Consultants and Money - Erica Goode

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93. Best Business Credit Cards: Travel Rewards vs Cash Back

Saison 1 · Épisode 93

mardi 4 mars 2025 • Durée 09:40

In this episode Erica addresses a common question from clients: what is the best credit card for business use? She explains why travel reward credit cards are generally a better choice than cashback credit cards for solo consultants. Erica emphasizes that travel points and frequent flyer miles are not taxed by the IRS and don't reduce business deductions, unlike cashback rewards.

00:00 Introduction to the Consultants and Money Podcast

00:50 Choosing the Best Credit Card for Your Business

01:43 Why Travel Reward Credit Cards Are Better

03:13 Maximizing Travel Rewards for Business and Personal Use

05:16 The Downside of Cashback Credit Cards

06:36 Final Tips and Recap

08:15 Conclusion and Next Steps

08:48 Concierge Bookkeeping Service

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92. Fiduciaries, Fees & Finding the Right Advisor with Luke Sauter, CPA / PFS

Saison 1 · Épisode 92

mardi 18 février 2025 • Durée 58:10

Erica sits down with Luke Sauter, a CPA, PFS, and investment advisor who shares insights on the intricacies of financial planning, emphasizing the importance of choosing a trustworthy fiduciary who provides consistent, transparent, and comprehensive wealth management services.

00:43 Meet Luke Sauter: CPA and Financial Specialist

02:34 A Personal Journey: From Corporate to Consulting

04:54 Understanding Financial Designations and Trust

09:37 The Role of a Fiduciary and Financial Planning

16:03 Building Trust and Transparency in Financial Advisory

20:56 The Importance of Regular Communication with Advisors

26:30 The Advisor Mindset Shift

27:13 Transactional vs. Relational CPA Models

28:26 The Importance of Integrated Wealth Management

32:37 Financial Planning for Different Net Worths

36:58 Understanding AUM and Fee Structures

49:59 Choosing the Right Financial Advisor

56:13 Conclusion and Contact Information

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83. Unlocking Early Retirement: Joel Clermont's Story

Saison 1 · Épisode 83

mardi 1 octobre 2024 • Durée 39:24

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In this episode of the Consultants and Money podcast, host Erica Goode is joined by Joel Claremont. Joel shares his experience with Laravel, his educational business, and his revelations about financial independence and early retirement.

(00:53) Meet Joel Claremont: Laravel Expert and Podcast Co-Host

(01:37) Understanding Laravel and Its Applications

(04:58) Joel's Journey to Financial Independence

(07:46) The 4% Rule and Retirement Planning

(16:59) Balancing Work and Personal Goals

(21:40) Balancing Pre-Tax and Post-Tax Investments

(26:46) Hiring Your Kids: Tax Implications and Benefits

(36:59) Final Thoughts

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Resources Referenced:

Ep75 - Navigating early retirement options and "bridge years"

Ep42 - BONUS: Happy Hour book review - Die With Zero

Choose FI podcast

Simple Path to Wealth by JL Collins

Die with Zero by Bill Perkins

82. Business Money 301: Cash Reserve

Saison 1 · Épisode 82

mardi 17 septembre 2024 • Durée 07:41

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This episode talks about the importance of maintaining cash reserves for solo consultants. Erica discusses the reasons for having a cash reserve, such as covering unexpected expenses or taking advantage of sudden opportunities.

(00:00) Introduction to the Podcast

(00:51) Today's Topic: Cash Reserves

(01:05) Why Keep Cash Reserves?

(01:24) Examples of Cash Reserve Needs

(03:45) How Much to Keep in Reserve

(05:10) Where to Keep Your Cash Reserves

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Related Episodes:

3. Business Money 101: Overview

4. Business Money 101: LLCs & EINs

5. Business Money 101: Business Insurance

6. Business Money 101: Bank accounts

7. Business Money 101: Bookkeeping

44. Business Money 201: Intro

45. Business Money 201: Paying the IRS

46. Business Money 201: Paying Yourself

47. Business Money 201: Charitable Giving

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81. Teaching Kids About Money with Will Rainey

Saison 1 · Épisode 81

mardi 3 septembre 2024 • Durée 35:14

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Erica Goode interviews Will Rainey, author of 'Grandpa's Fortune Fables,' a book designed to teach children about financial literacy through engaging stories. Will shares his backstory, including his career in financial consulting, his move to Asia, and the pivotal moment that inspired him to leave the corporate world to spend more time with his family. He discusses how he began teaching his children about money by weaving financial lessons into bedtime stories, which eventually evolved into his popular book.

(00:29) Will Rainey's Background and Career

(01:15) The Inspiration Behind Grandpa's Fortune Fables

(06:37) Teaching Kids About Money Through Stories

(10:07) Personal Impact and Family Lessons

(20:52) The Move to Vietnam and Lifestyle Changes

(27:22) Returning to Corporate Life

(30:36) Final Thoughts and Advice for Parents

(33:12) Recap and Takeaways

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Resources Referenced:

Grandpa’s Fortune Fables by Will Rainey

Built To Sell by John Warrillow

Rich Dad Poor Dad by Robert Kiyosaki

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80. Buying vs. Renting a Vacation Home: A Case Study

Saison 1 · Épisode 80

mardi 20 août 2024 • Durée 35:34

In the summer series finale Erica and Ben delve into a financial case study of whether it's more cost-effective to buy or rent a vacation home.

(00:00) Podcast Rebranding Announcement

(03:33) Should You Buy a Vacation Home?

(05:16) Financial Model for Vacation Home Decision

(06:48) Survey Insights and Personal Experiences

(09:49) Assumptions and Details of the Financial Model

(17:14) Understanding Home Value Growth Rate

(18:56) Rental Assumptions and Long-Term Benefits

(21:31) Investment Growth Rate in Rental Scenarios

(23:05) Analyzing the Cash Flow Model

(30:08) Qualitative Considerations in Financial Decisions

(33:17) Wrapping Up the Summer Series

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Link to cashflow model:

https://docs.google.com/spreadsheets/u/1/d/1Uj-mng12ul-sBolzGEJ8CELNVNFTWd7SI32vG2wIYUk/copy?gid=1267248657#gid=1267248657

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79. New Ebook Announcement

Saison 1 · Épisode 79

mercredi 14 août 2024 • Durée 01:47

New Ebook Announcement!

The 15-Hr Accountant: Anatomy of a $200K, 1-Employee, 15 hr/wk Accounting Firm

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78. Advisors, Robo-Advisors, & DIYing Your Investments

Saison 1 · Épisode 78

mardi 6 août 2024 • Durée 45:06

Erica and Ben delve into different investment options, from hiring financial advisors and using robo-advisors to managing DIY investments with individual stocks, mutual funds, index funds, bonds, and money market accounts.

01:01 Discussing Summer Reads

08:27 Financial Advisors and Fees

11:17 Exploring Robo-Advisors

15:12 DIY Investing and 401k Management

24:54 Understanding Bond Funds

25:28 Investing in Index Funds

27:13 Mutual Funds vs. Index Funds

29:09 Target Date Funds Explained

31:15 Introduction to Bonds

32:22 The Bond Market and Risk

34:46 Junk Bonds and Their Appeal

38:09 Money Market Accounts and CDs

41:56 Final Thoughts and Advice

Resources Referenced:

The War Below: Lithium, Copper and the Global Battle to Power Our Lives by Ernest Scheyder

How to Suffer Outside: A Beginner’s Guide to Hiking and Backpacking by Diana Helmuth

NerWallet’s 12 Best Robo-Advisors: Top Low-Cost & Free Options

Connect with Erica | | |

77. Demystifying Tax Rates: What You Need to Know

Saison 1 · Épisode 77

mardi 23 juillet 2024 • Durée 29:14

LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show.

In today’s episode, Erica and Ben dive deep into understanding marginal and effective tax rates, how they impact your income, and why they're important. The episode also provides tips on managing tax withholdings and recommendations for helpful financial resources.

04:57 Listener Mail: Early Retirement Resources

06:57 Exploring Budgeting Apps: Monarch

11:16 Understanding Tax Rates: Marginal vs. Effective

20:15 Practical Tax Tips and Withholding Adjustments

28:50 Wrap up

Resources Referenced:

Ep75 - Navigating early retirement options and "bridge years"

ChooseFI Podcast / Newsletter

Simple Path to Wealth by JL Collins

Monarch Money (budget app) - 30 day free trial

2024 Federal Income Tax Brackets [Nerdwallet]

Connect with Erica | LinkedIn | Website | Newsletter

76. Budgeting, Conservative Investing, Finding The Right Finance Pro

Saison 1 · Épisode 76

mardi 9 juillet 2024 • Durée 36:26

LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show.

In this episode, Erica and Ben answer a slew of listener questions from the mailbag

02:56 Budget Tracking

07:17 When to Consult a Financial Planner

13:40 Managing Multiple Bank Accounts

18:20 Maximizing Investments for Conservative Savers

20:43 Money Market Accounts

22:47 Balancing Conservative and Aggressive Investments

24:32 Risk Tolerance

27:29 Finding the Right Tax Professional

Resources Referenced:

Join the mail list

The Soloist Life Podcast - Financial Planning for Soloist with Sean Mullaney

The Simple Path to Wealth by JL Collins

Connect with Erica | LinkedIn | Website | Newsletter

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