Navigating CPA Shortages and Optimizing Tax Strategies with Matt Bontrager

In this episode, the hosts discuss the impending retirement crisis in the CPA industry with guest Matt Bontrager. With 70% of CPAs set to retire in the next decade, the episode explores the implications for firms and clients, highlighting the importance of strategic financial planning and tax management. Matt emphasizes the critical role of bookkeeping and the necessity for entrepreneurs to understand their numbers. The discussion covers the differences between traditional tax preparation and proactive tax strategy, the value of choosing a specialized advisor, and how technology facilitates better financial oversight. The episode concludes with insights into building meaningful relationships with CPAs and wealth managers to ensure long-term business success.

00:00 The CPA Retirement Crisis

00:37 Welcome to the Podcast

00:54 Introducing Matt Bontrager

02:11 The Importance of Bookkeeping

03:15 Building a Relationship with Your Finances

07:07 The Role of Technology in Financial Management

09:55 The Value of Tax Strategy

12:49 Choosing the Right CPA

15:35 The Future of CPA and Wealth Management

17:58 Connecting with Matt Bontrager

20:44 Final Thoughts and Farewell

Connect with Matt:

Website: https://truebookscpa.com/

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

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Overcoming Fear and Embracing Growth: A Conversation with Skateboarding Champion Greg Lutzka

In this episode recorded at the iconic SoFi Stadium, co-hosts Dave Meltzer and Dr. Lacey Book welcome two-time X Games champion Greg Lutzka. Discussing the interplay between self-image, fear, and personal growth, Greg shares insights from his skateboarding career, highlighting the mental challenges of overcoming fear and sustaining progress. He also draws parallels between skateboarding and entrepreneurial ventures, emphasizing the importance of mentorship, determination, and continuous self-improvement. Alongside skateboarding, Greg talks about his experiences in real estate, business investments, and the power of building a network. The conversation provides a unique perspective on translating lessons from extreme sports to business and life, showcasing Greg's journey of resilience and success.

00:00 Introduction to the Podcast

00:36 Overcoming Fear in Skateboarding

01:56 Dealing with Injuries and Mental Barriers

04:13 The Business of Skateboarding

06:23 Financial Lessons and Investments

13:29 The Value of Experience Over Formal Education

18:28 The Power of Determination and Passion

20:53 Conclusion and Final Thought

Connect with Greg:

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

Website: http://www.greglutzka.com/

Support the Show.

Join the #1 Community for Service-Based Entrepreneurs
https://www.blackdiamondclub.com

Follow Shawn and Lacey on Social Media:

https://www.instagram.com/drshawndill/

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In this episode, America's Life Coach, Stephen Lovegrove, discusses the role of fear, intuition, and inner guidance in personal growth and coaching. He shares his journey to becoming a renowned life coach, emphasizing the importance of listening to one's inner voice and understanding the delay of fear in decision-making. The conversation explores the reconciliation of logic, intuition, and inspiration, along with practical strategies for executing divine guidance. Lovegrove also talks about his transition into embracing and sharing his spiritual side, highlighting the significance of legacy and staying true to one's zone of genius. Tune in for insights on navigating fear, recognizing inner guidance, and stepping into your true identity.

00:00 Introduction to Fear and Guidance

00:24 Welcome to the Podcast

01:05 Becoming America's Life Coach

03:35 Inner Guidance and Intuition

07:26 Reconciling Different Intelligences

12:23 Executing Divine Messaging

18:10 Embracing Spirituality and Legacy

22:41 Conclusion and Life's Lessons

Connect with Dr. Lovegrove:

Website: http://www.stephenlovegrove.us/

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

Facebook: https://www.facebook.com/drlovegrove/?ref=hl

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

Twitter: https://twitter.com/drlovegrove

YouTube: https://www.youtube.com/user/stephenlovegrove

Support the Show.

Join the #1 Community for Service-Based Entrepreneurs
https://www.blackdiamondclub.com

Follow Shawn and Lacey on Social Media:

https://www.instagram.com/drshawndill/

https://www.instagram.com/drlaceybook/