In this episode of the Ever Upward Podcast, I reflects on the previous nine episodes, highlighting key discussions on topics such as blockchain, health insurance, and entrepreneurship. The episode transitions into a personal life update, providing a heartfelt insight into the challenges of parenthood and the emotional journey that follows. The conversation emphasizes the importance of community support during difficult times and the personal growth that can arise from hardships.

Takeaways

• The podcast serves as a platform for sharing valuable insights from various industries.
• Blockchain and cryptocurrency discussions are timely and relevant for investors.
• Health insurance is a complex and evolving topic that requires attention from business owners.
• Entrepreneurship involves navigating challenges and seeking process efficiencies.
• Parenting involves preparing children for healthy struggles to foster independence.
• The accounting industry is slow to change, but there are passionate individuals pushing for progress.
• Personal experiences can deeply impact professional perspectives and decisions.
• Grief and loss are significant experiences that shape our understanding of joy and life.

Connect with Jarrod HERE.

This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, John Hanning from STG discusses the intricacies of cost segregation and its benefits for real estate investors. He explains how his engineering background plays a crucial role in maximizing tax deductions through accelerated depreciation. The discussion also covers the importance of specialized knowledge in navigating the tax code, the diverse asset classes that affect tax implications, and the consultative approach STG takes with clients. John shares insights from his career journey, the challenges of transitioning from a technical expert to a business owner, and the value of having advisors in the entrepreneurial landscape. The conversation concludes with John's future plans for STG and reflections on the growth of their services.

Takeaways

• Cost segregation allows for accelerated depreciation deductions.
• Understanding the tax code is crucial for maximizing deductions.
• Specialists can provide deeper insights than general accountants.
• Different asset classes yield different tax implications.
• Consultative approaches can uncover additional opportunities for clients.
• Building relationships is key to business success.
• Transitioning to business ownership involves new challenges and responsibilities.
• Advisors play a critical role in navigating business complexities.
• Progress in business is often messy and nonlinear.
• Future growth may involve mergers and acquisitions.

Connect with John HERE

Connect with Jarrod HERE

You can find more on Specialty Tax Group or get in touch for more info HERE

This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, I sit down with Scott Donnell, serial entrepreneur, father, author, financial literacy expert and founder of Dinner Table. We discuss the importance of healthy struggles in parenting, the value creation cycle, and how to prepare children for the real world. He emphasizes the need for parents to create a safe environment for their kids to learn and grow through challenges. Scott also shares insights on building a supportive community, navigating information overload, and his entrepreneurial journey focused on helping families succeed. He encourages parents that it's never too late to start implementing these strategies for their children's development.

Takeaways

• Healthy struggles are essential for children's growth.
• Entitlement arises when parents solve all their children's problems.
• Practical skills cannot be learned solely through reading.
• Legacy is about raising children who surpass their parents.
• Creating value should be prioritized over financial gain.
• Community plays a crucial role in parenting success.
• Parents should be intentional about their children's influences.
• Simplicity in parenting strategies is key to implementation.
• Entrepreneurship can be a powerful tool for personal growth.
• It's never too late to start improving parenting practices.

You can connect with Scott HERE.

You can learn more about the Dinner Table HERE.

You can connect with Jarrod HERE.

This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.