All Episodes
Consultants and Money — 113 episodes
The Life First Accounting Firm Podcast
108. Why do I owe so much on my tax return?
107. Best Business Books of 2025
106. Profit ≠ Paycheck: The 50/25/25 Rule to Create Personal Stability
105. Tax Surprises Suck: How to Get Out of Reactive Mode for Good
104. From C-Suite to Startup: Money Questions with Julie Masson
103. Forecasting for Real Life: How to Plan for Paychecks, Hiring, and Dry Spells
102. What Clean Books Actually Look Like (And Why Yours Might Not Be as Clean as You Think)
101. Retiring Often with Jillian Johnsrud
100. Big, Beautiful Bill: What Actually Changed for Consultants
99. The Power of Pausing
98. Pausing on S-Corp Conversions in 2025
97. How Does Tariff Math Work?
96. Weird Tax Trivia
95. Your Financial Check-Up
94. Case Study: Spring Break on Travel Points
93. Best Business Credit Cards: Travel Rewards vs Cash Back
92. Fiduciaries, Fees & Finding the Right Advisor with Luke Sauter, CPA / PFS
91. Consultants' Tax Checklist: Getting Ready for Tax Season
90. Who can do your taxes and how much should it cost? with Steve Nay, EA
89. Turning off the noise in 2025
88. Best Business Books of 2024
87. You (Yes, you!) Might Owe Tax in Another State with Nicole McClintock
86. Retirement Plans for Consultants
85. Understanding Self-Employed Health Insurance with Jessica Skoney
84. The Value of Trademarks for Consultants with Paulina Proper
83. Unlocking Early Retirement: Joel Clermont's Story
82. Business Money 301: Cash Reserve
81. Teaching Kids About Money with Will Rainey
80. Buying vs. Renting a Vacation Home: A Case Study
79. New Ebook Announcement
78. Advisors, Robo-Advisors, & DIYing Your Investments
77. Demystifying Tax Rates: What You Need to Know
76. Budgeting, Conservative Investing, Finding The Right Finance Pro
75. Navigating early retirement options and "bridge years"
74. Should You Pay Off Your Mortgage Early?
73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week)
Summer Series Trailer
72 - Stop Thinking About Profit...a new KPI
71 - What to Budget for When Writing a Book with Stephanie Chandler
70 - What Are the Odds of Getting Audited?
69 - SEP vs Solo 401(k) with Sean Mullaney, CPA
68-No Pain, No _______
67 - Happy Hour: Cost-Saving Travel Hacks
66-BONUS: Live BOI (Beneficial Ownership Information) Application Walkthrough
65-New Reporting Law for Consultants & Small Agency Owners (BOI FinCEN reporting)
64-To Hire or Not To Hire: Staying Solo with Geraldine Carter
63 - Happy Hour: LASIK, HSAs, Simple Path to Wealth, Donor-Advised Funds (DAFs)
62-To Hire or Not to Hire: Successful Hiring for Solopreneurs with Jamie Van Cuyk
61-When is an S-Corp a Bad Idea?
60-Financial Basics for Starting a Consulting Gig in 2024
59-Holiday Special: Kids & Money with a 12-year-old
58-Which Accountant Do You Need? CPA vs Bookkeeper vs CFO
57-When to Get a High-Yield Savings Account for Your Business
56-Growing a Business as a Corporate Refugee with David Shriner-Cahn
55-3 Things You Need to Change When Becoming an S-Corp
54-Thanksgiving Wishes from CC+M
53-Elevate Your Money Mindset with Sheila Hansen, CPA
52-Navigating the Transition: Starting A Private Practice as a Mental Health Professional, with Kate Stewart
51-Planning 2024 as a $1M Agency Owner
50-How Data Drives Revenue with Sarah Walton
49-The Zero-Tax Myth
48-Blending Business Models with Sales Maven, Nikki Rausch
47-Business Money 201: Charitable Giving
46-Business Money 201: Paying Yourself
[BONUS 4] 5 Cheapest States to go to College
45-Business Money 201: Paying the IRS
44-Business Money 201: Cashflow Consistency
43-[Retirement] Rolling over an old 401k
42-BONUS Happy Hour Book Review - Die With Zero by Bill Perkins
41-[Personal Taxes] Tax Credit for Summer Camp
40-[Personal Taxes] $1,200 Tax Credit for Home Improvements
39-Taxes & running your business abroad with Laurie Marson, CPA
38-Top Episodes & Summer Plans
37-Gaining Confidence in Business Decisions with Fathom
36-Navigating Midlife with Olympic Gold Medalist, Joe Jacobi
35-Saving Money with ChatGPT
34-Happy Hour Retirement Talk with Ben Goode, CPA - Part 2
33-Happy Hour Retirement Talk with Ben Goode, CPA - Part 1
32-Happy Tax Day!
31-Should I be Paying Quarterly Estimated Taxes?
30-Extending Your Tax Deadline: Do I Still Have to Pay On Time?
29-Scaling the Soloist Business Model with Jonathan Stark and Rochelle Moulton
28-Which Business Model is Right for Growing Your Business?
27-BONUS: SVB and what it means for YOUR business
26-Mailbag Questions #1: IRS audits, Bookkeeping AI, New Business Taxes
25-How to Pay Yourself from Your Business - Salary vs Owner Distributions vs Profit
24-The truth about Membership Programs with Natalie Eckdahl
23-Maximize your profitability by understanding your customer's lifetime value
22-Cash flow forecasting and business planning with Erin Harrigan
21-What's an S-Corp? And When Should I Become One?
20-Tax Basics...with ostriches and salads
19-Are you REALLY selling grill brushes?
18-Free Airfare for 2 Years With This Credit Card Hack
17-Moving from Corporate to Consulting with Karen Laos
16-Update - 1099 Law Change
16-Who Do I Need to Send a 1099 To?
15-Is Your Christmas Present Tax Deductible?
14-Top Business Books of 2022
13-What You SHOULDN'T Deduct As a Coach or Consultant
12-Idaho Special: Top 3 Breweries and Tax Incentives
11-The Right Time to Start Charitable Giving
10-Happy Thanksgiving
9-2023 Planning - 3 questions to ask yourself
8-Increasing Your Prices, with Podcast Coach Wren Robbins
7-Business Money 101: Bookkeeping Processes
6-Business Money 101: Bank Accounts
5-Business Money 101: Business Insurance
4-Business Money 101: LLCs & EINs
3-Business Money 101: Financial Foundations
2-A "No Money Shame" Zone
1-We Speak English Here
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