In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
Accounting Is Truth: How to Stop Going Broke | Jason Blumer | Growing Money with Sean Trace
Growing Money with Sean Trace
46 minutes
1 month ago
Accounting Is Truth: How to Stop Going Broke | Jason Blumer | Growing Money with Sean Trace
On this episode of Growing Money with Sean Trace, I sit down with Jason Blumer, CPA, to unpack why accounting is “the truth” for entrepreneurs. We dive into how owners go broke by siphoning too much from their businesses, why building savings and treating the company like its own entity matters, and the smart versus dangerous ways to use debt. Jason also shares insights on value pricing, money habits that support growth, and the importance of having trusted counselors to keep your decisions g...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
