Ready to save $10k-$50k in taxes this year? Book a call here:

► https://taxstrategy365.com/pod-app

In this episode, after leaving Deloitte at 23, I set out to help people who were the first in their families to build wealth. Three years later, I’m running two CPA firms with nearly 800 clients and reflecting on how much can change in just one trip around the sun. In this episode, I talk about the lessons that made me feel ten years wiser—lessons I picked up from mentors, clients, and experiences that pushed me to grow. I get into why urgency, focus, and being able to see both sides of an argument have been game changers for me.

Timestamps:

00:00:00 Intro and why I left Deloitte at 23

00:00:32 From quitting corporate to owning two CPA firms

00:01:25 Why I feel 10 years wiser in one year

00:01:58 The meaning of “standing on the shoulders of giants”

00:03:20 Investing in mentors and what it’s really worth

00:04:24 Henry Ford, Thomas Edison, and learning from the top 0.3%

00:06:32 Why in-person learning beats Zoom

00:07:26 Joining Perry Belcher’s mastermind and doubling my business

00:08:10 Acquiring a Beverly Hills CPA firm

00:09:07 Traits of high-net-worth individuals

00:10:43 The power of urgency and Parkinson’s Law

00:12:16 Doing one thing exceptionally well

00:13:32 The value of seeing both sides of an argument

00:17:47 Overpriced vs. overkill: a pricing misconception

00:20:38 What I learned from Robert Greene about storytelling

00:23:32 Final reflection on growing wiser year over year

Want me to answer your real estate questions? Come to my next Ask Me Anything Q&A:

► https://taxstrategy365.com/pod-ama

Let's connect!

► Instagram: https://www.instagram.com/ryanbakkecpa/

► LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/

► Twitter: https://twitter.com/RyanBakkeCPA

► Facebook: https://www.facebook.com/ryanbakkecpa

► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠

*None of this is meant to be specific investment advice, it's for entertainment purposes only.