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 your financial goals, this episode provides valuable advice and actionable steps.

Shauna Wekherlien, also known as the "Tax Goddess," is a highly experienced tax strategist specializing in personalized tax planning and proactive financial strategies. With a passion for helping individuals and business owners reduce their tax liabilities and build long-term wealth, Shauna has carved out a niche in tax strategy beyond the traditional role of a CPA.

Her unique approach involves working closely with clients to understand their personal and business needs, creating tailored tax strategies that maximize savings and support their financial goals.

Key Takeaways:

Host: Steve Taylor – LinkedIn

Guest: Shauna Wekherlien – Website

Leave a review to share how this episode helped you.

Have a topic suggestion? Email us with ideas for future episodes.

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 You’ll Learn in This Episode:

Meet the Guest:

Bob DePasquale is the founder of The Generosity Culture, a consultancy that helps businesses create thriving, generous workplace cultures. With years of experience in leadership and organizational development, Bob specializes in cultivating workplaces where employees feel valued, motivated, and empowered to give their best.

Who Should Listen:

Relevant Links:

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 McLean shares his journey of turning a chaotic start into a focused, successful business. He explains how saying "NO" creating systems, and setting boundaries allowed him to build a business that works for him. If you're looking to regain control of your time and grow your business, this episode offers practical steps you can take.

Key Takeaways:

Guest and Crew Information

Host: Steve Taylor – LinkedIn

Guest: Michael McLean – Youtube

https://go.badassletter.com/

Leave a review to share how this episode helped you.

Follow us on LinkedIn for updates and resources.

Have a topic suggestion? Email us with ideas for future episodes.

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.

Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She focuses on helping business owners optimize their tax strategies to maximize profitability and reduce liabilities. Catherine’s expertise spans across industries, with a keen focus on leveraging the latest tax regulations to benefit her clients.

Relevant Links

Dominion Enterprise Services Website

[IRS Guide on Employee Retention Credit](https://www.irs.gov/coronavirus/employee-retention-credit#:~:text=Check your eligibility for the credit,-ERC Eligibility Checklist&text=The credit is available to,when the business impacts occurred.)

Merited Wealth Website

Guest and Host Information

Guest: Steve Taylor – LinkedIn

Guest Host: Catherine Tindall, CPA – LinkedIn, Firm Profile

Leave a review to share how this episode helped your practice.

Follow us on LinkedIn for updates and resources.

Have a topic suggestion? Email us with ideas for future episodes.

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. Known as a “direct response customer attraction expert,” JD’s approach centers on creating powerful “wow” moments that captivate and convert. He’s the mastermind who famously brought Jerry Seinfeld out of retirement to lead an iconic “free vacation” home loan campaign for Australia’s Greater Building Society—a campaign that broke records and is still legendary in the industry.

With a client roster including Disney, KFC, and 7 Eleven, JD’s expertise in incentive-based marketing on platforms like Facebook, Instagram, and YouTube has helped businesses of all sizes bring in waves of new customers. His incentive packages—from fuel savings to free vacations—are tailored to attract specific audiences and amplify revenue.

In this episode, JD shares his journey from advising global brands to helping small and medium-sized businesses create “wow factors” that drive success. We unpack the difference between networking and marketing, the importance of finding a profitable audience, and JD’s direct response tactics that deliver real results. Whether you’re a seasoned business owner or just starting out, JD’s insights offer practical advice that will transform your marketing approach.

This episode is a goldmine for entrepreneurs and service-based business owners looking to attract the right customers without getting lost in the complexities of marketing. Enjoy, and if you like what you hear, don’t forget to subscribe for more insights and inspiration to fuel your journey!

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 the Federal Trade Commission’s (FTC) proposed rule changes, and how these changes may affect both employers and employees. Andrew shares valuable insights on what makes non-compete agreements reasonable, when they might be considered overreaching, and how non-solicit clauses fit into the broader legal framework.

Content Warnings

Discussion of legal and employment practices

Mentions of Labor Law Nuances

Guest Bio

Andrew Adams is a seasoned attorney with a robust background in labor and employment law. After earning his undergraduate degree in marine biology, he served in the Navy and worked in law enforcement while attending law school.

He has extensive experience representing both employer and employee interests and currently leads the labor and employment practice at Darrow Everett.

Key Points

Main Topics Discussed

Relevant Links

FTC Press Release on Proposed Rule Change

Legal Resource on Non-Compete and Non-Solicit Clauses

Merited Wealth Website

Guest and Crew Information

Host: Steve Taylor – LinkedIn

Guest: Andrew Adams – LinkedIn, Firm Profile

Subscribe to the podcast for more insightful episodes.

Leave a review if you found this episode helpful.

Follow us on social media for updates and behind-the-scenes content: LinkedIn, and Instagram.

Send us your suggestions for future topics or guests you'd like to hear from.

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 legal field, embracing work-life balance and personal happiness. This episode is perfect for anyone considering a career change or seeking inspiration for finding joy in their work!

Timestamps:

00:00- Introduction What drove her to leave big law behind?

02:30- Amy’s Start in Law

10:15- The Big Law Rollercoaster

18:45- Switching Gears to In-House Counsel

25:00- The Health Wake-Up Call

32:20- Finding Fulfillment in Estate Planning

40:00- Could this be your sign to make a change?

43:07- How can you align your career with what makes you happy?

https://www.linkedin.com/in/atlwillsandtrusts/

https://atlantawillsandtrusts.com/

https://www.instagram.com/atlwillsandtrustslawgroup/

https://www.facebook.com/atlwillsandtrustslawgroup/

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 - Transitioning from Corporate Life to Entrepreneurship for Nina.

https://linktr.ee/meritedwealth

🙌Nina Cooke

#overcominglimitingbeliefs #personalgrowth #mindsetshift #businessgrowth #selfconfidence #entrepreneurjourney #resilience #selfhelp #businesssuccess #personaldevelopment #confidencebuilding #successmindset #meritedwealth #wealthbuilding #doitforyourself

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 ensuring your assets are protected and your wishes are honored. Eric also highlights how financial advisors can strengthen relationships with their clients by engaging in meaningful estate planning discussions and leveraging modern technology.

Timestamps:

Avoid costly mistakes—watch now to learn how to protect your legacy with professional estate planning!

#EstatePlanning #FinancialAdvice #AttorneyHelp #LegacyPlanning #DIYMistakes #FinancialAdvisor #ProtectYourAssets #FamilyWealth #AvoidCostlyErrors #LegalAdvice

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 career and business, and learn the key strategies that have propelled Jarvis to success.