『Financially FAT』のカバーアート

Financially FAT

Financially FAT

著者： Ben Golden
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The Financially FAT Podcast is about paying the least amount of tax the law allows, and never a dollar more. FAT stands for Flexible, Adaptable, Teachable, and this show is about business owners who practice those values in their business and in their lives. Your host is Ben Golden, bestselling author and tax strategist for founders, and CEO of Golden Tax Relief. Every week we bring you stories of owners being financially fat, real strategies, real stories, and a clear path to financial freedom from the IRS. Each episode covers tax planning, tax resolution, IRS audits, and the strategies owners use to lower what they owe. Ben also breaks down his Golden Path process for mapping where you stand and building a plan that holds up. If surprise tax bills and vague advice are wearing on you, you are in the right place. New episodes drop every week. Learn more: https://rebrand.ly/ffp-web© Golden Tax Relief LLC All Rights Reserved マネジメント マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 3 | Andy Bowman - The Truth About Protecting Your Family's Legacy

    3 | Andy Bowman - The Truth About Protecting Your Family's Legacy
    2026/09/01
    What good is protecting your valuables if you lose sight of your values?Andy Bowman spent decades helping wealthy families protect what they own. Then a trusted business partner running a Ponzi scheme cost him seven figures and shook him to his core. That betrayal reshaped how he thinks about protection, and it is why values now come before valuables in every plan he builds.In this episode, Andy and Ben get into asset protection as building a castle before the barbarians arrive, why your estate paperwork is a love letter to your family, and how a virtual family office keeps your most important advisors in the same room. They also talk about being FAT, flexible, adaptable, and teachable, and how one hard lesson can change your trajectory.If you have built something worth protecting but never asked what it is really for, this conversation is for you. Listen now.Timestamped Highlights[00:04:13] The one question Ben asks every guest, and why FAT changes everything[00:06:07] The business partner who prayed before every meeting and hid a Ponzi scheme[00:06:59] The wolf in sheep's clothing that cost Andy seven figures and 15 years[00:07:41] The two-day meeting that was half strategy, half working on your soul[00:09:50] The three questions Andy asks before he takes on any client[00:11:57] The CPA who called Andy a waste of skin, and why it mattered[00:14:47] What a Spanish penitentiary has to do with the name Citadel[00:17:04] Why your estate paperwork is really a love letter to your family[00:20:26] Build the castle before the barbarians storm the gates[00:21:50] Valuables versus values, and the difference most wealthy families miss[00:31:33] What a family office actually is, and when you need one[00:33:12] The one move you can make this week to see where you are exposedMentioned ResourcesThe Citadel (the military college Andy attended and named his firm after)Darren SugiyamaJim DugganAbout the GuestAndy Bowman, CAPP, CWPP, is the CEO and Managing Member of Citadel Financial Services and a graduate of The Citadel, where the code of integrity shaped how he runs his business. Based in Florida, he specializes in asset protection, estate planning, and business succession, and he runs a virtual family office that brings a client's key advisors together in one room. He is building a public-facing brand, Citadel VFO. His focus goes beyond valuables to values, helping successful families protect their wealth and define the legacy and meaning behind it.🔗 LinkedInImportant LinksConnect with Ben: LinkedInConnect with Golden Tax Relief: Website | LinkedInRequest a consultation: Schedule a FREE Tax EvaluationCheck our socials: Instagram | Facebook | TikTokThe Financially FAT Podcast is an original production hosted by Ben Golden. Brought to you by Golden Tax Relief. Production and editing by Podcast Your Brand.
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    39 分
  • 1 | Welcome To Financially FAT - The Story of 4180

    1 | Welcome To Financially FAT - The Story of 4180
    2026/09/01

    What would you do if the IRS gave you 24 hours to pay a $171,000 debt that was never yours?

    In the first episode of The Financially FAT Podcast, Ben Golden opens with the night that shaped everything. A revenue officer read his personal net worth back to him and told him to pay a logger client’s payroll taxes by morning.

    Ben walks through the arrangement that put him on that account, the IRS procedure the agent skipped, and the old manual he found at 3 in the morning that changed the outcome. He also unpacks what FAT really stands for, Flexible, Adaptable, Teachable, and where it came from.

    This is the origin of the show, who it is for, and the one thing Ben wants every owner who feels alone to hear. Listen now.

    Timestamped Highlights

    [00:00:51] The 24-hour ultimatum, and the $171,000 that was never Ben's to pay

    [00:02:10] The Scrivener contract: the hand that only held the pen

    [00:03:02] "I don't owe this. This isn't mine." What the revenue officer said back

    [00:03:45] Walking home to his kids while carrying a secret he would not share

    [00:04:28] 3 a.m., an old master's program manual, and the form that mattered

    [00:05:16] The IRS procedure they skipped on the way to Ben

    [00:05:58] Why he went over two heads to the territory manager

    [00:06:41] How it ended: a suspension, a payment plan, and no check

    [00:07:24] Where FAT comes from, and why it is not a marketing term

    [00:08:56] The chain of advisors, and the weak link you cannot see

    [00:10:22] Who this show is for, and who it is honestly not for

    [00:14:25] The real why behind the show, and it is not the money

    Important Links
    • Connect with Ben: LinkedIn
    • Connect with Golden Tax Relief: Website | LinkedIn
    • Request a consultation: Schedule a FREE Tax Evaluation
    • Check our socials: Instagram | Facebook | TikTok

    The Financially FAT Podcast is an original production hosted by Ben Golden. Brought to you by Golden Tax Relief. Production and editing by Podcast Your Brand.
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    18 分
  • 2 | Amanda Argue - How To Make Your Accounting Firm More Profitable With AI Now

    2 | Amanda Argue - How To Make Your Accounting Firm More Profitable With AI Now
    2026/09/01
    What happens to your firm when AI can prepare a thousand tax returns before lunch?Amanda Argue helped build Instead, one of the first companies in decades licensed by the IRS across every form and state. She and Ben get into what agentic AI really means for tax and accounting.They cover the difference between a chat assistant and an AI agent, why eighty to ninety percent done is the new starting line, and how the accountant’s job shifts from doer to reviewer. Amanda also makes the case for ending hourly billing for good.The firms that stay flexible, adaptable, and teachable will pull ahead. The ones that wait may fall behind. Listen now.Timestamped Highlights[00:03:22] The three words every business owner needs to survive[00:03:41] Building a company like turning a wooden ship into a steel boat mid-ocean[00:07:07] The pivot from compliance grind to high-value advisory work[00:09:50] The moment AI agents turned 2018 sci-fi into 2026 reality[00:11:43] Why the desire to change is there, but tax season eats the time[00:13:16] How to actually take a lunch break in the middle of busy season[00:15:14] What your firm looks like when AI drafts 2,000 returns at once[00:16:05] The one thing AI will never do for your tax return[00:17:20] Why it is not AI that beats you, it is the people who use it[00:23:17] The Tesla Full Self-Driving analogy that finally explains AI agents[00:26:27] The IRS position on AI savings that could change how you bill[00:27:46] The controversial take on killing the hourly rateMentioned ResourcesCorvee, Instead’s tax planning product launched in 2020AI assistants: ChatGPT, Claude, Perplexity, GeminiLegacy tax software: Lacerte, UltraTaxFinancial TimesAbout the GuestAmanda Argue, CPA, is co-founder and chief of staff at Instead, a tax preparation platform built for tax and accounting professionals with AI agents inside the tax engine. Based in San Francisco, she specializes in taking new products from zero to one, building the first version and then handing it off to scale. Instead is one of the first companies in decades to earn IRS licensing across all forms and states.🔗 LinkedIn | WebsiteImportant LinksConnect with Ben: LinkedInConnect with Golden Tax Relief: Website | LinkedInRequest a consultation: Schedule a FREE Tax EvaluationCheck our socials: Instagram | Facebook | TikTokThe Financially FAT Podcast is an original production hosted by Ben Golden. Brought to you by Golden Tax Relief. Production and editing by Podcast Your Brand.
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    35 分
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