MINI SERIES: EP3 Accountant Reveals the Truth About Managing Your Own Finances episode artwork

EPISODE · Jan 8, 2026 · 10 MIN

MINI SERIES: EP3 Accountant Reveals the Truth About Managing Your Own Finances

from Get Wealthy With Me

In this episode, I sit down with Jody Holt at the AICPA Conference in Nashville to talk about the importance of understanding your personal finances, and why this conversation needs to be front and center. Too often, money education is framed as something only the younger generation needs, but the truth is that financial literacy impacts every stage of life. From budgeting and saving to investing and planning, knowing your own numbers is foundational to long-term stability and confidence. We discuss why personal finance isn’t just about wealth, it’s about clarity, control, and peace of mind. Jody shares insight from her experience in the accounting profession, highlighting why avoiding your finances creates stress, while understanding them creates opportunity. This conversation is a reminder that it’s never too early, or too late, to take ownership of your financial life and make informed decisions that support your future. _______________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ ✅Instragram: https://www.instagram.com/sherronpermashwar/ ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: financial literacy, personal finance, money mindset, financial freedom, money management, budgeting tips, investing basics, wealth building, how to manage money, understanding money, accountant explains, CPA advice, financial expert advice, finance education, money habits, money stress, financial anxiety, living paycheck to paycheck, middle class struggle, bad money habits, money mistakes, Gen Z money, millennial finances, young professionals money, money lessons school never taught, truth about money, money taboo, hard truths about money, what they don’t tell you about money, how money affects mental health, why financial literacy matters, how to build healthy money habits, real talk about finances, sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast #finance #financialfreedom #financepodcast #investing #stocks #accounting #wealthbuilding #shorts #selfimprovement #financialadvice #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar

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MINI SERIES: EP3 Accountant Reveals the Truth About Managing Your Own Finances

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