Healthy Wealthy & Wise Accountants Podcast
1) Women & Wealth: Breaking into the Finance World with AJ Ayers
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.SummaryIn t...Show More
2) Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy
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 ...Show More
3) From Tax to Protection: How Insurance Can Save You Thousands
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 servi...Show More
4) Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing
SummaryIn 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, em...Show More
5) Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs
SummaryIn 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 ...Show More
6) Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk
SummaryShow Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLinkedIn: https://www.linkedin.com/in...Show More
7) The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
SummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA fir...Show More
8) From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation
SummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In ...Show More
9) The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
SummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achie...Show More
10) Demystifying the World of Oil & Gas Investing
SummaryIn this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax adv...Show More