CPA, Financial Planner, Wealth Manager | What's the Difference & Which One Do YOU Need?

CPA, Financial Planner, Wealth Manager | What's the Difference & Which One Do YOU Need?

CPA. Financial planner. Wealth manager. Investment advisor. You've heard all the titles. But do you know the difference, and more importantly, do you know which one you actually need? In this episode of Get Wealthy With Me, Sherron sits down with someone who has spent decades inside the world of personal finance at the highest level, Dan Snyder, Director of Personal Finance Planning at the AICPA. He breaks it all down in plain language: what each financial professional actually does, who they serve best, and how to make sure you have the right person in your corner at every stage of your financial life. They also talk about the bigger picture, financial independence, building wealth with intention, and why understanding the financial world around you is the first step to navigating it confidently. And at the end of a remarkable career, Dan is heading into retirement with a new mission, seeing the world through his camera lens. His story is a reminder that financial planning done right isn't just about money. It's about the life you're building toward. 🎙️ Guest: Dan Snyder | Director of Personal Finance Planning, AICPA 📍 Topics: CPA, financial planner, wealth manager, investment advisor, personal finance categories, financial independence 💬 Drop a comment: Do you currently work with a financial professional? Which one? 📌 Like, subscribe & share — new episodes of Get Wealthy With Me drop every week. 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ [https://themodernsavvycpa.com/] ✅Instragram: https://www.instagram.com/sherronpermashwar/ [https://www.instagram.com/sherronpermashwar/] ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 [https://www.facebook.com/profile.php?id=100088873519387] ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ [https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/] 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 [https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1] 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE [https://youtu.be/b3V0hmcRXbE] 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #GetWealthyWithMe #SherronPermashwar #DanSnyder #AICPA #CPA #FinancialPlanner #WealthManager #InvestmentAdvisor #FinancialLiteracy #PersonalFinance #WealthBuilding #MoneyEducation

They Gave Us the Hustle But Not the Blueprint | Millennials, Immigrants & the Wealth Gap

Hustle was the inheritance. The blueprint wasn't included. In this episode of Get Wealthy With Me, Sherron Permashwar sits down with Ricardo Mendieta , a hardworking stagehand from San Diego who represents a generation that was taught to grind but never taught to grow their money. Ricardo and Sherron have a real, honest conversation about what it's actually like to be a millennial or Gen Z'er trying to figure out investing and real estate from scratch. They talk about the immigrant experience, the sacrifice, the silence around money, and why financial literacy gets lost between generations. If you grew up in a household where money was something you worked for, not something you learned about, this episode is your missing class. 🎙️ Ricardo Mendieta | Stagehand, San Diego 📍 Millennial & Gen Z wealth challenges, immigrant money culture, real estate, investing basics 💬 Drop a comment: Did your family talk about money growing up? ⭐ Subscribe to Get Wealthy With Me — new episodes weekly. ______________________________________________________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ [https://themodernsavvycpa.com/] ✅Instragram: https://www.instagram.com/sherronpermashwar/ [https://www.instagram.com/sherronpermashwar/] ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 [https://www.facebook.com/profile.php?id=100088873519387] ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ [https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/] 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 [https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1] 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE [https://youtu.be/b3V0hmcRXbE] 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #GetWealthyWithMe #SherronPermashwar #ImmigrantHustle #WealthGap #MillennialFinance #GenZMoney #FinancialBlueprint #RealEstate #InvestingForBeginners #getwealthywithme #financeaudit #immigrants #hustleculture #podcastclips #financialpodcast Get wealthy with me podcast, sherron permashwar, the modern savvy cpa, get wealthy with me

AI vs Accountants | Is the Finance Industry at Risk?

In this episode, I sit down with Jon Beyrer, CFP®, Partner and Vice President of Wealth Management at Blankinship & Foster, to break down one of the biggest questions in today’s financial world… 👉 Will AI replace accountants and finance professionals? With over two decades of experience as a fee-only advisor, Jon shares his perspective on how artificial intelligence is reshaping the accounting and wealth management industry, and what that actually means for professionals, business owners, and the future of finance. We dive into: • How AI is already impacting accounting and financial planning • What parts of the industry are most at risk • Where human expertise still wins (and always will) • How to stay relevant and ahead in an AI-driven world • The biggest opportunities most people are missing right now Jon also brings insight from his leadership roles within the Financial Planning Association and his work with organizations like Rady Children’s Hospital Foundation and Scripps Healthcare, giving a well rounded perspective on both the industry and community impact. If you’re in finance, building a business, or just trying to understand where the future is headed, this is a conversation you don’t want to miss. 🎧 Don’t forget to like, comment, and subscribe for more conversations on money, mindset, and building wealth. 📌 𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ [https://themodernsavvycpa.com/] ✅Instragram: https://www.instagram.com/sherronpermashwar/ [https://www.instagram.com/sherronpermashwar/] ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 [https://www.facebook.com/profile.php?id=100088873519387] ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ [https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/] 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 [https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1] 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE [https://youtu.be/b3V0hmcRXbE] 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #finance #economy #ainews #currentevents #accounting #trending #personalfinance #investing #wealthmanagment

How to Get Ahead in Life Without Losing Yourself | How to become financially free in 2026

In this episode of Get Wealthy With Me, I sit down with Seth Streeter, co-founder of Mission Wealth and a leader in the wealth management industry, to talk about something that goes deeper than numbers , mindset. Seth has spent decades helping individuals navigate major life events, optimize their finances, and build lasting wealth. But what makes his approach unique is his belief that true success starts from within. He is passionate about helping people discover their purpose, express their unique gifts, and live with greater positive impact and joy. In our conversation, we explore how becoming your authentic self is not only powerful for personal growth, it’s also a strategic advantage in business and wealth building. We discuss the connection between financial clarity and personal alignment, why mindset determines long-term success more than tactics, and how fulfillment and wealth are not mutually exclusive. This episode is a reminder that building wealth isn’t just about accumulating assets, it’s about becoming the person capable of sustaining them. If you’re striving to level up in life, business, or finance, this conversation will challenge you to think differently about success, purpose, and what it truly means to get ahead. 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ [https://themodernsavvycpa.com/] ✅Instragram: https://www.instagram.com/sherronpermashwar/ [https://www.instagram.com/sherronpermashwar/] ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 [https://www.facebook.com/profile.php?id=100088873519387] ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ [https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/] 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 [https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1] 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE [https://youtu.be/b3V0hmcRXbE] 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Manifest,The Law of Attraction,Be Invictus, the law of attraction,visualization,Affirmation,positive thinking,the law of universe,believe it achieve it,Power of the mind,the power of manifestation,manifesting your dreams,dream motivational video,Dream,sherron permashwar,motivation podcast,investing,get wealthy with me,get wealthy with me podcast

Is Finance Still Male Dominated? A Real Conversation with Prudence Zhu

In this episode of Get Wealthy With Me, recorded live at the AICPA Personal Financial Planning Symposium in San Diego, I had the opportunity to sit down with Prudence Zhu, financial planner, author of A Couple’s Guide to Money, and founder of Enso Financial. Our conversation dives into the evolving role of women in the finance industry and whether the profession is still male dominated today. We talk about the progress that has been made, the challenges that still exist, and what more can be done to empower women to step confidently into leadership roles in the financial world. Prudence shares her perspective on how education, communication, and representation can help reshape the way women engage with money and financial decision-making. Beyond the industry itself, we also explore the importance of holistic financial planning, especially for women and couples navigating life transitions. Through her work at Enso Financial, Prudence helps individuals align their financial decisions with their values, cultural backgrounds, and long term goals. From cross-cultural financial communication to building wealth with intention, this conversation highlights why understanding money is not just about numbers, it’s about creating confidence, clarity, and a future that reflects the life you truly want to build. If you’re interested in the future of women in finance, financial empowerment, and building wealth with purpose, this is a conversation you won’t want to miss. #finance #womeninbusiness #investing 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ [https://themodernsavvycpa.com/] ✅Instragram: https://www.instagram.com/sherronpermashwar/ [https://www.instagram.com/sherronpermashwar/] ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 [https://www.facebook.com/profile.php?id=100088873519387] ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ [https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/] 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 [https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1] 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE [https://youtu.be/b3V0hmcRXbE] 🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: get wealthy with me podcast,feminine energy,masculine energy,feminine energy meditation,women podcast,energy healing,personal growth,self improvement,mindfulness podcast,wellness podcast,holistic health,sherron permashwar,finance podcast,finance news,economy,investing simplified,accounting,how to invest