Healthy Wealthy & Wise Accountants

By Heidi Henderson

A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting ind... more

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FAQs about Healthy Wealthy & Wise Accountants:

How many episodes does Healthy Wealthy & Wise Accountants have?

The podcast currently has 35 episodes available.

Healthy Wealthy & Wise Accountants episodes:

March 28, 2023Failing Forward: How One CPA Found Success in Tax Entrepreneurship
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future.
(00:00) - People aren't being taught how to be entrpreneur's
(00:26) - Thank you to Engineered Tax Services
(01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
(01:55) - Welcome Chris to the show
(05:42) - Some background on Chris
(09:17) - How do you manage your client relationship working remotely?
(12:52) - Availability is your best ability
(14:58) - Tell me about the path of your career
(17:52) - How do you use technology to help you and your firm?
(22:54) - Was it difficult to transition to a subscription based model?
(26:15) - What else are you working on and where are you evolving?
(31:50) - How do you monetize Teching Tax Flow and that structure?
(35:17) - Are you afraid that you're giving too much information away?
(37:52) - What makes you tick? What is your passion?
(42:07) - Do you have time now for your personal life? How do you balance everything?
(46:44) - What do you know now that you would tell your 20 year old self?
(48:20) - Wrap up and where to reach Chris and learn more about TTF
Connect with Chris Picciurro:
Website: https://www.teachingtaxflow.com/
LinkedIn: https://www.linkedin.com/in/picciurro
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/
https://healthywealthywise.show/
...more
50min
March 15, 2023 Top Gun: Accounting Maverick
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream.
Connect with Sean Dever:
Website: https://www.devercpa.com/
LinkedIn: https://www.linkedin.com/in/sean-dever-3275208
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
41min
February 28, 2023Saving BIG On Taxes Requires The Right Paperwork
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.
(00:00) - HWW 12 - Jeffrey Junek
(00:00) - Thank you to Engineered Tax Services
(00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
(01:26) - Jeffrey Junek joins the show
(05:22) - How do you balance your work life and physical health?
(10:51) - You don't have to go to a gym or run to exercise
(14:09) - What does your company do and how do you work with clients?
(16:38) - Do you work with CPAs?
(19:05) - Jeff helps with proper documentation
(23:48) - Conservation easements
(27:52) - Can you explain a little about how this calculation works?
(29:28) - Can you talk about the people wanting to change this beneift and laws being passed
(37:56) - What type of other alternative tax strategies do you tell to your clients
(46:34) - Wrap up and remember to subscribe so you don't miss an episode

Connect With Jeffrey Junek:
LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
48min
February 15, 2023 Flipping The Script On The IRS
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there.
Connect with Kreig Mitchell :
https://mitchelltaxlaw.com/

Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
48min
January 31, 2023 Crunching Numbers and Abs
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry.
Connect with Darsi Casey :
Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529
Firm : https://www.caseyneilon.com/
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
53min
January 18, 2023 Easy Does It … and You CAN Win This!
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608
Learn more about Leanness Lifestyle University : https://lluniversity.com/

Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
1h 2min
January 05, 2023 Real Estate Accounting Leads to Owning Real Estate
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola
Learn more about his firm https://www.aiolacpa.com/
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/

...more
48min
December 21, 2022 Offering Value Through Connection
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
Connect with Sara Huddleston:
https://thegrowthpartnership.com/bios/sara-huddleston/
Email : [email protected]
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/
...more
48min
December 06, 2022 Get Niched with IC-DISC
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
Connect with David Spray :
Podcast : https://www.ic-discshow.com/
Company : https://www.exportadvisors.com/
LinkedIn : https://www.linkedin.com/in/dspray
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
Books Recommended :
Man's Search For Meaning

Atlas Shrugged
The Fountainhead
The 80/20 Principle
https://healthywealthywise.show/

...more
58min
November 22, 2022 Being Your Wild Self
This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/
To learn more about The Wild Institute : Visit https://thewildinstitute.com/
Connect With Chris Heeter :
Linkedin : https://www.linkedin.com/in/chrisheeter
Connect with Heidi Henderson :
Linkedin : https://www.linkedin.com/in/heidihendersonets
https://healthywealthywise.show/

...more
50min

FAQs about Healthy Wealthy & Wise Accountants:

How many episodes does Healthy Wealthy & Wise Accountants have?

The podcast currently has 35 episodes available.