As a man of true integrity with infectious energy, Bob Wheeler offers a simple and effective method for creating a healthy relationship with money. A popular radio show and podcast guest, Bob also hosts a weekly podcast, Money You Should Ask, where he shares his concept of personal finance and invites guests to share their personal financial journey. Bob conducts numerous Radical Abundance and Money at its CORE seminars internationally and across the U.S.A. Bob is a ‘CORE Energetics’ and Radical Aliveness Practitioner. His crusade for holistic personal growth has cross-pollinated with his accounting practice to deliver a new approach to personal finance. Bob explores the emotions surrounding money management in his book, The Money Nerve: Navigating the Emotions of Money. His passion is to help others gain insight into why their emotions trigger financial decisions. While building his accounting practice, Bob Wheeler simultaneously pursued his love of satire and ventured into the realm of standup comedy. Blending his wittiness with 25 years of helping clients, Bob’s approach to money integrates warmth and humor. He shares his budgeting directives with a liberal dose of inspiration and motivation with anyone with monetary concerns. In addition to his CPA practice, Bob is also the CFO for The World-Famous Comedy Store in West Hollywood and La Jolla, California. Bob Wheeler graduated from Rhodes College in Memphis, Tennessee. His world travels led him to all points on the globe, especially those at high altitudes. He climbed Africa’s Mt. Kilimanjaro, ascended 17,598 feet in Nepal to the Mount Everest Base Camp, and reached the summit of several smaller mountains in between. Bob’s experiences on the road, facing his personal struggles, and assisting clients in the office have inspired him to assist others. Bob’s witty and non-judgmental approach to personal finance provides guidance to anyone who wants to create a new path to financial freedom. In this episode, Bob Wheeler talks about how he manages operations with office tools and physical tax files, utilizing technology stacks, outsourcing some of the preparation work and accounting work to a tech firm, and bringing on a partner to help with client relations. He emphasizes the importance of not only providing quality service but also treating clients with respect and understanding. Another value-bomb episode, so make sure you tune in till the end!
[00:01 - 03:44] Opening Segment
[03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings
[22:19 - 25:59] Closing Segment
Connect with Bob Wheeler on his:
Website: The Money Nerve
Facebook: The Money Nerve
Twitter: The Money Nerve
Instagram: The Money Nerve
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Tweetable Quotes
“I'm never going to lower the expectation of excellence. I'm not going to settle for mediocrity.” - Bob Wheeler
"There's no right or wrong answer, but really get clear and then make sure people understand that's your mission." - Bob Wheeler
"You become clear about what your strengths are, what are you good at, which is relationships, and then you've got your team doing everything else to help you stay in front of the clients." – Salim Omar, CPA