Now What? Life After Scaling.
Show Notes: Episode 9 – Now What? Life After Scaling Host: Sharrin Fuller, Founder of Glass Wallet VenturesGuest: Dr. Jackie Meyer, CPA, Founder of TaxPlanIQ Episode Summary:You’ve spent years hustling, scaling, and chasing those million-dollar milestones—but what happens after you hit them? Succes…
Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.
The Concierge CPAWith Jackie MeyerFor CPA Trendlines
The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogos…
Neil Gordon: The Most Powerful Sentence You'll Learn | The Concierge CPA
The silver bullet technique can transform messaging and persuasion.
The Concierge CPAWith Jackie MeyerFor CPA Trendlines
Most accounting professionals do extraordinary work—and still struggle to explain why it matters.
That tension sits at the heart of a standout episode of The Concierge CPA, where…
Thing You Thought You Knew – Red Hot, Blue Hot
How small is a molecule? What is the color of light? How can quantum physics spoil food? Neil deGrasse Tyson and comic co-host Chuck Nice visualize a molecule’s actual size, break down the different colors of light, and the physics of what’s going on in your fridge.
NOTE: StarTalk+ Patrons can lis…
77 - Roth IRA 2025 Unicorn or BS? What You Need to Know Before the April 15, 2026 Deadline
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certa…
Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special OfferFull show notes hereThe DisruptorsWith Liz FarrBe…
717: Jackie Meyer is a CPA & World Traveler [podcast]
![717: Jackie Meyer is a CPA & World Traveler [podcast]](https://cdn-images-3.listennotes.com/podcasts/whats-your-and/717-jackie-meyer-is-a-cpa-Ga2VJLmzMt9-Dt0MURjY3B2.300x300.jpg)
Jackie Meyer shares her love for world travel, describing how exploring new cultures, especially in Costa Rica, has become a core part of her family's life. She talks about the importance of prioritizing personal passions and time with loved ones, even making major career decisions to support these…
Tell Me You’re A Woman In Accounting
It's Questian's birthday, and your hosts are celebrating with the most creative gift they could think of: a crowdsourced collection of "You know you're a woman in accounting when..." moments from their community. From conference survival strategies to scheduling babies around busy season, the hosts…
David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA
Solo 401(k)s let you think beyond retirement.Full show notes here.The Concierge CPAWith Jackie MeyerIn this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic val…
Jason Ackerman: The Roth IRA Mistakes That Can Cost Clients | The Concierge CPA
The strategy may be simple, but the execution is not.The Concierge CPAWith Jackie MeyerIn this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circ…
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