(UN)Conventional Wealth

Dan Nicholson

(UN)Conventional Wealth is the top resource for entrepreneurs who want unconventional strategies and tips to win at business and life on their terms. Entrepreneurs who are breaking through barriers while setting new standards in their industry recognize that the cliché, cookie cutter, and conventional recommendations about finance and business don’t apply to them. This podcast will release you from the “WHAT YOU SHOULD BE DOING” chains so you can massively win at business and life by playing your game. Painful shyness intersecting with an insatiable desire to compete (and WIN) birthed a relentless curiosity to understand how to massively win at business and confront fears without conforming to a set blueprint. This show is for the purpose-driven entrepreneur who recognizes that the cliché, cookie cutter, and conventional recommendations about finance and business don’t work because they’re playing a different game. As a painfully shy kid, I often found myself on the sidelines quietly observing the game of sports, life and business until the flames of competitiveness grew to a bonfire and took over. From the ashes, birthed a relentless curiosity and drive to understand how to massively win at business and confront my fears without conforming to a set blueprint. I share the unconventional strategies and tips I learned to make sure you win (get what you want) under your rules. Hear all the “a-ha” moments as a business owner, dad, exercise enthusiast and serial idea generator while interviewing other thought leaders who have developed their own strategies to rig the game to win.

  1. Ep 65: Mastering Financial Certainty: A Guide for Business Owners

    01/28/2025

    Ep 65: Mastering Financial Certainty: A Guide for Business Owners

    In this episode of Secrets to Selling Your Business, host Jacob Koenig is joined by Dan Nicholson, a seasoned entrepreneur, finance expert, and author of the book Rigging the Game. Together, they discuss the importance of achieving financial certainty and implementing systems to align business goals with personal values. Dan shares his approach to financial management for business owners, focusing on reducing uncertainty and building strategies that prioritize long-term sustainability over short-term gains. Through his structured financial operating system, Dan has helped countless entrepreneurs optimize cash flow, enhance decision-making, and avoid unnecessary risks. Key Topics Covered in This Episode The significance of financial certainty and risk management for small business owners.Why optimizing for the life you want is more important than simply maximizing shareholder value.The role of financial rules and protocols in improving ROI and overall business performance.Aligning business operations with personal values to reduce stress and avoid regrets.An overview of Dan’s 15 key financial rules and his cash flow protocol. Connect with the Hosts and Guests Jacob Koenig Woodbridge Group Dan Nicholson LinkedInWebsite Episode Links and Resources Visit Dan Nicholson’s website for more resources on financial certainty: nthdegreecpas.comExplore the Woodbridge Group’s services for business transitions: woodbridgegrp.com

    21 min
  2. Ep 64: Dan Nicholson's Interview on Above the Business

    01/21/2025

    Ep 64: Dan Nicholson's Interview on Above the Business

    In this special episode of the Un-Conventional Wealth podcast, we feature a feed drop from Above The Business with Bradley Hamner. Bradley interviews Dan Nicholson, founder of Nth Degree CPAs, who shares his philosophy on "rigging the game" to achieve financial success. With a wealth of experience, including roles at Deloitte, WaMu, and Microsoft, Dan provides actionable insights to help business owners align their finances with their bigger life goals. Episode Highlights: Dan’s journey from Seattle University to working with Fortune 500 companies like Microsoft.Insights from his fellowship with GASB, contributing to the landmark Statement No. 53.The concept of “rigging the game” and structuring financial systems for entrepreneurial success.How small business owners can master accounting and tax strategies to build lasting wealth.Aligning financial decisions with broader life goals. The Above The Business podcast is supported by leading tools and services that empower entrepreneurs and business owners to thrive: BlueprintOS equips business owners with a robust operating system to streamline their operations. It helps refine leadership, clarify culture, align KPIs, develop top-tier teams, and execute effective playbooks. Get started with the free Rainmaker to Architect Starter Kit at start.blueprintos.com. Autopilot Recruiting provides a dedicated recruiter who works daily to find top talent for your team. Start your continuous recruiting journey at autopilotrecruiting.com. Coach P Consulting leverages proven systems and processes from Coach P's success as an insurance leader. Gain access to weekly training calls and mentorship at coachpconsulting.com—mention the podcast for exclusive insights. TodayApp simplifies activity tracking, commission management, and CRM integration while providing tools like employee time tracking and leaderboards. Request a custom demo at todayapppro.com and mention Above The Business. Club Capital specializes in financial and marketing services for insurance agencies, fitness franchises, and youth soccer organizations. Serving over 1,000 locations, they offer accounting, tax preparation, CFO services, and digital marketing. Schedule a free demo at club.capital and mention the podcast for special recognition. Each of these tools provides powerful resources to help your business run smoothly and grow effectively.

    42 min
  3. Ep 63: Dan Nicholson's Interview on Milestone Moments in Business & Leadership

    01/14/2025

    Ep 63: Dan Nicholson's Interview on Milestone Moments in Business & Leadership

    Achieving Financial Certainty and Entrepreneurial Success with Dan Nicholson In a special crossover episode, we flip the script as Sheila Slick interviews (Un)Conventional Wealth host Dan Nicholson. Known for his practical approach to wealth building, Dan shares his journey from a young entrepreneur with a marketing focus to becoming a highly accomplished CPA, bestselling author, and founder of Nth Degree CPA. Dan reflects on the pivotal moments that shaped his career, including a game-changing opportunity at UPS that set him on the path to accounting and, eventually, entrepreneurship. He also dives into the core principles from his book, Rigging the Game, which focuses on creating financial certainty and aligning wealth-building strategies with personal goals. This engaging conversation goes beyond the usual interview format, offering listeners actionable insights into achieving financial success by defining their “solvable problem,” optimizing business efforts, and making intentional decisions for long-term growth. Key Takeaways: Defining Your Milestones: Dan's unique journey highlights how key career decisions led to his entrepreneurial success.Optimize Over Maximize: Why small business owners should focus on what truly matters instead of chasing endless growth.The Solvable Problem: Learn how to define personal wealth by calculating financial needs and aligning them with your goals.Understanding Wealth Types: Discover the risks and rewards associated with hustlers, savers, optimizers, and gamblers.Practical Financial Strategies: Insights on reducing unnecessary expenses, tax savings, and maintaining liquidity to fund your dreams. Tune in for actionable strategies to: Increase your net worthAlign your business with personal goalsAchieve financial certainty in uncertain times Special Mention: Don’t miss the tools and resources discussed, including CertaintyApp, designed to help entrepreneurs measure financial progress and achieve their “solvable problem.” Subscribe and Connect: Enjoy this deep dive into entrepreneurial success and financial optimization on (Un)Conventional Wealth. If you’re a fan of Dan’s regular episodes, this crossover will provide a fresh perspective on his philosophy and practical strategies for wealth-building.

    21 min
  4. Ep 62: Dan Nicholson's Interview on the Sharkpreneur Podcast

    01/07/2025

    Ep 62: Dan Nicholson's Interview on the Sharkpreneur Podcast

    A serial entrepreneur since birth, Dan Nicholson is the author of Rigging the Game: How to Achieve Financial Certainty, Navigate Risk, and Make Money on Your Own Terms, a USA Today and Wall Street Journal bestseller. Dan is the founder of the award-winning accounting and financial consulting firm Nth Degree CPAs and has been named a top 40 under 40 accountant globally four times. Beyond accounting, he’s launched multiple small businesses, including Certainty U and Certainty News, which reaches over 1 billion monthly users. In this special replay from the Sharkpreneur podcast, Dan dives into what it means to achieve financial security as an entrepreneur. With valuable insights from his experience as a consulting producer for PBS’ Opportunity Knocks and the host of Rigging the Game, Dan shares actionable advice for business owners. Key Topics Discussed: How Nth Degree CPAs specializes in proactive tax planning and strategy for small businesses.Why it’s critical for entrepreneurs to focus on the future rather than dwelling on the past.The importance of understanding risk and leveraging asymmetric opportunities for more upside than downside.How Nth Degree CPAs helps clients develop real, actionable plans instead of just crunching numbers for tax time.Why entrepreneurs should stop trying to prove themselves and instead pursue their goals because they genuinely want them. Connect with Dan Nicholson: Website: Rigging the Game

    16 min
  5. Ep 61: 6 Tips to Building a Values-Driven Business

    12/31/2024

    Ep 61: 6 Tips to Building a Values-Driven Business

    What does it take to build a business that aligns with your personal values and maintains integrity? In this episode of (UN)Conventional Wealth, host Dan Nicholson speaks with Jim Frawley, CEO and Founder of Bellwether. They discuss creating a values-driven business, navigating change with resilience, and scaling intentionally without compromising quality or relationships. If you’ve ever wondered how to stay true to your mission while growing your business, this conversation is for you. Key Takeaways: → Align your actions and business with your core values to maintain integrity and satisfaction. → Build resilience by preparing for change, focusing on small, actionable steps. → Prioritize relationships over transactions to create long-term success. → Scale your business intentionally by asking why and assessing the costs of growth. → Self-awareness and honesty are critical for authentic leadership and decision-making. More from Jim Frawley:Jim Frawley is the CEO and Founder of Bellwether, a New York-based consulting firm specializing in helping individuals and organizations thrive in times of change. With a diverse background in corporate strategy, leadership development, and executive coaching, Jim is known for challenging conventional thinking to drive meaningful transformation. He is the author of Adapting in Motion: Finding Your Place in the New Economy, where he shares strategies for navigating change with resilience and adaptability. Connect with Jim: Website: jimfrawley.com Social Media: @JimFrawleyNY Sign up for Dan's newsletter and take the wealth assessment quiz: https://www.unconventionalwealth.cash/newsletter-directory

    30 min
  6. Ep 60:  Building Wealth: Athlete Turned Real Estate Expert

    12/24/2024

    Ep 60: Building Wealth: Athlete Turned Real Estate Expert

    How can multifamily real estate investments protect against inflation and currency volatility while generating passive income? In this episode of (UN)Conventional Wealth, host Dan Nicholson speaks with Igor Shaltanov, founder and managing partner of Avista Fund. Igor shares his journey from professional sports to founding a $500M+ real estate investment firm specializing in income-generating, value-added multifamily properties. He discusses the critical role of due diligence, conservative underwriting, and creating value for investors and residents alike. Igor also explains how Avista Fund provides international investors a secure entry into the U.S. real estate market, protecting wealth from inflation and currency fluctuations while delivering strong returns. Key Takeaways: Multifamily Real Estate for Inflation ProtectionCurrency Stability with U.S. Real EstateThe Importance of Scale in Real Estate InvestingMeticulous Due Diligence is Non-NegotiablePassive Income Through Private Credit Funds Meticulous Due Diligence is Non-NegotiablePassive Income Through Private Credit Funds Quotes from Igor Shaltanov: "Multifamily real estate is one of the most secure ways to beat inflation, with property values and rents adjusting over time.""We believe in putting our own capital first—it forces us to dig deeper into every project and operator." Connect with Igor Shaltanov: LinkedIn: Igor Shaltanov Website: Win Real Estate Game Listen to this episode to discover how multifamily real estate investing can help you grow wealth, mitigate risks, and create lasting financial security. Sign up for Dan's newsletter and take the wealth assessment quiz: https://www.unconventionalwealth.cash/newsletter-directory

    23 min
5
out of 5
45 Ratings

About

(UN)Conventional Wealth is the top resource for entrepreneurs who want unconventional strategies and tips to win at business and life on their terms. Entrepreneurs who are breaking through barriers while setting new standards in their industry recognize that the cliché, cookie cutter, and conventional recommendations about finance and business don’t apply to them. This podcast will release you from the “WHAT YOU SHOULD BE DOING” chains so you can massively win at business and life by playing your game. Painful shyness intersecting with an insatiable desire to compete (and WIN) birthed a relentless curiosity to understand how to massively win at business and confront fears without conforming to a set blueprint. This show is for the purpose-driven entrepreneur who recognizes that the cliché, cookie cutter, and conventional recommendations about finance and business don’t work because they’re playing a different game. As a painfully shy kid, I often found myself on the sidelines quietly observing the game of sports, life and business until the flames of competitiveness grew to a bonfire and took over. From the ashes, birthed a relentless curiosity and drive to understand how to massively win at business and confront my fears without conforming to a set blueprint. I share the unconventional strategies and tips I learned to make sure you win (get what you want) under your rules. Hear all the “a-ha” moments as a business owner, dad, exercise enthusiast and serial idea generator while interviewing other thought leaders who have developed their own strategies to rig the game to win.