Healthy Wealthy & Wise Accountants

Heidi Henderson
  • 5.0 (7)
  • Self-Improvement
  • Updated Semimonthly

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.

  1. 09/10/2025

    Breaking Barriers in Trades with Hacia Atherton

    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 InformationName: Hacia AthertonEmail: hello@haciaatherton.comWebsite: https://ewitrades.comLinkedIn: 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

    49 min

  2. 05/20/2025

    Women & Wealth: Breaking into the Finance World with AJ Ayers

    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 InformationName: AJ Ayers Email: aj@brooklynfi.com Website: www.brooklynfi.comhttps://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. Chapters00:00 The Journey to Financial Planning07:07 Building Brooklyn FI: A New Approach to Financial Advice12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management18:31 Navigating Complex Financial Situations24:25 The Future of Financial Advisory and Technology26:27 Launching Gemifi: A New Tool for Advisors28:54 Education and Guidance in Equity Compensation30:42 Making Informed Equity Decisions34:28 Staying Updated in a Rapidly Changing Industry39:08 Networking and Community Building43:33 Advice for Aspiring Women Entrepreneurs48:26 Navigating Complex Equity Events49:24 The Importance of Action Over Perfection49:34 Podcast Design Youtube Channel Art-3.mp4

    50 min

  3. 05/13/2025

    Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy

    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 InformationName: 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 Deferred05:30 The Evolution of 1031 Exchanges08:21 The Impact of Tax Reform on 1031 Exchanges11:31 Innovations in Technology for 1031 Exchanges14:23 Understanding the No Fee Exchange Model17:23 IRS Compliance and Audit Trails20:24 Advantages for First-Time Investors24:24 Self-Service Revolution in 1031 Exchanges27:56 Enhancing CPA Collaboration and Efficiency32:09 The Role of Technology in Real Estate Transactions35:32 Innovations on the Horizon for 1031 Exchanges42:26 Advice for Aspiring Entrepreneurs49:03 Introduction to Deferred and Its Impact50:06 lifestyle-intro-high-long.wav

    46 min
  4. From Tax to Protection: How Insurance Can Save You Thousands

    05/06/2025

    From Tax to Protection: How Insurance Can Save You Thousands

    If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.Website: www.engineeredinsuranceservices.com SummaryIn this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry. Guest Information Name: Mick Hunt Email: Mickh@mickunplugged.com Phone Number (864) 979-4780Website: www.mickhuntofficial.com LinkedIn: MickHunt Instagram: @mickunplugged Name: Andrew Ryan Email: Andrew@engineeredinsuranceservices.com Phone Number: (302) 650-2899 Website: www.engineeredinsuranceservices.com Facebook: https://www.facebook.com/andrew.k.ryan Linkedin: https://www.linkedin.com/in/andrewryanins/ Instagram: https://www.instagram.com/andrewkryan Takeaways Insurance should be viewed as a strategic asset.Understanding the 'why' behind insurance is crucial.Cyber insurance is a growing necessity for businesses.A client-centric approach is essential in insurance.Proactive risk management can save businesses money.Collaboration with CPAs can enhance client value.Technology is transforming the insurance landscape.Emotional intelligence is becoming important in leadership.Starting the insurance process early is key to success.The insurance industry is evolving with new challenges and opportunities.Chapters00:00 Introduction to Engineered Insurance Services06:24 The Consultative Approach in Insurance09:12 Understanding the Importance of Company Culture12:08 Common Oversights in Insurance Coverage15:14 The Role of Education in Risk Management18:13 Differentiating from Traditional Insurance Brokers21:08 Collaborating with CPAs for Enhanced Client Value25:50 Maximizing Client Information for Better Insurance Rates27:42 Proactive Insurance Management: Key Questions for Clients32:07 Current Trends in the Insurance Industry33:31 Navigating Rate Changes and Market Fluctuations37:26 The Impact of Policy Cancellations on Property Owners40:44 Insights from the Podcast: Self-Improvement and Resilience42:27 Positive Shifts in the Insurance Industry44:07 The Role of AI in Transforming Insurance Practices46:07 Balancing Work and Family Life47:35 The Importance of Insurance in Business Strategy48:37 Optimizing Insurance for Risk Management48:45 Podcast End

    44 min

  5. 04/08/2025

    Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing

    Summary In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts. How to Contact Daniel SchulteEmai: daniel@alchemicmarketing.comPhone Number: (816) 352-7565Website: wealthyclients.comFacebook: https://www.facebook.com/realdanielschulte/LinkedIn: https://www.linkedin.com/in/danielschulte/Instagram: https://www.instagram.com/thedanielschulte/ Takeaways Daniel Schulte specializes in lead generation for CPAs.Engagement metrics are more valuable than impressions.Direct response marketing focuses on measurable results.The marketing landscape has shifted towards social media.Understanding your target market is crucial for success.Qualifying leads can significantly improve conversion rates.Algorithms play a key role in modern marketing strategies.Effective advertising requires a clear message and target.CPAs face capacity issues that affect their growth potential.Choosing ideal clients leads to more efficient and profitable work. Chapters 00:00 Introduction to the Conversation 04:14 Daniel's Marketing Journey 07:52 The Shift to Social Media Marketing 12:25 Demonstrating Expertise in Marketing 13:07 Targeting the CPA Market 17:29 The Impact of Strategic Tax Planning 21:24 Operational Strategies for CPA Firms 21:48 Streamlining Operational Efficiency 23:15 Qualifying Leads Effectively 23:50 Understanding the Results Triangle 26:24 Market Size and Targeting Strategies 28:43 Crafting the Right Message 30:14 Navigating Changes in Google and AI 34:14 The Importance of Demand Generation 38:02 Creating a Feedback Loop for Success 44:02 Connecting with Daniel Schulte 44:50 Building Consistent Lead Flow 45:18 Shifting from Overwhelm to Sustainable Growth

    46 min

  6. 04/01/2025

    Your Health is Your ROI: Xavier Serrano on Peak Performance for Busy Entrepreneurs

    SummaryIn this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey and motivation for creating a more holistic approach to health management, highlighting the significance of education and coaching in empowering individuals to take control of their health.Guest InformationXavier Serrano Email: xserrano@marqimedical.comPhone Number: (619) 244-4245Website: www.marqimedical.comFacebook: https://www.facebook.com/MarqiMedicalLinkedIn: https://www.linkedin.com/in/xavierserrano/Instagram: https://www.instagram.com/marqimedical/TikTok / Other: https://www.tiktok.com/@marqimedical Takeaways One in seven healthy individuals have a serious undiagnosed chronic disease.Proactive health management can optimize energy and focus.Advanced diagnostics can catch life-threatening conditions early.The healthcare system often overlooks preventative care.Personalized coaching is essential for health optimization.Lifestyle choices significantly impact overall health.Early detection can save lives and reduce treatment costs.Education is key to empowering individuals in their health journey.AI and technology are transforming healthcare accessibility.Investing in health is crucial for long-term well-being.Chapters00:00 Introduction to Marqi Medical04:25 The Golden Age of Healthcare06:58 Understanding Health Risks and Genetic Testing09:51 The Importance of Early Detection12:29 Streamlining the Health Assessment Process15:07 Investment in Health: Cost and Value17:58 Holistic Approach to Health and Wellbeing21:15 Understanding Health Metrics and Medical Oversight24:15 The Importance of Personal Health Advocacy29:02 The Impact of Lifestyle Choices on Future Generations32:40 Personalized Health Assessments and Coaching37:47 The Role of AI in Modern Healthcare

    42 min

  7. 03/27/2025

    Firewalking, Focus, and Fearless Growth: Lessons from Dug McGuirk

    Summary Show Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.comwww.LegendaryCustomerExperience.comFacebook: https://www.facebook.com/dug.maxx.mcguirkLinkedIn: https://www.linkedin.com/in/drdug/Instagram: https://www.instagram.com/dugsixTikTok / Other: https://www.tiktok.com/@dugandheidi In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships, and overcoming fear in both personal and professional realms. Dug emphasizes the need for balance in life, the significance of communication, and the role of identity in addiction recovery. He also explores how to embrace change and technology in a rapidly evolving business landscape, encouraging listeners to create a life worth living and to connect with their higher power for guidance. Takeaways Dug transitioned from music production to business transformation.Persistence is key in building powerful business relationships.Communication quality directly impacts personal and professional success.Fear often masks stress; addressing it can lead to growth.Creating a life worth living is essential for sobriety and fulfillment.Reinvention is necessary in a rapidly changing world.Understanding addiction goes beyond substance abuse.Identity plays a crucial role in recovery from addiction.Challenges can be transformed into growth opportunities.Embracing technology is vital for future business success.Chapters 00:00 The Journey Begins: From Music to Business Transformation07:19 Navigating Industry Disruption: The Impact of Technology08:05 The Evolution of Music Production10:53 Personal Responsibility and Communication13:50 The Power of Persistence16:27 Building Relationships and Networking19:22 The Journey into Personal Development22:18 Transforming Lives through Recovery Programs37:58 Identity Crisis and Its Impact on Addiction41:26 Finding Balance in Life and Work46:37 Reinventing Yourself in a Changing World57:16 Overcoming Fear and Embracing Change01:04:05 Connecting with Your Higher Power01:04:58 Reinvention and Peak Performance01:05:26 Building Powerful Business Relationships01:05:53 Navigating Risk and Uncertainty

    1h 6m

  8. 03/13/2025

    The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing

    Summary Try TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10 In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business. Takeaways Inspiration often stems from personal pain and challenges.Transitioning to tax advisory can significantly increase revenue for CPA firms.Value pricing aligns pricing with the value provided to clients.Setting boundaries is crucial for maintaining work-life harmony.AI can enhance efficiency in tax planning and advisory services.The ROI method of value pricing is a game changer for CPAs.Finding a supportive community is essential for professional growth.Implementing tax strategies can be profitable and rewarding.Women in business face unique challenges but can achieve success with support.Continuous learning and adaptation are key in the evolving accounting industry.Chapters 00:00 Jackie Interview37:00 Transforming CPA Practices through Strategic Tax Planning37:57 Finding Harmony in Work, Wealth, and Wellbeing

    38 min
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5
out of 5
7 Ratings

About

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.

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