It's something I have been affectionately calling Option 4. The decision to retain revenue as cash flow within your business and keeping it from the economic termites that would see it eaten up. Option 4 is referring cash flow planning with what you do with excess cash at the end of the year. In most cases, your tax professional or CPA probably tel…

If anything, 2020 has been the most uncertain year I've experienced in my 58 years of life. It's only proven that having assets, things that put money in your pocket, outside your business is vital to personal and financial wellbeing. As business owners, we practice the old motto of pay everyone. else first and whatever. is left over goes to us. An…

It's not about sports, but what sports does for us as people. It doesn't matter if you're a football fan, the purpose of this is to highlight how events unify us. This weekend if you were a Notre Dame fan or Clemson fan, it didn't matter. 15,000 people rushed the field, and where that might not be the best thing right now from a health standpoint, …

Like many people during this weird time, 2020, people are using their newly found freedom to do something different. If you. have ever thought about utilizing your time and starting a business one question you may ask yourself is, where do I start? Well, today you're in luck! We sat down with our resident tax professional Marc Sterling and he lays …

This is a heart wrencher. Last week Pat was in San Diego and a gentleman he met told him the story of how his mother died. As a family the didn't have the resources for in-home health care and she was placed three an a half hours away in a state facility. To even be placed in the state facility first all her assets had to be spent down to almost no…

James T Harris, patriot, thought leader, and host of The Conservative Circus joins us on the podcast today. We get into his perspective on savings, what he was taught, and how we might be able to look at things differently, among other things. You can find out more about James on his website or catch him every morning from 6-10 am. Thank you for yo…

Today on the podcast, Dr. Christine Wilkinson. For her full bio see below, however, she is undeniably a force. Our conversation took us from her upbringing to her current position at ASU as Senior Vice President and Sectary of the University. That's the entire university... We couldn't be more honored and excited to have her on the podcast and we h…

Death and taxes, right? We all know that saying but how many of us really do anything about it? Well, have no fear! Today on the podcast we sit down with Mark Sterling of Sterling Accounting and Tax. He has been a tax professional for over 30 years. At his largest, his firm handled over 4500+ clients from personal tax returns to large corporations …

It's not every day you get the opportunity to sit across and talk to someone of true character. Christine is one of those people. She is a hard-working no BS woman who is looking out for her people in the city of Chandler. We could not have enjoyed our conversation with her more. Christine is an American public figure and currently running for City…

This is special, we had the chance to sit down with Angela Olea. She is an RN and the founder of Assisted Living Locators. Her company helps families find quality living facilities for the loved ones who need assisted living care. She started in Arizona and is expanding across the nation providing this extremely necessary and very needed service. I…

On the podcast today we had the chance to sit down with a friend and client Doug Lasater of DSD Design. Doug understands several important things when it comes to business, especially multiple income streams. He doesn't put all his eggs in one basket and he leverages his time accordingly. Join us for this insightful conversation on one man's journe…

Today on the podcast we had the amazing opportunity to spend time talking with Governor Ducey about his successes, the importance of financial literacy, and the State of Arizona economy. If he can take a billion-dollar deficit and turn it around to a billion-dollar surplus...we all can get our finances in order. On the topic of personal finances, h…

Today on the podcast we sit down with a friend and client Jessica Bischof, what we learned was amazing. Jessica is an example of someone who clearly defines her goals and realizes them through hard work and dedication. As we recorded this episode we were sitting at the pool of her newly purchased investment property. This was a 2019 goal of hers an…

In this week's episode of the podcast Senior BrightAdvisor, Pat Moran sits down with Junior BrightAdvisor Brock Brenneman and talk shop. Volatile times in the stock market, AT&T's place in a stock portfolio and how dividend reinvestment has paid off. What makes a strong stock and what potential investors might want to consider when choosing individ…

On this episode, we had the pleasure of sitting with Tiffany Bisconer of Acena Consulting. She is a CPA and speciality tax consultant on research and development credits and activities. She works with CPA's and business owners to identify qualifying activities that can in most cases reduce the business owners tax liability. Dive into this episode a…

We think if you're a single parent or a parent, in general, looking to find ways to save for college for your kids while preparing for retirement as well, this is a must. Please take a few minutes out of your day and learn a few strategies that you can adopt for as little as $25 a month. If you have any questions please reach out in the comments or…

There are so many myths and misconceptions that surround life insurance. The necessity to explain the benefits and uses to our youth and educate individuals to make informed and intelligent decisions on how they protect and prepare for their future is so important to us. Please enjoy this demystifying conversation with a 23 year old guy. As always,…

In this episode we dive deep into a really exciting product that Kim Coulter of Northstar Funding Partners created. What Kim and his company identified was there was a gap in the marketplace for middle American. Products that assist the ultra wealthy to build and maintain wealth were just not available to the rest of us. Their revolutionary premium…