve the efficiency of exchanges.AI tools are being developed to assist in the exchange process.Entrepreneurs should focus on starting and iterating based on customer feedback.The partnership between cost segregation and 1031 exchanges maximizes tax benefits.Innovative tools can help real estate brokers explain tax implications effectively.Chapters00:00 Introduction to 1031 Exchanges and Deferred05:30 The Evolution of 1031 Exchanges08:21 The Impact of Tax Reform on 1031 Exchanges11:31 Innovations in Technology for 1031 Exchanges14:23 Understanding the No Fee Exchange Model17:23 IRS Compliance and Audit Trails20:24 Advantages for First-Time Investors24:24 Self-Service Revolution in 1031 Exchanges27:56 Enhancing CPA Collaboration and Efficiency32:09 The Role of Technology in Real Estate Transactions35:32 Innovations on the Horizon for 1031 Exchanges42:26 Advice for Aspiring Entrepreneurs49:03 Introduction to Deferred and Its Impact50:06 lifestyle-intro-high-long.wav

If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.Website: www.engineeredinsuranceservices.comSummaryIn this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.Guest InformationName: Mick HuntEmail: Mickh@mickunplugged.comPhone Number (864) 979-4780Website: www.mickhuntofficial.comLinkedIn: MickHuntInstagram: @mickunpluggedName: Andrew RyanEmail: Andrew@engineeredinsuranceservices.comPhone Number: (302) 650-2899Website: www.engineeredinsuranceservices.comFacebook: https://www.facebook.com/andrew.k.ryanLinkedin: https://www.linkedin.com/in/andrewryanins/Instagram: https://www.instagram.com/andrewkryanTakeawaysInsurance should be viewed as a strategic asset.Understanding the 'why' behind insurance is crucial.Cyber insurance is a growing necessity for businesses.A client-centric approach is essential in insurance.Proactive risk management can save businesses money.Collaboration with CPAs can enhance client value.Technology is transforming the insurance landscape.Emotional intelligence is becoming important in leadership.Starting the insurance process early is key to success.The insurance industry is evolving with new challenges and opportunities.Chapters00:00 Introduction to Engineered Insurance Services06:24 The Consultative Approach in Insurance09:12 Understanding the Importance of Company Culture12:08 Common Oversights in Insurance Coverage15:14 The Role of Education in Risk Management18:13 Differentiating from Traditional Insurance Brokers21:08 Collaborating with CPAs for Enhanced Client Value25:50 Maximizing Client Information for Better Insurance Rates27:42 Proactive Insurance Management: Key Questions for Clients32:07 Current Trends in the Insurance Industry33:31 Navigating Rate Changes and Market Fluctuations37:26 The Impact of Policy Cancellations on Property Owners40:44 Insights from the Podcast: Self-Improvement and Resilience42:27 Positive Shifts in the Insurance Industry44:07 The Role of AI in Transforming Insurance Practices46:07 Balancing Work and Family Life47:35 The Importance of Insurance in Business Strategy48:37 Optimizing Insurance for Risk Management48:45 Podcast End

SummaryIn this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts.How to Contact Daniel SchulteEmai: daniel@alchemicmarketing.comPhone Number: (816) 352-7565Website: wealthyclients.comFacebook: https://www.facebook.com/realdanielschulte/LinkedIn: https://www.linkedin.com/in/danielschulte/Instagram: https://www.instagram.com/thedanielschulte/TakeawaysDaniel Schulte specializes in lead generation for CPAs.Engagement metrics are more valuable than impressions.Direct response marketing focuses on measurable results.The marketing landscape has shifted towards social media.Understanding your target market is crucial for success.Qualifying leads can significantly improve conversion rates.Algorithms play a key role in modern marketing strategies.Effective advertising requires a clear message and target.CPAs face capacity issues that affect their growth potential.Choosing ideal clients leads to more efficient and profitable work.Chapters00:00 Introduction to the Conversation04:14 Daniel's Marketing Journey07:52 The Shift to Social Media Marketing12:25 Demonstrating Expertise in Marketing13:07 Targeting the CPA Market17:29 The Impact of Strategic Tax Planning21:24 Operational Strategies for CPA Firms21:48 Streamlining Operational Efficiency23:15 Qualifying Leads Effectively23:50 Understanding the Results Triangle26:24 Market Size and Targeting Strategies28:43 Crafting the Right Message30:14 Navigating Changes in Google and AI34:14 The Importance of Demand Generation38:02 Creating a Feedback Loop for Success44:02 Connecting with Daniel Schulte44:50 Building Consistent Lead Flow45:18 Shifting from Overwhelm to Sustainable Growth

SummaryIn this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.Guest InformationXavier SerranoEmail: xserrano@marqimedical.comPhone Number: (619) 244-4245Website: www.marqimedical.comFacebook: https://www.facebook.com/MarqiMedicalLinkedIn: https://www.linkedin.com/in/xavierserrano/Instagram: https://www.instagram.com/marqimedical/TikTok / Other: https://www.tiktok.com/@marqimedicalTakeawaysOne in seven healthy individuals have a serious undiagnosed chronic disease.Proactive health management can optimize energy and focus.Advanced diagnostics can catch life-threatening conditions early.The healthcare system often overlooks preventative care.Personalized coaching is essential for health optimization.Lifestyle choices significantly impact overall health.Early detection can save lives and reduce treatment costs.Education is key to empowering individuals in their health journey.AI and technology are transforming healthcare accessibility.Investing in health is crucial for long-term well-being.Chapters00:00 Introduction to Marqi Medical04:25 The Golden Age of Healthcare06:58 Understanding Health Risks and Genetic Testing09:51 The Importance of Early Detection12:29 Streamlining the Health Assessment Process15:07 Investment in Health: Cost and Value17:58 Holistic Approach to Health and Wellbeing21:15 Understanding Health Metrics and Medical Oversight24:15 The Importance of Personal Health Advocacy29:02 The Impact of Lifestyle Choices on Future Generations32:40 Personalized Health Assessments and Coaching37:47 The Role of AI in Modern Healthcare

SummaryShow Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLinkedIn: https://www.linkedin.com/in/drdug/Instagram: https://www.instagram.com/dugsixTikTok / Other: https://www.tiktok.com/@dugandheidiIn this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.TakeawaysDug transitioned from music production to business transformation.Persistence is key in building powerful business relationships.Communication quality directly impacts personal and professional success.Fear often masks stress; addressing it can lead to growth.Creating a life worth living is essential for sobriety and fulfillment.Reinvention is necessary in a rapidly changing world.Understanding addiction goes beyond substance abuse.Identity plays a crucial role in recovery from addiction.Challenges can be transformed into growth opportunities.Embracing technology is vital for future business success.Chapters00:00 The Journey Begins: From Music to Business Transformation07:19 Navigating Industry Disruption: The Impact of Technology08:05 The Evolution of Music Production10:53 Personal Responsibility and Communication13:50 The Power of Persistence16:27 Building Relationships and Networking19:22 The Journey into Personal Development22:18 Transforming Lives through Recovery Programs37:58 Identity Crisis and Its Impact on Addiction41:26 Finding Balance in Life and Work46:37 Reinventing Yourself in a Changing World57:16 Overcoming Fear and Embracing Change01:04:05 Connecting with Your Higher Power01:04:58 Reinvention and Peak Performance01:05:26 Building Powerful Business Relationships01:05:53 Navigating Risk and Uncertainty

SummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.TakeawaysInspiration often stems from personal pain and challenges.Transitioning to tax advisory can significantly increase revenue for CPA firms.Value pricing aligns pricing with the value provided to clients.Setting boundaries is crucial for maintaining work-life harmony.AI can enhance efficiency in tax planning and advisory services.The ROI method of value pricing is a game changer for CPAs.Finding a supportive community is essential for professional growth.Implementing tax strategies can be profitable and rewarding.Women in business face unique challenges but can achieve success with support.Continuous learning and adaptation are key in the evolving accounting industry.Chapters00:00 Jackie Interview37:00 Transforming CPA Practices through Strategic Tax Planning37:57 Finding Harmony in Work, Wealth, and Wellbeing

SummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.TakeawaysAlex White's entrepreneurial journey began with a passion for music.The transition from music analytics to tax incentives was unexpected but fulfilling.Understanding economic incentives can significantly impact small businesses.Many government incentives go unclaimed, especially by smaller firms.Strategic site selection can enhance business success.The CPA industry often underutilizes available tax incentives.There is a gap between what businesses expect from CPAs and what is delivered.Continuous learning is essential for personal and professional growth.Finding intrinsic motivation is key to long-term satisfaction.The 10-year test can help assess the sustainability of one's career choices.Chapters00:00 Introduction to Alex White and His Impact01:46 Entrepreneurial Journey and Business Scaling02:00 The Entrepreneurial Journey Begins04:54 Lessons from Startups and Acquisitions07:49 Transitioning from Music to Tax Incentives10:59 Building Subcity: A New Venture13:59 Understanding Economic Incentives16:47 The Role of CPAs in Identifying Opportunities19:59 Surprising Insights on Government Incentives22:51 Strategic Business Location Decisions25:53 The CPA Industry's Shift Towards Advisory28:57 Underutilized Incentives for Businesses31:49 The Importance of Data in Identifying Incentives34:44 The Value of Learning and Growth37:46 Finding Intrinsic Motivation41:01 Advice for Entrepreneurs and Business Owners47:31 Introduction to Tax Incentives and Deductions48:03 Resources for Tax Professionals

SummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.TakeawaysDave's entrepreneurial journey began at a young age.The concept of being a 'misfit' is central to success.Conditioning from childhood shapes our beliefs and actions.TaxPlan IQ offers innovative solutions for tax planning.The CPA industry is undergoing significant changes.Success is often about replacing bad habits with good ones.Finding harmony in life is more important than balance.The little things in business can lead to big differences.Recognizing and changing limiting beliefs is crucial for growth.Focus on what you truly want to achieve in life.TitlesThe Misfit Entrepreneur: A Journey of Innovation

SummaryIn this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differentiates itself from competitors by focusing on proven production areas and strong partnerships with major operators. The discussion concludes with advice for potential investors on navigating this complex asset class.For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer!  TakeawaysGulf Coast Western specializes in tax-advantaged oil and gas investments.Investors can benefit from significant tax deductions, including the depletion allowance.Risk is mitigated by drilling in proven areas with multiple wells.The investment threshold is accessible for accredited investors, not just the ultra-wealthy.Returns on investment can be substantial, with potential payouts over time.Political changes can influence oil prices and market dynamics.Gulf Coast Western partners with major operators to ensure reliability and success.Investing in oil and gas supports U.S. energy independence.Monthly revenue streams are a key benefit for investors.Education and transparency are crucial for new investors in this space.Chapters00:00 Introduction to Gulf Coast Western04:08 The Evolution of Gulf Coast Western's Operations06:46 Understanding the Tax Advantages in Oil and Gas Investments09:27 Investment Accessibility for Accredited Investors12:14 Risk Mitigation Strategies in Oil and Gas Investments14:48 Operational Risks and Market Fluctuations17:51 The Future of Oil and Gas Investments28:06 Exploring Risk vs. Reward in Oil Investments29:22 Understanding ROI and Legislative Impacts33:39 Investment Strategies and Expected Returns38:21 Differentiating Gulf Coast Western in the Market44:44 Advice for New Investors in Oil and Gas53:46 Introduction to Tax Incentives and Deductions54:18 Resources for Tax Professionals