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. ...
All content for Growing Money with Sean Trace is the property of Sean Trace and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. ...
Legacy Over Luxury | Zee Barfoot | Growing Money with Sean Trace
Growing Money with Sean Trace
43 minutes
2 weeks ago
Legacy Over Luxury | Zee Barfoot | Growing Money with Sean Trace
I sit down with CPA firm owner Zee Barfoot to talk real money mindset, not just spreadsheets. We get into why driving a paid off beater can beat flex culture, how to avoid credit card traps, and the non negotiables like paying your taxes on time, building an emergency fund, and getting simple term life insurance. We jam on couples and cash, aligning goals before budgets, and why treating yourself like a business, know your numbers, track your progress, changes everything. We touch Dave Ramsey...
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. ...
