Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
Work From Home Forever - 1.11 Brian B, Tax & Wealth Strategist

1.11 Brian B, Tax & Wealth Strategist

06/12/23 • 44 min

4 Listeners

Work From Home Forever

Brian is our guest this episode and he transitioned his side hustle into a full-time venture 8 years ago after a company lay off. He founded Contigo Advisors to guide entrepreneurs to scale with confidence, master their finances, and build lasting wealth.

In this episode, we talk about:

  • Brian's experience watching his dad struggle with a home repair in the face of a layoff was motivation to focus on his finances.
  • We talked about the comfort and consistency corporate life can offer and how he saw so many corporate professionals stagnating and just operating in a continuous loop.
  • Brian talked about how the transition from employee to entrepreneur was a little smoother since he had been doing it as a side hustle for a few years prior.
  • He talks about how the climb was not always easy. There were times of self doubt, loneliness and sacrifices that sometimes made him question if it was worth it. However, he persevered and was resilient and is enjoying success now.

If you want to connect with Brian, here's how:

____________________________________________________

“Looking for a podcast about small business blunders? Mistakes that entrepreneurs have made and how they’ve screwed things up? Look no further.

Jill Salzman can't stop shouting, especially when it comes to business advice. She hosts the ⁠Why Are We Shouting? Podcast⁠ where she tackles the answers to every mom entrepreneur’s questions about running a company.

____________________________________________________

Thank you again for listening to the Work From Home Forever podcast. As a new podcast, we really appreciate the positive feedback, reviews you leave for us on the podcast platform of your choice. It will help us get noticed and will help others find our show and help us to find new guests who want to tell their Work From Home Forever stories.

If you want to be a guest on the show, please visit our website, ⁠⁠⁠⁠⁠wfhforever.com/tellyourstory⁠⁠⁠⁠⁠. Please complete the brief online survey and we will be in contact with you.

Please subscribe to our show to download our latest episodes and if you like our show, please, share it with a friend.

plus icon
bookmark

Brian is our guest this episode and he transitioned his side hustle into a full-time venture 8 years ago after a company lay off. He founded Contigo Advisors to guide entrepreneurs to scale with confidence, master their finances, and build lasting wealth.

In this episode, we talk about:

  • Brian's experience watching his dad struggle with a home repair in the face of a layoff was motivation to focus on his finances.
  • We talked about the comfort and consistency corporate life can offer and how he saw so many corporate professionals stagnating and just operating in a continuous loop.
  • Brian talked about how the transition from employee to entrepreneur was a little smoother since he had been doing it as a side hustle for a few years prior.
  • He talks about how the climb was not always easy. There were times of self doubt, loneliness and sacrifices that sometimes made him question if it was worth it. However, he persevered and was resilient and is enjoying success now.

If you want to connect with Brian, here's how:

____________________________________________________

“Looking for a podcast about small business blunders? Mistakes that entrepreneurs have made and how they’ve screwed things up? Look no further.

Jill Salzman can't stop shouting, especially when it comes to business advice. She hosts the ⁠Why Are We Shouting? Podcast⁠ where she tackles the answers to every mom entrepreneur’s questions about running a company.

____________________________________________________

Thank you again for listening to the Work From Home Forever podcast. As a new podcast, we really appreciate the positive feedback, reviews you leave for us on the podcast platform of your choice. It will help us get noticed and will help others find our show and help us to find new guests who want to tell their Work From Home Forever stories.

If you want to be a guest on the show, please visit our website, ⁠⁠⁠⁠⁠wfhforever.com/tellyourstory⁠⁠⁠⁠⁠. Please complete the brief online survey and we will be in contact with you.

Please subscribe to our show to download our latest episodes and if you like our show, please, share it with a friend.

Previous Episode

undefined - 1.10 Catherine G, Clinical Project Manager & Military Spouse

1.10 Catherine G, Clinical Project Manager & Military Spouse

3 Recommendations

Catherine is our guest this episode and she is a Clinical Project Manager for a clinical research and regulatory solutions provider. She and her husband live in Camp Lejeune, North Carolina on the US Marine Corps base. As a military spouse, Catherine provided valuable insights as to how remote work has been valuable to her and her family in providing stability with respect to income, career growth and the relationships and projects her company provides.

In this episode, we talk about:

  • Catherine's perspectives as a military spouse and how remote work gives her flexibility to manage domestic and possible global moves with the military.
  • She talks about adhering to a macro diet which recommends smaller, more frequent meals and how working from home is more suitable to that eating plan.
  • Catherine talks about her passion for her job and how she does not need a clear separation from her home office and her home. She values the flexibility she has and likes the ability to start her day early or do a little more work after traditional office hours if she has a burst of creativity.
  • We talk about how she explains to her dad the concept of remote work and the generational gaps between working a traditional 8-hour day, 40-hour week and the asynchronous and flexibility with remote work.
  • Catherine highlights the positive impacts work from home roles offers the associates and the organization with regards to diversity and the varying cultures and backgrounds others can bring.
  • Also, we talk about Catherine's connection with our previous guest, Erin, from episode 1.4!

If you want to connect with Catherine, you can find her on ⁠⁠⁠LinkedIn⁠⁠⁠.

Here's a link to that 2017 US Chamber of Commerce Foundation study we cited in the episode that highlighted the impacts to military spouses and employment.

____________________________________________________

If you love hearing work from home stories from our guests, find the remote work situation for your next career move with ⁠NoCommute⁠. NoCommute is a free daily newsletter with just-posted remote jobs. ⁠⁠Subscribe for free⁠⁠! ____________________________________________________ Thank you again for listening to the Work From Home Forever podcast. As a new podcast, we really appreciate the positive feedback, reviews you leave for us on the podcast platform of your choice. It will help us get noticed and will help others find our show and help us to find new guests who want to tell their Work From Home Forever stories.

If you want to be a guest on the show, please visit our website, ⁠⁠⁠⁠⁠wfhforever.com/tellyourstory⁠⁠⁠⁠⁠. Please complete the brief online survey and we will be in contact with you.

Please subscribe to our show to download our latest episodes and if you like our show, please, share it with a friend.

Next Episode

undefined - 1.12 Soo L, Talent Acquisition Partner

1.12 Soo L, Talent Acquisition Partner

4 Recommendations

In this episode, we sit down with Soo, a Talent Acquisition Partner who has been working remotely the last 2 and a half years. She shares her experiences and insights on embracing remote work, maintaining a positive mindset, and fostering productivity in a virtual environment. Soo's journey begins with a heartwarming tale of her international COVID puppy and the unique challenges she faced in bringing her furry friend from South Korea to Los Angeles.

In this final episode of Season One, we talk about:

  • International COVID Puppy
  • Missing In-Person Interactions
  • The Changing Dynamics of Work
  • Empathy for Layoffs
  • Traits of Successful Remote Workers
  • The Aspiring Comedian
  • Focusing on Positivity
  • Remote Work for Inclusion
  • The Dog's Signal
  • Empowering the Remote Worker

Connect with Soo on LinkedIn.

Thank you again for listening to the Work From Home Forever podcast. We are taking a break during the summer and will be back with new episodes in Season Two by the end of August.

We really appreciate the positive feedback and reviews you leave for us on the podcast platform of your choice. It will help us get noticed and will help others find our show and help us to find new guests who want to tell their Work From Home Forever stories.

If you want to be a guest on the show, please visit our website, ⁠⁠⁠⁠⁠⁠wfhforever.com/tellyourstory⁠⁠⁠⁠⁠⁠. Please complete the brief online survey and we will be in contact with you.

Episode Comments

Featured in these lists

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/work-from-home-forever-248542/111-brian-b-tax-and-wealth-strategist-30708841"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 1.11 brian b, tax & wealth strategist on goodpods" style="width: 225px" /> </a>

Copy