Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.
…
continue reading
We believe that mission driven organizations have the power to transform our economy by group purchasing.
…
continue reading

1
SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
…
continue reading
Beyond the Margins was created for you. To help you better understand how every decision you make has a financial impact on your business.While the bottom line is important, there are also things we need to address if we want to be successful in business and also at an individual level.Our goal is to unpack topics that will help you to make better financial decisions to grow your business but also grow and take care of yourself as an entrepreneur.
…
continue reading

1
SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
…
continue reading
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
…
continue reading
Hey, Creative! Are you ready to discuss profits, the money, the ways to make it happen? The profitable creative podcast is for you, the creative, how you define it. Videographers, photographers, entrepreneurs, marketing agencies. You get it. CEO of Core Group and author Christian Brim interviews industry experts, creative entrepreneurs and professionals alike who strive to be creative and make money at the same time. Sound like you? Tune in now. It's time for profit.
…
continue reading
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 ...
…
continue reading

1
Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
…
continue reading
Hosted by the hiring experts of Dallas-based recruiting firm Unity Search, Unity Talks features lively discussion with successful business leaders regarding their career path to success, obstacles overcome to become successful, and steps they have taken to remain on top of their profession. https://www.facebook.com/UnitySearch https://www.linkedin.com/company/unity-search/ www.unitysearch.com
…
continue reading
Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
…
continue reading
Listen to the book that no civil services aspirant can avoid
…
continue reading
Tips and advice to run a successful construction business from two long-term industry professionals: Wade Carpenter, a construction CPA, and Stephen Brown, a construction bond agent. Each host has unique, but complementary views and advice from each of their 30+ years in the contracting industry. Their goal is to promote healthy, thought-provoking discussions and tips for running a better, more profitable, and successful company. Subscribe for new insights and discussion every week. Visit Co ...
…
continue reading
Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
…
continue reading
Welcome to LeaderSight- where we believe leadership is a people game. One that can be played by anyone, anywhere…because leadership is action by any party that helps your group meet its adaptive challenges. We bring you successful leaders who have something special, leadership wisdom- and put them in a position to share that with you, unfiltered. To offer you their insight, foresight, and maybe even some 20/20 leadership hindsight to help you on your leadership journey.
…
continue reading
Music Therapy is an existential podcast for musicians (and music fans!) Being a musician has never been easy, but in today’s over-saturated world, it feels more daunting than ever. With little money and murky paths to success, it’s no wonder musicians are struggling to find their place and value in the world. Musicians will find the Music Therapy podcast an indispensable and inspiring companion while navigating the ups and downs of creativity, the music industry, and mental health. Music fan ...
…
continue reading

1
SMSF NS128: End of financial year strategy planning
23:59
23:59
Play later
Play later
Lists
Like
Liked
23:59In this episode, we covered end of financial year strategy planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
…
continue reading
Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over…
…
continue reading

1
Creative Roots: Classroom to Copywriting | Katie Bridgewater
37:50
37:50
Play later
Play later
Lists
Like
Liked
37:50Send us a text In this episode of The Profitable Creative, host Christian Brim speaks with Katie Bridgewater, a copywriter specializing in the motherhood industry. Katie shares her journey from teaching to copywriting, discussing the challenges and mindset shifts she experienced along the way. She emphasizes the importance of finding a niche, embra…
…
continue reading

1
The Profit Paradox: Why Growing Your Construction Business Can Hurt Your Bottom Line
21:59
21:59
Play later
Play later
Lists
Like
Liked
21:59Send us a text 🔗 LINKS Visit the episode page at for more details and a transcript of the show. Take the FREE Construction Company Health Evaluation ℹ ABOUT THIS EPISODE Wade and Stephen delve into the paradox of growth in the construction industry. They explore why landing bigger jobs and expanding your business may not always translate into highe…
…
continue reading
Nearly 1/3 of 401(K) assets are held in target date funds, and with recent statistics showing the composition of these funds becoming riskier, some are questioning how this might impact investors in the long term. Donna and Nathan discuss why target date funds are becoming more aggressive, and how to use them appropriately in your portfolio. Also o…
…
continue reading
When you’re young, it’s easy to get paralyzed worrying about how you should be saving for retirement, but the first and most important step is to just be saving. Donna and Nathan discuss strategies you can follow to catch up on your retirement savings if you feel like you’ve fallen behind. Also, on our MoneyTalk Moment in Financial History we discu…
…
continue reading
With spending cuts taking place at nearly all levels of government, many soon-to-be retirees are being prompted to claim their Social Security benefits early, potentially accelerating the timeline in which the system reaches insolvency. Donna and Nathan discuss how this trend may impact peoples’ ability to retire, and what measures are being consid…
…
continue reading

1
Daytime Drama to Digital Dreams | Daniel Goddard
48:21
48:21
Play later
Play later
Lists
Like
Liked
48:21Send us a text In this episode of the Profitable Creative podcast, host Christian Brim speaks with Daniel Goddard, an actor turned entrepreneur, about his journey from the world of soap operas (The Young and the Restless and General Hospital) to launching his own digital marketing company. They discuss the importance of branding and marketing in bu…
…
continue reading
Many have a romanticized vision of how theyâll spend their time in retirement, but the reality is often far more mundane, and it can be easy to find yourself falling into an unhealthy routine. Donna discusses the importance of taking the time to plan for how youâll use that long-coveted free time as you approach retirement. Also on MoneyTalk, claim…
…
continue reading
If you receive all of your income by W-2, most tax filing software will likely give you similar results to what you would get if you had filed through a CPA, but for 1099 employees, having the guidance of a professional can make a world of difference. Nathan speaks with CPA, John Briggs, Founder of Incite Tax, about the value of using a CPA for cer…
…
continue reading

1
Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
39:43
39:43
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading

1
From Odd Jobs to Creative Entrepreneur | Josh Marshall
40:10
40:10
Play later
Play later
Lists
Like
Liked
40:10Send us a text In this episode of the Profitable Creative, host Christian Brim interviews Josh Marshall, who shares his journey from various odd jobs to pursuing a career in creativity and entrepreneurship. Josh discusses his passion for storytelling, particularly in the realm of Dungeons and Dragons, and how he is currently developing a proof of c…
…
continue reading

1
Contractor Cash Flow: How to Stop the Feast or Famine Cycle
26:12
26:12
Play later
Play later
Lists
Like
Liked
26:12Send us a text 🔗 LINKS Visit the episode page at for more details and a transcript of the show. Take the FREE Construction Company Health Evaluation ℹ ABOUT THIS EPISODE Are your cash flow woes hitting you like a hammer to the thumb? Let’s talk about it. This week, Wade and Stephen dive into the challenges contractors face with cash flow and share …
…
continue reading
How you choose to draw on your retirement assets can make a big difference in your overall tax liability, so unless you’re feeling charitable towards the US government, having a strategy is critical. Donna and Nathan discuss the order in which you withdraw from your retirement accounts, and some actions you can take in the years leading up to retir…
…
continue reading

1
Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas
17:34
17:34
Play later
Play later
Lists
Like
Liked
17:34In Part 1 of this two-part series, Calibre partners Art Budich and Glenn Eyrich break down what labor unions need to know about Department of Labor (DOL) audits and investigations. From triggers like late filings and inadequate documentation to common red flags and fraud risks, they share key insights to help your organization stay prepared and com…
…
continue reading
Age is a primary factor in deciding on the right investment allocation for your portfolio, but as you might imagine, thereâs a bit more to it than that. Nathan and Steve discuss four questions you should ask yourself when developing a tailored asset allocation strategy. Also, our MoneyTalk Moment in Financial History tells the story of how the earl…
…
continue reading
The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, understanding tax categorie…
…
continue reading

1
Rebecca Buell, CFO The National Breast Cancer Foundation
43:08
43:08
Play later
Play later
Lists
Like
Liked
43:08On this episode of UNITY Talks, host David Cathey sits down with the CFO of the National Breast Cancer Foundation.By RNCN
…
continue reading
Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Carol Kabaale, a marketing expert from South Africa. They discuss the importance of building genuine connections in marketing, the need for unique customer journeys, and the role of community in business. Carol shares her journey from corporate life to entrep…
…
continue reading
As you approach retirement, you may feel that knot in your stomach telling you that there are actions you should be taking to prepare, but defining those actions can be a daunting task. Donna walks us through 10 steps you can take as you prepare for retirement, including: maxing out your contributions, shifting your allocations, taking inventory of…
…
continue reading
Social Security is a core component of most Americansâ retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed, Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why…
…
continue reading

1
Know Your Worth: Pricing Strategies for Creative Entrepreneurs | Robin Waite
50:50
50:50
Play later
Play later
Lists
Like
Liked
50:50Send us a text In this episode of The Profitable Creative, host Christian Brim speaks with Robin Waite, a seasoned entrepreneur and coach. Robin shares his journey from being a systems analyst to running a successful marketing agency, and eventually transitioning into coaching. The conversation delves into the importance of understanding numbers in…
…
continue reading

1
Bigger Projects, More Savings: How to Strengthen Your Bonding Relationships
22:58
22:58
Play later
Play later
Lists
Like
Liked
22:58Send us a text 🔗 LINKS Visit the episode page at for more details and a transcript of the show. Take the FREE Construction Company Health Evaluation ℹ ABOUT THIS EPISODE What if your relationship with your bonding company could open as many doors as having the right tools on your job site? Just like a well-built foundation supports everything above…
…
continue reading
One of your advisor’s jobs is to act as facilitator for you and your spouse, ensuring that all parties have a clear and active role in the financial decisions that impact them. Donna and Nathan discuss the benefits of having an all-in approach to managing your finances, and some of the planning topics that frequently come up. Also on MoneyTalk, the…
…
continue reading
When you consider the complexity of the markets, you might look at asset management as an art form, and while this may be true to some extent, there is a science behind asset allocation that helps to guide most rebalancing decisions. Nathan discusses the mechanics of the three primary asset allocation strategies: strategic, tactical and dynamic. Al…
…
continue reading
In the 1950 about 35% of US private sector jobs were in manufacturing, today that figure stands at just over 9%, so the big question is, how did we lose our place as the world’s manufacturing powerhouse? Nathan tells the story of how factors such as Americans’ rise in affluence led to the decline in domestic manufacturing, and whether there is anyt…
…
continue reading
Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss this and other retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”. Hosts: Donna Sowa Allard, CFP®, AIF® & N…
…
continue reading

1
The Future of Work: Embracing Remote Culture | Kelly Schuknecht
34:54
34:54
Play later
Play later
Lists
Like
Liked
34:54Send us a text In this episode of the Profitable Creative, host Christian Brim engages with Kelly Schuknecht of Two Mile High Marketing to explore the intersection of passion and profit in entrepreneurship. They discuss the challenges of scaling a business, the importance of aligning creativity with analytical strategy, and the evolving landscape o…
…
continue reading
See omnystudio.com/listener for privacy information.By Cumulus Providence
…
continue reading

1
Diving Deep: Underwater Filmmaking and the Art of Entrepreneurial Storytelling | Armin Korsos
43:22
43:22
Play later
Play later
Lists
Like
Liked
43:22Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Armin Korsos, founder of Kamanite, about his unique background, the challenges of underwater cinematography, and his journey into filmmaking. Armin shares insights on entrepreneurship, the importance of building effective teams, and the creative process behin…
…
continue reading

1
How to Turn the New Tariffs Into Opportunities: A Contractor's Guide
19:41
19:41
Play later
Play later
Lists
Like
Liked
19:41Send us a text 🔗 LINKS Visit the episode page at for more details and a transcript of the show. Take the FREE Construction Company Health Evaluation ℹ ABOUT THIS EPISODE The recent tariff announcement is creating waves in the construction industry. Join Wade and Stephen as they dive into the implications of these new tariffs. Learn about potential …
…
continue reading
The rollercoaster ride for the markets continued on Thursday April 10th, erasing much of the prior dayâs gains as investors respond to the unpredictable news on tariffs. Donna and Nathan discuss who is footing the bill for these tariffs, and how it is impacting the bond market. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna…
…
continue reading
It’s been a dramatic week for stocks, and we’re seeing a broad range of reactions from investors, ranging from intense trepidation to enthusiasm for the potential to buy great companies at a steep discount. Donna and Nathan discuss the importance of maintaining a balanced perspective during times of market turmoil, and how the economy may be reshap…
…
continue reading

1
Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
29:44
29:44
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
Mesmeric Moves: How to Thrive When the Media Shifts | Michael Holstein
41:37
41:37
Play later
Play later
Lists
Like
Liked
41:37Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Michael Holstein of Mesmeric Media about the evolution of his company, the challenges faced in the content industry, and the importance of taking risks in content creation. They discuss the shifts in audience preferences, the impact of partnerships, and the n…
…
continue reading
On April 7th, markets saw one of the most volatile days in recent memory due to the Presidentâs tariff announcements, and investors are preparing themselves for what promises to be a period of vast uncertainty. Donna and Nathan discuss the potential for economic destabilization, and how to navigate this moment as an investor. Also on MoneyTalk, tak…
…
continue reading
When dealing with insurance companies it can often feel the chips are stacked against you, and itâs the insurance adjusterâs job to even the scales. Nathan welcomes Andy Gurczak, Founder and CEO of Allcity Adjusting, back to the show to discuss state property insurance laws, mistakes people make during the claims process, and strategies used by pub…
…
continue reading

1
Identity Positioning for Connection | Isaac Mashman
40:29
40:29
Play later
Play later
Lists
Like
Liked
40:29Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim speaks with Isaac Mashman, a personal branding expert and consultant. They discuss the importance of personal branding, the journey of Isaac from network marketing to consulting, and the challenges of self-promotion and imposter syndrome. Isaac shares in…
…
continue reading

1
It's Time to Break Your Equipment Addiction
23:45
23:45
Play later
Play later
Lists
Like
Liked
23:45Send us a text 🔗 LINKS Visit the episode page at for more details and a transcript of the show. Take the FREE Construction Company Health Evaluation ℹ ABOUT THIS EPISODE In this episode, Wade and Stephen discuss the pitfalls of equipment addiction among contractors. They explore how unnecessary equipment purchases can lead to financial strain and …
…
continue reading
The stock market has been hit hard over recent days, and although it may be hard to think positively while your portfolio is feeling the pain, this is one of those buy low moments where resilient investors see opportunity. Donna and Nathan explain how to find the silver lining in a down market through dollar cost averaging and smart portfolio rebal…
…
continue reading

1
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes
42:32
42:32
Play later
Play later
Lists
Like
Liked
42:32In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to ret…
…
continue reading
There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes …
…
continue reading
If altruism is in your heart, charitable giving can be vastly rewarding not only for the knowledge that youâve helped those in need, but also for the tax benefits. Donna and Nathan explain different ways taxpayers can put some of their hard earned income to work for a good cause rather than lining Uncle Samâs pockets. Also on MoneyTalk, deciding wh…
…
continue reading

1
Breaking the Agency Mold: A New PR Perspective | Melinda Jackson
42:25
42:25
Play later
Play later
Lists
Like
Liked
42:25Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim speaks with Melinda Jackson, a public relations expert with over 15 years of experience. Melinda shares her journey from moving to Los Angeles with just $500 to becoming a successful entrepreneur in the PR industry. They discuss the challenges of agency …
…
continue reading
Half of private sector workers are now contributing to a 401K, showing a much needed head of steam for plan participation at a time when the retirement savings gap poses a major threat to future retirees. Donna and Nathan discuss how new 401K plan features are making it simpler and more attractive for workers to save for retirement. Also on MoneyTa…
…
continue reading

1
The Entrepreneurial Journey: From Engineer to Consultant | Adi Klevit
42:18
42:18
Play later
Play later
Lists
Like
Liked
42:18Send us a text PROFITABLE TALKS In this episode of the Profitable Creative, host Christian Brim speaks with Adi Klevit, an industrial engineer and entrepreneur, about the importance of processes in business, especially for creative entrepreneurs. They discuss how processes can liberate creativity, the entrepreneurial journey of Adi, and the challen…
…
continue reading
When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of âHow to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirementâ, to discuss perspectives fr…
…
continue reading

1
How to Build Your Construction Accounting Dream Team
31:13
31:13
Play later
Play later
Lists
Like
Liked
31:13Send us a text Do your financial reports leave you with more questions than answers? Are you constantly wondering where your cash went, even when the work keeps coming in? Feel like you're flying blind? Contractors face some of the most complex financial challenges out there, and you need an accounting team you can rely on as you grow. This episode…
…
continue reading

1
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season
39:06
39:06
Play later
Play later
Lists
Like
Liked
39:06In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory serv…
…
continue reading
You likely have heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&P500 and the Nasdaq, but many people don’t have a clear understanding of which they should be following, and when. Nathan discusses the differences between the Big Three, and why each one is uniquely important to the overall market. Also, on our Mon…
…
continue reading