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Healthy Wealthy & Wise Accountants

Healthy Wealthy & Wise Accountants

De : Heidi Henderson
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.© 2022 Earmark LLC Développement personnel Hygiène et vie saine Psychologie Psychologie et psychiatrie Réussite personnelle
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    Épisodes
    • Breaking Barriers in Trades with Hacia Atherton
      Sep 10 2025

      What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades.

      Summary

      In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement.

      Guest Information
      Name:
      Hacia Atherton
      Email:
      hello@haciaatherton.com
      Website: https://ewitrades.com
      LinkedIn: https://www.linkedin.com/in/haciaatherton/

      Takeaways

      • Hacia Atherton is the first female CEO of a major plumbing company in Australia.
      • Resilience is key to overcoming challenges in the trades industry.
      • Psychological safety is essential for creating healthy workplaces.
      • Women should embrace their authenticity in male-dominated industries.
      • The trades industry needs to evolve to attract more talent.
      • Mindset plays a crucial role in entrepreneurship and success.
      • Continuous improvement committees can empower employees and improve culture.
      • Diversity in the trades can lead to innovative solutions and efficiency.
      • Private equity can provide opportunities for growth in the trades.
      • Empowering women in trades is vital for addressing the skill shortage.


      Chapters

      00:00 Introduction to Resilience and Leadership

      01:25 From Plumbing to Empowerment: Hacia's Journey

      16:20 Resilience Through Adversity: The Power of Mindset

      29:51 Success Stories: Transforming Workplace Dynamics

      31:32 Empowering Women in Trades: Bridging the Gender Gap

      33:26 Vision for the Future: Women in Trades

      36:47 Scaling Businesses: Preparing for Private Equity

      44:24 Partnering for Success: Consulting in the Trades

      46:15 Creating Psychological Safety in the Workplace

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      49 min
    • Women & Wealth: Breaking into the Finance World with AJ Ayers
      May 20 2025

      Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

      Summary

      In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

      Guest Information
      Name: AJ Ayers

      Email: aj@brooklynfi.com

      Website: www.brooklynfi.com
      https://www.gemifi.co/

      LinkedIn: https://www.linkedin.com/in/ajayers/

      Other: https://moneychangeseverything.substack.com/

      Takeaways

      • AJ Ayers emphasizes that you own your limiting beliefs.
      • Financial education is crucial for navigating personal finance.
      • Brooklyn FI was founded to provide financial advice to young professionals.
      • Gemifi was created to simplify equity compensation planning.
      • Many people face rude awakenings regarding taxes and financial planning.
      • Networking and surrounding yourself with smart people is essential.
      • Revenue generation should be prioritized over perfection in business.
      • Partnerships can help actualize business visions.
      • Avoid going into debt to start a business.
      • Authenticity is key in building relationships and trust.


      Chapters
      00:00 The Journey to Financial Planning
      07:07 Building Brooklyn FI: A New Approach to Financial Advice
      12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
      18:31 Navigating Complex Financial Situations
      24:25 The Future of Financial Advisory and Technology
      26:27 Launching Gemifi: A New Tool for Advisors
      28:54 Education and Guidance in Equity Compensation
      30:42 Making Informed Equity Decisions
      34:28 Staying Updated in a Rapidly Changing Industry
      39:08 Networking and Community Building
      43:33 Advice for Aspiring Women Entrepreneurs
      48:26 Navigating Complex Equity Events
      49:24 The Importance of Action Over Perfection
      49:34 Podcast Design Youtube Channel Art-3.mp4

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      50 min
    • Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy
      May 13 2025

      What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

      Visit the website:
      Deferred.com

      Summary

      In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.



      Guest Information
      Name: Judd Schoenholtz

      Email: judd@deferred.com

      Phone Number: (866) 442-1031

      Website: www.deferred.com

      LinkedIn: https://www.linkedin.com/in/juddschoenholtz/


      Takeaways

      • Deferred is revolutionizing the 1031 exchange process.
      • The no-fee exchange model eliminates unnecessary costs for clients.
      • 1031 exchanges have been part of the tax code since 1921.
      • Less than 10% of eligible properties utilize 1031 exchanges.
      • Transparency and compliance are crucial in the exchange process.
      • Technology can significantly improve the efficiency of exchanges.
      • AI tools are being developed to assist in the exchange process.
      • Entrepreneurs should focus on starting and iterating based on customer feedback.
      • The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
      • Innovative tools can help real estate brokers explain tax implications effectively.


      Chapters

      00:00 Introduction to 1031 Exchanges and Deferred
      05:30 The Evolution of 1031 Exchanges
      08:21 The Impact of Tax Reform on 1031 Exchanges
      11:31 Innovations in Technology for 1031 Exchanges
      14:23 Understanding the No Fee Exchange Model
      17:23 IRS Compliance and Audit Trails
      20:24 Advantages for First-Time Investors
      24:24 Self-Service Revolution in 1031 Exchanges
      27:56 Enhancing CPA Collaboration and Efficiency
      32:09 The Role of Technology in Real Estate Transactions
      35:32 Innovations on the Horizon for 1031 Exchanges
      42:26 Advice for Aspiring Entrepreneurs
      49:03 Introduction to Deferred and Its Impact
      50:06 lifestyle-intro-high-long.wav

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      46 min
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