Slackin' Off

In 2021, a Bill called the Corporate Transparency Act was passed that requires certain business and owner information reporting. This episode discusses some of the requirements, time frames, deadlines, and consequences of the beneficial ownership reporting. There are also a few developments that will come through the pipeline that people need to consider with other reporting requirements. Addition...

Jacob Godar has built an incredible landscaping business that has grown significantly over the last 4 years. So much so that he has expanded into different states and increased his business opportunities by adding a dealership in his Illinois-based business. During our conversation, we discuss how important his financial relationship has been in the growth and success he has experienced. We talk a...

Kevin and Brady discuss retirement planning and qualified plans. These types of investments might not one of the highest priority option for some, but the conversation is important as retirement accounts are an easy way to keep money within your financial sphere, as well as get some tax benefits.   Guest Bio: I started in the financial services industry in 2008, amidst the Great Recession.  It was...

Forget the financial porn you are looking at on social media from some "guru" that isn't going to put their name on your tax return. In this episode, we are going to talk about 3 different real estate investing strategies and the potential tax consequences of those real estate investment opportunities. There are a lot of technicalities discussed that have a wide range of applicability that create...

Sharon has quite the background and experience! We dive into a great conversation about her background, being raised by two awesome parents with unique perspectives that have helped her in her professional career. Being a woman in the workforce has been difficult but we talk about how far things have come and what individuals can do to improve their situations. Some technical conversations are sha...

Brady and Scott Talk about the innovative way that they are working with clients to improve the client experience in accounting and legal services. They also discuss three important topics that every entrepreneur needs to know and understand when it comes to their business; business entity structures, trademarks and protecting your brand, and contracts your business should have. These are so impor...

Frank and Brady discuss a wide range of topics when it comes to wealth management, including entity structures, paying family members, deferred compensation, and even real estate! The crazy thing is how important all of these different topics are when it comes to wealth management, and how all of these different puzzle pieces work together.   Frank B. Hana Jr., ChFC, Private Wealth Advisor has a p...

Jonathan and Brady's conversation revolved a lot around the idea that time in the market is more important than timing into the market. Jonathan relates how important his fathers example was in his career decisions. They talk about the investor that was his father, as well as important factors in Jonathan's investing strategies that others should consider. Jonathan has vast amounts of knowledge th...

Mike and Brady discuss how to build a successful business from concept to exit. STAKT is the company being used as the example and they dive deep into the reason this business was started. How we are able to grow. What techniques are being used to grow the business. They also discuss what happens when a business is to the point that you want to bring on capital or exit the business. Shamelessly, t...

Rick and Brady dive into the unique experiences that have gotten Rick to the point he is at today. There is a lengthy conversation about the different struggles and addictions that both Brady and Rick have, and continue to experience that help them experience success.    Rick Warner is a personal development coach, mentor, and highly respected real estate broker based in Petaluma, California. Rick...

Brett and Brady talk a lot about what it takes for a 7-figure business to crack the $10 million mark. We discuss different aspects of leadership, as well as the importance of continuing that leadership, so that you can lead others, which is a key factor to becoming a 8-figure business owner. Brett Gilliland is Founder and CEO of ELite Entrepreneurs, a company that specializes in giving 7-figure bu...

You have certain rights as a taxpayer that you need to be aware of. These rights are things that we just don't learn in schools but they will affect your finances, if they haven't already. It is also very important to make sure you understand how you can work with your tax accountant to achieve the best outcome with your finances possible.

Jason and Brady dive deep into the world of brokering freight. We highlight important factors that determine a successful freight company, how important it is to know your numbers, and what the outlook of freight looks like as we move out of COVID and into some economic uncertainty. Jason is also the founder of Brokerz Edge, an organization that helps others become successful freight brokers as we...

Kyle and Brady dive into the some of the things that made Kyle tick growing up, including a desire for acceptance. This desire got him in hot water but he was able to get out of that. Kyle and Brady talk about ministry and the lessons Kyle learned that he is now applying in his coaching. The best part about this conversation though, are the awesome suggestions Kyle has to engage with team members...

Dan and Brady talk about Dan's early days as an entrepreneur. We talked about some of the things that have helped increase his success such as mentors, schedules, and processes. We also talked a little about some of the downsides that entrepreneurism has. Dan and his partner, Bridger Pennington recently started a crypto fund so we also dove into the world of crypto briefly and got Dan's perspectiv...

Coach Steve Galley and Brady talk about some of the lessons that he learned from his 28 years as a High School Football and Basketball coach. We discuss how important one's mindset is and how to develop your mindset to achieve success. Steve and his business partner have also created a course and platform to help student athletes and their parents achieve success through coaching so we also discus...

Jeremy and Brady discuss a few different important topics that have come from the experiences they have had during entrepreneurship. They discuss some of the reasons behind Jeremy's book, "Without a Plan". One of the main topics that they keep coming back to is the idea that in order to be successful, one should be as authentic and honest with themselves and those around them. The ability to be vu...

Brady and Josh dive into the process and journey that has brought Josh to the point that he is at. What got him started and the path he has taken to obtain the successes. Brady and Josh also talk about the mindsets they confront while running businesses and how one can go farther, faster, with the right mindset. They also talk a little bit about purpose and what makes the journey with it in the en...

I spent the last 12 days in Scotland and Ireland with my wife. Here are a few things I learned about taxes, and what the similarities are between taxes in the US and abroad. Funny enough, it still means being a partner with the government wherever you are!

Nico and I go through the weeds on Cost Segregation Studies. We highlight some examples with some clients as to how these tools can be useful in reducing tax liabilities, and the logistics behind Cost Segregation Studies. We also talk briefly on energy credit studies and how those can be beneficial as well. Nico Suazo has 25 years of experience in the account management, sales, marketing, and prom...

Jake and I got to spend some time together talking about our journeys into personal development and business. We discuss how Jake started to invest into real estate and how he was able to start to build a rental portfolio. Apart from his development, we also dive into my own journey and what obstacles I have had to overcome to get to where I am. Jake Steel graduated in 2019 with a degree in Comput...

Alex is a Financial Expert helping individuals with their life insurance needs. His dedication to the profession started when his father, whom he did not have a great relationship with, passed and left he and his sister with the financial burden.    During this episode, we dive into what people should know when considering different life insurance products and what products can benefit certain peo...

Today I will talk about two topics that I have been thinking about alot that help set the foundation for what I believe to be lots of financial success. Most people don't understand the true value of a dollar, and how to get the most value out of a dollar. I also tie that into the fact that the true way to pay fewer taxes, is to ironically, make more money. Don't believe me? Listen and find out fo...

Justin and I talk about building a community and how people can create a space to consult or coach through the experiences they have accumulated over time. We discuss the power of groups and creating an offer to be able to share. We topped off the conversation talking about taking intentionality into our families and how we can be better husbands and fathers.  Justin Poulet is first and foremost a...

This was one of my favorite podcast episodes to record! My mom and I went deep into a few questions that give people an inside view into how my mom was raised, and why/how I was raised. We had HIGH expectations growing up and we talked about why that is. A big part of how we grew up revolved around education. We talk about why education was so important, what some of the problems with education ar...