最高の Sally Gimon ポッドキャスト (2024)

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Unlocking Financial Growth: Sally Gimon's Guide to Tax Strategies and Wealth Preservation 25:42

8d ago25:42

25:42

Send us a text Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened by debt to mastering tax-saving strategies offers invaluable lessons for business owners and investors. Discover how tools like the Rock…

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The Hidden Strategies: Ralph's Insights on Technology and Success in Accounting 28:46

15h ago28:46

28:46

Send us a text Discover the hidden strategies that can propel your accounting practice to new heights. Our conversation with Ralph from Saggio Management unveils the transformative power of technology in the accounting industry. Ralph shares compelling insights on how tools like Zendesk and Smart Vault have revolutionized his work, allowing him to …

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Ep. 70 Wise lessons from an HR and employment law attorney (with special guest Jacquiline Wagner) 52:52

22h ago52:52

52:52

Have a question? Send me a text message. We’re joined by Jacquiline Wagner, a human resource and employment law attorney, who brings her unique perspective to the table. Together, we dissect how understanding both employee and employer perspectives can cultivate win-win situations and foster a supportive work culture. On this podcast we discuss: Th…

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Ex. 69 Leaving the Mormon Church, Understanding Attachment Styles and Emotional Safety (with special guest Kyleigh Weathers) 51:20

9d ago51:20

51:20

Have a question? Send me a text message. I invited Kyleigh Weathers, founder of Queerly Attached on the podcast to reflect on the challenging journey of leaving a religious upbringing. Kylie opens up about the trauma and confusion triggered by suppressing one's identity due to religious doctrine and the process of embracing personal intuition. Our …

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Tech-Driven Financial Advisory: David’s Vision for Revolutionizing Wealth Management 29:55

15d ago29:55

29:55

Send us a text Ever wondered how technology can revolutionize financial advisory services? Join us as we sit down with David, the visionary founder of Harness Wealth, who shares his mission to simplify financial management for next-generation equity holders and business owners. Inspired by his tenure at Compass, David reveals how digital tools can …

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Ep. 68 Letting go of goals and embracing your creative brain to thrive 1:09:42

16d ago1:09:42

1:09:42

Have a question? Send me a text message. Are you tired of constantly setting goals only to feel unfulfilled and burnt out? Join me as I interview Liam Naden where we discuss the neuroscience, psychology, and practical strategies in order to tap into the creative brain to embody true fulfillment. Liam explains how understanding the natural laws gove…

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Leaving the Comfort Zone: Kate McKeever’s Journey to Building a Successful Accounting Firm 26:21

22d ago26:21

26:21

Send us a text Have you ever wondered if you could thrive after leaving a secure corporate job to start your own business? Meet Kate McKeever, the inspiring owner of Lilac Accounting, who made a courageous leap from a stable wedding industry job to successfully launching her own accounting firm. In this episode, Kate shares her journey, from the in…

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Ep. 67 Debunking Meditation Myths and Managing Stress (with special guest Brandi Wolf) 44:39

23d ago44:39

44:39

Have a question? Send me a text message. Ever wondered if you need to silence your mind to truly meditate? Brandi Wolf, Master Wisdom and meditation teacher, joins me to debunk this myth and guide you through the natural process of allowing brain chatter while meditating. Learn how to gradually extend the gaps between your thoughts and start with j…

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From Fence Company Founder to Fractional CFO: Stewart Ervin’s Secrets to Business Turnaround Success 24:56

29d ago24:56

24:56

Send us a text Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, Stewart shares his journey and pivotal moments that shaped his career. You'll learn how he rebranded his company in 2019 and leveraged han…

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Ep. 66 Important Steps for Effective Estate Preparation (with special guest Adam Zuckerman) 45:54

30d ago45:54

45:54

Have a question? Send me a text message. On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for y…

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Unlocking Business Growth: John’s Journey from H&R Block to Billion-Dollar Success 27:19

1M ago27:19

27:19

Send us a text Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired as John reveals his incredible 55-year journey, from humble beginnings at H&R Block to the creation of billion-dollar giants like Jacks…

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Ep. 65 We vote with our time and money (Insights from my recent trip to Oahu and swimming with sharks) 17:57

1M ago17:57

17:57

Have a question? Send me a text message. On today's podcast I share with you the insights I gained from my recent trip to Oahu. How we as travelers (and humans) get to vote with our time and money. I dive into my beliefs and the significance of responsible tourism, highlighting how engaging with local communities can enrich your travel experiences …

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The Unexpected Path to Success: Max's Journey in BooXkeeping and Franchising 25:24

1M ago25:24

25:24

Send us a text What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to becoming the go-to bookkeeping service for 98 franchise brands, including big names like Sport Clips and Fast Signs. Max opens up about…

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Ep. 64 Understanding AI and using it to support us (with special guest Noah Riley) 1:03:27

1M ago1:03:27

1:03:27

Have a question? Send me a text message. Join me this week as I interviewed Noah Riley from AI Genius Consulting as we discuss all the different ways that we can use AI to support us in our business. In this episode we discuss: Leveraging ChatGPT to optimize your marketing strategy Integrating AI tools for seamless communication across platforms (i…

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Ep. 63 What is a Spendthrift 643B trust (with special guest Sally Gimon) 39:01

2M ago39:01

39:01

Have a question? Send me a text message. On today's podcast I invited Sally Gimon, a real estate investor on the podcast to discuss Spendthrift 643B trusts. She explains how this trust saved her from hefty tax bills. We delve into the origins, legal foundations, and practical applications of the Spendthrift Trust, illustrating its potential for hig…

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Elevate Your Marketing Game: Google LSA Strategies with Justin Feldman 31:37

2M ago31:37

31:37

Send us a text Ready to take your marketing strategy to the next level? Join us for an insightful conversation with my good friend, Justin Feldman, as we explore the benefits of Google Local Service Ads (LSA) and how to effectively use them to grow your CFO and accounting firm. Justin and I have a shared history, from being part of the same masterm…

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Ep. 62 We deserve to buy not be sold to 17:25

2M ago17:25

17:25

Have a question? Send me a text message. Are you tired of old-school, high-pressured business sales tactics? Me too. In this episode, I discuss how we deserve to buy, not be sold to. I share an experience I recently had on a webinar and how most traditional sales tactics in online business can leave us feeling so gross in our body. The census from …

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From Hours to Value: Transforming Your Pricing Strategy 37:04

2M ago37:04

37:04

Send us a text In this episode of CFO Chronicles: The Secrets Behind Success, we're joined by a special guest, Ryan Shackelford from Shack Accounting. Together, we delve into the critical aspects of pricing strategies for financial professionals. Whether you're transitioning from hourly to monthly pricing models or wondering how to elevate rates fo…

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Ep. 61 Navigating Mom Guilt and Transforming our Financial Mindset 32:19

2M ago32:19

32:19

Have a question? Send me a text message. Ever felt guilty for spending money on yourself, especially as a mom? You're not alone. Join Carrie and I as she interviews me on her Podcast Heart to Heart Parents. We dive into the societal pressures that shape our spending habits and the journey of transforming our financial mindset. In this episode we di…

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Ep. 60 Understanding Your Emotional Wave(s) within Human Design (with special guest Carmen Tuleta) 47:01

3M ago47:01

47:01

Have a question? Send me a text message. Discover how understanding your emotional wave can transform your life with our special guest, Carmen Tuleta. In this episode, Carmen and I break down the different emotional waves within the solar plexus center and its powerful impact on our emotional wellbeing. Tune in for insights on tracking your emotion…

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From Accountant to Fractional CFO: Charles Leikauf's Blueprint for Success 18:45

3M ago18:45

18:45

Send us a text Join us for an insightful interview with Charles Leikauf, an experienced fractional CFO and founder of Profit Surge, as we delve into the world of fractional CFO services. In this engaging discussion, Charles shares his journey from starting as a fractional CFO in 2017 to now helping accountants and bookkeepers transition to the new …

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Ep. 59 Building Financial Strength Through Embodiment (with special guest Frankie Socash) 1:09:31

3M ago1:09:31

1:09:31

Have a question? Send me a text message. Have you been working on your money mindset and yet you don't feel any different in your body? This week, I invited my friend and embodiment coach, Frankie Socash on the podcast to discuss the profound connection between money, emotions, and our bodies. Frankie shares her unique money story born from a femal…

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Ep. 58 Financial Planning for Self-Employed Therapists (with special guest Ryan Derousseau) 48:16

3M ago48:16

48:16

Have a question? Send me a text message. Are you a self-employed therapist that is financially successful in your business and don't feel like you have a clear roadmap to building your wealth? Join me as I invited Ryan Derousseau, a CFP® who supports self-employed therapists, on the podcast to discuss how to overcome the common fears that many of u…

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The Power of Curiosity: Dr. William Attaway’s Secrets to Effective Sales and Leadership 25:28

3M ago25:28

25:28

Send us a text In our debut episode of CFO Chronicles: The Secrets Behind Success, we sit down with Dr. William Attaway, a renowned executive coach and founder of Catalytic Leadership. With nearly 30 years of experience in coaching and leading teams, Dr. Attaway reveals how mindset, leadership, and productivity are the cornerstones of professional …

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Ep. 57 Cultivating Financial Wellbeing Through Self-Compassion (with special guest Jennifer Erwin) 44:35

3M ago44:35

44:35

Have a question? Send me a text message. What if you could reduce financial stress and foster a healthier relationship with money by being kinder to yourself? I invited Jennifer Erwin, a mindful self-compassion teacher and burnout coach, to discuss self-compassion on our financial wellbeing. In this episode we discuss: The core pillars of self-comp…

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Ep. 56. Worthiness, Deservedness and Lovability is innate (with special guest Noelle Satisfies Souls) 54:34

4M ago54:34

54:34

Have a question? Send me a text message. Ever wondered how your sense of worthiness shapes your success? In this episode, I'm grateful to welcome Noelle Satisfies Souls back to the podcast. Noelle is a worthiness coach and EFT practitioner, who sheds light on how inherent traits like worthiness, deservedness, and lovability impact our personal and …

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Ep. 55 Empowering women through divorce both financially and emotionally (with special guest Jamie Lima) 44:19

4M ago44:19

44:19

Have a question? Send me a text message. What if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you…

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Ep. 54 Exploring Reiki and Chakra Balancing (with special guest Burma Naylor) 36:05

4M ago36:05

36:05

Have a question? Send me a text message. Ever wondered what Reiki is and how it works? Join me as I invited my good friend and Reiki practitioner, Burma Naylor on the podcast to discuss all things Reiki and our chakra system. Whether you're new to Reiki or a seasoned practitioner, you'll gain valuable insights into how Reiki works both in-person an…

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Ep. 53 Rewriting Money Stories: A Journey of Transformation (with special guest Annie Moussu) 49:21

4M ago49:21

49:21

Have a question? Send me a text message. What if your childhood beliefs about money were holding you back from financial ease and freedom? Join me as I sit down with Annie Moussu, an EFT master practitioner, who reveals how growing up in a Vietnamese immigrant household in California shaped her money mindset. From her father's focus on saving and a…

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Ep. 52 Mindful Fitness and Self Trust (with special guest Nick Trubee) 52:36

5M ago52:36

52:36

Have a question? Send me a text message. In this episode, I invited my former trainer, Nick Trubee PhD onto the podcast to share his unconventional perspective on mindful movement and developing self-trust with ourselves and our bodies. Learn how focusing on the joy of moving your body, rather than obsessing over goals and outcomes, can lead to imp…

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Ep. 51 Transforming Financial Literacy (with special guest Tania Vasallo) 57:52

5M ago57:52

57:52

Have a question? Send me a text message. On this podcast episode, Tania Vasallo, host of The Courage to Be Podcast and I discuss our relationship with money and how that plays out in our business and our lives. In this episode we discuss: Tania's Background and Relationship with Money Creating a Safe Space to Talk About Money Being Aware of Limitin…

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Ep. 50 What is a Reflector in Human Design? (with special guest Carmen Tuleta) 22:13

5M ago22:13

22:13

Have a question? Send me a text message. In this episode, Carmen and I discuss the rarest type in Human Design, Reflectors. We dive into why it's so important for Reflectors to give themselves space from others when making decisions as well as connecting with people that can become a trusted sounding board for them. In this episode we discuss: What…

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Ep. 49 What is a Projector in Human Design? (with special guest Carmen Tuleta) 17:55

5M ago17:55

17:55

Have a question? Send me a text message. In this episode, Carmen and I discuss what it actually means to receive invitations as a Projector in business. We elaborate on the common misconceptions that we’ve heard from many Projectors as well as what the signature theme is for a Projector. In this episode we discuss: What is type in Human Design Over…

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Ep. 48 What is a Generator in Human Design? (with special guest Carmen Tuleta) 20:57

6M ago20:57

20:57

Have a question? Send me a text message. Join Carmen Tuleta and I as we dive into the Generator type on this podcast. We discuss the 2 types of frustration that Generators feel and how this might show up in our business. We elaborate on getting back into our bodies and listening to our sacral in order to honor the way we make decisions. In this epi…

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Ep. 47 What is a Manifesting Generator in Human Design? (with special guest Carmen Tuleta) 18:46

6M ago18:46

18:46

Have a question? Send me a text message. Join Carmen Tuleta and I as we dive into Manifesting Generator type on this podcast. We delve into the importance of recognizing emotional signals—frustration, anger, satisfaction, and peace—and how these guide us toward living in harmony with our innate design. And we also discuss the power of the pause wit…

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Ep. 46 What is a Manifestor in Human Design? (with special guest Carmen Tuleta) 18:11

6M ago18:11

18:11

Have a question? Send me a text message. Join Carmen Tuleta and I as we dive into Manifestor type on this podcast. Our candid conversation highlights the path for manifestor types, who ignite change as natural initiators. This episode is an invitation to understand the vital emotional signals that guide us toward alignment with a special emphasis o…

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Ep. 45 Redefining Success: Crafting a Life of Financial Freedom and Personal Growth (with special guest Andy Moran) 1:10:59

6M ago1:10:59

1:10:59

Have a question? Send me a text message. I invited Andy Moran, a Financial Planner on this week's podcast to discuss topics that we both have experienced like breaking the mold, diving into the possibilities of career breaks, mini-retirements, and the empowerment that comes with aligning work with our deepest values. It was so refreshing to visit w…

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Ep. 44 Letting go of the gender roles with money (with special guest Andrea Blythe) 53:48

7M ago53:48

53:48

Have a question? Send me a text message. Feeling disempowered in your relationship with money? Join me as I interview my good friend, Andrea Blythe as she discusses her experience with financial disempowerment. Andrea shares her personal narrative of awakening to financial self-reliance in the wake of her divorce, a story that illuminates the path …

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Ep. 43 Ready to unsubscribe from the hustle culture? (with special guest Rachel Posner) 1:00:58

7M ago1:00:58

1:00:58

Have a question? Send me a text message. Ready to feel more calm and unsubscribe from the hustle culture? Join me as I visit with Rachel Posner, a yoga therapist and mindfulness coach as we discuss how our everyday stressors can have an impact on our nervous system. Our bodies respond to daily pressures in ways that often leave us in a perpetual st…

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Ep. 42 What is the difference between 3D and 5D money? 18:35

7M ago18:35

18:35

Have a question? Send me a text message. In this episode I dive into the difference between the 3D (physical/material) and 5D (energetic/vibrational) aspects of money. I share my beliefs on how money is just the representation of value that we all agree upon, and that the true value actually comes from within us. I emphasize why it's so important t…

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Ep. 41 Grow the CEO Cohort 17:38

7M ago17:38

17:38

Have a question? Send me a text message. In this episode I break down what Grow the CEO cohort is, why I created it, who it's for and my intentions for this group. After coaching, conversating and working with countless entrepreneurs over the years, I have realized that the business world hasn't yet married the 3D of money and business (knowledge o…

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Ep. 40 Using EFT to bypass the mind and get into the body (with special guest Noelle Satisfies Souls) 1:06:53

8M ago1:06:53

1:06:53

Have a question? Send me a text message. Unlock the power of your body's energy system with Noelle Satisfies Souls, an EFT (emotional freedom technique) practitioner and trauma release coach. Noelle and I dive into how tapping into your body's meridians can help dissipate anxiety, stress, depression, and bypass the mind to get into the body. Join m…

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Ep. 39 Are you BEING the CEO in your business? (with special guest Donna Dube) 57:23

8M ago57:23

57:23

Have a question? Send me a text message. Donna Dube, Director of Operations and the mind behind the CEO Amplify podcast shares her wealth of knowledge of what she sees behind the scenes with business owners. In this episode, we challenge you to approach the way you view leadership by refining processes that not only streamline your company's operat…

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Ep. 38 Why the Relationship with Yourself needs to be #1 Priority 22:50

8M ago22:50

22:50

Have a question? Send me a text message. I had the pleasure of being a guest on Desiree Argentina's podcast called The Wellness Project with Des. She is a mental health therapist and a holistic wellness coach. She and I talked about why I believe the #1 priority needs to be the relationship that we have with ourselves. I realized that how we show u…

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Ep. 37 Developing your Intuition using Human Design 20:38

8M ago20:38

20:38

Have a question? Send me a text message. In this episode I discuss how to use Human Design to connect with your intuition and I also share some of the highlights from Danielle Gardner's book, Quiet Marketing. I resonated with her and the way she runs her business and also how she goes against conventional business practices and marketing. In this e…

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Ep 36. Emotional Regulation for Business Success and Personal Wealth (with special guest Robert Hill) 1:09:56

8M ago1:09:56

1:09:56

Have a question? Send me a text message. I invited my good friend, Robert Hill back on the podcast to discuss his relationship with money, the work he has done to live in his body and how that has impacted his entire life. Robert and I discuss how Human Design allowed both of us to have such compassion for ourselves and our families, highlighting t…

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Ep 35. Embracing Mini-Retirements for Financial and Emotional Freedom (with special guest Robert Hill) 1:15:25

9M ago1:15:25

1:15:25

Have a question? Send me a text message. I invited Robert Hill, an adventure elopement photographer and business coach, on the podcast to discuss the impact of mini-retirements and how they can propel us toward true financial and emotional freedom if we allow them to. Together, we share the challenges that brought us face-to-face with the necessity…

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Ep. 34 Transforming your money mindset: Lessons learned from a seasoned entrepreneur (with special guest Elle Ebizadeh) 37:26

9M ago37:26

37:26

Have a question? Send me a text message. I invited Elle Ebizadeh back on the podcast to discuss transforming your money mindset. In this candid conversation, we dive into our experiences coming from male-dominated business environments and how that was one of the ways that shaped our relationship with money. We share similar experiences of hanging …

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Legal Tax Hacks With Sally Gimon 32:54

9M ago32:54

32:54

Sally Gimon (she/her) want you to save money on your taxes! In this power-packed half hour interview, host Anne-Marie Zanzal and Sally talk dollars and cents, with loads of practical advice on how you can save a lot of money with little known legal tax hacks. Connect with Sally Gimon at https://www.thetrustisyou.com/…

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Rachel Weinstock's Call to Be Who You Needed for Young People 39:36

9M ago39:36

39:36

Rachel Weinstock (she/her or they/them) is a Queer teen transformational coach who focuses on mental health, bullying, and mindset. Rachel supports many LGBTQIA+ young people. They are an Amazon best-selling author with their book "Be Who You Needed." Rachel has been a teacher for over 20 years and just reached 6-figures this year with their busine…

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ポッドキャスト Sally Gimon

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