Visit pamjordan.com to schedule a call with our team.
✖️✖️✖️
In this episode of Pivot to Profit, Pam Jordan sits down with Barbara Schreihans—founder and CEO of Your Tax Coach, creator of the Write Your Life course, host of the Life Changing Money podcast, tax strategist, business coach, and powerhouse real estate investor. Barbara shares her inspiring story: from a childhood shaped by scarcity and gambling addiction to building a multi-million-dollar firm helping business owners and high net worth families save (and make) more money—while creating lasting generational wealth.
Pam and Barbara dig into:
– Early money lessons centered on scarcity, and breaking cycles to believe “the more you have, the more good you can do”
– Why she chose accounting out of pure practicality, her fast-tracked college journey, and how her drive for stability shaped her career moves
– How a broken promise (and missed commission check) inspired her to launch Your Tax Coach and rewrite the rules for tax strategy, transparency, and client education
– The common mistakes she sees business owners and high-net-worth clients making—especially the surprising truth that the more money people make, the less they often know about their real profit or investments
– Why “knowing your numbers” is the non-negotiable foundation for growth, profit, investing, and protecting your wealth
– Tactical tax-saving tips for business owners, W-2 earners, and real estate investors—breaking down cost segregation, self-rental elections, and maximizing real estate depreciation
– The powerful legacy and freedom real estate investing can create (and real-world strategies for using it to pay less tax and build generational options)
– The truth about newsletters, marketing, and building a business without mentors—“sometimes you just need to tell people you exist!”
– Creating Wildly Wealthy retreats: building real in-person community for women, entrepreneurs, and aspiring legacy-builders beyond the numbers
– Her vision for the future—helping more families build their “dream day every day,” living and working around her three kids, and becoming the kind of leader who helps others create real wealth and impact
✖️✖️✖️
💡 Meet the Experts:
– Pam Jordan is the CEO of Pivot Business Group, empowering entrepreneurs to understand their numbers, boost profits, reduce taxes, and build durable wealth through strategic financial planning.
– Barbara Schreihans is a leading tax strategist, business coach, real estate investor, founder of Your Tax Coach, and a passionate advocate for financial literacy, legacy building, and living abundantly every day.
Connect with Barbara:
– Linktree
✖️✖️✖️
Recommended Videos:
If you liked this episode, you'll love these videos:
– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://www.youtube.com/watch?v=Y1mvyHCnFWY
– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ
– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo
✖️✖️✖️
Want More Financial Clarity?
– YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1
– LinkedIn: https://www.linkedin.com/in/pamjordan
– Instagram: https://www.instagram.com/pamjordancfo/
– Facebook: https://www.facebook.com/PamjordanCFO/
Are you ready to truly know your numbers, optimize your taxes, and build the legacy you imagine? Let us know what you’d like to explore next!
✖️✖️✖️
Key Takeaways from This Episode:
– Scarcity mindset is common but not destiny: You can rewrite your money story and use wealth for good.
– Knowing your numbers is the true foundation: The bigger your business, the more critical it is to have monthly money dates, track profit, understand cash flow, and always know where your assets are invested.
– Don’t delegate and forget your finances: It’s your name—and your house—on the line, not your bookkeeper’s or advisor’s.
– Real estate is a powerful tax and wealth-building play: Leverage cost segregation and self-rental strategies (with the right advisor) to keep, grow, and protect your money.
– Invest before you’re ready—and keep your budget tight: Barbara’s journey proves that practical choices and a willingness to ask for help (and get the right team) are key to success.
– Systems and marketing really are everything: Sometimes business growth comes down to telling people you exist—and staying visible.
– Legacy and daily joy are the real goals: Build a business that supports your family, your values, and your dream days—however you define them.
– Celebrate every milestone: Whether it’s your first ten tax prep clients or crossing 600 doors in real estate, every win matters for mindset and momentum.
Remember: It’s not what you make—it’s what you keep (and what you use to build a life and legacy you love)!
