Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Jeff Lerner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Lerner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326

56:34
 
Share
 

Manage episode 449972230 series 2987441
Content provided by Jeff Lerner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Lerner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 👇

💻 https://markjkohler.com/

📖 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
  continue reading

341 episodes

Artwork
iconShare
 
Manage episode 449972230 series 2987441
Content provided by Jeff Lerner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Lerner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 👇

💻 https://markjkohler.com/

📖 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
  continue reading

341 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play