(un)conventional wealth by Dan Nicholson

What if everything you learned about business and finance is holding you back? In this special feed drop episode, Dan Nicholson sits with Katie Richardson on What's Working Now to challenge conventional wisdom and reveal a smarter path to financial certainty. Dan, the founder of Nth Degree CPAs, a seasoned entrepreneur, and author, shares how redefining financial strategies can help business owners achieve true wealth without unnecessary risk.

💡 Are you building a business but struggling with finance, accounting, and cash flow? You’re not alone! In this special feed drop episode, we feature Dan Nicholson, a financial expert and entrepreneur, as he shares key insights on startup finance, accounting best practices, and merchant account pitfalls that can make or break your business.

In this episode of Secrets to Selling Your Business, host Jacob Koenig is joined by Dan Nicholson, a seasoned entrepreneur, finance expert, and author of the book Rigging the Game. Together, they discuss the importance of achieving financial certainty and implementing systems to align business goals with personal values.

In this special episode of the Un-Conventional Wealth podcast, we feature a feed drop from Above The Business with Bradley Hamner. Bradley interviews Dan Nicholson, founder of Nth Degree CPAs, who shares his philosophy on "rigging the game" to achieve financial success. With a wealth of experience, including roles at Deloitte, WaMu, and Microsoft, Dan provides actionable insights to help business owners align their finances with their bigger life goals.

Achieving Financial Certainty and Entrepreneurial Success with Dan Nicholson

A serial entrepreneur since birth, Dan Nicholson is the author of Rigging the Game: How to Achieve Financial Certainty, Navigate Risk, and Make Money on Your Own Terms, a USA Today and Wall Street Journal bestseller. Dan is the founder of the award-winning accounting and financial consulting firm Nth Degree CPAs and has been named a top 40 under 40 accountant globally four times. Beyond accounting, he’s launched multiple small businesses, including Certainty U and Certainty News, which reaches over 1 billion monthly users.

What does it take to build a business that aligns with your personal values and maintains integrity?

How can multifamily real estate investments protect against inflation and currency volatility while generating passive income?

Are you ready to take control of your finances and build wealth on your terms?

What does it take to become the #1 real estate broker in the most competitive market in the world? Ilan Bracha shares his unconventional strategies, lessons from his journey, and insights into navigating the ever-changing global real estate landscape.

Feed drop of Bryan Kuderna, host of The Kuderna Podcast, engaging interview with Dan Nicholson, host of (UN)Conventional Wealth. Dan, a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-seller Rigging the Game, delves into innovative wealth creation and financial decision-making strategies.

What do retired NFL linebacker Jeff Luc and advertising expert Rei Rocha have in common? They’ve teamed up to disrupt the hydration industry with Chaser Water, the world’s first hydration solution powered by deep sea minerals. Tune in as they share how their unique journeys and passions converge to create a wellness product that’s changing the game for athletes and social butterflies alike.

What if executing your vision mattered more than the idea itself? Join Dan Nicholson as he discusses the true value of execution and why building a successful business requires more than just a great concept with Eric Malka, co-founder of The Art of Shaving.

How does a Navy SEAL approach resilience, daily performance, and building a purpose-driven business?

Are you prepared to take control of your financial future? Discover how financial literacy can empower you and why Your Future Is Now according to Jeff Panik, author and financial expert.

How can the lessons from ping pong help you excel in leadership, business, and life?

What happens when an ambitious young sailor faces the darkest of days, battles severe depression, and rises again to achieve incredible success in fitness, real estate, and mental health advocacy?

Are you leveraging empathy and data to transform customer experiences? Discover how Blake Grewal, founder of Bold Growth, uses a unique approach to boost retention and satisfaction for service-based companies.

How does someone turn a love for polo, wine, and travel into a luxury lifestyle brand that caters to high-net-worth clients?

How can entrepreneurs stop redlining and transition from Rainmaker to Architect to achieve sustainable growth?

What does it take to build a successful practice in a highly specialized niche? Dr. Stephen Wangen, an expert in irritable bowel syndrome (IBS), shares how he pioneered a unique approach to gut health and grew his business by solving problems others couldn’t.

What does it take to continually start over and succeed in both extreme sports and entrepreneurship?

How can you navigate financial planning in a chaotic economic and political landscape?

Are you ready to transform your snacking habits while contributing to a more sustainable world?

What happens when a former professional athlete channels his competitive spirit and discipline into creating a groundbreaking business?

What do a professional football player and a financial planner have in common? As it turns out, the answer is a strong sense of goal orientation, exceptional perseverance, and the ability to reverse-engineer the process of reaching the finish line.

Have you ever taken time to examine the factors that make up your idea of success? For many of us, those factors come from our upbringing, peers, or industry. So, in your case, who’s at the wheel? 

Have you ever wondered how the discipline from competitive sports can transform a family business? Discover how athletic principles shape business success in this episode!

How much time do you spend following your advice instead of someone else’s? In life and work, it can be challenging to tune out the ready-made business advice all over the internet and move forward uniquely—but the rewards are worth it.

Where do we get our definition of success from, and how often do we challenge it? It's tempting to grow and achieve within the walls we've been taught to surround ourselves with, but breaking through those walls and creating in a way that's uniquely ours can take us further than we ever imagined.

What does it take to transform a profession’s public perception while mastering the art of business and marketing?

🎯 How do the principles of persistence and patience, honed through professional sports and Ironman competitions, empower entrepreneurs to achieve success?

Nelson Chu is the founder and CEO of Percent, a global leader in financial infrastructure solutions. Founded in 2018, the company leverages proprietary technologies, integrations, and data to bring first-of-its-kind transparency and efficiency to lenders and credit transactions. Prior to Percent, he founded a strategy consulting firm specializing in helping companies build products and raise capital for growth, creating over $1B in equity value. He began his career at several of the top financial services firms, including Bank of America and BlackRock. He is an active angel investor, with notable investments including Anthropic, BlockFi, Care/Of (Acq: Bayer AG), Clover Health (NAS: CLOV), dv01, Eden Health, Plentina, Tala, and Uala.

How can resetting the root causes of physical issues revolutionize your health and fitness journey?

Seth Greene is a Nationally Recognized Direct Response Marketing Expert. Seth Greene is the author of five best-selling marketing books, and his latest book, Market Domination for Podcasting hit Barnes & Noble in January 2017. He is the only person in history that Dan Kennedy has nominated for marketer of the year three years in a row. Seth has been featured on real media like CBS MoneyWatch, CBS news, Inc magazine, The LA Times, The Boston Globe, The Miami Herald, and the #1 morning radio show in New York City. Seth has shared the stage with Steve Forbes, John Mackey of Whole Foods, Dan Kennedy, Jeff Mask (Infusionsoft), Dave Dee, Darcy Juarez, Sam Bell, Dustin Matthews, Dave VanHose, Perry Marshall, Brad Martineau, and many other luminaries. Seth has been written about in three best-selling business books, the top industry trade journals, and in Dan Kennedy’s NO BS Newsletter. Mike Koenig’s put him in his launch videos as one of his all-stars. He represents everyone from local bricks and mortar businesses to four Fortune 500 companies. Seth is the founder of one of the fastest growing direct response marketing firms in the country, www.MarketDominationLLC.com, that will make new customers appear for your business, like magic!

Larry Morgan is an accomplished Government Affairs and Policy Advisor currently serving the City of Gresham, Oregon. With a distinguished career spanning public service and civic leadership, Larry plays a pivotal role in directing and overseeing the Government Affairs program at the federal, state, and local levels.

Mike Coy, fueled by his father's parting words, "Make a difference," champions those hungry for success. A best-selling author and keynote speaker, his journey gained depth through an unyielding fight against cancer, fueling his acclaimed book "I Chose...Live: There’s No Cheating Cancer, And We All Have a Choice to Make." This battle solidified his pursuit of excellence. Beyond his stellar career as a Registered Financial Consultant, Mike's accolades extend to a triumphant baseball journey, coaching luminaries like Drew Brees and offered a minor league contract with the NY Mets. Mike's empowering speeches stir audiences, infusing them with life-changing strategies. He champions a belief: Winners find a way to win. Losers only find excuses for why they fail.

Dr. Heather Stone is one of the top functional medicine practitioners in the world. She has over 20 years of clinical experience in private practice. During that time, she has successfully helped thousands of women overcome the symptoms of hypothyroidism and Hashimoto's thyroiditis. Her thyroid transformation blueprint has been used by hundreds of doctors, and thus has helped countless women return to happy, healthy, & lean. Her mission is to change the face of healthcare through her private practice, books, masterclasses, webinars, education programs, and retreats on her ranch in Texas.

Mark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon

Jeremy Ryan Slate is the host of the Create Your Own Life Podcast, which studies the highest performers in the world. He studied literature at Oxford University, as well as holding a master’s in early Roman Empire Propaganda from Seton Hall University. His podcast was named the #1 Podcast to Listen to by INC Magazine in 2019, as well as Top 40 Under 40 by Podcast Magazine in 2022.

When was the last time you approached a big life or business shift with rose-colored glasses? And which drawbacks did you discover afterward? No one likes being blindsided by the downside after making an exciting new change. There is a way to make sure you’ve considered all angles before making a move.

When you’re faced with a lot of options, how do you decide which one will take you where you want to go? If you’re taking the wishes of your partners, what the future might look like two years down the road, and what would make everyone else happy, you and your game can easily get lost. Here’s how to make sure you stay focused on getting closer to what you want.

When was the last time you made a big decision with blinders on? You know — you were so busy looking at all the potential benefits that you missed the downsides. We all do it occasionally, but fortunately, there’s a way to not only recognize the downsides, but minimize or eliminate them.

Entrepreneurs talk all the time about doing their own thing and breaking the mold in their careers, but not everyone can manage both their resources and the trade-offs in front of them effectively. Let’s take a look at someone who’s learned to do both with incredible success.

Do you ever get tunnel vision when making important choices? Too often, we look closely at the upside or risk of a single decision, and we never stop to look at the possibilities that will disappear once we’ve made a choice.

How much time do you spend following your own advice instead of someone else’s? In life and in work, it can be hard to tune out the ready-made business advice all over the Internet and move forward the way only you can — but the rewards are worth it.

What do you do when you encounter a question with no clear answer? More importantly, what if you were to find out that there are far fewer “right” answers than you thought–and that that’s a good thing?

Is your perspective holding you back? It’s easy to believe that the future of your business, and even your family, rests on the next big project or partnership. When you’re in that place, having partners and mentors to help you pinpoint what’s worth pursuing makes all the difference. 

What’s running your current operating system? Most of us, consciously or not, are still operating on conditioning we received as kids or on pressure we’re feeling from our peers. If you could cut out all that noise and stress, what would it mean in your life and the lives of your loved ones?

When is having more not enough? When it isn’t bringing you closer to anything that matters. If “more” isn’t getting you what you want, it’s time to take a new approach. The first step? Deciding exactly what it is that you want.

Defining what certainty means to you is an essential step in living a fulfilling life. The Certainty Operating System is a framework for achieving certainty on your terms. On this episode, Dan shares what he defines as certainty and how to orient towards taking the most efficient path forward to get what matters most in your life.

After a long delay, Dan Nicholson is back and better than ever. This episode is a short one intended to catch you up on what to expect in Season 2 of the Rigging The Game Podcast (hint: more unconventional advice that will show you how to Play Your Game and fund your Solvable Problem TM). 

Although companies now have a dizzying array of tools and systems on hand to make day-to-day operations run smoothly, no amount of cutting-edge software can take the place of strong leadership and a desire to serve clients at the highest level. 

There are plenty of ways to approach serving your clients. For instance, lots of service providers out there will simply ask what it is that the person wants, take them at their word, and simply accomplish the task at hand. But the ones who stand out above the rest know that there are so many levels beneath that conversation to explore. 

Sometimes, small actions lead to huge outcomes. Daily blog posts turn from a simple exercise in journaling to new parts of your business (or even a new business) you never planned on. In any case, finding what fulfills you is an excellent first step. 

Have you ever taken time out to examine the factors that make up your idea of success? For many of us, those factors come from our upbringing, our peers, or others in our industry. So, in your case, who’s at the wheel? 

Have you ever sought advice from someone you trust, only to walk away feeling like that advice just didn't fit? The secret to action steps that actually work for you is in knowing the difference between the factors in your life that you can change and which ones you simply have to withstand.

Many of us dread tax season. But have you ever thought about ways you might shift to make the tax code work in your favor? Tax time gets a lot less frightening when you've got a plan to drive down your taxes and save for the future. 

Remember the last time you let an exciting idea fall by the wayside? Maybe it was too risky, too time-consuming, or you got discouraged at the thought of someone else having done it first. How do you tackle the mental blocks and execute your ideas effectively?

Most of us have lived with a roommate or significant other with their own solidly-held ideas on how the dishwasher should be loaded, and we therefore know what it’s like to butt heads on the issue. How does the issue get resolved if both sides aren’t even using the same language?

Autopilot is a big pitfall for business owners and anyone responsible for making decisions that affect themselves or others - which is most of us. We often don't take the time to figure out our own values, goals, desires and ways that we might reach them. That said, when we do shift into alignment with these parts of ourselves and move forward in our unique value, we win as only we can. 

What do high school sports have to do with succeeding in business? Answer: more than you think. You can only play the game your way once you know what “your way” is, so how do you go about finding that out? 

No one’s story reads like yours. But business ownership and the world of entrepreneurs can make it feel necessary to tell a story that isn’t yours, or to make yourself into someone you aren’t. Suddenly, you’re not making decisions that fit with you anymore. How do you get back on track and continue to succeed? 

Have you ever looked back at your bank statement and realized that you’re still paying for the $20/month software subscription you don’t use anymore and forgot about completely? Unfortunately, seemingly small amounts of waste like this can compound over time to make a larger impact – much like a couple of Oreos a day. 

What do a professional football player and a financial planner have in common? As it turns out, the answer is a strong sense of goal orientation, exceptional perseverance, and the ability to reverse-engineer the process of reaching the finish line. 

How do you tackle a tough choice? Maybe you flip a coin or consult an expert - but if you’re looking to make better choices that serve you down the road, it helps to have a solid framework in place. 

Where do we get our definition of success from, and how often do we challenge it? Growing and achieving within the walls you’ve been taught to surround yourself with is tempting – but what you find when you break through and begin to create as only you can will take you further than you ever imagined. 

What labels did you grow up with? Were you the nerd, the artist, or the future Rhodes scholar – and when did you come to realize that you are much more?