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

If you've listened to or watched a Commercial recently, you most likely have heard one for the Employee Retention Credit (the "ERC"). The ERC is one of the final remaining stimulus programs still available to employees that came about due to the Pandemic. Like many of the other pandemic era programs, bad actors and bad advice abound. In this episode of Thoughts in Growth Mode, We are...

The road to doing it for yourself can take many paths. While it's common for people to think about it a long time before pulling the trigger, how would that change if the job you were working in was focused on coaching and guiding those contemplating just that! In this episode, our guest Jessica Boudreaux, https://www.boudreauxdesignstudio.com/ , tells her story of how she started her career i...

So many times the conversation about pursuing your passion revolves around starting your own business and doing it for yourself. However, what happens when doing it for yourself and pursuing your primary passion, which is not your business, come into conflict? Do you compromise your Passion or your career? The answer lies in the fact what gets missed many times when starting your own business, doi...

While many people have a tough time holding down one job, how do those who have 2 or 3 do it? One possible explanation is, they were raised that way. In this episode, I sit down with Scott Grondin who has started two business from the ground up while growing a full time career as a firefighter. How did he find the time? In his words, he simply was raised that way and just learned to "fall for...

There is nothing more expected than the unexpected. This past week has been an eerie reminder of the ghosts of recessions past.  First and foremost, the recent bank collapses is for reasons very different than the financial crisis of '08 and '09.  For a more in depth explanation of what happened, click here, https://www.yahoo.com/finance/news/si... We know this situation has left a lot of...

It's that time of year where everyone is busy getting their tax documents together to give to their CPA to get their tax returns for 2022 filed.  I'm not sure but we would guess for most people the process can feel as painful as going to the dentist.  What makes the process so challenging is that if you feel like you had a great 2022, you fear what your tax bill is going to look like!  If...

"Train the Monkey to Juggle first!"  Many would be entrepreneurs struggle to be able to translate their understanding and expertise in the "gaps" of an industry to an actionable business plan.  For those that have, they really got to that point by many hours, weeks, months and even years painstakingly doing research and getting feedback on trying to find that "proof of concept." &nb...

It's hard to find many people that like to talk about death.  If you do, you probably don't want to talk to them about any topic!  One of the most misunderstood phrases used by professionals is "Estate Planning."  When used, most people don't think it applies to them because; First, they are going to live forever, Second, they don't have any Estate to be concerned about or, Third, t...

One of the most common questions I get from those just starting to do it for themselves is, "When should I incorporate my business?"  My initial answer, "Maybe Never."  There are many myths out there when you are starting your business of as to whether you need to incorporate right away, or even ever.  The two largest are the myths that " I need to incorporate so I am protected" and "if I don't in...

In this Episode Steve is joined by Alejandro Brito, Esq., www. BritoPLLC.com, to talk about his decision to open his own law firm after over two decades of working in a partnership. Alejandro recounts his early days in the practice of law of "doing whatever it takes" which led to his rapid rise to be a partner in his old partnership.  He learned early on that preparation and reputation were t...

In this episode of "Doing It For Yourself" we speak with Gabe Walters the founder of SteadyWorth.   Gabe recounts for us how he started off his career working in the financial advising industry but feeling while he was passionate about finance, it didn't feel like the right fit for him.  From wanting to first own his own hedgefund as a young boy Gabe then jumped around from differen...

In today's episode of "Do It For Yourself", we speak with Jay Pelham who is a partner in a large accounting firm which owns an RIA. After a long journey working within the banking industry, including being the President of a 3 billion dollar bank, he was presented with an opportunity to start an RIA from scratch! Listen in to hear his unique story and path to becoming the head of an RIA when it wa...

In his role as a wholesaler for many years, Matt Sweeney never thought that he would start his own business of financial services. That all changed when he co-founded William Joseph Capital Management headquartered in Connecticut. From starting his career as a bank teller and becoming a successful wholesaler, Matt always wanted to be his own boss. Matt’s path to creating an RIA was unique in that...

Ginny Neal talks to us about her own Registered Investment Advisory firm called SpringTru and what it is like being an entrepreneur. In this episode of "Do It For Yourself" we learn more about Ginny's path into what led her from being a lawyer to large wire house firm to then an RIA owner. Listen in to learn about the benefits on going independent with your business. To learn more about Ginny, ple...

In this episode of “Do It For Yourself”, we speak with Knyvett Lee who initially started up a for-profit business and then later made the switch to non-profit. We touch upon how Knyvett applied her entrepreneurial skills during the transition. Listen in to learn more about the various reasons as to why as a business-owner you may choose to run a non-profit business.

In this episode of “Thoughts in Growth Mode,” we speak with Katherine Sepulveda about the issues homeowners are facing with property insurance in the state of Florida. With some insurers going bankrupt and others losing the ability to underwrite insurance in Florida, where does this leave the homeowner? Katherine and Steve discuss the various options available including what you can do to prepare...

Chris is got his start in the restaurant business and went on to open 5 stores of his own with his partner and longtime friend, before transitioning into real estate investing. In this episode, Chris shares his experience in a partnership of over 20 years and why he decided to part ways. Be sure to check it out!

On today's episode of the Do It For Yourself podcast, I am joined by Stephanie Pujols Graupera. Stephanie founded The Stork Agency, a boutique nanny placement agency, in the midst of the covid-19 pandemic while taking care of her 3 young children. In this episode she talks about her experience starting a business from the ground up and offers advice to others striving to start a business of their...

In this “Do It For Yourself” podcast episode, our guest is , Terri Space, Owner of 305 Yoga . Terri shares her path leading up to the sale of her business, the transition out after the sale and the surprising opportunity to buy it back! Terri shares her trial by fire of how she learned to start and growing a business and knowing when to go "all in" and knowing when to step back. Be sure to listen...

Changing directions while staying in the same profession, going from the “Cheaper Chicken to the Happy Hen” About this podcast: In this “Do It For Yourself” podcast episode, Steve interviews an old friend and colleague, Amy Refeca, on the topic of switching gears in your career to pursue a more meaningful life. Amy reflects on her path from leaving big law to creating her own impactful business to...

In this episode, I attack a topic which really lends to my contrarian way of thinking, you don't have to sell your business!  While most people believe the american dream for business owners is to collect that big pot of gold at the end of the rainbow, that may not be the right route for you. The key is understanding as early as possible what your end goal is and follow your own path and don'...

In this episode of The "Do It For Yourself Podcast" Steve speaks with Terri Echarte from Terri K. Echarte Consulting, LLC. She has a very unique business of Daily Personal Money Management, where she helps clients with busy lifestyles with their daily financial tasks. They talk about how she started her business, the process of helping her clients and the important role that she plays in complemen...

Starting a new kind of podcast named "Thoughts in Growth Mode'' where Steve Taylor will share helpful ideas and thoughts about different financial topics. In this episode, Steve talks about education funding, saving for education, strategies, and the different choices made when planning for education.

In this episode of the “Do It For Yourself” Podcast, Steve has a great time chatting with managing partner and founder of Almazan Law, Alex Almazan (www.almazanlaw.com). They talk about Alex's path turning his law practice into a law business, the turning point in his journey and his advice for those looking to do the same with their practice. Alex Almazan: https://www.linkedin.com/in/alexander-al...

Steve Taylor and Josh Blum (jbandthedoctor.com) sit down for a discussion on taking the leap to start the business you've always dreamed of. We start from the question of "When is the right time to take the leap" to "Do I only need to focus on one thing or one product line?" JB is a productivity specialist who helps entrepreneurs learn how to effectively manage their time and "supercharge" their p...