Budget Hacks, Russian Math, and Choosing The Correct Tax Advisor

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 25 August 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Household budgets are getting tight. The middle class is getting squeezed. Credit card debt is through the roof. What comes next is not fun. This week we interview Tatiana Tsoir about some great budget hacks and choosing the correct tax advisor.

For more information, visit the show notes at https://moneytreepodcast.com/budget-hacks-tatiana-tsoir

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcasts listeners.
0:13.0	Welcome to this week's show.
0:14.0	My name's Kirk Chisholm and I'll be your host.
0:16.0	So today I'm joined with Tatiana Sawyer.
0:18.0	How are you doing?
0:19.0	How are you doing today, Tatiana? I'm doing awesome. How are you doing, Chris? I'm joined with Tatiana Sawyer. How are you doing? How are you doing today, Tatiana?
0:26.0	I'm doing awesome. How are you doing, Kirk? I'm doing great. Yeah, we're off to a great start here. So tongue-tied and it's great. So Tatiana, tell us a little bit about your background.
0:32.9	Well, my background is actually a lot of things in small business, but I also work with money mindset and
0:39.5	learn psychology. I'm a lifelong learner, so I really keep learning and keep studying new things
0:44.7	just because I'm very curious. But my first career was really being an accountant, and for maybe
0:50.9	13 years, I've been a traditional accountant, so I focused on volume, just like I was
0:56.4	taught, you know, volume of clients, the more clients you have, the more money you make. But about
1:01.0	four or five years ago, I shifted from that mindset and realized that I don't want more clients.
1:05.3	I want more money per client because I can actually make a difference in their businesses and
1:09.6	lives. And so that's kind of when I switched to a different model and really supported a number of
1:16.3	businesses, smaller number of businesses, but really supported them in growth and scale.
1:20.3	And now businesses hire me to help them double, triple their profit using strategies that
1:25.8	don't require advertising, actually at all, so that they can
1:29.6	grow and scale, eventually sell without tax, and never have to work again. Oh, that sounds great.
1:36.5	That's awesome. So you're still a CPA? You still are an accountant. You still. Absolutely.
	...

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