Getting Started as a CPA and CFP

When to take Social Security is not an easy decision. Quint and Logan talk through some of the strategies to consider including investing your social security. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pe ...  Show more

It’s one of the most overlooked settings in your investment account and most people set it once and never think about it again. Quint and Logan dig into the reinvest-or-not question, who should be doing what, and why the answer might be different for different life stages. Hosted ...  Show more

<span style="font-weight: 400;">One of the most common questions I get asked is, "Nathan, why did you become a CMA?"</span>

There are several different finance and accounting certifications and licences available, but two of the most common are CMA vs CPA. With so many ...

Real estate bookkeeping is one of the tedious but necessary tasks that comes with owning a rental property. Unsurprisingly, it’s one of the things that can make or break your real estate business. Can you do your own accounting? Should you hire a bookkeeper? It’s easy to become o ...  Show more

Discover how to balance work, CMA studies, and personal life effectively in this episode. You'll learn seven key strategies to manage your schedule, optimize study techniques, and maintain wellness, ensuring you succeed in your CMA journey without burning out. Plus, I'll share a ...  Show more

In this episode of The Blueprint Graham Stephan steps me through his 10 stage blueprint for transforming your finances.

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