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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
Best friends Joel and Matt believe that when you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living a rich life.
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
On Money Meets Medicine, Jimmy Turner, MD and Ryan Inman, a fee-only financial advisor, combine their experience to teach you about the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. Come find out how much you can learn about money with the experience and perspective of a physician and a financial advisor combined ...
Welcome to Australia’s First and Only Mergers and Acquisitions podcast! Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Get educated about the the trends, challenges and issues that impact the business sale and acquisitions environment.
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The Deal Room
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[EP 161] Tips and traps in Selling (or Buying) an Accounting Practice Part 2
22:10
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In this second half of our two-part series about the tips and traps in Selling (or Buying) an Accounting Practice, we continue our discussion with Mark Attard of Xcllusive Business Sales, and take a look at the current market conditions before and during COVID. We also drive into the valuation impacts of a client base (and the difference in valuati…
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How to Money
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Friday Flight - Free Tax Filing, Astronomical Food Delivery Fees & Awful Financial Advice on TikTok #309
30:22
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It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
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The Deal Room
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[EP 163] The inside story from an aggregator: how to drive transaction success part 1
26:03
26:03
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In this 2 part series, we talk with one of our clients, Peter Hughes from Kikada Lane Dental, to bring you a different take on aggregation models, and the “real story” of being in the middle of a transaction. Kikada Lane is a dental aggregator created to disrupt the industry. And in this episode, we dive deeply into a discussion about aggregations,…
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Accountant's Flight Plan Podcast
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Podcast with Rich Stang- Accounting Firm Hiring For Culture
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36:49
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By Brannon Poe/ Rich Stang
Just a few years before he died, author David Foster Wallace gave a now-famous commencement speech at Kenyon College. Here’s a small snippet of what he said. “There are these two young fish swimming along and they happen to meet an older fish swimming the other way, who nods at them and says ‘Morning, boys. How's the water?’ And the two young fish …
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Money Meets Medicine
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Why hitting home runs isn't the best way to generate wealth!
38:14
38:14
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People love talking about the "home runs" they make with their investments. Jimmy and Ryan are here to pull back the curtains on these risky, speculative investments! Instead, you should be focusing on the less "sexy" but safer bets to grow your wealth steadily. Do you want to fully understand your worth and maximize your full potential with your e…
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How to Money
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Practical Money Hacks with Lisa Rowan #307
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50:28
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Lisa Rowan is a staff writer at Forbes Advisor, where she covers banking and personal finance and she was previously a staff writer at Lifehacker’s “Two Cents” covering personal finance. Prior to that, she was a senior writer and on-air analyst at The Penny Hoarder, where she launched the “Dear Penny” advice column syndicated by The Tampa Bay Times…
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Radical Personal Finance
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Friday Q&A: Retirement Accounts for Americans Abroad, Whole Life Insurance, Rental Property Furnishings, Giving Appreciated Assets to Charity, etc.
1:37:59
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It's Friday! Live Q&A today: 2:00 Questions on retirement account contribution for US Americans living abroad. 19:48 Should I dump my whole life insurance policy? 35:21 What are the rules on the disposition of stuff for my rental property? 45:21 Should I make big year-end contributions to my retirement accounts? 51:00 I just got laid off. What do I…
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How to Money
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Friday Flight - Getting Paid to Vaccinate, Generous Return Policies, & the Best Jobs Paying Over $100k #306
29:58
29:58
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It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
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Radical Personal Finance
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My 2021 Commitment: To Live Richly, Not Frugally
48:39
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In 2021, I resolve to spend more money and not to engage in extreme savings. Here's why! Joshua Book a consult with me: https://radicalpersonalfinance.com/consult
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The Deal Room
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[EP 162] Acquiring Medical and Allied Health Practices – building the post-acquisition marketing plan
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In this episode, we talk all about building a post-acquisition marketing plan when acquiring Medical and Allied Health Practices. To dig into this topic we have onboard Michelle Tayler, the founder of Marketing Practices. This episode will help demystify marketing, remove the overwhelm and empower practice owners and practice managers to effectivel…
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Money Meets Medicine
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How to Create a Passive Real Estate Empire - 2 part series
36:57
36:57
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Do you dread the idea of being a landlord but still want to get into real estate investing? Then this show is for you! Ryan and Jimmy go into how you can have the best of both worlds with passive real estate investing in the second of this 2 part series on how to create your real estate empire. Before we go, just a reminder to reach out to John McC…
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How to Money
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Big Money Moves You’re Probably Overlooking #305
40:46
40:46
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When we need to make some serious changes to our personal finances, the small tweaks and changes aren’t going to cut it. Instead, we need to take a look at some of the bigger money moves that will allow us to drastically save and invest more of our money. And often, this isn’t an instinctual response. For many reasons we tend to immediately focus o…
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How to Money
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Ask HTM - Paying Your Mortgage with a Credit Card, Where to Put Baby Money, Buying and Selling a Car with Carvana #304
43:11
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We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo! 1 - How can I put my monthly mortgage on a credit card in order to score cashback? 2 - When it comes to long term disability insurance, is it worth it to pay more for a lo…
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How to Money
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Friday Flight - Life w/o Amazon, New Data Saying Roths Stink, & Taking a Sabbatical #303
27:22
27:22
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27:22
It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
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Money Meets Medicine
1
How to Create an Active Real Estate Empire - 2 part series
39:06
39:06
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Interested in learning more about real estate investing and how you could use it to achieve financial independence? Jimmy and Ryan tackle how to start building your real estate empire both actively and passively in this 2 part series. Learn about diversifying your clinical income, tax benefits and more! Looking for a financial advisor that will hel…
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How to Money
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The 7 Money Gears: When, to do What, with your Money #302
37:30
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“What do I do next with my money?” - if this is a question you’ve asked yourself before, then the answer is: right here, with this episode! We cover so many money topics that it can be difficult to know how they all relate to you on your own personal finance journey. This episode serves as an incredibly helpful tool that will let you know if you’re…
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How to Money
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The Power of Habit with Charles Duhigg #301
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48:03
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If you’re wanting to know how to make a New Year’s resolution actually stick this year, then this is your episode! Charles Duhigg is a Pulitzer Prize-winning journalist who writes for the New Yorker, the New York Times Magazine, and many other publications. He is also author of bestsellers The Power of Habit and Smarter Faster Better, and he’s t…
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How to Money
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Friday Flight - The New Relief Bill, 2021 Predictions, and Getting Paid in Bitcoin #300
28:26
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28:26
Hello 2021, it's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side eve…
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Money Meets Medicine
1
Springboard Your Finances in the New Year
34:20
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Ryan and Jimmy grinch out a little on financial resolutions, but hey if it gets you motivated, they are here to give you a few ideas for financial resolutions to springboard you into a financially savvy new year! Principal Financial is getting rid of their unisex discount at the end of 2020, so women physicians are looking at an increase in their r…
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How to Money
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Money Jubilee: Celebrating Listener Money Wins in 2020 #299
47:09
47:09
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It’s time to party! During this episode we’re going to hear how many of y’all were able to get ahead with your personal finances this year. The ability for us to slow down and take the time to celebrate our money wins is going to have a lot of positive effects on all of us. Not only does it motivate you personally, but it gets others pumped who mig…
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How to Money
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Ask HTM - Payoff My Mortgage or Hold as Cash, Tapping a 401(k) to Pay Off a Credit Card, and MVNO's for Everyone to Save Money #298
47:27
47:27
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We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo! 1 - How can I get a conversation started with my girlfriend about personal finances? 2 - Should I pay off my mortgage or should I hang on to that in cash? 3 - Does it make…
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How to Money
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Debt Snowball vs. Debt Avalanche Approach To Paying Down Debt (Bestie) #297
40:10
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What is the best way to pay down debt? Americans are in tremendous amounts of debt (think over 400 billion on just credit cards alone)! Not only is this debt keeping folks from reaching their financial goals, but it’s also taking a toll on the mental health of borrowers. Knowing the best strategy to get out of this debt is a big deal and could be t…
Ryan and Jimmy go back and forth on their ideas of how to raise financially savvy kiddos. Get some great tips and tricks from these financially fit dads! Be confident that you have the right policy at the best price possible with Pattern Disability Insurance! Get your quote today www.physicianphilosopher.com/patterninsurance…
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How to Money
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Cultivating a Healthy View of Work (Bestie Ep) #296
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54:45
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Every once in a while we like to step back and think about our work. Why do we do it? Are we doing a good thing? There are a lot of misconceptions of work floating around the internet and our workplaces today. There’s the generally more millennial-ish, romanticized view of work as a calling and a means of personal fulfillment, and on the flip side …
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The Deal Room
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[EP 160] Tips and traps in Selling (or Buying) an Accounting Practice Part 1
38:55
38:55
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Welcome to another wonderful two-part series where we talk to Mark Attard from Xcllusive Business Sales talking all about the tips and traps in Selling (or Buying) an Accounting Practice. We look at who the buyers are of accounting practices, we talk about why it's not always just about the price and we discuss why the terms of the sale for an acco…
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How to Money
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The Power of Knowing Yourself with Rachel Cruze #295
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We’re excited to have Rachel Cruze join us today on the podcast for an episode all about self-awareness and money. Rachel is a two-time #1 national best-selling author, financial expert, and host of The Rachel Cruze Show. Since 2010, Rachel has served at Ramsey Solutions where she teaches folks to avoid debt, save money, and win with their money at…
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How to Money
1
Friday Flight - Important Investing Deadlines, Appliance Shortages, and Privacy Labels #294
29:51
29:51
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29:51
It's time for a Friday Flight! These episodes are all about the week’s news and the effects of the pandemic on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. …
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How to Money
1
Conducting A Personal Year-End Money Review #293
39:31
39:31
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Planning for the future and looking forward to the next best thing in our lives is natural- especially this time of year! But here’s the problem: it’s hard to know how to move forward and what steps you need to take if you haven’t reflected on the past. So during this episode we raise some questions that you can ask yourself before you start thinki…
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Money Meets Medicine
1
How to Make a $24k Backdoor Roth Contribution in a Year
26:33
26:33
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Are you ready to get that backdoor Roth contribution in before the end of the year? Starting high level with what is a backdoor Roth all the way to the nitty gritty, Ryan and I are going to go through what the whole process is all about! Principal Financial is getting rid of their unisex discount at the end of 2020, so women physicians are looking …
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Radical Personal Finance
1
How to End a Year and Plan a Better One, Part 3: Plan
42:13
42:13
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Accountant's Flight Plan Podcast
1
Selling a CPA Practice with Jim Alkire (podcast)
24:17
24:17
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By Brannon Poe / Jim Alkire
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How to Money
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Ask HTM - Putting More Expenses on Credit Cards, the Sweet Spot on a Home Refinance, and WTD with an Extra $5000 #292
43:32
43:32
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We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo! 1 - What are the pros and cons of putting all of my expenses on a credit card? 2 - How much lower should an interest rate be in order to make a home refinance worth it? 3 …
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How to Money
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Friday Flight - Virtual Job Interviews, WFH in Hawaii, & Zoom Santas Making Bank #291
26:41
26:41
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26:41
It's time for a holiday season Friday Flight! These episodes are all about the week’s news and the effects of Covid-19 on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even…
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Radical Personal Finance
1
How to End a Year and Plan a Better One, Part 2: Dream
1:05:37
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How to Money
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Enjoying the Holidays without Spending a Dime #290
39:23
39:23
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We don’t want you to cancel the holidays- we want you to cancel the overconsumption and debt that typically accompanies the holiday season. Americans racked up an average of $1,325 last year- how much more of a problem will it be this year as so many folks are still reeling from the impact of covid?! For many of us, our default way of thinking is t…
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Money Meets Medicine
1
The Biggest Financial Mistakes You Can Make
24:53
24:53
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We all make mistakes at some point or another, it’s a part of life. However, there are ways to prevent financial mistakes from happening by knowing what to watch out for! In today’s episode we are going to cover the biggest mistakes people make financially and how to correct them. Be confident that you have the right policy at the best price possib…
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How to Money
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Negotiating a Fatter Paycheck in Uncertain Times with Rich Jones #289
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On today’s episode we’re joined by a fellow personal finance podcaster: Rich Jones, host of Paychecks and Balances. Rich has also worked in human resources and recruiting for the better part of a decade, and so we’re particularly excited to talk with him about negotiating raises. Entrepreneurship tends to get all the attention, but for most folks, …
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Radical Personal Finance
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Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore
2:21:36
2:21:36
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Friday Q&A today: 2:10 - Free resource for end-of-the-year planning: www.yearcompass.com 3:00 - How aggressive should I be in scaling up my real estate company? 22:15 - Should I rollover my 401(k) and 403(b) to an IRA 35:30 - Should I put my child into kindergarten at an early age? 43:44 - Should I deduct my early stage business expenses now or lat…
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How to Money
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Friday Flight - Bitcoin Blowing Up, Cars That Hold Their Value, and Christmas Trees- so hot right now! #288
29:53
29:53
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29:53
It's time for a holiday season Friday Flight! These episodes are all about the week’s news and the effects of Covid-19 on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even…
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The Deal Room
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[EP 159] Term Sheets, MOUs, LOIs and more. What’s the difference? And what to look out for!
9:22
9:22
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In this episode, we clear up some confusion around the commonly used “Term Sheet” and its many variations. If you have ever wondered what the difference is between an MOU, LOI, Term Sheet, NBIO or a Heads of Agreement, then listen in to this episode as we debunk some myths, clear up the confusion and dish out a couple of essential tips.…
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Radical Personal Finance
1
How to End a Year and Plan a Better One, Part 1: Reflect
50:20
50:20
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Money Meets Medicine
1
We Are in a Pandemic, Do You Have Your Financial House in Order?
26:56
26:56
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We are in the middle of a pandemic and with many doctors working on the front-lines, it brings up the really important question... Do you have your financial house in order? We are going to cover why you need an estate plan (and no its not just for the wealthy) to help you be prepared for whatever may come your way. Be confident that you have the r…
Everyone knows that it’s good to have a high credit score- it’s true, but what is high enough? It can be tempting to spend an inordinate amount of time in pursuit of the perfect score, but we’re here to let you know that it’s a waste of time and energy. You’ll find that chasing after the elusive 850 will likely leave you feeling disillusioned, IF y…
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How to Money
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Ask HTM - Putting Down Less than 20 Percent on a Home, Swapping a Used Car for a Used Truck, and Investing Beyond a 401k #286
44:38
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We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo! 1 - Is it OK to put down less than 20% on a home if we can avoid PMI? 2 - Where else should I invest if I’m already maxing out my 401k? 3 - Are there investment platforms …
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The Deal Room
1
[EP 158] The Truth About Building and Selling Your Business
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In this episode, we talk to Tina Tower, a recipient of multiple business awards including Australian Telstra Young Business Woman of the Year, all about her experience in starting, growing, licensing, franchising, and finally exiting her business - a business that she admits was always built to sell. This is an incredibly raw and insightful story a…
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How to Money
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Friday Flight - Student Loans in 2021, More Discount Medication Options, & Zillow Surfing #285
30:29
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It's time for a Friday Flight! These episodes are all about the week’s news and the effects of Covid-19 on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to come out on the other side even stronger. In t…
Short message today to announce my Black Friday sale and to say thank you. You can save 55% on all of my courses at https://radicalpersonalfinance.com/store by using Coupon Code BLACKFRIDAY2020. (Sale ends Tuesday, December 1) You can save 25% on a private consulting call at https://radicalpersonalfinance.com/consult…
Ever feel like your insurance agent doesn't have your best interest at heart when selling you products? Ryan and I are going to give you the non-conflicted version of the Term vs Whole Life debate. We will cover the upsides and downsides to both types of policies. Have you heard about the Financial Residency medical student scholarship? 10 students…
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How to Money
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What's More Important: Earning More or Spending Less? #284
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You only have two options when it comes to saving more money- you can either earn more or you can spend less. But which of these is more important? Depending on your personality, you might find it easier to focus on making more money without too much concern for being frugal. And other listeners are all about more tips to live frugally, but they ra…
