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Unlock Your Potential with Jeff Lerner
Jeff Lerner
341 episodes
2 days ago
Jeff Lerner is a former professional jazz musician turned Founder/CEO, bestselling author, investor, and creator of ENTRE Institute, a virtual education platform (250K+ enrolled) that helps adult students of all backgrounds navigate the modern economy and design careers that fit the life they desire. Unlock Your Potential began as an ENTRE research project into the habits of high performers and has become a go to source for entrepreneurs, professionals, performers, and others looking to take themselves and their lives to the next level. Follow Jeff on social @jefflernerofficial.
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Entrepreneurship
Business
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All content for Unlock Your Potential with Jeff Lerner is the property of Jeff Lerner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Jeff Lerner is a former professional jazz musician turned Founder/CEO, bestselling author, investor, and creator of ENTRE Institute, a virtual education platform (250K+ enrolled) that helps adult students of all backgrounds navigate the modern economy and design careers that fit the life they desire. Unlock Your Potential began as an ENTRE research project into the habits of high performers and has become a go to source for entrepreneurs, professionals, performers, and others looking to take themselves and their lives to the next level. Follow Jeff on social @jefflernerofficial.
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Entrepreneurship
Business
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Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326
Unlock Your Potential with Jeff Lerner
56 minutes 34 seconds
11 months ago
Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326

In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive.


Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone.


Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future.


Tune in to learn:


✅ What a good accountant really does for their clients.

✅ How to develop the entrepreneurial spirit in yourself and your family.

✅ Mark’s perspective on managing your own economy and building wealth.


Don’t miss this episode if you’re looking to level up your financial game!

Check Out More of Mark’s Content Here 👇   

💻  https://markjkohler.com/ 

📖 Books - https://markjkohler.com/books/ 

💡 Tax and Legal 360 - https://taxandlegal360.com/ 

🎙️Main Street Business Podcast 👉 https://mainstreetbusinesspodcast.com/ 

📒 Blog 👉 https://markjkohler.com/blog/ 

ℹ️ LinkedIn 👉 https://www.linkedin.com/in/markjkohler/ 

📺 YT 👉 https://www.youtube.com/c/markjkohler 

🖥️ FB 👉 https://www.facebook.com/markkohler/ 

⌨️ X (Twitter) 👉 https://x.com/markkohler 

📲 IG 👉 https://www.instagram.com/markjkohler/ Timestamps:

  • (00:00) Introduction to Mark
  • (02:00) Why aren’t most CPAs giving advice?
  • (08:14) What a good accountant should be doing
  • (09:36) Creating an advisor program
  • (14:40) Accounting is the language of business
  • (19:27) Developing the entrepreneurial spirit
  • (29:31) Advice for your kids
  • (31:47) Entrepreneurship vs day job
  • (41:25) Debating retirement
  • (46:30) I control my economy
  • (48:21) Where to go when you are ready to talk to a tax advisor
  • (50:41) Tax and Legal 360
Unlock Your Potential with Jeff Lerner
Jeff Lerner is a former professional jazz musician turned Founder/CEO, bestselling author, investor, and creator of ENTRE Institute, a virtual education platform (250K+ enrolled) that helps adult students of all backgrounds navigate the modern economy and design careers that fit the life they desire. Unlock Your Potential began as an ENTRE research project into the habits of high performers and has become a go to source for entrepreneurs, professionals, performers, and others looking to take themselves and their lives to the next level. Follow Jeff on social @jefflernerofficial.