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Dear Accountant

Jun 16, 2022

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I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field...


Jun 6, 2022

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What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to...


May 23, 2022

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What are some of the things that rich people know and most of us may not know? Yes, tax strategy is definitely one of the biggest ones. In this episode, I invited my strategic tax coach, James Rainwater, to come on the show to...


Apr 5, 2022

This week’s podcast guest has more celebrated achievements that's worth listing; Jessica McClain’s leadership and innovation continually spur our industry forward, and I’m excited to share our conversation with all of you. In this episode, we talk about what it takes to succeed as a woman in business, how to...


Feb 28, 2022

I’m so excited to share this week’s episode with Danny Bader. Danny is an incredible public speaker, motivational instructor, author, provider, and more. After a near-death experience, Danny connected with the process and feeling of being alive in a whole new way. He advocates and helps others create joy, purpose,...