Healthy Wealthy & Wise Accountants

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.

Healthy Wealthy & Wise Accountants is a education podcast hosted by Heidi Henderson, with 35 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Heidi Henderson hosts Healthy Wealthy & Wise Accountants, a education show with 35 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #35

  Breaking Barriers in Trades with Hacia Atherton

  Sep 10, 202549 minS0

  <p>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.</p><p>Summary</p><p>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...

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  Episode #34

  Women & Wealth: Breaking into the Finance World with AJ Ayers

  May 20, 202550 minS0

  <p>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.</p><p>Summary</p><p>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 va...

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  Episode #33

  Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy

  May 13, 202546 minS0

  <p>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.</p><p>Visit the website:<br>Deferred.com </p><p>Summary</p><p>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 tec...

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  Episode #31

  From Tax to Protection: How Insurance Can Save You Thousands

  May 6, 202544 minS0

  <p>If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.<br><br>Website: www.engineeredinsuranceservices.com<br><br></p><p>Summary<br>In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance...

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  Episode #30

  Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing

  Apr 8, 202546 minS0

  <p>Summary<br><br></p><p>In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their...

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