#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

Update: 2024-07-26

Description

Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact of AI.

Keywords: endurance sports, business, consistency, calculated risks, wealth types, tax planning, CPA, entrepreneur, accounting industry, AI, financial decisions, personal wealth

Chapters

00:00 Introduction to Dan Nicholson

01:14 Shared Experience of Participating in Half Ironman Triathlons

08:00 Lessons from Endurance Sports: Consistency and Calculated Risks

12:15 Understanding Your Wealth Type for Financial Decision Making

16:41 Legal Strategies for Tax Planning: Following the Rules

21:19 Building Relationships and Staying Up to Date in Tax and Accounting

26:18 Curiosity and Adaptability in the Accounting Industry

30:36 Job Hopping and Leveraging Resume

37:13 Transitioning to Entrepreneurship

42:57 Rigging the Game: A New Approach to Financial Decision-Making

45:32 The Changing Landscape of the Accounting Industry

51:53 The Impact of AI on Traditional Accounting Roles

56:48 Making Better Financial Decisions for Personal Wealth

Dan's Book: https://www.riggingthegame.com

This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

#2024-179237 Exp. 7/26

Comments

In Channel

#166- Cybersecurity with Jurgita Lapienyte

2025-10-1053:41

#165- Srividya Jandhyala on Geopolitics and The Great Disruption

2025-09-1944:25

#164- Les Csorba, White House Advisor, CEO Coach, and Author of "Aware"

2025-09-0547:40

#163- William Forstchen, author of One Second After, on EMPs and Golden Dome

2025-07-0456:55

#162: Social Security Taxation and Tips for Retirement

2025-05-0535:32

#161: Million-Dollar, One-Person Business with Elaine Pofeldt

2025-03-2101:05:51

#160- Trump Tariffs 2.0 and The Stock Market

2025-03-1434:45

#159- Tech Humanist Kate O'Neill on Leadership and AI Ethics

2025-02-1351:58

#158- Jay Paterno: NIL, Transfers, and The Business of College Football

2025-02-0643:19

#157- Broadway Producer and Author Michael Wolk on The Creative Process

2025-01-1744:57

#156- Raising Entrepreneurs with Margot Machol Bisnow

2025-01-0801:02:46

#155- American Democracy with Jeanne Sheehan Zaino

2024-12-2001:09:39

#154- Henrietta Treyz on US-China, Tariffs, and Trade Wars

2024-12-1358:33

#153- CFP on Tax Loss Harvesting in 2024

2024-11-2630:30

#152- Investing in Trump's 2nd Term with Mark Matson

2024-11-1301:02:36

#151- Trump vs Harris Economic Agenda

2024-10-2840:03

#150- What is a Custodial Account?

2024-10-1628:27

#149- Becoming a Smarter Investor with Steve Foerster

2024-09-1001:09:14

#148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer

2024-08-1654:39

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

2024-07-2601:00:21

00:00

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

#box-pro-ellipsis-176073281976089{-webkit-line-clamp:2;}#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

Bryan Kuderna

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson