About This Show
In this podcast we discuss how to solve accounting challenges in both your personal life and your business. We take an energetic, tech-savvy approach to solving accounting challenges that steal your focus and time. We are savvy accountants. We live for using accounting to solve real challenges people and businesses face. And we frequently find solutions to problems you didn’t know existed.
Most Recent Episode
Episode 27 - Who’s Your Coach? An Enlightening Conversation with Scott Stauffer, CFP®
3 days ago
Today, Matt Wheeler and Michael Bryant have a special guest. Scott Stauffer is not only a CFP® and the Founder of BetterWealth…he is a neighbor in the Wheeler Accountant’s office building!
In this episode, Scott explains why it’s so important to work with a fiduciary advisor and what it means for a firm to be fee-only. Scott also discusses the coaching approach that is so embedded in BetterWealth’s client relationships, along with his unconventional opinions about market timing.
Sit back and enjoy this information-packed and lively conversation!