Jan 18, 2021
Kate Willeford, CPA joins Susan to discuss the classic financial psychology book, The Millionaire Next Door by William D. Danko, PhD and Thomas J. Stanley, PhD, who studied, wrote and spoke on affluence in America. Highlighting 3 of the 7 surprising common factors between the wealthy mentioned in the book, the...
Jan 4, 2021
Opening the new year, Susan is joined with podcast guest Katherine Eitel Belt to talk about being a leader in the midst of all the unknowns of 2021! How do we best apply the leadership lessons learned in 2020 to lead into 2021?
Dec 21, 2020
In this episode, Susan is closing out 2020 the way she started it, with her friend and colleague, Kate Willeford, CPA. Susan and Kate talk about the current information regarding PPP forgiveness, reviewing your finances and steps you need to take to wrap up 2020!
Dec 7, 2020
In this episode Susan talks with us about the rationale of those who embezzle. Inspired by two articles Susan read lately, Susan takes a hard look at just a small fraction of the CARES Act fraud cases. We see how lies breed lies, but Susan lets us in on some insider knowledge, and that is honesty can ultimately breed...
Nov 23, 2020
In this episode, Susan is joined by internationally recognized speaker and consultant, and dear friend, Debbie Castagna, to talk about "How To Plan for 2021 Success During A Pandemic." Debbie and Susan highlight lessons learned from 2020, how practices need to move forward and how to build a viable Annual Plan for the...