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/

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Join the #1 Community for Service-Based Entrepreneurs
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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
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In this episode, we bring Veena Jetti, female entrepreneur and investor to discuss the relationship between sales offers and the amount of trust earned. She emphasizes the significance of trust in personal and professional relationships, highlighting that deeper connections bring greater highs but also potential lows. The conversation shifts to the need for more women representation on business stages and in leadership roles. Key points include the necessity of intentionality in promoting diversity, the impact of women in business, and the importance of financial backing for female entrepreneurs. Veena advocates for practical steps such as emphasizing female voices in rooms of opportunity and voting with dollars to encourage diversity.

00:00 Building Trust in Relationships

00:57 The Value of Deep Connections

02:18 Introducing Our Special Guest

02:51 Empowering Women in Business

05:52 Challenges and Solutions for Female Representation

14:44 Actionable Steps for Change

18:36 Final Thoughts and Call to Action

Connect with Veena:

Website: https://veenajetti.com/

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

IG: https://www.instagram.com/veenajetti

X: www.x.com/veenajetti

FB: https://www.facebook.com/theveenajetti/

TikTok: https://www.tiktok.com/@veenajetti

Support the Show.

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

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In this episode, the hosts delve into the concept of transformation, discussing its inevitability and resistance, and contrasting it with growth. Featuring guests Bucky and Leah, the discussion explores transformation as a holistic process affecting all aspects of life. They discuss the internal and external resistance encountered during transformation, the importance of surrender and consistency, and the idea of transformation as an active process. The conversation offers profound insights into living a transformative life while addressing the misconceptions surrounding it.

00:00 Introduction to Transformation
00:49 Defining Transformation
01:27 Resistance in Transformation
02:21 Growth vs. Transformation
04:00 The Grieving Process of Transformation
05:44 Relativity and Transformation
07:29 Quantum Shift in Transformation
13:04 Active Surrender
16:49 Transformation Beyond Humans
20:14 Conclusion and Final Thoughts

Connect with Bucky:
IG: https://www.instagram.com/buckyoneill
FB: https://www.facebook.com/BuckyONeillPage/
LinkedIn: https://www.linkedin.com/in/bucky-o-neill-19839812/

Connect with Leah:
Website: https://www.leahnotarianni.com/
IG: https://www.instagram.com/leahnotarianni/

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/

From Semi-Retirement to Starting a Health Revolution with Jeff Fenster

In this episode, broadcasting from SoFi Stadium, Jeff Fenster, the man behind the successful acai bowl concept EverBowl shares his transition from selling a digital marketing agency to launching a novel restaurant idea, despite widespread advice against it.

He describes overcoming challenges, including initial operational hurdles and personal sacrifices, which almost led to a divorce. Various insights highlight his methodologies, such as vertically integrating and lowering costs, which attracted investors and facilitated growth.

The discussion emphasizes the importance of resilience, informed decision-making, and leveraging advice while critically analyzing it. Jeff also talks about his future plans which include scaling EverBowl, creating new product lines, and enhancing his personal brand through public speaking.

00:00 Introduction and Opening Thoughts

00:11 Welcome to the Podcast

01:06 Introducing Jeff Fenster

02:38 The Birth of Everbowl

04:08 Challenges and Early Struggles

07:18 Overcoming Adversity

11:14 Advice and Lessons Learned

14:51 Future Plans and Closing Remarks

Connect with Jeff:

Website: www.everbowl.com

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

Instagram: https://www.instagram.com/fensterjeff/ and https://www.instagram.com/everbowlcraftsuperfood/

Facebook: https://www.facebook.com/everbowl

TikTok: https://www.tiktok.com/@everbowl?lang=en

Support the Show.

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

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

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Supporting Federal Employees: Breaking the Barriers of Workers' Comp

In this episode, we delve into the struggles faced by injured federal employees who have been denied workers' compensation for years. Featuring Chris and Sorogini from Federal Injury Centers, the discussion reveals how they navigate the intricate process of federal workers' compensation. The conversation highlights their commitment to aiding injured employees, overcoming government hurdles, and ensuring proper medical treatment and support. Through personal stories and experiences, they illuminate the often-overlooked challenges and their mission-driven approach to transforming these workers' lives for the better.


00:00 Welcome to the Podcast
01:11 Challenges Faced by Federal Employees
02:21 The Journey of Helping Federal Employees
04:23 Personal Stories and Experiences
08:08 The Ripple Effect of Helping Others
10:59 The Importance of Awareness and Competition
14:25 Conclusion and Final Thoughts


Website: https://www.federalinjurycenters.com/
Chris Helms IG: https://www.instagram.com/chrishelms101/
Sorogini Helms IG: https://www.instagram.com/soroginihelms

Support the Show.

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In this episode, Alonzo Williams, known as the godfather of West Coast hip hop, shares his journey from aspiring DJ in Compton to a pivotal figure in the hip hop industry. Alonzo discusses the early days of throwing parties, navigating the entertainment business, and creating a successful underground music distribution network. He also touches on the reality behind hip hop personas versus their public images. Alonzo's story underscores the importance of hard work, authenticity, and the influence of his father's guidance. The conversation includes memorable moments, such as his humorous mishap during a performance, and valuable lessons about balancing reality with the demands of entertainment.

00:00 Introduction to Hip Hop Authenticity

00:31 Welcome to the Podcast

00:56 Alonzo Williams' Early Days

02:27 The Birth of Eve After Dark

04:48 Rise of West Coast Hip Hop

10:01 Generational Influence and Unlearning

12:24 Navigating Realness in Hip Hop

12:50 A Humbling Experience

16:14 Closing Thoughts and Lessons

Connect with Alonzo:

Website: https://www.lonzowilliams.com/

YouTube: https://www.youtube.com/@reallonzonwa

IG: https://www.instagram.com/reallonzonwa

FB: https://www.facebook.com/alonzo.williams.9235

Support the Show.

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

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

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