Getting Started as a CPA and CFP

Quint and Allie talk about narrowing down your investment options. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Logan and Allie talk about different savings buckets and the best to start saving your money right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Quint and Logan talk about evaluating various different financial decisions like employer benefits. We dive into the approach we like best. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for adve ... Show More

One of the most common questions I get asked is, “Nathan, why did you become a CMA?” There are several different finance and accounting certifications and licences available, but two of the most common are CMA vs CPA. With so many differences, you must really take a look at what ... Show More

Real estate bookkeeping is one of the tedious but necessary tasks that comes with owning a rental property. Unsurprisingly, it’s one of the things that can make or break your real estate business. Can you do your own accounting? Should you hire a bookkeeper? It’s easy to become o ... Show More

Discover how to balance work, CMA studies, and personal life effectively in this episode. You'll learn seven key strategies to manage your schedule, optimize study techniques, and maintain wellness, ensuring you succeed in your CMA journey without burning out. Plus, I'll share a ... Show More

In this episode of The Blueprint Graham Stephan steps me through his 10 stage blueprint for transforming your finances. Become a member and get access to channel perks:https://www.youtube.com/channel/UCGznz4NfW5iymkvn1l40qyA/join My book "What's Your Dream?' is out now!:https://w ... Show More

So, you’ve just passed the CMA exam and are officially a Certified Management Accountant. Congratulations! But, what’s the next step? For many professionals, earning a CMA means that it’s time to negotiate a salary raise, so now might be the time to consider how to leverage the p ... Show More

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective ... Show More

Lab coaches Kelly Street and Stephanie Everett share their best tips and insights to help level up your business for greater success. If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Postali ... Show More

In this episode of The Dept. Podcast Joi Hunt shares her journey as a serial entrepreneur breaking the $100K revenue mark multiple times and reveals practical strategies for new and transitioning entrepreneurs to scale their businesses effectively. Joi dives into overcoming perfe ... Show More

In this week’s Talking Wealth podcast, Dale uncovers the hidden costs paid to a financial adviser by an investor and how these affect the expected return. An adviser should add value over and above what you can do yourself but do they. Dale also discusses the fees you should expe ... Show More

Rehnuma passed both parts of the CMA exam on her first attempt and is coming on the show to share her journey with us. You'll discover how she did it and how you can replicate her success. After becoming a CMA, she got a better job and job offers continue to pour in. You'll be tr ... Show More