In episode 89 of The Kitchen Table, Ken Baden interviews Matthew Blumberg, a CPA and independent financial advisor, who shares his journey from New York to Florida and his insights on navigating the financial landscape.

Tune in to gain insights into financial strategies and the role of a CPA in achieving financial success.

TIMESTAMPS

[00:01:13] Financial advising and CPA services.

[00:04:25] Career transition from medicine to business.

[00:10:21] Financial health and life choices.

[00:14:43] AI's impact on financial sector.

[00:16:14] Human element in financial industry.

[00:23:07] Change in American political standards.

[00:24:42] Economic challenges post-COVID.

[00:29:48] Understanding spending habits.

[00:33:34] Career change and personal growth.

[00:38:12] Taking calculated risks in life.

[00:42:35] Navigating industry changes together.

[00:45:23] Market opportunities in changing landscapes.

[00:50:31] Creating a life worth living.

[00:52:30] Business as a slow burn.

QUOTES

• “I think that's something that I aspire to in general, leaving anywhere you go or whoever you're with a little bit better than they were before.” - Matthew Blumberg
• “I think AI is going to impact everything significantly. I think there's going to always be a need of the human component when it comes to financial expertise.” - Matthew Blumberg
• “Take a look at what you really have going on, simplify things, lean out and get ready to crush. Cause I truly believe 2025 is going to be a bad-ass year. I really do.” - Ken Baden

SOCIAL MEDIA LINKS

Ken Baden

Instagram: https://www.instagram.com/officialkenbaden/

Facebook: https://www.facebook.com/officialkenbaden

Matthew Blumberg

LinkedIn: https://www.linkedin.com/in/blumbergmatthew/

Facebook: https://www.facebook.com/MBCPATAX/

WEBSITES:

The Kitchen Table Podcast: https://thekitchentablepodcast.net/

Blue Collar Ballers Union: https://bluecollarballersunion.com/

Matthew Blumberg CPA PLLC: https://www.mbcpatax.com/