• Coaches, Consultants, and Money

  • 著者: Erica Goode CPA
  • ポッドキャスト

Coaches, Consultants, and Money

著者: Erica Goode CPA
  • サマリー

  • "Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business! Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?! Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!
    2024
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あらすじ・解説

"Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business! Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?! Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!
2024
エピソード
  • 96. Weird Tax Trivia
    2025/04/15

    Work With Erica

    A little tax trivia on this April 15th…

    00:43 Tax Day Anecdote

    01:23 Weird and Wacky Tax Facts

    03:55 Fun Facts About Money

    04:40 IRS Whistleblower Program

    ____________________

    Resources Referenced:

    IRS Whistleblower Office | https://www.irs.gov/compliance/whistleblower-office

    ____________________


    Connect with Erica
    | LinkedIn | Website | Newsletter

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    7 分
  • 95. Your Financial Check-Up
    2025/04/01

    Work With Erica

    Erica suggests four actionable tasks: checking your credit report, reviewing your social security statement, calculating your net worth, and verifying your tax withholdings. Each task is designed to take about 10-20 minutes and provides insights into your financial health.

    00:43 Tax Season Reminders and Energy Credits

    02:20 April Financial Checkup: Four Key Tasks

    02:39 #1: Check Your Credit Report

    04:12 #2: Review Your Social Security Statement

    07:29 #3: Calculate Your Net Worth

    09:32 #4: Review Your Tax Withholding

    11:30 Recap and Final Thoughts

    ____________________

    Resources Referenced:

    Annual Credit Report | www.annualcreditreport.com

    Social Security website | www.ssa.gov

    Net Worth Tracker | https://docs.google.com/spreadsheets/d/1ptzTAne_AILcTUMQ-G8eu0-44QusfInzF9BicdignXg/copy?usp=sharing

    ____________________


    Connect with Erica
    | LinkedIn | Website | Newsletter

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    13 分
  • 94. Case Study: Spring Break on Travel Points
    2025/03/18

    Work With Erica

    Erica and her husband Ben Goode, CPA discuss the benefits of travel credit cards over cash back cards, emphasizing the savings on taxes and the accumulation of travel miles for personal use. The conversation includes a case study of their upcoming family vacation to Mexico, breaking down the points earned from Delta and Marriott credit cards, resulting in significant cost savings on flights and hotel stays.

    05:11 Business Credit Cards: Travel Rewards vs. Cashback

    06:52 IRS Guidelines on Frequent Flyer Miles

    10:56 Case Study: Using Business Credit Cards for Personal Travel

    16:16 Accumulating Hotel Points

    16:36 Cost Breakdown of the Stay

    17:29 Booking Strategies and Room Upgrades

    18:13 Maximizing Value with Points

    22:06 Accumulating Marriott Points

    30:04 Final Takeaways and Travel Tips

    ____________________

    Resources Referenced:

    IRS Frequent Flyer Announcement | https://www.irs.gov/pub/irs-drop/a-02-18.pdf

    Ep93 - Best Business Credit Cards: Travel Rewards vs Cash Back

    ____________________

    Connect with Erica | LinkedIn | Website | Newsletter


    Connect with Ben |
    LinkedIn

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    33 分

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