• Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326

  • Nov 13 2024
  • Length: 57 mins
  • Podcast

Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326

  • Summary

  • In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive.


    Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone.


    Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future.


    Tune in to learn:


    ✅ What a good accountant really does for their clients.

    ✅ How to develop the entrepreneurial spirit in yourself and your family.

    ✅ Mark’s perspective on managing your own economy and building wealth.


    Don’t miss this episode if you’re looking to level up your financial game!

    Check Out More of Mark’s Content Here 👇

    💻 https://markjkohler.com/

    📖 Books - https://markjkohler.com/books/

    💡 Tax and Legal 360 - https://taxandlegal360.com/

    🎙️Main Street Business Podcast 👉 https://mainstreetbusinesspodcast.com/

    📒 Blog 👉 https://markjkohler.com/blog/

    ℹ️ LinkedIn 👉 https://www.linkedin.com/in/markjkohler/

    📺 YT 👉 https://www.youtube.com/c/markjkohler

    🖥️ FB 👉 https://www.facebook.com/markkohler/

    ⌨️ X (Twitter) 👉 https://x.com/markkohler

    📲 IG 👉 https://www.instagram.com/markjkohler/ Timestamps:

    • (00:00) Introduction to Mark
    • (02:00) Why aren’t most CPAs giving advice?
    • (08:14) What a good accountant should be doing
    • (09:36) Creating an advisor program
    • (14:40) Accounting is the language of business
    • (19:27) Developing the entrepreneurial spirit
    • (29:31) Advice for your kids
    • (31:47) Entrepreneurship vs day job
    • (41:25) Debating retirement
    • (46:30) I control my economy
    • (48:21) Where to go when you are ready to talk to a tax advisor
    • (50:41) Tax and Legal 360
    Show more Show less
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