We’re switching things up this week! Our incredibly talented producer, Stephen Andrews, is our host this week, and he’s interviewing everyone’s favorite tax planning extraordinaire — our very own Jamie O’Kane. This week we talk about the impact that this podcast has made, the importance of process mapping and creating checklists, the value of goal planning, and a couple of interesting tax tips. On top of all that, Jamie updates us on some exciting changes that are happening for Abundant Beans!

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Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Don’t Retire… Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Today we talk about how different generations view financial planning and expectations, steps we can take to better prepare ourselves financially for our futures, the perks of “graduating” instead of retiring, and how Eric can read Jamie’s mind.

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Carl Allen is a world-class entrepreneur, investor and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector. Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he wanted to use his highly specialized skill set to help others realize their dream of self-employment (and because he believes that starting a business from scratch is crazy).

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Klint Rudolph is a partner and Search Engine Strategist at The Xcite Group, a Google certified full service digital marketing agency based in Denver, Colorado. In an industry that is constantly evolving, Xcite tries to stay on the front end of this evolution and keep their clients not only ahead of their competitors but also ahead of the consumers. Xcite takes a holistic look at all available data and pays close attention to consumer behaviors in today’s multi device, always connected world in order to keep their clients’ website and company in front of their audience when they need them. Klint says marketing is both art and science, and we really love that analogy! Today’s episode is full of insight on how to truly find your audience, creating the right kind of content, and how your business objectives need to play a major part of your marketing strategies.

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Julie Holunga is a speaker and leadership trainer. She helps leaders to build the communication skills they were never taught in school. Recently, Julie gave her first TEDx Talk, “Don’t Let Your Words Sabotage Your Career” (TEDxCherryCreekWomen). She has the distinction of being one of 30 global master trainers with Emergenetics. Since she started her own leadership practice a decade ago, she has helped over 3,000 professionals to communicate more effectively, increase productivity, and get out of their own way. Today we talk about the power of the language we use, how to be a great listener, insightful tips on effective communication, not undermining ourselves, and why “just” is one of our least favorite words.

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Juan Montes is the owner and operator of TheTaxProblem.com. Juan has a B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, he is an NTPI (National Tax Practice Institute) Fellow, and has 14 years' experience as a tax professional. Juan has been quoted numerous times in the San Francisco Chronicle and U.S. News & World Report and has saved clients millions of dollars. He has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD). Today we talk about the difference between EAs and CPAs, why S corps are not always a good fit for businesses, and how taxes are just like puzzles.

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Happy holidays!

The events of this year have taught us all some valuable lessons, pushed us all to adapt, and shown us how resilient we can be. As we wrap up this truly wild year, we wanted to take a look back on some clips that might help you prepare for 2021. The podcast has grown so much this year, and we’re looking forward to the opportunities that this next year will bring.

Wishing you an abundantly joyful and safe holiday season,

The Abundant Beans Team

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Damion Lupo is a best selling author of more than 11 books in personal finance and money thinking, host of the Financial Underdogs Podcast, owner of over 50 companies, and founder of his own martial art - Yokido®. In Damion’s newest book, Unicornomics, he lays out the essential pieces required for any budding Unicorn, whether the entrepreneur wants to create a million-dollar or a billion-dollar business. Today we talk about what makes us wealthy, making smart investing decisions, and how people want the ability to grow more than they want money.

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It’s time to get serious about marketing in 2021

If COVID has not made it clear yet, you NEED to better understand, and find a way to implement a powerful digital and marketing advertising campaign in 2021. I know you have many questions, how do I tell my message? What should the budget be? How do I even run a digital ad?

Naira Perez, Founder of SpringHill Digital is here to help. With over 20 years in the industry, she has worked with the smallest of small businesses as well as fortune 500 companies, and today, she is here to help you!

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Justin Feldman is the CFO of Accounting Client Accelerator (ACA), a marketing and sales strategy consulting group for accounting professionals. Justin has spent the last few years helping accountants in different countries grow and scale their accounting practices. As a chartered accountant and having spent many years working in the finance industry, he has experienced firsthand the pain of dealing with poor quality, slow paying clients. It was those frustrating experiences that drove Justin to co-found Accounting Client Accelerator.

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