Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact of AI. Keywords: endurance sports, business, consistency, calculated risks, wealth types, tax planning, CPA, entrepreneur, accounting industry, AI, financial decisions, personal wealth
Chapters 00:00Introduction to Dan Nicholson
01:14Shared Experience of Participating in Half Ironman Triathlons
08:00Lessons from Endurance Sports: Consistency and Calculated Risks
12:15Understanding Your Wealth Type for Financial Decision Making
16:41Legal Strategies for Tax Planning: Following the Rules
21:19Building Relationships and Staying Up to Date in Tax and Accounting
26:18Curiosity and Adaptability in the Accounting Industry
30:36Job Hopping and Leveraging Resume
37:13Transitioning to Entrepreneurship
42:57Rigging the Game: A New Approach to Financial Decision-Making
45:32The Changing Landscape of the Accounting Industry
51:53The Impact of AI on Traditional Accounting Roles
56:48Making Better Financial Decisions for Personal Wealth
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-179237 Exp. 7/26
