In this episode of the Do It For Yourself Podcast, host Steve Taylor welcomes Adam Bergman, founder of IRA Financial, to shine a light on the misunderstood and often overlooked strategy of self-directed IRAs and solo 401(k)s. Adam explains how these tools can be used to invest in real estate, private companies, and other alternative assets—debunking myths and clarifying rules that homegrown entrepreneurs and savvy savers need to know. The discussion ranges from Peter Thiel’s famous $5 billion IR...
Jul 04, 2025•26 min
Discover How To Fix The $33 Trillion U.S. Debt Crisis with Paul Musson in this eye-opening episode of the Do It For yourself podcast. Financial strategist Paul Musson explores how the U.S. fell into a budget crisis, examining how distorted monetary policy and long-standing government habits created a debt burden that now exceeds $33 trillion. He answers the critical question: how did the U.S. deficit get so big and what can be done about it with Paul Musson? ⏳ Timestamps:00:00 "Special Expert Ep...
Jul 03, 2025•30 min
In this episode of the Do it for Yourself Podcast, host Steve Taylor sits down with Andrea Hoffer, founder of Talent Experts, to unpack the essentials of effective hiring, especially for growing businesses. Andrea shares her "dream hire" framework, starting with how to define what you really need in a role, focusing on outcomes and goals, not just tasks. She dives into the role of AI in recruitment, how to craft engaging job postings, and techniques for screening and engaging candidates througho...
May 26, 2025•37 min
Amber Paige is the founder of Far Beyond Marketing, a dynamic marketing agency focused on helping entrepreneurs scale their businesses through streamlined systems, teamwork, and authentic branding. In this episode, Amber Paige shares her journey from growing up in a family business to running her own marketing agency. She discusses strategies for personal branding, crafting clear messaging, and building trust with clients. Amber also highlights the role of authenticity and trial and error in mar...
May 06, 2025•30 min
"We've taken care of you your whole life, but we have a future as well..." Navigating college decisions can be a whirlwind of excitement and anxiety, especially when finances enter the chat. Join Steve as he sheds light on balancing dreams with reality and making those pivotal conversations with your future college student as constructive as possible. In this episode, we cover: Initiating crucial financial conversations with your child about college costs. Clarifying exactly what a family can af...
May 03, 2025•7 min
Stop Betting, Start Investing! The Harsh Truth About Sports Gambling 🎲💸 Are you thinking about sports gambling as a way to make money? Think again! In this video, we expose the dangers of sports betting and why it’s NOT a form of investing. While many believe they can beat the odds, the reality is that gambling won’t make you rich—it’s a high-risk game designed for the house to win. 🔴 What You’ll Learn in This Video: ✔️ The rise of sports gambling and its impact on society ✔️ Why sports betti...
Apr 14, 2025•6 min
In this episode of the Do It Yourself Podcast, Tricia Brady joins host Steve Taylor to discuss her journey as a business consultant, writer, and advocate for women in financial services. She shares insights into overcoming writer’s block, the importance of community support, and the challenges of transitioning to independence. Whether you’re an entrepreneur, writer, or financial professional, this conversation offers valuable takeaways. Tricia Brady is a seasoned business consultant specializing...
Apr 04, 2025•33 min
Van Carlson is a leading expert in risk management and financial strategies, specializing in captive insurance solutions. As the founder and CEO of SRA 831(b) Admin, Van has spent years helping business owners take control of their insurance costs, reduce tax liabilities, and gain financial security through innovative risk management approaches. His deep expertise in alternative risk financing has made him a sought-after speaker and consultant in the industry. In this episode of the Do It Yourse...
Mar 19, 2025•46 min
Manny Gaunaurd is a seasoned distributor and industry expert with years of experience navigating the complexities of global trade and supply chain management. His expertise spans trade regulations, tariff implications, and how businesses adapt to economic shifts. With a deep understanding of import/export strategies, Manny has helped numerous companies optimize their operations amid changing tariff landscapes. In this episode of the Do It Yourself Podcast, host Steve Taylor sits down with trade ...
Mar 07, 2025•57 min
Adam Goldman has spent the past 14 years in the franchising industry, helping aspiring entrepreneurs find the right franchise opportunities. Starting with office cleaning franchises after a career in real estate, Adam’s journey has been about learning what works in franchising and sharing that knowledge with others. In this episode of the Do It Yourself Podcast , Adam Goldman joins us to break down the world of franchising. We discuss the ups and downs, key considerations for potential franchise...
Feb 12, 2025•24 min
In this episode of Do it Yourself, Shauna Wekherlien shares her insights on the importance of tax strategy and how it differs from traditional CPA services. She explains how working closely with clients to create personalized tax plans can lead to long-term financial success and wealth building. If you're ready to take control of your tax strategy and explore ways to save money while achieving your financial goals, this episode provides valuable advice and actionable steps. Shauna Wekherlien, al...
Jan 29, 2025•31 min
In this episode of the Do It For Yourself Podcast , host Stephen Taylor, sits down with Bob DePasquale, a workplace culture expert, to explore how organizations can foster more generous and supportive environments. Bob shares his insights on building meaningful workplace relationships, creating a culture of generosity, and the long-term benefits of doing so for both employees and businesses. What You’ll Learn in This Episode: The Importance of Generosity in the Workplace: Learn why generosity is...
Jan 15, 2025•35 min
Michael McLean found his path in entrepreneurship after overcoming challenges and chaos. With a focus on resilience and setting boundaries, he built a business that supports his personal and professional life. Through lessons from his father, he learned how to prioritize, create systems, and say "NO" to distractions, giving him the space to succeed. In this episode of Do it Yourself , Michael McLean shares his journey of turning a chaotic start into a focused, successful business. He explains ho...
Jan 01, 2025•40 min•Ep. 51
In this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure. IBD vs. RIA: Key Differences The Benefits of Transitioning to RIA Challenges to Anticipate Practical Steps for a Smooth Transition Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She ...
Dec 19, 2024•25 min
Hello Friends! Welcome to another episode of the Do It For Yourself Podcast. I’m your host, Steve Taylor, here to bring you conversations packed with valuable insights for your business and personal growth. If you’re new here, welcome! And if you’re a returning listener, thank you for your support. Today, I’m thrilled to introduce John Dwyer, or “JD,” the creative force behind the Institute of WOW. Known as a “direct response customer attraction expert,” JD’s approach centers on creating powerfu...
Dec 05, 2024•33 min•Ep. 49
Host: Steve Taylor, Founding Advisor at Merited Wealth Guest: Andrew Adams , Practice Leader of Labor and Employment at Darrow Everett Episode 48 Summary In this episode, Steve Taylor dives into a detailed conversation with Andrew Adams, an experienced attorney specializing in labor and employment law. Together, they discuss the complexities surrounding non-compete agreements, the implications of the Federal Trade Commission’s (FTC) proposed rule changes, and how these changes may affect both em...
Nov 19, 2024•41 min•Ep. 47
In this latest episode, Steve Taylor interviews Amy Refeca, who shares her unexpected career pivot from a high-pressure big law firm to founding Atlanta Wills and Trust Law Group. Amy opens up about her journey from feeling like the "Cheaper Chicken" in a demanding profession to finding fulfillment as a "Happy Hen" in estate planning. Discover how she transformed her career without leaving the legal field, embracing work-life balance and personal happiness. This episode is perfect for anyone con...
Oct 31, 2024•43 min•Ep. 47
Welcome to the Merited Wealth channel! In this episode of the Do It For Yourself podcast, Nina Cooke takes us through her journey of personal and professional transformation. From founding a successful six-figure personal shopping business to battling deep-rooted fears and limiting beliefs, Nina shares how she eventually broke free and discovered her true potential. Timestamps: 00:00 - Transitioning from Corporate Life to Entrepreneurship for Nina. 02:05 - How Nina struggled with the beliefs she...
Oct 22, 2024•30 min•Ep. 46
In this episode of the Do-It-For-Yourself podcast, host Steve Taylor interviews financial advisor Eric Negron to reveal the dangers of DIY estate planning. From relying on generic templates to missing crucial legal details, Eric explains why attempting estate planning without professional guidance can lead to costly mistakes. Learn why personalized, attorney-guided estate planning is crucial to ensuring your assets are protected and your wishes are honored. Eric also highlights how financial adv...
Oct 11, 2024•39 min
In this insightful episode, financial adviser Matthew Jarvis shares the game-changing impact of mastering your craft. Through his podcast, "The Perfect RIA," Jarvis discusses how focusing on expertise and collaboration has not only transformed his financial practice but also led to personal growth and stronger professional relationships. Discover how becoming an expert can elevate your career and business, and learn the key strategies that have propelled Jarvis to success. Timestamps: 0:00 - 1:0...
Sep 19, 2024•29 min•Ep. 44
Join Rob Brown as he shares his journey from a successful financial advisor to a dedicated coach. In this video, Rob discusses how his natural talent for mentoring evolved into a full-time coaching business. He provides insights into balancing a financial advisory practice while gradually transitioning into entrepreneurship. Rob’s unique background as an advisor enhances his ability to coach effectively, helping others navigate their own career transitions. This video is perfect for anyone inter...
Sep 11, 2024•29 min•Ep. 43
Discover the crucial FAFSA updates for 2024 with expert insights from Peg Keogh! 🎓 In this video, we dive into the latest changes impacting the FAFSA application process, including important tips for parents and students navigating college financial aid. Don't miss out on essential advice that could help you secure the best aid package for the upcoming academic year. 👉 Key topics covered: Major FAFSA changes for 2024 How the new Student Aid Index affects your financial aid Tips for managing FA...
Sep 03, 2024•14 min
In this episode, we dive into the latest changes in SAT and college admissions tests that every student and parent needs to know. As testing requirements shift and competition increases, staying informed is crucial for success. We discuss the reintroduction of testing mandates at major universities, the impact of digital testing formats, and how to best prepare for these challenges. Whether you're aiming for top schools or navigating the complexities of financial aid, this episode will provide y...
Aug 26, 2024•17 min
Join host Steve Taylor , lead advisor at Merited Wealth, as he sits down with seasoned entrepreneur David G. Ewing . In this episode, David shares his journey and discusses the crucial role that peer support plays in entrepreneurial success. Topics Covered: The benefits of joining organizations like the Entrepreneurs Organization (EO) How peer support can help overcome business challenges Real-life examples of entrepreneurial peer support making a difference The value of networking and mastermin...
Aug 14, 2024•27 min•Ep. 42
Are you a business owner facing the tough decision of whether to buy or lease commercial real estate? 🤔 Unlock the secrets to successful commercial real estate investment with Paul Neal! In this episode of the "Do It For Yourself" podcast, Paul discusses his focus on commercial real estate finance and helping business owners decide whether to buy or lease a space. Learn about the importance of owning a space for long-term wealth accumulation, strategies for fast-growing businesses, and why smal...
Jul 31, 2024•29 min•Ep. 41
In this episode, we explore the critical role of storytelling in sales and training. Learn how vulnerability and client feedback are key to crafting compelling stories that resonate. Stephen Taylor and Stephen Steers Discover how to empower clients to tell their own stories better and understand the importance of mission, vision, and milestone stories. Highlights: How storytelling enhances sales training. Four essential questions for crafting impactful stories. The role of vulnerability in effec...
Jun 27, 2024•22 min
Welcome back to the second part of our exclusive interview series with Peter Leighton ! In this episode, Peter dives deeper into his top networking secrets, offering more valuable insights and practical strategies that every professional needs to master. Learn how to build stronger connections, enhance your networking skills, and leverage your relationships for greater success. Key Highlights: Advanced Networking Strategies: Peter reveals more sophisticated techniques for anticipating opportunit...
Jun 17, 2024•24 min
Welcome to Episode 38 of the Do It For Yourself Podcast! 🎙️ In this episode, professional connector Peter Leighton discusses the dynamics of Networking Groups, the importance of networking and the characteristics of successful networkers. Discover why being a giver, practicing unconditional giving, showing appreciation, and being articulate and authentic are crucial for building lasting relationships. Learn the importance of staying committed and playing the long game in networking groups. Succ...
May 30, 2024•32 min
Hello friends! Welcome to a new episode of our podcast! Today, we are diving into a topic that affects countless couples - money conflicts! But fear not, because we're here to show you that it doesn't have to damage your relationship. Joining us in this episode is clinical psychologist Peggy Mustelier , who will be sharing strategies for having productive conversations about money, all while maintaining emotional intimacy and trust. Throughout the discussion, Peggy and Steve explore the root cau...
May 17, 2024•42 min
From establishing his own law firm to venturing into unexpected territories like men's wear design and watch collecting, Daniel reveals the valuable lessons he learned along the way. Discover how Daniel's diverse interests not only enriched his personal life but also forged meaningful connections and opportunities in his professional sphere. Unveil the secrets behind his successful watch club, where enthusiasts converge to celebrate their shared passions and gain insights into Daniel's upcoming ...
Apr 20, 2024•33 min
