Lutz Talk Business

47. Smart Year-End Money Moves

This podcast episode is brought to by our host, Jack Moylan, and Financial Planner, Joe Carlson. In this episode, you will learn about smart money moves you should make before year-end! The conversation helps answer the following questions:

• As year-end approaches, when is it best to begin reviewing your personal financials?
• What personal financials should you review? Why?
• Do you often see clients make changes to their investment portfolio, savings, 401k, etc. at year-end?
  • Any new year’s financial resolutions?
  • Tax preparation tips?
• How can you best prioritize your personal financial initiatives towards year-end?
• Anything to be careful about in the coming year?
• When should you seek the help of a professional?
• What resources can individuals or investors use to help them better manage their financials?

46. Empowering Smart Choices in a Digital World

This podcast episode is brought to by our host, Jack Moylan, and founder and CEO of Smart Gen Society, Amie Konwinski. In this episode, you will learn about making smart choices online! The conversation helps answer the following questions:

• Let’s talk about your mission and the importance of empowering smart digital choices.
• What top concerns about the digital world do you hear from parents/educators?
• What tips do you often discuss when it comes to social media and online safety?
• What resources do you have available and how could someone start engaging with Smart Gen Society?

Resources:

https://www.smartgensociety.org/

https://www.smartgensociety.org/our-team/member/amie-konwinksi

45. Accounting Automation for Small Businesses & Startups

This podcast episode is brought to by our host, Jack Moylan, and Client Accounting Services Director, Scott Miller. In this episode, you will learn about the benefits of automating accounting processes for small to mid-size businesses! The conversation helps answer the following questions:

• What does it mean to automate your accounting?
• How do I know if a process can be automated?
• What are the benefits of automating?
• Does someone need to purchase software to begin automating?
• Can you give us a real-world example of someone who implemented automation into their process?
• How can someone get started? Resources?

44.Owning Mistakes in the Workplace

This podcast episode is brought to by our host, Jack Moylan, and Tax & Consulting Shareholder, Jeff Synder. In this episode, you will learn about how to overcome challenges with clients/own your mistakes at work! The conversation helps answer the following questions:

• What does it mean to “own your mistakes?”
  • What are ways that you have “owned your mistakes” in the client sense?
  • Internally?
• How important is it to know who is at fault? What if you don’t think a mistake was made?
• If you feel like you’ve made a mistake, what are your first steps to remedy the situation?
• Why is it important to own up to your mistakes at work?
• Can you give us an example of someone who didn’t own their mistake and the outcome?
• Do you have any tips or resources to help (especially for new employees/younger staff)?

43. Creating a Long-Term Business Plan for Startups

This podcast episode is brought to by our host, Jack Moylan, and Consulting and M&A Shareholder, Bill Kenedy. In this episode, you will learn about creating a long-term business plan! The conversation helps answer the following questions:

• Why is it important for business owners to create a business plan?
  • What are the benefits?
  • When should you create a plan?
  • When and how often should you update
• When creating a long-term plan for your business what should you consider?
• What are common mistakes you see owners make when creating a long-term strategy?
• Are there any tools or resources people can use to help them get started with a business plan?

Resources:

The M&A Client Experience + An Exit Planning Success Story (The Walling Company)

42. College to Career From a CPA

This podcast episode is brought to by our host, Jack Moylan, and Audit & Consulting Shareholder, Ryan Cook. In this episode, you will learn about the transition from college to the workforce! The conversation helps answer the following questions:

• Can you talk about the path that led you to Lutz?
• Today, what do you believe are some of the biggest challenges employees transitioning from college to a career face?
• What advice would you give a student considering getting a degree in accounting?
• What advice would you give to someone starting their career?
• What resources could help someone prepare for the business world?

41. Stressed at Work?

This podcast episode is brought to by our host, Jack Moylan, Development Coach, Jen Walde, and Audit Director, Katie Byrd. In this episode, you will learn about ways to manage stress in the workplace. The conversation helps answer the following questions:

• How prevalent would you say stress is in the workplace?
• What are common causes of stress at work?
• What is the best way to respond to these stressors?
• How can you best manage workplace stress?
• How can you help others that are stressed at work?
• Has COVID played a role in stress at work?

40. NFT 101: What is a Non-Fungible Token?

This podcast episode is brought to by our host, Jack Moylan, and Staff Accountant, Will Frei. In this episode, you will learn about Non-Fungible Tokens (NFT’s). The conversation helps answer the following questions:

• What is an NFT and how does it work?
• Why are non-fungible tokens important?
• How do you use and buy them?
• Can anyone make an NFT?
• Any resources to learn more about NFT’s?

39. Why Taking Risks in Your Career is Important

This podcast episode is brought to by our host, Jack Moylan, and Chief Information and Risk Officer, Bob Keenan. In this episode, you will learn about taking risks in your career and why it's important. The conversation helps answer the following questions:

• What does it mean to take risks in your career?
  • Can you give us some examples?
• How can taking risks help you grow professionally?
• What if things don’t turn out how you planned?
• When is the right time to be take risks in your career?

38. Live Here, Work There. Where Do I Pay Taxes?

This podcast episode is brought to by our host, Jack Moylan, and Tax & Consulting Shareholder, Stacy Watson. In this episode, you will learn about out-of-state taxes. The conversation helps answer the following questions:

• Why are people required to pay out-of-state taxes?
• How do you know if you are required to pay out-of-state taxes?
• How do out-of-state taxes work for:
  • Social media influencers/bloggers that have contracts with a business in another state?
  • Remote employees living in one state and working in another?
  • Ecommerce businesses that sell products/services in another state?
• What are common mistakes you see people make when filing out-of-state taxes?
• Are there any tools or resources people can use to help them determine eligibility/file out-of-state taxes?