Join Jonathan Krueger as he interviews Dave Sabino, the founder and CEO of Sabino and Company, a full-service CPA firm specializing in tax planning, compliance, all forms of consulting from part time CFO to Quick Books assistance.

IN THIS EPISODE:

On today's show Jonathan Krueger will be talking to Dave Sabino, the founder and CEO of Sabino and Company.

During this episode you'll hear:

• Jonathon and Rick share how the dynamic of working with their wives impacts their business
• A deep dive into 2017 tax reform
• The impact that retirees should consider for this years' tax planning
• How the 2017 Tax Reform impacts business owners?
• Planning out what strategy and positioning of assets should be taken this year based on the changes
• The importance of working with a CPA and tax attorney

Myths and Misconceptions around the impact of tax reform

RESOURCES:

David F. Sabino

David F. Sabino, CPA is founder of the public accounting firm Sabino & Company LLC. Beginning his career at Ernst & Young in 1981, Dave's professional background includes over thirty years of public accounting experience in the areas of tax planning, compliance and consultation for closely-held businesses and high net worth individuals.  Dave earned the prestigious Certificate of Educational Achievement (CEA) in Tax Planning & Advising for Closely Held Businesses awarded by the American Institute of Certified Public Accountants (AICPA). After earning his accounting degree from Illinois Wesleyan University in 1980, Dave received his CPA certification in 1981.  In his spare time, Dave enjoys collecting wine, playing golf, traveling and hunting. A little-known fact about Dave is that he was originally a Biology major in college.

Website:  www.sabinocpa.com

Join Jonathan Krueger and as he interviews Rick Boxx, the founder and CEO of Integrity Resource Center, a nonprofit dedicated to training and equipping leaders to do business God's way.

IN THIS EPISODE:

On today's show Jonathan Krueger will be talking to Rick Boxx about the story being unconventional business. 

During this episode you'll hear:

• Rick shares his commitment to helping people gain awareness around using the Bible in practical ways to do business.
• A deep dive into the five keys to growing a business God's way.
• Hear Rick's insight on doing business as a ministry in today's marketplace.
• How a founder grew a 3 billion dollar high tech company by allowing his priority of spending time with God guide his business growth strategy.
• The importance of feeling a sense of purpose associated with your job or your business.

RESOURCES: 

Rick Boxx is the President and Founder of Unconventional Business Network. In addition to his more than 10 years in the nonprofit world he has experience as a management consultant, entrepreneur, banker, and CPA. The last 15 years, under Rick's leadership, Unconventional Business Network has helped over 15,000 business leaders integrate their Christian faith in the workplace.

Join Jonathan Krueger and as he interviews Bill Walton the CEO of Accelerated Wealth. 

IN THIS EPISODE:

On today's show Jonathan Krueger will be talking to Bill Walton about doing business as a ministry.

During this episode you'll hear:

• How Bill's background in attending Seminary and as a youth pastor has paralleled the growth of his business.
• The inspiration behind starting a wealth management firm when the market was bottoming out.
• Hear Bill's insight on doing business as a ministry in today's marketplace.
• Three key principle beliefs of biblical finance and business.
• The importance of providing wisdom instead of creating fear when you approach finance and business.

Resources:

As Founder and CEO of Accelerated Wealth, a nationwide wealth strategy firm, and having started and grown many successful businesses, Bill has a strong passion for teaching others on how to succeed in their financial journey. Bill is a sought after speaker, on topics ranging from business development to retirement strategies. He speaks both nationally and internationally on these matters. He and Nathalie, his wife of 16 years, live in Colorado Springs with their three young children. They spend much of their time chasing their kids around the beautiful parks and landscapes of Colorado.

Join Jonathan Krueger and co-host Jason Ingram for the very first Living a Richer Life by Design podcast. 

IN THIS EPISODE:

On today's show Jonathan Krueger and co-host Jason Ingram will be introducing Accelerated Wealth and giving insights and background as to how they became partners and founded Accelerated Wealth in St. Louis.

During this episode you'll hear:

• Jason's background as well as what drew Jason and Jonathan together to partnering
• Points of success Jason has achieved along his entrepreneurial path
• How Jonathan and Jason's personal experiences lend to the work they do through Accelerated Wealth
• How they serve and work with their clients primary concerns and benchmarking their goals
• Their mission to dedicate themselves to creating a positive change in our community
• The 3 values that they bring to the service they provide

RESOURCES:

Jonathan Krueger

In the fall of 2012, Jonathan Krueger joined Accelerated Wealth with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 registration and uses his intricate knowledge of insurance and investment solutions to provide Accelerated Wealth clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.

Jonathan currently serves on Accelerated Wealth's Investment Committee as well as the Advisory Board for Accelerated Wealth Advisors, an SEC Registered Investment Advisory firm. He takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.

In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital. Jonathan currently teaches a value acceleration methodology and exit planning course at two local St. Louis colleges. 

Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis from Accelerated Wealth's headquarters in Colorado. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors via hunting, archery and skiing.

Jason Ingram

Jason is one of the original members of the Accelerated Wealth organization founded in 2007. He is the principle of the Columbia, Missouri office and co-owns the Chesterfield, Missouri office. Jason holds a Series 65 license, which qualifies him to serve as an Investment Advisor Representative (IAR). This designation holds the bearer to a fiduciary commitment to the client, assuring that all recommendations are made in the best interest of the client, with the responsibility to have full transparency in all dealings. He also maintains Life and Health licenses in numerous states.

Jason has the steadfast, unbending belief that one person can make a difference in the world. This belief is reflected in the focused, proactive and logical approach he takes with clients. Jason works to mitigate much of the risk clients face in retirement as they transition from the accumulation phase of their financial lives into the distribution phase. He has built his practice on understanding how taxes may affect his clients, both now and in the future.

An educator at heart, Jason is a faculty member at the University of Missouri's OSHER Learning Institute, Saint Charles Community College and St. Louis Community College. He is a member of the National Ethics Association, serves on the advisory board for the Better Business Bureau and works to support numerous philanthropic organizations.

Jason and his wife, Kimetha, a family medicine physician, live in Columbia on a beautiful ten-acre ranch with their horses and their dog Romeo, the company Chief Dog Officer (CDO). They greatly enjoy sailing, international travel and visit a new country every year. Carpe Diem!