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Podcast: Accounting High
Episode: 051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)
Description: Episode 51 | Recorded January 24, 2022
In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name.
* The obsession with credentials
* Shane’s accounting adventure – from education to letter collecting
* Nish? Neetch? Nitching? Niched? (We still aren’t sure)
* Moving from PwC to NY via sailboat
* Racing towards a self-sustaining business
* On being necessary
* Why investment advising intimidates
* Behavior = ROI
* Sampling workflows – what worke...