Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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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!
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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Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusin ...
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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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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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Debt Sent to Collections
20:26
20:26
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Quint and Allie talk through negotiating and paying off debt that has been sent to collections.Von 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 Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.Von 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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DIY Interview - Drew Sutton - Teaching Kids About Investing
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Quint interviews Drew Sutton who has invented a really cool way to teach your kids about investing early in life. Check out this tool at theblackinvestingbox.com.Von 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 student loans and the new SAVE repayment plan.Von 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 Bitcoin and purchasing it through an exchange-traded fund.Von 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 Cyber Threats with Christophe Reglat
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47:15
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In this episode, hosts Damien Greathead and Penny Breslin delve into cybersecurity within the realm of CPA operations with guest Christophe Reglat. Christophe discusses his extensive background in managing data centers and the evolution of cybersecurity, particularly focusing on the challenges CPAs face. The conversation covers the importance of co…
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DIY Money JR - When to Invest
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17:02
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Allie and Logan answer this junior question about when to get started investing.Von 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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Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.Von 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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Life Insurance for Kids
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20:34
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20:34
Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.Von 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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How to Invest for Short Term Goals
14:28
14:28
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14:28
Logan and Allie talk about investing large sums of money for short term goals.Von 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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3 Things Spicing Up My Marriage Right Now | Ep. 12
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12:00
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Here are the 3 things that are spicing up my marriage. Tune in to learn what is keeping me connected to my husband right now. I feel like we are stepping into a new phase of marriage. We are going on 5 years married and it still feels so new and fresh. Maybe because we have had an evolving relationship. Now we are experiencing not so much the baby …
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When to Take Social Security
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18:21
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18:21
Quint and Logan break down the math of taking social security early versus waiting till later in retirement.Von 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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Credit Card "Hack" - Adding Kids to Parent's Credit Card
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14:34
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14:34
Allie and Daniel talk about this credit card "hack" for helping your kids build credit.Von 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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Buy When the Market is Down
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17:19
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17:19
Quint and Allie answer a question about buying stocks on days the market is down.Von 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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Fees on Your Investments
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14:32
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14:32
Quint and Daniel talk about one of the most important things to watch out for when investing.Von 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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Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations
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47:35
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47:35
Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process.…
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Retirement Strategies with Large Age Gap
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17:18
What can an age difference mean for your financial planning? Allie and Daniel weigh in.Von 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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What do I do with the 40K in my savings? Do I buy a home, invest in the stock, or put it in a high yield interest account? | Ep. 11
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I wish my parents would have taught me more about finances. My dream is to own a home but seems like an impossible reality to have. What is the truth to downpayment, loans, interest rates, and housing prices. It seems too overwhelming to even approach. Thats why I want to share with you what this all looks like for me. What does investing for a beg…
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Budgeting with Multiple Accounts
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17:33
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Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.Von 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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Changing Investment Strategy
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15:37
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Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.Von 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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Bringing on a Tax Advisor?
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18:58
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18:58
Logan and Allie talk through how to build a team of advisors around you and when you need to do so.Von 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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Transforming Accounting: Embracing Change for Sustained Success
32:38
32:38
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32:38
Are your accounting practices ready for the transformative wave of technology, or are you stuck in the compliance grind? In this episode, hosts Damien Greathead and Penny Breslin discuss the importance of transformation in accounting firms. They touch on the continuous nature of tax season, the challenges firms face in adopting new technology, and …
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How to Evaluate Individual Stocks
24:47
24:47
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24:47
Quint and Logan discuss how to evaluate individual stocks and their earnings reports.Von 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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When Do You Need a Trust?
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18:56
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Daniel and Quint talk about estate planning and when it is important to get a trust in place.Von 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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Professional Quitter, That's Me! But I'm Back | Ep. 10
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After a year hiatus, I am attempting to be back. Why because I want to capture the reality behind an entrepreneurs journey. We mostly think success happens overnight because everyone loves to like the glitz and glam but what about the unseen majority of us that are struggling. Struggling with balancing work life balance, the failures/lessons, the l…
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Filing Jointly Versus Separately
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14:14
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Quint and Allie talk through filing taxes jointly versus separately and why you would do either.Von 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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DIY Money Jr - Should I Own Gold?
17:23
17:23
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17:23
Quint and Daniel answer this great question from a young listener about owning/buying gold.Von 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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Pulling Funds from Your 401K
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17:05
Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.Von 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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How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans
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17:15
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17:15
Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.Von 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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Balancing the Books and Life: Transforming Your Accounting Practice for Joy and Profit with Amanda Gascoigne
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44:16
Have you ever wondered how to transform the endless busy season into a well-balanced, profitable practice? This episode features an enlightening conversation with Amanda Gascoigne, who shares her insights on creating a more balanced and profitable accounting practice. The discussion covers the importance of selecting ideal clients, the benefits of …
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Using Credit Cards - Sponsored by Wallet Hub
16:51
16:51
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16:51
Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.Von 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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Accounts for Kids: UTMA v. UGMA
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23:08
Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.Von 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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How to Charitably Give Stock
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22:37
Quint and Logan talk through tax advantages and strategies for giving stock to charity.Von 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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Where to Hold Your Emergency Fund
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Daniel and Allie talk through where to hold your emergency fund.Von 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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Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast
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Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC). In this episode, Catherine shares her rationale fo…
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Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.Von 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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How to Invest in Different Accounts
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16:37
Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.Von 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 talk about apps and resources to help you track your expenses.Von 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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Strategic Journey to Dext with Rachel Fisch
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48:08
Damien Greathead, alongside co-host Penny Breslin, welcomes Rachel Fisch for an insightful episode that delves into the nuances of modern accounting practices, leveraging technology for growth, and the journey of niche specialization. The discussion covers Rachel's extensive background in the accounting industry, from her early days of recognizing …
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HSA v. Paying off Mortgage
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18:00
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18:00
Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.Von 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 Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.Von 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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DIY Money Jr - How to Make Money as a Kid
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15:45
Quint and Logan answer this question and tell stories about how to make money when you are young.Von 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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Keep Funds in a Business or Take Money Out?
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21:07
Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit.Von 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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Balancing Joy and Savings
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15:56
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15:56
Daniel and Quint talk through the balancing act of spending now versus saving for later.Von 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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DIY Money Jr - Investing in a Roth IRA without Earned Income
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17:02
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17:02
Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.Von 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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Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast
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44:35
Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale. Of course, we can’t talk about…
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Relationships and Budgeting
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19:08
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19:08
Daniel and Logan talk about how to navigate spending and budgeting in a relationship.Von 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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Ever wondered how tackling the root causes of business problems instead of just the symptoms can transform your efficiency, especially during the hectic tax season? Hosts Damien Greathead and Penny Breslin discuss the crucial topic of identifying and addressing the symptoms and root causes of problems in a business process, especially in the accoun…
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Saving for Retirement & Taxes when Self-Employed
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Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.Von 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 the most important things to teach young people about personal finance.Von 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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