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Healthy Wealthy & Wise Accountants

Healthy Wealthy & Wise Accountants

Von: Heidi Henderson
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.© 2022 Earmark LLC Hygiene & gesundes Leben Persönliche Entwicklung Persönlicher Erfolg Seelische & Geistige Gesundheit
  • Breaking Barriers in Trades with Hacia Atherton
    Sep 10 2025

    What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades.

    Summary

    In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement.

    Guest Information
    Name:
    Hacia Atherton
    Email:
    hello@haciaatherton.com
    Website: https://ewitrades.com
    LinkedIn: https://www.linkedin.com/in/haciaatherton/

    Takeaways

    • Hacia Atherton is the first female CEO of a major plumbing company in Australia.
    • Resilience is key to overcoming challenges in the trades industry.
    • Psychological safety is essential for creating healthy workplaces.
    • Women should embrace their authenticity in male-dominated industries.
    • The trades industry needs to evolve to attract more talent.
    • Mindset plays a crucial role in entrepreneurship and success.
    • Continuous improvement committees can empower employees and improve culture.
    • Diversity in the trades can lead to innovative solutions and efficiency.
    • Private equity can provide opportunities for growth in the trades.
    • Empowering women in trades is vital for addressing the skill shortage.


    Chapters

    00:00 Introduction to Resilience and Leadership

    01:25 From Plumbing to Empowerment: Hacia's Journey

    16:20 Resilience Through Adversity: The Power of Mindset

    29:51 Success Stories: Transforming Workplace Dynamics

    31:32 Empowering Women in Trades: Bridging the Gender Gap

    33:26 Vision for the Future: Women in Trades

    36:47 Scaling Businesses: Preparing for Private Equity

    44:24 Partnering for Success: Consulting in the Trades

    46:15 Creating Psychological Safety in the Workplace

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    49 Min.
  • Women & Wealth: Breaking into the Finance World with AJ Ayers
    May 20 2025

    Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive.

    Summary

    In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business.

    Guest Information
    Name: AJ Ayers

    Email: aj@brooklynfi.com

    Website: www.brooklynfi.com
    https://www.gemifi.co/

    LinkedIn: https://www.linkedin.com/in/ajayers/

    Other: https://moneychangeseverything.substack.com/

    Takeaways

    • AJ Ayers emphasizes that you own your limiting beliefs.
    • Financial education is crucial for navigating personal finance.
    • Brooklyn FI was founded to provide financial advice to young professionals.
    • Gemifi was created to simplify equity compensation planning.
    • Many people face rude awakenings regarding taxes and financial planning.
    • Networking and surrounding yourself with smart people is essential.
    • Revenue generation should be prioritized over perfection in business.
    • Partnerships can help actualize business visions.
    • Avoid going into debt to start a business.
    • Authenticity is key in building relationships and trust.


    Chapters
    00:00 The Journey to Financial Planning
    07:07 Building Brooklyn FI: A New Approach to Financial Advice
    12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management
    18:31 Navigating Complex Financial Situations
    24:25 The Future of Financial Advisory and Technology
    26:27 Launching Gemifi: A New Tool for Advisors
    28:54 Education and Guidance in Equity Compensation
    30:42 Making Informed Equity Decisions
    34:28 Staying Updated in a Rapidly Changing Industry
    39:08 Networking and Community Building
    43:33 Advice for Aspiring Women Entrepreneurs
    48:26 Navigating Complex Equity Events
    49:24 The Importance of Action Over Perfection
    49:34 Podcast Design Youtube Channel Art-3.mp4

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    50 Min.
  • Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy
    May 13 2025

    What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

    Visit the website:
    Deferred.com

    Summary

    In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.



    Guest Information
    Name: Judd Schoenholtz

    Email: judd@deferred.com

    Phone Number: (866) 442-1031

    Website: www.deferred.com

    LinkedIn: https://www.linkedin.com/in/juddschoenholtz/


    Takeaways

    • Deferred is revolutionizing the 1031 exchange process.
    • The no-fee exchange model eliminates unnecessary costs for clients.
    • 1031 exchanges have been part of the tax code since 1921.
    • Less than 10% of eligible properties utilize 1031 exchanges.
    • Transparency and compliance are crucial in the exchange process.
    • Technology can significantly improve the efficiency of exchanges.
    • AI tools are being developed to assist in the exchange process.
    • Entrepreneurs should focus on starting and iterating based on customer feedback.
    • The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
    • Innovative tools can help real estate brokers explain tax implications effectively.


    Chapters

    00:00 Introduction to 1031 Exchanges and Deferred
    05:30 The Evolution of 1031 Exchanges
    08:21 The Impact of Tax Reform on 1031 Exchanges
    11:31 Innovations in Technology for 1031 Exchanges
    14:23 Understanding the No Fee Exchange Model
    17:23 IRS Compliance and Audit Trails
    20:24 Advantages for First-Time Investors
    24:24 Self-Service Revolution in 1031 Exchanges
    27:56 Enhancing CPA Collaboration and Efficiency
    32:09 The Role of Technology in Real Estate Transactions
    35:32 Innovations on the Horizon for 1031 Exchanges
    42:26 Advice for Aspiring Entrepreneurs
    49:03 Introduction to Deferred and Its Impact
    50:06 lifestyle-intro-high-long.wav

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    46 Min.
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