Your net worth might depend more on your mindset than your strategy. This eye-opening conversation with Nate Astle, founder of the Financial Therapy Clinical Institute, dives into the often-overlooked psychology behind money behavior. Discover how early experiences shape your financial beliefs, how emotions like guilt and anxiety drive spending, and what you can do to break harmful cycles. If you’ve ever wondered why you handle money the way you do, this episode brings the answers and the tools to change.

Ideal for: Executives, entrepreneurs, and advisors looking to build emotional resilience and gain deeper clarity around financial behavior.

Featuring: Dan Pascone & Nate Astle

🧠 Rewire your money mindset, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #MoneyPsychology #FinancialTherapy #TailoredWealth #WealthMindset #ExecutiveFinance #EmotionalIntelligence #FinancialWellness #NateAstle #DanPascone

What if your next breakthrough came from thinking like a European accountant? Explore what U.S. business leaders can gain from the German model of accounting, leadership, and innovation. Patrick Kempf, Managing Partner of Kempf Meierhöfer, shares lessons in succession planning, the evolving role of AI in advisory services, and the power of cross-border strategy. This episode offers a global perspective on building stronger, smarter financial systems.

Ideal for: Business owners, CPAs, and financial leaders navigating succession, AI disruption, and international complexity.

Featuring: Dan Pascone & Patrick Kempf

🧠 Expand your perspective and your planning, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxStrategy #SuccessionPlanning #TailoredWealth #AIinAccounting #CPA #InternationalBusiness #AccountingLeadership #PatrickKempf #DanPascone

Built from rejection. Scaled with heart. From humble beginnings in Pakistan to leading a 7-figure insurance agency in the U.S., Saad Janjua shares his journey of grit, servant leadership, and building community over hype. This episode uncovers how he scaled with integrity—leveraging AI for operational efficiency, investing in real estate, and creating lasting impact without flashy marketing tactics.

Ideal for: Immigrant entrepreneurs, agency owners, and business leaders scaling with grit, strategy, and purpose.

Featuring: Dan Pascone & Saad Janjua

🧠 Learn how to build wealth and impact, tune in now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #ImmigrantSuccess #InsuranceBusiness #TailoredWealth #Entrepreneurship #SmallBusinessGrowth #ServantLeadership #FinancialFreedom #DanPascone #SaadJanjua

If your accounting team only tracks the past, you're already behind. Rachel Phillips, CEO of Fully Accountable, reveals how outsourced accounting has evolved from a back-office necessity into a strategic driver of profitability. Discover how AI-driven insights, real-time reporting, and margin optimization are helping fast-growing companies turn financial operations into a powerful growth engine.

Ideal for: Founders, operators, and finance leaders running $1M–$100M+ companies who want to scale with clarity, speed, and profit.

Featuring: Dan Pascone & Rachel Phillips

🧠 Upgrade your financial leadership, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #FractionalCFO #TailoredWealth #AccountingStrategy #FinancialLeadership #FullyAccountable #OutsourcedAccounting #BusinessGrowth #DanPascone #RachelPhillips

Growth is great until cash flow kills it. Marko Glisic, Partner at GreenGrowth CPAs, shares how smart businesses scale with precision, leveraging strategic tax planning, outsourced CFO support, and real financial metrics that drive performance. Packed with practical insights, this episode is a must-listen for leaders ready to make their money work harder and grow with intention.

Ideal for: Business owners, founders, and finance leaders managing $2M–$50M+ in revenue who want to optimize cash flow and scale smarter.

Featuring: Dan Pascone & Marko Glisic

🧠 Make your money work harder, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxPlanning #CashFlow #TailoredWealth #BusinessStrategy #CFOInsights #FinancialOptimization #CPAAdvice #AccountingTips #MarkoGlisic #DanPascone

Health benefits are killing your margins, here’s how to take control. Mark Karlie, President & Partner at 28 Insurance, shares how mid-sized companies can overhaul group healthcare by embracing financial transparency and smarter plan design. Learn how to cut costs, improve employee satisfaction, and turn your benefits program into a strategic business edge.

Ideal for: CEOs, CFOs, HR leaders, and finance professionals ready to modernize their healthcare approach and protect the bottom line.

Featuring: Dan Pascone & Mark Karlie

🧠 Make smarter healthcare decisions for your business, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #GroupHealthBenefits #TailoredWealth #InsuranceStrategy #FinancialLeadership #EmployeeBenefits #HealthInsurance #BusinessStrategy #MarkKarlie #DanPascone

Tech is disrupting law and the smartest firms are leaning in. Dorna Moini, Founder & CEO of Gavel, explores how legal automation is reshaping the modern law firm—from increasing billable efficiency and streamlining client intake to delivering scalable, high-quality service. This episode breaks down the tools and strategies helping attorneys stay competitive in an evolving legal landscape.

Ideal for: Attorneys, law firm leaders, and professionals ready to embrace automation and scale smarter.

Featuring: Dan Pascone & Dorna Moini

🧠 Automate, elevate, and grow, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #LegalTech #LawFirmAutomation #TailoredWealth #LegalInnovation #AttorneyTools #ClientExperience #LegalEfficiency #FinancialStrategy

What if your niche could fund your freedom? Rosie Paulsen, Founder of SNR Services, shares how building a Medicare-focused business can unlock passive income, long-term client relationships, and financial freedom. From her powerful journey as an immigrant entrepreneur to practical strategies for scaling with purpose, this episode shows how mission-driven work can become a powerful wealth-building engine.

Ideal for: Insurance pros, financial advisors, and entrepreneurs seeking sustainable income and client-centric growth.

Featuring: Dan Pascone & Rosie Paulsen

🧠 Learn how to grow wealth through purpose-driven business, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #MedicareInsurance #PassiveIncome #TailoredWealth #Entrepreneurship #FinancialStrategy #ClientRetention #WealthBuilding

In a crowded market, bold wins. Mark Kiran, Founder of Broadway Law Firm, built a thriving personal injury practice straight out of law school by doubling down on trust, niche branding, and sharp digital execution. From elite hiring to intentional growth strategy, this episode offers a crash course in how to stand out and scale up in one of the most competitive industries out there.

Ideal for: Entrepreneurs, lawyers, and business owners aiming to differentiate and scale with intention.

Featuring: Dan Pascone & Mark Kiran

🧠 Learn to stand out and scale up, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #BusinessGrowth #PersonalBranding #TailoredWealth #LegalMarketing #Entrepreneurship #HiringStrategy #DigitalMarketing #ClientTrust

Your exit won’t be successful if your business isn’t scalable. Chris Poff, Founder of Wizard Brain Trust, reveals what it really takes to grow and sell a business for maximum value. From strengthening financial fundamentals to harnessing tech and AI for scale, this episode is packed with insight for founders aiming to build, boost valuation, and exit on their own terms.

Ideal for: Entrepreneurs, founders, and business owners planning for growth, funding, or an eventual sale.

Featuring: Dan Pascone & Chris Poff

🧠 Make sense of your business and wealth strategy, tune in now.🔗 ⁠makingsenseofyourmoney.com⁠⁠

#MakingSensePodcast #ExitStrategy #BusinessGrowth #TailoredWealth #Entrepreneurship #SmallBusinessTips #AIinBusiness #FinancialPlanning