Do It For Yourself with Stephen A. Taylor, JD, CFP®

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 practical steps around college savings, student loans, and college funding so you can protect your family...

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 CEO of Decimal, to unpack how small business owners can scale their accounting and financial syst...

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 down exactly what this new legislation means for you, your family, and your business...

📈 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, automation, and custom-built technology. Learn how this fintech founder is building a vertically i...

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, private companies, and other alternative assets—debunking myths and clarifying rules that homegrown entrep...

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 created a debt burden that now exceeds $33 trillion. He answers the critical question: how did the U.S. defi...

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 in a role, focusing on outcomes and goals, not just tasks. She dives into the role of AI in...

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 own marketing agency. She discusses strategies for personal branding, crafting clear messaging, and bu...

"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 your future college student as constructive as possible. In this episode, we cover: Initi...

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 is that gambling won’t make you rich—it’s a high-risk game designed for the house to win. 🔴 What You’...

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 transitioning to independence. Whether you’re an entrepreneur, writer, or financial professional, this...

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 security through innovative risk management approaches. His deep expertise in alternative risk financing has...

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 import/export strategies, Manny has helped numerous companies optimize their operations amid changing tarif...

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 knowledge with others. In this episode of the Do It Yourself Podcast , Adam Goldman joins us to break dow...

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. If you're ready to take control of your tax strategy and explore ways to save money while achieving...

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 culture of generosity, and the long-term benefits of doing so for both employees and businesses. What...

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 "NO" to distractions, giving him the space to succeed. In this episode of Do it Yourself , Michael McLe...

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 The Benefits of Transitioning to RIA Challenges to Anticipate Practical Steps for a Smooth Transition...

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 support. Today, I’m thrilled to introduce John Dwyer, or “JD,” the creative force behind the Institute of WOW...

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 law. Together, they discuss the complexities surrounding non-compete agreements, the implications of...

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 fulfillment as a "Happy Hen" in estate planning. Discover how she transformed her career without leaving the leg...

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 shares how she eventually broke free and discovered her true potential. Timestamps: 00:00 - Transitioni...

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 guidance can lead to costly mistakes. Learn why personalized, attorney-guided estate planning is crucial to en...

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 growth and stronger professional relationships. Discover how becoming an expert can elevate your c...

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 transitioning into entrepreneurship. Rob’s unique background as an advisor enhances his ability to coach effec...