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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Meditative Story combines extraordinary human stories with meditation prompts embedded into the storylines — all surrounded by breathtaking music. Think of it as an alternative way into a mindfulness practice, through vivid stories and cinematic music and production values. Meditative Story is an original series produced by WaitWhat and supported by our members. Our community tells us that they listen to the same episodes over and over again, and according to data provided by Apple Podcasts, ...
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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
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Binance Futures Referral Code ”K6O8CPLG” – Unlock 10% Fee Discount and Up to $600 Bonus
binance futures referral code
If you are planning to start trading on Binance Futures, using a Binance Futures referral code can offer you significant advantages. The Binance Futures referral code ”K6O8CPLG” provides new users with a 10% discount on all futures trading fees and gives you the opportunity to earn up to $600 in welcome bonuses. This is an excellent way to start your trading journey with extra benefits, maximizing your initial deposits and reducing trading costs right from the beginning. What is Binance Futu ...
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Jack and Jill Johnson are two of the most experienced franchise experts in the industry, and their podcast The Inside Scoop is a must-listen for anyone considering investing in a franchise. Here are five reasons why:1. Jack and Jill have over 20 years of experience in the franchise industry. 2. They sell franchises, so they know which ones are actually making money. 3. They're not afraid to tell it like it is - you won't find any boring interviews on this podcast. 4. Every episode is jam-pac ...
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This podcast covers from START to FINISH How to Acquire a Dental Practice. Michael Dinsio, founder of Next Level Consultants has literally seen hundreds of deals as a banker in the industry & he has personally consulted hundreds of dentists as a Buyers Representative. Michael talks with GUEST SPEAKERS about Due Diligence, Legal, Demographics, and more... He invites experts to the show to help you avoid those headaches and heartbreaks. So start at the TOP w/ Episode 01 and work your way throu ...
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Do you struggle to feel present with your littles because you have a running to do list in the back of your head?Are you tired of feeling like your on call 24/7 as a mom wife and entrepreneur?Or do you even struggle with calling yourself an entrepreneur since you are a STAHM that doesn’t even contribute financially to her home?Are you ready to step into this new life and learn how to make the best of it and feel successful whether you are making $100 a month or $100k a month?In this podcast ...
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Quint and Logan break down how to start investing in the right way.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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Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
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39:43The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …
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Learning to heal by learning to feel, by Niall Breslin
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39:53
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39:53From the outside, Niall Breslin — known by legions of Irish fans as Bressie — appears to have led a charmed life. He’s had a professional Rugby career, achieved national stardom as a musician, and been a coach on The Voice of Ireland. But behind all those achievements lies Niall’s struggle with repressed emotions and generations of unresolved pain.…
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Quint and Logan talk about mentors and building a team around yourself.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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Binance Futures Referral Code "K6O8CPLG" – Get 10% Fee Discount and Up to $600 Bonus
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2:04If you are looking to begin your futures trading journey on Binance, using a Binance Futures referral code can make a significant difference. The Binance Futures referral code "K6O8CPLG" unlocks a 10% discount on trading fees and gives you the opportunity to claim up to $600 in welcome bonuses. This is a great advantage for both new and experienced…
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Quint and Allie talk about setting goals and understanding the destination of your financial plan.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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Allie and Logan break down how anyone can become a millionaire.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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Rewrite your inner monologue, by Kim Fields
21:58
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21:58When the way we talk about our own bodies becomes negative and self-deprecating, it’s time to rewrite that inner monologue. Actress and director Kim Fields, star of The Facts of Life, Living Single, and the Netflix series The Upshaws, leads us through a process of reevaluating the words we say to ourselves. It’s an invitation to send love to every …
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Allie and Logan talk about waiting to “save later” or “payoff debt later” and instead how to starting doing something now.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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One of the most common money pits we see, Quint and Logan talk about avoiding keeping up with the Joneses.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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Emergencies and setbacks happen. Quint and Logan talk about how to be prepared for them.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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Co-founder of Insight Meditation Society (IMS) and author of several popular books on Buddhism, Joseph Goldstein has been a legend in the world of mindfulness for nearly half a century. But when he returned to US from India in the early ‘70s, penniless and without a job prospect, he had no way of knowing what his future held. This week, Joseph tell…
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Quint and Logan talk about how to avoid living paycheck to paycheck and how to create margin.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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#97: Don’t Panic, Prepare: How to Start Investing in a Shaky Economy
58:12
58:12
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58:12Confused by all the stock market headlines and tariff talk lately? Let’s make it make sense. In this episode, the guys break down what’s really going on with Trump’s tariffs, the impact on the global economy, and why smart investors aren’t panicking, they’re preparing. Instead of focusing on the noise, they zero in on the opportunity: why this migh…
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Quint and Allie kick off a new miniseries on some of the common financial mistakes we see people make. They break down one of the biggest: lifestyle creep and how to avoid it.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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Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
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29:44Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…
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Quint and Logan talk about trimming or selling stock winners that have done well.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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Finding possibility in life’s forced pauses, by AD
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34:38As a WNBA player, AD is used to saying, “I’m good” as an automatic response, no matter the injury. It’s what allows them to be a successful athlete, and to wrap their whole self around that identity. But when basketball is fully stripped away from them, they have to look inward to explore who they are — and the full range of identity available to t…
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Quint and Allie talk about taxes in a year you move states.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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Quint and Logan talk about investing when you are outside of the US.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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Quint and Allie talk about accruing for larger expenses and how to be a DIY Budgeteer!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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Staying insightful, playful, and alert, by Rohan Gunatillake
16:06
16:06
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16:06This April Fool’s Day, Rohan embraces the sense of play that exists in all of us, designing a unique meditation to foster a feeling of alertness on this day of pranks. He then invites you to take on the mantle of the wise fool, that all-seeing court jester who upends convention and ensures that we all see the world through a brighter lens. If this …
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The Hidden Franchise Opportunity with $7.8M Average Revenue
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29:06Send us a text What if there was a franchise opportunity with average revenues of $7.8 million that 99% of franchise searchers have never heard about? In this revealing episode, Bubba Snider shares his transformation from Fortune 200 executive to successful City Wide Facility Solutions franchise owner in Alabama. When the pandemic hit in 2020, Bubb…
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Quint and Logan talk about buying years of service for retirement.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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Quint and Allie talk about the best type of retirement plan to utilize.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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Errrupt Case Acceptance Rates w/ Patient Finance Options ** MYTHS BUSTED **
40:31
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40:31Step into Dental Unscripted replacing Acquisition Unscripted. Hosts Michael Dinsio and Paula Quinn, alongside industry experts like executive coach Michael Clark with Next Level Consultants. Our NEW CHANNEL breaks down the dental practice ownership journey with raw, real, and actionable insights. From startups to acquisitions to running a successfu…
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Feel like your year’s off to a slow start? Let’s get back in the game. After a short hiatus, the guys are back and getting real about where they’re at—mentally, emotionally, and in their personal growth. Whether you’ve felt off-track, stuck, or just late to the game this year, this episode will give you the mindset shift and motivation you need to …
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Quint and Logan talk about buying real estate and what that can mean for your financial picture.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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To swim in a sea of stars, by Eric Whitacre
33:38
33:38
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33:38Choral music composer and conductor Eric Whitacre directs choirs around the globe, but as a kid in northern Nevada, he feels like the black sheep. He doesn’t know how to channel his endless energy to create meaningful connections or find his place in the world. His remarkable experiences with outer space, multi-part harmonies, and a (literal) leap …
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Allie and Quint break down married filing separately on your taxes and when it can be a good idea.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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Quint and Logan talk about how tariffs influence prices and markets.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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Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy.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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Franchise Growth Chronicles: Managing Commercial Accounts and Cashflow
22:10
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22:10Send us a text Ever wonder what it's really like to own a franchise? Jack and Jill Johnson pull back the curtain on their first year as Pinks window cleaning and power washing franchise owners in this candid, unscripted conversation about the realities of business ownership. The Johnsons tackle one of the biggest challenges facing home service busi…
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Psychology professor Dr. Laurie Santos is the host of The Happiness Lab podcast – and of Yale’s most popular course ever. (More than 3 million people have taken her "Science of Wellbeing" course online.) In this story, journey with Laurie to an island in Puerto Rico where she is one of only a few humans among thousands of monkeys. The company of no…
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Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts.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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Allie and Quint talk about paying yourself first and what it means to save before you spend.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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Logan and Allie break down Real Estate Investment Trusts (REITs).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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The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
52:14
52:14
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52:14A Shifting Profession The accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspective on how the field has transformed—and where it’s headed next. In this episode of The Accountant’s Flight Plan, Brannon Po…
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I focus on sensations that ground me, by Dallas Taylor
37:28
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37:28Today, Dallas Taylor is a creative director and creator of the beloved podcast Twenty Thousand Hertz. But before this, he had another life – one that brought immense pressure. He shares the story of how he comes to realize that feeling the weight of anxiety and fear doesn’t mean he’s broken. It means he’s human. Each episode of Meditative Story com…
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From Finance to Fairways: Franchise Owner Mercedes Fonte's Journey with The Back Nine Golf
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39:20Send us a text From Finance to Fairways: Mercedes Fonte's Journey with The Back Nine Golf Discover how a former finance professional transformed her career by becoming the owner of The Back Nine Golf, an innovative indoor golf franchise that's revolutionizing the sport. In this compelling episode, Mercedes Fonte shares her entrepreneurial journey, …
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Logan and Allie talk about shopping for credit card deals and whether you should even have a credit card.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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Allie and Quint talk about what is good debt and what is bad debt.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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Dental Teams - Creating a Culture - 'TAMING THE WILD!' Build an Effective Team & with Accountability
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38:14Ever walked into your dental practice and felt more like a referee than a leader inspiring a team? Let's face it, managing a dental team can be like navigating a minefield of personalities, competing priorities, and unexpected challenges. But it doesn't have to be a constant struggle! In this episode of Dental Unscripted, Mike Dinsio and Paula Quin…
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Quint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse.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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Belonging can be found far from home, by Morgan Harper Nichols
37:07
37:07
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37:07Morgan Harper Nichols is a songwriter, poet, artist, and musician who was diagnosed with autism as an adult. Growing up, she yearns to see the wider world outside her rural home, and to embark on adventures like Bilbo Baggins. When she spends a semester studying abroad, she finds herself surrounded by the unfamiliar — and feeling rejected and lonel…
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Quint and Logan explain the major spending/debt issues they are seeing on a daily basis and encourage people to change their habits.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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Robert Dean on the Vending Revolution: How Naturals2Go is Redefining Unattended Retail
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41:29Send us a text Corporate executive turned entrepreneur Robert Dean takes us behind the scenes of his journey with Naturals2Go, revealing how he's transforming the outdated vending industry into a tech-forward healthy food revolution. Learn how his frustration with stale chips and broken dollar slots evolved into a multi-unit operation that's changi…
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Quint and Allie talk about when you may have to use your emergency fund.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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Hiring a Dental Consultant, Brilliant! or Bust! - Find Out Here...
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35:12Dental consultants: Are they worth the investment, or just a bunch of hype? 🤔 On this episode of Dental Unscripted, Mike Dinsio and Paula Quinn break down the truth about dental consultants and help you decide if one is right for YOUR practice. We cover: The Good, the Bad, and the Ugly: We explore the potential benefits AND drawbacks of hiring a co…
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Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.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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