Get Wealthy With Me

Welcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her approach is calm, strategic, and deeply intentional—helping clients keep more of what they earn while aligning their money with the life they truly want to build. We recorded this conversation live from the AICPA Personal Financial Planning Symposium in San Diego, where I had the opportunity to sit down with incredible leaders and professionals in the finance space. In this episode, we go beyond titles and credentials to talk about Rebecca’s passion for financial planning, her perspective on tax strategy and wealth management, and why clarity matters just as much as income when it comes to building real financial independence. If you’re navigating equity compensation, working in tech, or simply looking to make smarter, more intentional money decisions, this episode is packed with insight you won’t want to miss.

____________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #personalfinance #investing #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast

In this episode, I sit down with Niketa Williams for a powerful and necessary conversation about workplace adversity, diversity, and the responsibility we carry in shaping healthier environments for the next generation of women. While our discussion is rooted in finance and professional growth, it goes far beyond numbers, touching on race, inclusion, leadership, and the realities many women face when navigating corporate and professional spaces. Niketa shares insight on what it means to be different in the workplace and why embracing those differences is essential to progress, innovation, and equity. We talk about the challenges that come with standing out, the importance of communication across perspectives, and how leadership must evolve to create environments where women don’t just survive, but thrive. This conversation is about growth, accountability, and unity. It’s a reminder that real change happens when we’re willing to listen, learn, and build together. If we want a stronger future for women in finance and beyond, the work starts now, with honest conversations and intentional action.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: blessing or lesson, life lessons quotes, motivational speech, blessing in disguise, turning pain into power, failure to success, mindset motivation, powerful quotes, motivational video 2025, growth mindset, overcoming setbacks, blessing vs lesson, inspirational quotes, turning struggles into strength, success mindset, lessons from failure, sherron permashwar, ger wealthy with me podcast, podcast #shorts #health #BlessingOrLesson #LifeLessons #GrowthMindset #MotivationDaily #FailureToSuccess #BlessingsInDisguise #Inspiration2025 #MindsetShift #StrugglesToStrength #WisdomQuotes #SuccessMindset #MotivationalShorts #LifeMotivation #OvercomingFailure #RiseStronger

In this episode, I sit down with Rachael Gibson at the AICPA Conference in Nashville for an honest and timely conversation about financial education, responsibility, and the importance of learning money skills early. We talk about how many of us were never properly taught how to manage money growing up, and how that gap in education continues to impact individuals, families, and entire generations. Our conversation focuses not only on teaching kids about money from a young age, but also on the reality that many adults are still learning as they go. Rachael shares thoughtful insight on how awareness, education, and open conversations can help break long-standing financial cycles. This episode is about progress over perfection, learning together, teaching intentionally, and creating a healthier financial future for ourselves and the next generation.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: blessing or lesson, life lessons quotes, motivational speech, blessing in disguise, turning pain into power, failure to success, mindset motivation, powerful quotes, motivational video 2025, growth mindset, overcoming setbacks, blessing vs lesson, inspirational quotes, turning struggles into strength, success mindset, lessons from failure, sherron permashwar, ger wealthy with me podcast, podcast #shorts #health #BlessingOrLesson #LifeLessons #GrowthMindset #MotivationDaily #FailureToSuccess #BlessingsInDisguise #Inspiration2025 #MindsetShift #StrugglesToStrength #WisdomQuotes #SuccessMindset #MotivationalShorts #LifeMotivation #OvercomingFailure #RiseStronger

In this episode, I sit down with Jody Holt at the AICPA Conference in Nashville to talk about the importance of understanding your personal finances, and why this conversation needs to be front and center. Too often, money education is framed as something only the younger generation needs, but the truth is that financial literacy impacts every stage of life. From budgeting and saving to investing and planning, knowing your own numbers is foundational to long-term stability and confidence. We discuss why personal finance isn’t just about wealth, it’s about clarity, control, and peace of mind. Jody shares insight from her experience in the accounting profession, highlighting why avoiding your finances creates stress, while understanding them creates opportunity. This conversation is a reminder that it’s never too early, or too late, to take ownership of your financial life and make informed decisions that support your future. _______________________

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: financial literacy, personal finance, money mindset, financial freedom, money management, budgeting tips, investing basics, wealth building, how to manage money, understanding money, accountant explains, CPA advice, financial expert advice, finance education, money habits, money stress, financial anxiety, living paycheck to paycheck, middle class struggle, bad money habits, money mistakes, Gen Z money, millennial finances, young professionals money, money lessons school never taught, truth about money, money taboo, hard truths about money, what they don’t tell you about money, how money affects mental health, why financial literacy matters, how to build healthy money habits, real talk about finances, sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast #finance #financialfreedom #financepodcast #investing #stocks #accounting #wealthbuilding #shorts #selfimprovement #financialadvice #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar

In today’s episode, I sit down with Bee Nance, a licensed Certified Public Accountant (CPA) with over 15 years of experience in accounting, budgeting, and financial management, for a conversation that gets to the root of why so many people feel financially stuck. Bee brings a powerful perspective shaped by her work in non-profit accounting, where she provides financial oversight to multi-million-dollar organizations, as well as her role as an Accounting Professor, accounting translator, and published author. Bee is also the founder of The Rising Sunny, a social enterprise focused on financial empowerment, and the author of Sunny Gets Money. Together, we unpack the real challenges facing the middle class, how money stress quietly impacts mental health, and the mindset blocks that keep people working hard without feeling free. This episode isn’t just about numbers—it’s about understanding money as a system, a skill, and a source of peace rather than anxiety. If you’ve ever felt overwhelmed by finances, trapped in survival mode, or unsure why making more money hasn’t brought more freedom, this conversation will help you see what’s really holding you back, and how awareness is the first step toward financial freedom.

__________________________

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast

In this episode, I sit down with Jeannine K. Brown at the AICPA Conference in Nashville for a raw and necessary conversation about the brutal truth behind workplace culture. Jeannine is an Executive Coach, international speaker, author of Unstuck and Unstoppable, and a powerful advocate for inclusive leadership and high-performing teams. Together, we break down what’s really happening inside today’s workplace environments, from poor communication and unspoken expectations to emotional well-being, leadership gaps, and the cultural dynamics that either empower people or quietly push them out. Jeannine shares deep insight into how organizations can unlock their full potential by addressing diversity, equity, inclusion, and human-centered leadership, not as buzzwords, but as real drivers of performance and trust. This conversation is for leaders, professionals, and anyone navigating modern work culture who wants to understand how communication, emotional intelligence, and inclusive leadership shape not just careers, but entire organizations. If you’ve ever felt stuck, unheard, or underestimated at work, this episode will give you language, clarity, and a path forward.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #podcast #mindset modern wisdom,podcast,modern wisdom podcast,chriswillx,Science of attraction,Attraction,Science of attraction modern wisdom,How to be attractive,macken murphy,productivity,tiktok podcast,trending,christmas,christmas podcast,self development,financial audit,life hacks,mindset,get wealthy with me,get wealthy with me podcast,sherron permashwar,the modern savvy cpa,viral,trending videos,trending podcast,interview,success blueprint,manifest,mental health

In this episode, I sit down with my producer cagla for a real and honest conversation about all things money. We dive into some of the most common financial questions everything from saving and investing to credit, budgeting, and building long-term wealth.

Whether you're just starting your financial journey or looking to level up, this episode breaks down the basics in a way that’s easy to understand and apply. No fluff, just practical advice and real talk about the mindset and habits that lead to financial freedom. Tune in to hear how we approach money behind the scenes and how you can start taking control of your finances today.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: mindfulness,financial education,financial literacy,get wealthy,wealth building,become successful,money talks,answering your biggest questions,stocks,real estate,gen z boss and a mini,millennials vs gen z,millennials in the workplace,financial literacy for beginners,financial freedom,robert kiyosaki interview,rich vs poor,how to make money,stocks to watch,investing for beginners,buying house,rich dad poor dad,business ideas,personal finance

In this episode, I sit down with Anthony Nunez, a rising tattoo artist who’s not only carving his own path in the industry but also following in the footsteps of his legendary father Chris Nunez.

We talked about what it means to grow up around greatness, and how that shaped his passion, discipline, and mindset when it came to building his own legacy.

Anthony shares the behind the scenes of his journey from planning and learning to traveling and putting in the work to become a true artist in his own right, but also what made him chase the passion of becoming a tattoo artist. We dive into the mental side of the grind, how mindset plays a role in mastering any craft, and the importance of honoring where you come from while creating something uniquely your own.

This episode is for anyone chasing a dream, building a legacy, or figuring out how to turn passion into purpose. Watch now and get inspired to trust your process.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 Our Guest 👇

✅Instragram: anthony_nuneztat2

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #BornToInk #TattooArtistJourney #MindsetMatters #CreativeLegacy #AnthonyNunez #ArtistMindset #PassionToPurpose #PodcastInterview

In this episode, I sat down with DJ Newmark, an American DJ, radio personality, and music producer who’s been part of the music industry for decades. You might know him as a member of the Grammy Award-winning, platinum selling hip-hop group The Funky Bunch, originally led by Marky Mark. But beyond the fame and the hits, DJ Newmark is someone who’s seen the industry from every angle on stage, behind the scenes, and in the business boardrooms. We talked about the real truth behind the music industry what most people don’t see. From how money moves in music, to the way artists get paid, and what young creatives today need to understand if they want to make it. He dropped some serious knowledge on the importance of financial literacy, ownership, and staying grounded in an industry that’s always changing.

This conversation is about more than music it’s about business, mindset, and building something that lasts. If you’re an artist, entrepreneur, or someone trying to find their way, this episode is full of gems.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: dj, dj newmark, markey mark and the funky bunch, success, mindset, podcast, interview, motivational, motivation podcast

In this episode, I sit down with Sean, who moved from China to America at just 14 years old. We talk about the stark differences between the two countries especially when it comes to education, business, and financial opportunity. Sean shares his experience as a recent college graduate, navigating life in a new country, and how the U.S. offers something he never had access to before: the chance to build, connect, and grow. We dive into the importance of financial literacy, how college plays a different role here than overseas, and why in America, it's often less about what you know and more about who you know. If you've ever questioned the value of opportunity, relationships, and financial knowledge, this episode offers real insight from someone who's lived on both sides of the world.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

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