Ep #03: Wealth Creation Wisdom with William Taylor, Jr., CPA, CFP®
My good friend and business colleague William Taylor, Jr. joins me for this episode to discuss how wealth creation happens and how he is able to map it out for clients. A CFP®, as well as a CPA, William has incredible insight into finances and financial planning, and he shares his accounting perspective on how to make moves toward sustainable wealth.
Listen in as he talks about how he got started in the financial and accounting fields and the important lessons he learned throughout his career. You’ll also hear how he has helped clients navigate their own businesses and big life transitions, as well as what it takes to start creating wealth strategically.
Listen to the Full Episode:
What You’ll Learn in Today’s Episode:
How William decided to go into finance and pursue accounting.
Important lessons he learned through the development of his career.
Why getting the bigger picture is so important.
How wealth creation happens and how William is able to map it out for clients.
How to transition into business ownership.
The importance of having your business work for you—and not the other way around.
What to open your eyes to in order to start creating wealth strategically.
Ideas Worth Sharing:
“We can take what’s there and, from a compliance and research standpoint, determine where we want to go. We can create the situation legally to make wealth creation happen.” - William Taylor, Jr.
“You don’t want to pay to go to work. You have to figure out how to make the business work for you.” - Stanley Funches
“The money has been there because I put myself in the expenses and operations of the business. So when I’m trying to get to a certain point, I’m already in there. I’m not just hoping there’s something left so I can get my piece.” - William Taylor, Jr.
Resources Mentioned:
Stanley T. Funches: LinkedIn
TAYLOR CPA & ASSOCIATES, PC
934 Glenwood Ave Suite 140
Atlanta, GA 30316
t: 706.494.3802
f: 706.494.7797
info@tcpafirm.com
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