PODCAST · business
Do It For Yourself with Stephen A. Taylor, JD, CFP®
by Do it for Yourself
Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and creating of his independent Registered Investment Advisory firm, Steve's experience as a professional business owner and entrepreneur gives him a unique perspective to the challenges and struggles of truly doing it for yourself that very few financial advisors posess.
Episodes
-
Smart Strategies for Paying for College Without a Lifetime of Debt
When I talk to families every week, I hear the same concern: how do we build Smart Strategies for Paying for College Without a Lifetime of Debt? The cost of college is going up, student debt is piling higher than ever, and yet most parents don’t have a clear plan.In this episode, I break down...
-
When and Which to Hire First: a Bookkeeper, Controller, or Fractional CFO for Your Business?
When and Which to Hire First: a Bookkeeper, Controller, or Fractional CFO for Your Business?Too many entrepreneurs confuse revenue with profit and neglect their accounting until it’s a mess. In this episode, Steve Taylor, CFP® and host of the Do It For Yourself podcast, sits down with Matt Tatum,...
-
The Big Beautiful Bill Update! What It Really Means for Your Taxes in 2025
Hello Friends, Steve here, and welcome back to the Do It For Yourself Podcast! The moment we've all been waiting for is finally here! The "Big Beautiful Bill" has been finalized, and it's a big one. In this episode, I'm sitting down with my good friend and tax expert, Brett Landsman, to break…
more -
How AI Is Reshaping the Wealth Management Industry Forever with Taylor Matthews
📈 How AI Is Reshaping the Wealth Management Industry Forever | Taylor Matthews of FartherIn this episode of the Do It for Yourself Podcast, host Steve Taylor interviews Taylor Matthews, Co-Founder of Farther — a fast-growing fintech startup that's disrupting the wealth management space using AI,...
-
Everything You Need to Know About Diversifying Your IRA into Alternative Assets
In this episode of the Do It For Yourself Podcast, host Steve Taylor welcomes Adam Bergman, founder of IRA Financial, to shine a light on the misunderstood and often overlooked strategy of self-directed IRAs and solo 401(k)s. Adam explains how these tools can be used to invest in real estate,...
-
How To Fix The $36 Trillion U.S. Debt Crisis with Paul Musson
Discover How To Fix The $33 Trillion U.S. Debt Crisis with Paul Musson in this eye-opening episode of the Do It For yourself podcast. Financial strategist Paul Musson explores how the U.S. fell into a budget crisis, examining how distorted monetary policy and long-standing government habits…
more -
How Andrea Hoffer Builds Dream Teams with AI (Step-by-Step Framework)
In this episode of the Do it for Yourself Podcast, host Steve Taylor sits down with Andrea Hoffer, founder of Talent Experts, to unpack the essentials of effective hiring, especially for growing businesses. Andrea shares her "dream hire" framework, starting with how to define what you really need...
-
Building Winning Marketing Strategies with Amber Paige
Amber Paige is the founder of Far Beyond Marketing, a dynamic marketing agency focused on helping entrepreneurs scale their businesses through streamlined systems, teamwork, and authentic branding. In this episode, Amber Paige shares her journey from growing up in a family business to running her...
-
Choosing the Right College Without Breaking the Bank: What Parents Need To Know!
"We've taken care of you your whole life, but we have a future as well..." Navigating college decisions can be a whirlwind of excitement and anxiety, especially when finances enter the chat. Join Steve as he sheds light on balancing dreams with reality and making those pivotal conversations with...
-
Sports Gambling is Not Investing! The Truth Behind Sports Betting
Stop Betting, Start Investing! The Harsh Truth About Sports Gambling 🎲💸 Are you thinking about sports gambling as a way to make money? Think again! In this video, we expose the dangers of sports betting and why it’s NOT a form of investing. While many believe they can beat the odds, the reality...
-
How Tricia Brady wrote the book for Women to become Independent
In this episode of the Do It Yourself Podcast, Tricia Brady joins host Steve Taylor to discuss her journey as a business consultant, writer, and advocate for women in financial services. She shares insights into overcoming writer’s block, the importance of community support, and the challenges of...
-
How Smart Business Owners Manage Risk while saving money with Captive Insurance with Van Carlson
Van Carlson is a leading expert in risk management and financial strategies, specializing in captive insurance solutions. As the founder and CEO of SRA 831(b) Admin, Van has spent years helping business owners take control of their insurance costs, reduce tax liabilities, and gain financial...
-
Trump’s Tariffs: Hidden Costs & Smart Moves for Business Owners
Manny Gaunaurd is a seasoned distributor and industry expert with years of experience navigating the complexities of global trade and supply chain management. His expertise spans trade regulations, tariff implications, and how businesses adapt to economic shifts. With a deep understanding of...
-
Here’s What You Need to Know Before You Start a Franchising Business with Adam Goldman
Adam Goldman has spent the past 14 years in the franchising industry, helping aspiring entrepreneurs find the right franchise opportunities. Starting with office cleaning franchises after a career in real estate, Adam’s journey has been about learning what works in franchising and sharing that...
-
Importance of Tax Advisors with Shauna Wekherlien – Strategies for Smart Tax Management and Savings
In this episode of Do it Yourself, Shauna Wekherlien shares her insights on the importance of tax strategy and how it differs from traditional CPA services. She explains how working closely with clients to create personalized tax plans can lead to long-term financial success and wealth building.…
more -
How to Build a Generous Workplace Culture with Bob DePasquale
In this episode of the Do It For Yourself Podcast, host Stephen Taylor, sits down with Bob DePasquale, a workplace culture expert, to explore how organizations can foster more generous and supportive environments. Bob shares his insights on building meaningful workplace relationships, creating a...
-
Building a Business That Works for You with Michael McLean
Michael McLean found his path in entrepreneurship after overcoming challenges and chaos. With a focus on resilience and setting boundaries, he built a business that supports his personal and professional life. Through lessons from his father, he learned how to prioritize, create systems, and say...
-
How to Successfully Transition from IBD to RIA
In this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure. IBD vs. RIA: Key Differences...
-
John Dwyer's Top Marketing Tips to Boost Your Business Now
Hello Friends! Welcome to another episode of the Do It For Yourself Podcast. I’m your host, Steve Taylor, here to bring you conversations packed with valuable insights for your business and personal growth. If you’re new here, welcome! And if you’re a returning listener, thank you for your…
more -
Understanding Non-Compete Agreements and Recent FTC Regulations
Host: Steve Taylor, Founding Advisor at Merited Wealth Guest: Andrew Adams, Practice Leader of Labor and Employment at Darrow Everett Episode 48 Summary In this episode, Steve Taylor dives into a detailed conversation with Andrew Adams, an experienced attorney specializing in labor and employment...
-
The Unexpected Career Pivot: Going from the ‘Cheaper Chicken’ to ‘Happy Hen'
In this latest episode, Steve Taylor interviews Amy Refeca, who shares her unexpected career pivot from a high-pressure big law firm to founding Atlanta Wills and Trust Law Group. Amy opens up about her journey from feeling like the "Cheaper Chicken" in a demanding profession to finding…
more -
How to transform your Business and Mindset with Nina Cooke
Welcome to the Merited Wealth channel! In this episode of the Do It For Yourself podcast, Nina Cooke takes us through her journey of personal and professional transformation. From founding a successful six-figure personal shopping business to battling deep-rooted fears and limiting beliefs, Nina...
-
The best way to do Estate Planning Without an Attorney
In this episode of the Do-It-For-Yourself podcast, host Steve Taylor interviews financial advisor Eric Negron to reveal the dangers of DIY estate planning. From relying on generic templates to missing crucial legal details, Eric explains why attempting estate planning without professional…
more -
The Game-Changing Impact of Mastering Your Craft with Matthew Jarvis | The Perfect RIA Podcast
In this insightful episode, financial adviser Matthew Jarvis shares the game-changing impact of mastering your craft. Through his podcast, "The Perfect RIA," Jarvis discusses how focusing on expertise and collaboration has not only transformed his financial practice but also led to personal…
more -
From Financial Advisor to Coach: Rob Brown’s Journey to Purpose
Join Rob Brown as he shares his journey from a successful financial advisor to a dedicated coach. In this video, Rob discusses how his natural talent for mentoring evolved into a full-time coaching business. He provides insights into balancing a financial advisory practice while gradually...
-
Don't Miss These Key FAFSA Updates for College Aid 2024 with Peg Keough
Discover the crucial FAFSA updates for 2024 with expert insights from Peg Keogh! 🎓 In this video, we dive into the latest changes impacting the FAFSA application process, including important tips for parents and students navigating college financial aid. Don't miss out on essential advice that...
-
Are You Ready for the New SAT and College Admissions Tests? Here's What You Must Know!
In this episode, we dive into the latest changes in SAT and college admissions tests that every student and parent needs to know. As testing requirements shift and competition increases, staying informed is crucial for success. We discuss the reintroduction of testing mandates at major...
-
Why Every Entrepreneur Needs a Peer Network: Insights with David Ewing!
Join host Steve Taylor, lead advisor at Merited Wealth, as he sits down with seasoned entrepreneur David G. Ewing. In this episode, David shares his journey and discusses the crucial role that peer support plays in entrepreneurial success. Topics Covered: The benefits of joining organizations…
more -
Thinking Commercial Real Estate, Go Big With Paul Neal
Are you a business owner facing the tough decision of whether to buy or lease commercial real estate? 🤔 Unlock the secrets to successful commercial real estate investment with Paul Neal! In this episode of the "Do It For Yourself" podcast, Paul discusses his focus on commercial real estate…
more -
The Art of StorySelling with Stephen Steers
In this episode, we explore the critical role of storytelling in sales and training. Learn how vulnerability and client feedback are key to crafting compelling stories that resonate. Stephen Taylor and Stephen Steers Discover how to empower clients to tell their own stories better and understand...
-
Top Networking Secrets Everyone Must Know – Revealed by Peter Leighton! (Part2)
Welcome back to the second part of our exclusive interview series with Peter Leighton! In this episode, Peter dives deeper into his top networking secrets, offering more valuable insights and practical strategies that every professional needs to master. Learn how to build stronger connections,...
-
Top Networking Secrets Everyone Must Know – Revealed by Peter Leighton! (Part1)
Welcome to Episode 38 of the Do It For Yourself Podcast! 🎙️ In this episode, professional connector Peter Leighton discusses the dynamics of Networking Groups, the importance of networking and the characteristics of successful networkers. Discover why being a giver, practicing unconditional...
-
How to Fight Fair & Trust in Difficult Money Conversations with Your Partner
Hello friends! Welcome to a new episode of our podcast! Today, we are diving into a topic that affects countless couples - money conflicts! But fear not, because we're here to show you that it doesn't have to damage your relationship. Joining us in this episode is clinical psychologist Peggy...
-
A Journey of Entrepreneurship: Pursuing your Passions while still Practicing Law with Daniel Novela
From establishing his own law firm to venturing into unexpected territories like men's wear design and watch collecting, Daniel reveals the valuable lessons he learned along the way. Discover how Daniel's diverse interests not only enriched his personal life but also forged meaningful connections...
-
Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups
#35 Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups Join me and Josh Blum in a deep dive into the world of mastermind groups and owner advisory boards! Let’s discover the transformative power of mastermind groups in this engaging podcast episode. Dive…
more -
Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater
#34 Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater Join us on an immersive journey with Tanya Bravo, the artistic director of Juggerknot Theater Company, as she unveils the untold story behind the company's evolution from a humble beginning to a...
-
#33 From Teacher to Founder: The Journey of Protecting Your Jewelry's True Value with Digipraise
Do you want to ensure the security of your treasured items? Let’s Unlock the hidden world of jewelry insurance with Alison McLaney! Tune in to see how Alison, with her expertise, navigated through the complexities of jewelry valuation, making strategic decisions that not only enhanced…
more -
#32 How to Master the Art of Fundraising for Entrepreneurs with Steve Taylor & Matt Wolf
Sit down with Steve Taylor and Matthew Wolf as they explore the intricacies of fundraising for entrepreneurs. This video is a must-see for any entrepreneur looking to excel in fundraising and elevate their business. Find out the 'why' behind Steve's regrets, wishing he had met Matt 10 years ago…
more -
#31 Expert Insights on Navigating Business Valuation and Maximizing Value with David Hern
Ever wondered where your business stands today and where it's headed? Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third. Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership...
-
#30 - Corporate Values Over Profits: A Hospitality Brand’s $2 Million Commitment to it’s Core Mission with Ignacio Garcia Menocal
Dive deep into the heart of Grove Bay Hospitality Group's exceptional journey as we explore the profound commitment to corporate values over profits. Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with Ignacio Garcia-Menocal, the visionary Co-Founder and CEO of Grove…
more -
The Role of Government Benefits in your Long Term Care Plan with Andy Bellison
One of the most misunderstood areas in the law are the rules and role of government benefits in the long term care puzzle. Will I lose my home if I accept Medicaid? Is the only place to get care in a nursing home or is there other options? Is it Medicare or Medicaid the benefit that I need? In…
more -
The College Series Part 3 - A guide to Paying for College with Peg Keogh
So you've spent years Saving for College and you've navigated the College Application and acceptance process only to reach the next step of, How do I pay for this? If you've saved enough to pay for the college of your child's choice without taking any loans, awesome! Unfortunately that is often…
more -
I'm making really good money in my business, where is it all going! with Abby Johnson
The life of an entrepreneur often comes fast and furious. With so many things flying at us, we try to focus on one thing, revenue! Unfortunately when we do that for too long we miss the point of all of this, are we making any money?!!? That's where the concept of "Profit First" comes into play....
-
#25 - The creation of a Wallet to get funds to those in need with almost no friction with Jamie Rosenberg
The education system has always struggled with getting the funds to those for which the funding is intended. The need to accountability has often bogged down the process with administrative hurdles and additional costs that almost defeat the purpose of the funding. Many years ago, Jaime Rosenberg...
-
Starting the Conversation on Care with Lily Vittayarukskul
So often in our lives the most difficult conversations to have are the most important ones. The conversation on our mortality and need for care in the future may be the most difficult. As we all age, it's a hard process to accept what we were once able to do or achieve has changed. It's the...
-
The College Series Part 2 - Getting into College with Ken Spiegelman
One of the most stressful times in a parent and young adults life is applying for college. Having gone through it personally, I'll say it is terrible! The process is full of uncertainty and complete and utter lack of transparency. While school's do publish what their incoming classes look like in...
-
The College Series, Part 1 - Saving for College with Jonathan Sparling
College! When I hear the word the first thing that pops to mind is John Belushi's sweater in Animal House. While many of us have had some of the best times of our lives in college, the planning for college is one of the highest priority items for all parents. With that high priority come high...
-
TGIM #10 - A Founders Guide to Raising Funds with Matt Wolf
One of the most pevalent and difficult decisions for any founder is the decision of when to go and ask for money. Is there a risk to do it too early? How about too late? Is it a one time deal or are there multiple rounds? How do I make sure I've set things up to maximize our chances of getting…
more -
TGIM #9 - The Big Move! What non-U.S. people should consider before they move to the U.S. or if they are already here with Ernie Diaz
South Florida has for decades been known as the Melting Pot of immigrants from Central and South America. What has changed over the past few decades is the level of new immigrations from all over the world! What's the big attraction? For many Americans the allure is taxes and the weather. What...
-
TIGM # 8 - Divorce by Numbers with Karen Lungarelli, Esq.
Most people who have ever gone through it would likely agree that their divorce was the most difficult time of their lives. Whether both spouses agree it is for the best or the decision is primarily one sided, the emotions of going through a divorce are just brutal. Once the decision is made that...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and creating of his independent Registered Investment Advisory firm, Steve's experience as a professional business owner and entrepreneur gives him a unique perspective to the challenges and struggles of truly doing it for yourself that very few financial advisors posess.
HOSTED BY
Do it for Yourself
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Do It For Yourself with Stephen A. Taylor, JD, CFP® have?
Do It For Yourself with Stephen A. Taylor, JD, CFP® currently has 78 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Do It For Yourself with Stephen A. Taylor, JD, CFP® about?
Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and...
How often does Do It For Yourself with Stephen A. Taylor, JD, CFP® release new episodes?
Do It For Yourself with Stephen A. Taylor, JD, CFP® has 78 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Do It For Yourself with Stephen A. Taylor, JD, CFP®?
You can listen to Do It For Yourself with Stephen A. Taylor, JD, CFP® on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Do It For Yourself with Stephen A. Taylor, JD, CFP®?
Do It For Yourself with Stephen A. Taylor, JD, CFP® is created and hosted by Do it for Yourself.
URL copied to clipboard!