Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

Summary

In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

Guest Information
Name: AJ Ayers

Email: aj@brooklynfi.com

Website: www.brooklynfi.com
https://www.gemifi.co/

LinkedIn: https://www.linkedin.com/in/ajayers/

Other: https://moneychangeseverything.substack.com/

Takeaways

• AJ Ayers emphasizes that you own your limiting beliefs.
• Financial education is crucial for navigating personal finance.
• Brooklyn FI was founded to provide financial advice to young professionals.
• Gemifi was created to simplify equity compensation planning.
• Many people face rude awakenings regarding taxes and financial planning.
• Networking and surrounding yourself with smart people is essential.
• Revenue generation should be prioritized over perfection in business.
• Partnerships can help actualize business visions.
• Avoid going into debt to start a business.
• Authenticity is key in building relationships and trust.

Chapters
00:00 The Journey to Financial Planning
07:07 Building Brooklyn FI: A New Approach to Financial Advice
12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
18:31 Navigating Complex Financial Situations
24:25 The Future of Financial Advisory and Technology
26:27 Launching Gemifi: A New Tool for Advisors
28:54 Education and Guidance in Equity Compensation
30:42 Making Informed Equity Decisions
34:28 Staying Updated in a Rapidly Changing Industry
39:08 Networking and Community Building
43:33 Advice for Aspiring Women Entrepreneurs
48:26 Navigating Complex Equity Events
49:24 The Importance of Action Over Perfection
49:34 Podcast Design Youtube Channel Art-3.mp4

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

Visit the website:
Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.

Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (917) 783-6576

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/

Takeaways

• Deferred is revolutionizing the 1031 exchange process.
• The no-fee exchange model eliminates unnecessary costs for clients.
• 1031 exchanges have been part of the tax code since 1921.
• Less than 10% of eligible properties utilize 1031 exchanges.
• Transparency and compliance are crucial in the exchange process.
• Technology can significantly improve the efficiency of exchanges.
• AI tools are being developed to assist in the exchange process.
• Entrepreneurs should focus on starting and iterating based on customer feedback.
• The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
• Innovative tools can help real estate brokers explain tax implications effectively.

Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
50:06 lifestyle-intro-high-long.wav

If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.

Website: www.engineeredinsuranceservices.com

Summary
In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry.

Guest Information

Name: Mick Hunt

Email: Mickh@mickunplugged.com

Phone Number (864) 979-4780
Website: www.mickhuntofficial.com

LinkedIn: MickHunt

Instagram: @mickunplugged

Name: Andrew Ryan

Email: Andrew@engineeredinsuranceservices.com

Phone Number: (302) 650-2899

Website: www.engineeredinsuranceservices.com

Facebook: https://www.facebook.com/andrew.k.ryan

Linkedin: https://www.linkedin.com/in/andrewryanins/

Instagram: https://www.instagram.com/andrewkryan

Takeaways

• Insurance should be viewed as a strategic asset.
• Understanding the 'why' behind insurance is crucial.
• Cyber insurance is a growing necessity for businesses.
• A client-centric approach is essential in insurance.
• Proactive risk management can save businesses money.
• Collaboration with CPAs can enhance client value.
• Technology is transforming the insurance landscape.
• Emotional intelligence is becoming important in leadership.
• Starting the insurance process early is key to success.
• The insurance industry is evolving with new challenges and opportunities.

Chapters
00:00 Introduction to Engineered Insurance Services
06:24 The Consultative Approach in Insurance
09:12 Understanding the Importance of Company Culture
12:08 Common Oversights in Insurance Coverage
15:14 The Role of Education in Risk Management
18:13 Differentiating from Traditional Insurance Brokers
21:08 Collaborating with CPAs for Enhanced Client Value
25:50 Maximizing Client Information for Better Insurance Rates
27:42 Proactive Insurance Management: Key Questions for Clients
32:07 Current Trends in the Insurance Industry
33:31 Navigating Rate Changes and Market Fluctuations
37:26 The Impact of Policy Cancellations on Property Owners
40:44 Insights from the Podcast: Self-Improvement and Resilience
42:27 Positive Shifts in the Insurance Industry
44:07 The Role of AI in Transforming Insurance Practices
46:07 Balancing Work and Family Life
47:35 The Importance of Insurance in Business Strategy
48:37 Optimizing Insurance for Risk Management
48:45 Podcast End

Summary

In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts.

How to Contact Daniel Schulte

Emai: daniel@alchemicmarketing.com
Phone Number: (816) 352-7565
Website: wealthyclients.com
Facebook: https://www.facebook.com/realdanielschulte/
LinkedIn: https://www.linkedin.com/in/danielschulte/
Instagram: https://www.instagram.com/thedanielschulte/

Takeaways

• Daniel Schulte specializes in lead generation for CPAs.
• Engagement metrics are more valuable than impressions.
• Direct response marketing focuses on measurable results.
• The marketing landscape has shifted towards social media.
• Understanding your target market is crucial for success.
• Qualifying leads can significantly improve conversion rates.
• Algorithms play a key role in modern marketing strategies.
• Effective advertising requires a clear message and target.
• CPAs face capacity issues that affect their growth potential.
• Choosing ideal clients leads to more efficient and profitable work.

Chapters

00:00 Introduction to the Conversation

04:14 Daniel's Marketing Journey

07:52 The Shift to Social Media Marketing

12:25 Demonstrating Expertise in Marketing

13:07 Targeting the CPA Market

17:29 The Impact of Strategic Tax Planning

21:24 Operational Strategies for CPA Firms

21:48 Streamlining Operational Efficiency

23:15 Qualifying Leads Effectively

23:50 Understanding the Results Triangle

26:24 Market Size and Targeting Strategies

28:43 Crafting the Right Message

30:14 Navigating Changes in Google and AI

34:14 The Importance of Demand Generation

38:02 Creating a Feedback Loop for Success

44:02 Connecting with Daniel Schulte

44:50 Building Consistent Lead Flow

45:18 Shifting from Overwhelm to Sustainable Growth

Summary
In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.

Guest Information
Xavier Serrano

Email: xserrano@marqimedical.com
Phone Number: (619) 244-4245
Website: www.marqimedical.com
Facebook: https://www.facebook.com/MarqiMedical
LinkedIn: https://www.linkedin.com/in/xavierserrano/
Instagram: https://www.instagram.com/marqimedical/
TikTok / Other: https://www.tiktok.com/@marqimedical

Takeaways

• One in seven healthy individuals have a serious undiagnosed chronic disease.
• Proactive health management can optimize energy and focus.
• Advanced diagnostics can catch life-threatening conditions early.
• The healthcare system often overlooks preventative care.
• Personalized coaching is essential for health optimization.
• Lifestyle choices significantly impact overall health.
• Early detection can save lives and reduce treatment costs.
• Education is key to empowering individuals in their health journey.
• AI and technology are transforming healthcare accessibility.
• Investing in health is crucial for long-term well-being.

Chapters

00:00 Introduction to Marqi Medical
04:25 The Golden Age of Healthcare
06:58 Understanding Health Risks and Genetic Testing
09:51 The Importance of Early Detection
12:29 Streamlining the Health Assessment Process
15:07 Investment in Health: Cost and Value
17:58 Holistic Approach to Health and Wellbeing
21:15 Understanding Health Metrics and Medical Oversight
24:15 The Importance of Personal Health Advocacy
29:02 The Impact of Lifestyle Choices on Future Generations
32:40 Personalized Health Assessments and Coaching
37:47 The Role of AI in Modern Healthcare

Summary

Show Notes:
Contact Dug McGuirk
Website: www.ArchetypeBreakthrough.com
www.LegendaryCustomerExperience.com
Facebook: https://www.facebook.com/dug.maxx.mcguirk
LinkedIn: https://www.linkedin.com/in/drdug/
Instagram: https://www.instagram.com/dugsix
TikTok / Other: https://www.tiktok.com/@dugandheidi

In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance.

Takeaways

• Dug transitioned from music production to business transformation.
• Persistence is key in building powerful business relationships.
• Communication quality directly impacts personal and professional success.
• Fear often masks stress; addressing it can lead to growth.
• Creating a life worth living is essential for sobriety and fulfillment.
• Reinvention is necessary in a rapidly changing world.
• Understanding addiction goes beyond substance abuse.
• Identity plays a crucial role in recovery from addiction.
• Challenges can be transformed into growth opportunities.
• Embracing technology is vital for future business success.

Chapters

• 00:00 The Journey Begins: From Music to Business Transformation
• 07:19 Navigating Industry Disruption: The Impact of Technology
• 08:05 The Evolution of Music Production
• 10:53 Personal Responsibility and Communication
• 13:50 The Power of Persistence
• 16:27 Building Relationships and Networking
• 19:22 The Journey into Personal Development
• 22:18 Transforming Lives through Recovery Programs
• 37:58 Identity Crisis and Its Impact on Addiction
• 41:26 Finding Balance in Life and Work
• 46:37 Reinventing Yourself in a Changing World
• 57:16 Overcoming Fear and Embracing Change
• 01:04:05 Connecting with Your Higher Power
• 01:04:58 Reinvention and Peak Performance
• 01:05:26 Building Powerful Business Relationships
• 01:05:53 Navigating Risk and Uncertainty

Summary

Try TaxPlanIQ: Learn More Here: Tax Plan IQ
Health Wealthy Wise Listeners received a 10% discount with code: ETS10

In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.

Takeaways

• Inspiration often stems from personal pain and challenges.
• Transitioning to tax advisory can significantly increase revenue for CPA firms.
• Value pricing aligns pricing with the value provided to clients.
• Setting boundaries is crucial for maintaining work-life harmony.
• AI can enhance efficiency in tax planning and advisory services.
• The ROI method of value pricing is a game changer for CPAs.
• Finding a supportive community is essential for professional growth.
• Implementing tax strategies can be profitable and rewarding.
• Women in business face unique challenges but can achieve success with support.
• Continuous learning and adaptation are key in the evolving accounting industry.

Chapters

00:00 Jackie Interview
37:00 Transforming CPA Practices through Strategic Tax Planning
37:57 Finding Harmony in Work, Wealth, and Wellbeing

Summary

Request an Engineered Opportunity Report: CLICK HERE
Follow Alex White: (3) Alexander S. White | LinkedIn

Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks

In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect in the CPA industry regarding tax incentives. He also reflects on intrinsic motivation, the importance of continuous learning, and offers advice on sustainable success.

Takeaways

• Alex White's entrepreneurial journey began with a passion for music.
• The transition from music analytics to tax incentives was unexpected but fulfilling.
• Understanding economic incentives can significantly impact small businesses.
• Many government incentives go unclaimed, especially by smaller firms.
• Strategic site selection can enhance business success.
• The CPA industry often underutilizes available tax incentives.
• There is a gap between what businesses expect from CPAs and what is delivered.
• Continuous learning is essential for personal and professional growth.
• Finding intrinsic motivation is key to long-term satisfaction.
• The 10-year test can help assess the sustainability of one's career choices.

Chapters

00:00 Introduction to Alex White and His Impact
01:46 Entrepreneurial Journey and Business Scaling
02:00 The Entrepreneurial Journey Begins
04:54 Lessons from Startups and Acquisitions
07:49 Transitioning from Music to Tax Incentives
10:59 Building Subcity: A New Venture
13:59 Understanding Economic Incentives
16:47 The Role of CPAs in Identifying Opportunities
19:59 Surprising Insights on Government Incentives
22:51 Strategic Business Location Decisions
25:53 The CPA Industry's Shift Towards Advisory
28:57 Underutilized Incentives for Businesses
31:49 The Importance of Data in Identifying Incentives
34:44 The Value of Learning and Growth
37:46 Finding Intrinsic Motivation
41:01 Advice for Entrepreneurs and Business Owners
47:31 Introduction to Tax Incentives and Deductions
48:03 Resources for Tax Professionals