Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one.  In this episode, host Jason and special guest …

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2024 Tax Changes: How to Plan Now and Pay Less (Ep. 21)

2024 Tax Changes: How to Plan Now and Pay Less (Ep. 21)

No one wants to overpay on their taxes. But if you’re not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, you may be leaving significant savings on the table.  In this episode of Own Your Wealth, host Jason sits down with Zach Carver, …

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Do You Need a Niche? Chris Hervochon’s Advice for Growth-Minded Business Owners (Ep. 20)

Do You Need a Niche? Chris Hervochon’s Advice for Growth-Minded Business Owners (Ep. 20)

Niching down—choosing a specialty and focusing your efforts around it—can help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entrepreneurs, the decision to find your niche, and stay committed to it, isn’t always an easy one.  In this episode of Own Your Wealth, host Jason …

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Growing Your Dental Practice: What They Don’t Teach You in School, With Dr. Jeff Brenner (Ep. 19)

Growing Your Dental Practice: What They Don’t Teach You in School, With Dr. Jeff Brenner (Ep. 19)

The transition from working for a dental practice to owning your own practice is a complicated one. One day you’re solely focused on serving patients. Then the next, you have a growing team, cash flow, and fully-fledged business to manage—on top of your patient load. As host Jason puts it, “Business ownership is not for …

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Giving Tuesday: Being Intentional With Our Time, Talents, and Treasures, With Jake Rudy (Ep. 18)

Giving Tuesday: Being Intentional With Our Time, Talents, and Treasures, With Jake Rudy (Ep. 18)

Giving generously—on Giving Tuesday and all year long—is one of the best ways to expand your impact, support the causes you care about, and create a legacy that lasts. And it goes far beyond dollars and cents.  In this episode of Own Your Wealth, host Jason is joined by Cook Wealth Planner, Jake Rudy. In …

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Equity Compensation: How to Maximize Your Benefits and Optimize Your Taxes, with Mike Holloway, CFP® (Ep. 16)

Equity Compensation: How to Maximize Your Benefits and Optimize Your Taxes, with Mike Holloway, CFP® (Ep. 16)

Equity compensation is becoming an increasingly popular way for employers to reward and retain their top talent. But as enticing as this benefit sounds, it’s one of the most complicated and misunderstood forms of compensation—often triggering a tax bill employees aren’t prepared to cover.  In this episode, host Jason and special guest Mike Holloway, CFP® …

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Why Your Last CPA Ghosted You — and Why Cook Wealth’s Won’t (Ep. 15)

Why Your Last CPA Ghosted You — and Why Cook Wealth’s Won’t (Ep. 15)

If you’ve been ‘ghosted’ by your CPA, you’re not alone. The accounting industry is undergoing significant changes. Big tech is snapping up CPAs left and right, early retirement is becoming the new norm, and for the CPAs that are left, uninviting work environments and gruelling hours at traditional firms make it hard for these professionals …

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The Five Powerful Uses of Money: Spending With Intentionality (Ep. 14)

The Five Powerful Uses of Money: Spending With Intentionality (Ep. 14)

When it comes to managing your money, the smallest decisions can have the biggest impact on your long-term financial health. Small choices, like reaching for your debit card first, making a monthly spending plan, and defining exactly what ‘enough’ means to your family can add up to quite a bit of added savings—without significantly impacting …

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The Five Powerful Uses of Money: Growing Your Wealth With a Tax-Smart Savings Plan (Ep. 13)

The Five Powerful Uses of Money: Growing Your Wealth With a Tax-Smart Savings Plan (Ep. 13)

The first step towards growing your wealth is a fairly straightforward one: Establish an adequate emergency fund. But it’s the steps to follow that can make managing and increasing your wealth complicated. Intentionally building your wealth requires careful financial planning and smart tax strategies—skills that may not come naturally to everyday savers.   From putting all …

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