On this episode of Caddo Convos, Sophie Nguyen shares how Paramount Tax & Accounting goes far beyond simple tax prep. By combining high-level strategy, CFO advisory, and hands-on cleanup work, Sophie and co-owner Tiffany Thien help business owners — especially medical practices — actually keep more of what they earn. From fixing broken books to advanced tax planning for seven-figure earners, their mission is simple: make your business profitable on paper and in real life.

Contact:

https://paramount.tax/richardson

Top 5 Highlights — Sophie Nguyen | Paramount Tax & Accounting

More than Tax Prep — Strategic Advisory Sophie and Tiffany co-own a Paramount Tax franchise focused not just on filing, but proactive strategy for founders and high-income entrepreneurs to lower tax bills legally and intentionally.

Dual Strength Partnership Sophie leads growth, sales and client relationships while Tiffany Thien — an ex-Big Four credentialed CPA with 20+ years experience — leads compliance, operations, and advanced technical work.

Deep Specialty in Medical & Dental Practices They serve a wide range of businesses but especially attract dentists, therapists, and medical practice owners who "make money but don't keep money," fixing profit leaks, budgeting, and CFO-level projections.

Cleanup & Catch-Up Experts They frequently take on messy books, go back one to three years for cleanup, and create clarity so clients can file accurately and make financial decisions with confidence.

High-Trust, Relationship-Based Tax Partner Sophie emphasizes accessibility, education, and warranty-style advisory: if a tax strategy doesn't deliver value, they don't charge for it — making advisory a safe and high-ROI conversation.

Recorded at the Blue Mic Studios podcast production company:

https://www.bluemicstudios.com/

Caddo Office Reimagined is opening its 10th location at Frisco Westridge, strategically positioned at the intersection of Frisco, McKinney, Prosper, and Plano.

Building Manager Hayley Rowlands shared how this new space blends hotel-quality soundproof offices, natural-light design, and member-only conference rooms with a culture built on connection, flexibility, and growth. Whether you're a startup, a solo founder, or a national company entering DFW, Westridge offers a professional footprint and a ready-made community — without the commitment of long-term leases.

Contact:

https://caddooffices.com/

Top 5 Highlights — Hayley Rowlands, Caddo Office Reimagined – Frisco Westridge

Flagship "borderline" location with fast demand — Westridge sits at the crossroads of Frisco, McKinney, Prosper & Plano and is already ~30 members pre-opening under a founder's 20%-off year-one promotion.

Thoughtful build-out & amenities for modern work — hotel-grade soundproofing, white noise, natural-light design, golf-themed interior, and conference rooms reserved exclusively for members — no outside bookings.

Membership flexibility built for growth — month-to-month private offices or social coworking access with conference credits, 24/7 access to all 10 locations, and the ability to expand or relocate inside the network.

Community & networking as a feature — a mix of tech firms, counselors, notaries, podcasters, and even national companies expanding into DFW — all interacting under one roof with curated manager-led hospitality.

People-first culture from the top down — CEOs are hands-on at builds & events; onboarding is immersive across locations; Hayley calls it the "best job I've ever had" because of the people and connection.

Recorded at the Blue Mic Studios podcast production company:

https://www.bluemicstudios.com/

Meet Daniel Turner, founder of Sanctum Inner Wellness, where bodywork becomes a journey of transformation. In this Caddo Convos episode hosted by Buddy Broyles of Blue Mic Studios, Daniel shares how he helps clients—especially those in the "sandwich generation"—find balance through intentional, relationship-based care. With personalized Dream and Stone sessions, he creates a safe, restorative space where people reconnect with their bodies and rediscover their peace.

Contact:

https://www.sanctum.works/

Top 5 Highlights

A Bespoke Approach to Healing: Daniel Turner created Sanctum Inner Wellness to offer highly personalized bodywork that builds long-term relationships between therapist and client—focusing on deep trust, understanding, and transformation rather than quick, one-off sessions.

Serving the "Sandwich Generation": Many of his clients juggle caring for both children and aging parents. Daniel provides them with a restorative space to relax, release tension, and reset mentally and physically amid their demanding lives.

Two Signature Wellness Journeys:

Dream Session: Focuses on relaxation and nervous system recovery for stress relief.

Stone Session: A deep-tissue, corrective experience aimed at long-term physical reeducation and pain relief.

Intentional and Invitation-Only: Sanctum operates by consultation and invitation, not for exclusivity, but to ensure the right environment for transformational results and to establish a deep therapeutic connection.

Philosophy of Self-Healing: Daniel emphasizes that "true wellness isn't about fixing—it's about creating the right conditions for your body to heal itself." His approach integrates physical, emotional, and mental alignment over time.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

Shaune Corbett of Real Estate Success DFW is building a movement for real estate agents rooted in collaboration, education, and community. From practical training to organic growth strategies, his mission is to help agents succeed without competing on ego—by sharing, connecting, and growing together.

Five Key Takeaways

• Built on Experience – With 18+ years in real estate, 500+ transactions, and $300M in sales, Shaune now channels his expertise into helping agents grow.

• Community First – Founded the Real Estate Success DFW podcast & Facebook group (800+ members in just 6 months) to provide broker-neutral collaboration, training, and networking.

• Training That Works – Hosts monthly "Agent Helping Agent" sessions with top producers and vendors, covering topics like sphere of influence, CRM mastery, and agent-to-agent referrals.

• Collaboration Over Competition – Encourages transparency: agents shouldn't fear sharing strategies since "you can't be me, and I can't be you." The focus is on elevating the industry together.

• Organic Growth Philosophy – Advocates for building audiences authentically rather than paying for fake traffic, emphasizing sustainable engagement and real community impact.

Contact

https://www.youtube.com/@RESDFW

https://www.facebook.com/truwestrealty

https://realestatesuccessdfw.com/

https://www.linkedin.com/in/shaune-corbett-host-of-real-estate-success-dfw-93384623/

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

On this episode of Caddo Convos, Santosh Poudyal of The Wealth Builders Group shares his mission to reshape how families approach money. Drawing from his own leap from corporate life to entrepreneurship, Santosh empowers people to gain freedom of time and money through financial education, customized strategies, and a holistic view of wealth that goes far beyond just college savings. His passion is helping middle-class families unlock opportunities once reserved for the wealthy—and achieve true happiness, not just wealth.

• Direct phone: 303-396-3553
• Address: 2201 Spinks Rd, Suite 120, Flower Mound, TX 75022

Highlights from Santosh Poudyal of The Wealth Builders Group on Caddo Convos

The "New Art of Living" Philosophy Santosh teaches people how to balance time, money, and happiness—highlighting that wealth alone isn't freedom unless paired with time and purpose.

Education-First Financial Planning He starts every client relationship by deeply understanding their goals and educating them on how money works before recommending tailored strategies.

Middle-Class Empowerment Motivated by his own journey from international student to entrepreneur, he focuses on giving middle-class families access to tools usually reserved for the wealthy.

Strategic Partnerships with Top Firms Santosh partners with over 200 major financial companies (like Goldman Sachs and Charles Schwab) to match each client with the best-fit solutions for their goals.

Holistic, Flexible Planning for Families He helps families move beyond restrictive plans (like 529 accounts), building flexible strategies that can support all of life's milestones—not just college.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

In this episode of Caddo Convos, Brian Berkenbile of Oak Insurance Group reveals a game-changing approach to employee benefits: a Section 125 plan that saves companies thousands while giving employees powerful healthcare perks. Backed by legal rigor and ethical commitment, Brian's solution turns rising healthcare expenses into profit-boosting opportunities for any business, big or small.

Contact: [email protected]

5 Key Takeaways

Innovative Section 125 Plan Brian introduced a modern take on the traditional Section 125 "cafeteria" insurance plan—helping employers cut healthcare costs, boost profits, and retain top talent while costing employees virtually nothing.

Win-Win Financial Impact Employers can save $600–$900 per employee per year, while employees gain valuable benefits like 24/7 telemedicine and over 400 fully covered prescriptions—all through pre-tax deductions.

Proven, Legal, and Ethical Brian's team spent over a year vetting this plan with attorneys to ensure it is fully compliant, ethical, and approved at all state levels as a health indemnity plan, eliminating future tax or legal concerns.

Built on Service and Experience With roots in processing and nonprofit support during COVID-19 pandemic, Brian leveraged his FEMA experience to build trust-driven solutions that help organizations thrive and continue serving their communities.

Accessible to Any Business Size Whether you have 5 or 5,000 W-2 employees, with or without existing health insurance, this plan can significantly reduce costs and improve employee satisfaction.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

In this episode, Dr. Jared Wilson of Core Strength Wellness Center shares how he helps patients move beyond surface-level treatments to uncover and address the root causes of their health challenges. From preventing gallbladder removals to restoring blood flow in neuropathy cases, Dr. Wilson takes a whole-body, problem-solving approach to care. He opens up about what inspired him to become a chiropractor, the challenges of working with chronic conditions, and the deep reward of seeing lives transformed.

This conversation will inspire anyone dealing with long-term pain, complex medical challenges, or simply looking for a fresh perspective on wellness.

Contact Phone: (972) 292-9963

Contact Email: [email protected]

https://www.corestrengthwc.com/

Key Takeaways

• Root-Cause Healing: Dr. Wilson focuses on treating the source of health issues—not just masking pain with drugs or quick fixes.

• Complex Case Solutions: He specializes in helping patients with chronic, complicated conditions like gallbladder issues, neuropathy, and degenerative arthritis.

• Patient-Centered Approach: Every treatment plan is tailored, often preventing unnecessary surgeries or long-term medications.

• Personal Mission: Inspired at age 14, Dr. Wilson has pursued a lifelong passion for helping people reclaim their health naturally.

• Lasting Impact: He measures success not just by pain relief, but by restoring patients' quality of life and preventing future decline.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

Ben Ward of Riverlife Church shares his powerful story of transformation—from brokenness to building a faith family in Celina, TX. His vision? A place where people flourish, families thrive, and generations grow together in God's presence. Contact: [email protected] https://theriverlife.church/ 5 Key Takeaways- Church as Family: Riverlife Church isn't about buildings—it's about people. Ben sees church as God's family, where love, worship, and community thrive. A Life Transformed: His personal journey from brokenness and darkness in Shreveport to finding healing through faith fuels his calling to bring the same transformation to others. Called to Celina: Ben believes God ordered his steps to Celina, TX, a growing city where he and his wife Melandy could plant a church rooted in authenticity and real connection. Organic & Intentional: Riverlife's model avoids "copy-and-paste" church practices, focusing instead on essentials—presence, community, and discipleship. Generations Together: His vision includes all ages and backgrounds, creating a faith family where fractured homes and lives can be restored in God's presence. Recorded at the Blue Mic Studios in Plano: https://www.bluemicstudios.com/ https://caddooffices.com/

When your car breaks down, the last thing you need is waiting hours on hold with a call center thousands of miles away.

In this episode of Caddo Convos, Buddy Broyles sits down with Jimmy Mercer of Road Angel Towing & Roadside Assistance, who's redefining roadside help with local partnerships, lightning-fast response, and a mission to treat every customer like family. From rescuing stranded Tesla owners to unlocking cars with kids inside, Road Angel proves that towing can be compassionate, innovative, and community-driven.

https://towing-roadside-assistance-roadangel.com/

https://roadangel-mckinney-tx.com/

Five Key Takeaways

Local-first, faster service: Road Angel is disrupting the towing industry by partnering with local 4-star+ providers, cutting out overseas call centers, and delivering quicker, more reliable roadside help.

Beyond towing: From battery replacement at the gas pump to mobile tire service for cars without spares (like Teslas), Road Angel focuses on solving problems on-site to save customers time and money.

Compassion in action: They provide free car door unlocking for parents who accidentally lock children inside—often arriving in minutes to prevent dangerous situations.

Fleet & growth focus: Serving not only individuals but also fleets (like HVAC companies and pet groomers), with expansion plans targeting fast-growth areas across North Texas.

Customer-first mission: With nearly 400 five-star reviews, Road Angel thrives on transparency, fair pricing (no "gotcha" fees), and treating every service call as a chance to help a neighbor.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

In this episode of Caddo Convos, Buddy Broyles sits down with Rick Havard, founder of The Lifetime Impact Project. Rick shares how rediscovering his grandfather's voice during Covid sparked a movement to help families capture stories, curate memories, and plan wisely for the future. Blending heartfelt storytelling with smart financial strategies, Rick shows how legacy isn't just about money—it's about preserving love, values, and wisdom for generations to come.

https://lifetimeimpactproject.com/home

Five Key Takeaways

• Preserving Legacy Through Storytelling – The Lifetime Impact Project helps grandparents record their stories, values, and life lessons in their own voice and image, ensuring memories live on for future generations.

• Inspired by Family History – Rick's idea was born during Covid after rediscovering his grandfather's recorded stories, which brought healing and connection across generations.

• Three-Stage Legacy Process – Participants move from Sharer (capturing stories), to Builder (ongoing recordings & planning), to Benefactor (strategic financial and estate legacy planning).

• More Than Finances – Beyond wealth management, Rick emphasizes curating memories, organizing important documents, and preparing families for life's unexpected moments.

• Legacy With Impact – From digital vaults and video storybooks to planned giving and family values, the project blends personal storytelling with structured financial planning to create lasting generational impact.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/