Healthy Wealthy & Wise Accountants
by Heidi Henderson
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
Episodes
-
Breaking Barriers in Trades with Hacia Atherton
What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades. Summary In…
more -
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. Summary In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading...
-
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 is using technology and transparency to revolutionize the investment landscape. Visit the…
more -
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 service makes all the difference. Website: www.engineeredinsuranceservices.com Summary In this…
more -
Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing
Summary In 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, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms....
-
Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs
Summary In 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 early detection of chronic diseases and the role of technology in optimizing health. The...
-
Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk
Summary Show Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.com www.LegendaryCustomerExperience.com Facebook: https://www.facebook.com/dug.maxx.mcguirk LinkedIn: https://www.linkedin.com/in/drdug/ Instagram: https://www.instagram.com/dugsix TikTok / Other:...
-
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
Summary Try TaxPlanIQ: Learn More Here: Tax Plan IQ Health Wealthy Wise Listeners received a 10% discount with code: ETS10 In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the…
more -
From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation
Summary Request an Engineered Opportunity Report: CLICK HERE Follow Alex White: (3) Alexander S. White | LinkedIn Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big…
more -
The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
Summary In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the...
-
Demystifying the World of Oil & Gas Investing
Summary In 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 advantages available to accredited investors, the strategies for mitigating risks associated with...
-
Unleashing the Wild Side: Alex Wild on Being a Bold CPA
Visit: Home - Wild Thing Tax to Contact Alex Summary In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and...
-
Your Best Bet for Negotiating Insurance Payouts - Victory Claims
Summary In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in…
more -
The Power of Showing Up: Increasing Your Impact, Influence & Income
CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting...
-
The Entrepreneurial CPA: Growing a Firm to Grow a Life
On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and…
more -
The R&D Tax Credit - Who Qualifies and How to Claim It
Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability...
-
Nurturing Client Relationships: The Importance of Staying Proactive
In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing...
-
Building Relationships and Making Connections At AICPA Engage
In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the...
-
Tax Incentives for Energy Efficient Buildings - 179D and 45L Update
Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility. Connect...
-
Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge
In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life...
-
Failing Forward: How One CPA Found Success in Tax Entrepreneurship
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance…
more -
Top Gun: Accounting Maverick
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect with Sean Dever: Website: https://www.devercpa.com/ LinkedIn: https://www.linkedin.com/in/sean-dever-3275208 Connect with Heidi...
-
Saving BIG On Taxes Requires The Right Paperwork
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more. (00:00) - HWW 12 - Jeffrey Junek (00:00) - Thank you to...
-
Flipping The Script On The IRS
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell : https://mitchelltaxlaw.com/ Connect with Heidi...
-
Crunching Numbers and Abs
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry. Connect with Darsi Casey : Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529…
more -
Easy Does It … and You CAN Win This!
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608 Learn more about Leanness Lifestyle University : https://lluniversity.com/ Connect with Heidi...
-
Real Estate Accounting Leads to Owning Real Estate
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola Learn more about his firm https://www.aiolacpa.com/ Connect with Heidi Henderson : Linkedin :...
-
Offering Value Through Connection
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Connect with Sara Huddleston: https://thegrowthpartnership.com/bios/sara-huddleston/ Email : [email protected] Connect with Heidi Henderson : Linkedin :...
-
Get Niched with IC-DISC
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Connect with David Spray : Podcast : https://www.ic-discshow.com/ Company : https://www.exportadvisors.com/ LinkedIn : https://www.linkedin.com/in/dspray Connect with Heidi Henderson…
more -
Being Your Wild Self
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ To learn more about The Wild Institute : Visit https://thewildinstitute.com/ Connect With Chris Heeter : Linkedin : https://www.linkedin.com/in/chrisheeter Connect with Heidi…
more -
Financed Life Insurance and Charitable Planning for High Net Worth Clients
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Learn more about The Burgess Group : https://www.tbgroup.org Connect with Nick : Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53 Connect with Heidi : Linkedin :...
-
How To Save HUGE on TAXES with Multifamily Cost Segregation
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Here's what we cover in this episode: What is Cost Segregation and what are its benefits? What kind of real estate is Cost Segregation most suited for? What's the minimum size? What…
more -
Happy Staff, Happy Life
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ Connect with Steve : Linkedin : https://www.linkedin.com/in/steve-adams-cpa-1542372 Connect with Heidi : Linkedin : https://www.linkedin.com/in/heidihendersonets...
-
Stupid Simple Tax Credits
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/ ________________________________________________________________________________________________________________________________...
-
Get Ready For The Healthy, Wealthy, & Wise Accountants Podcast
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those...
About this show
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
Hosted by
Heidi Henderson
Categories