Kristen Taylor on Finding Purpose and Success Beyond Finances

We have the pleasure of hosting Kristin Taylor, Vice President of Legacy Retirement Group and co-host of "Winning Retirement Radio". Kristin joins us to discuss her multifaceted journey as a business leader, mother, wife, and part-time teacher to her youngest son.

Kristin shares the importance of people in her life—her children, faith, husband, and clients—emphasizing how supporting her team is pivotal to achieving both business success and personal fulfillment. She opens up about discovering her purpose through gratitude, and finding joy in daily routines by embracing a higher purpose.

Together with Empowering Entrepreneurs' co-host Julie Smith (no Glenn this week), they explore the ever-changing nature of work-life balance and the unique challenges faced by entrepreneurs, particularly women. Kristin highlights the critical importance of defining personal success and resisting societal pressures. Through personal anecdotes, they shed light on overcoming diverse life hurdles—from professional setbacks to deeply personal losses.

Kristin discusses her philosophy on focus, innovation, and making tough decisions in business, all the while staying true to her values and evolving through various life stages. Whether you’re an entrepreneur or someone striving for balance in life, this episode is packed with insights and inspiration to empower you on your journey.

Empowering Moments

03:54 Life reveals true allies amid ups and downs.

07:37 Inconspicuous farmer inspired college innovation interest.

11:03 Everyone's challenges differ; be transparent about difficulties.

15:39 Success supports passion project through team effort.

17:58 Instilling gratitude in everyday family life.

22:29 Has the vision of success evolved over time?

23:35 Long-time worker, values son's future success.

26:40 Parent realizes values are reflected in children.

30:42 Embrace uniqueness; see challenges as strengths.

38:20 Focused strategy transformed Legacy Retirement over years.

39:47 Theme: Take it to the next level, uncertain plans.

42:45 Kristen encourages sharing personal aspects on podcast.

48:59 Confidence in tough business decisions is superpower.

49:33 Success includes learning from failures too.

Running a business doesn’t have to run your life.

Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.

Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success

Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.

Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.

Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year.

An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.

Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPATM, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast.

Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.

Copyright 2024 Glenn Harper

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