Episode 58: Beyond the Bag: Taxes, Retirement & Smart Wealth with My CPA and Financial Advisor

Season #2

Episode Summary:

In this episode, I’m bringing you inside one of the most powerful moments from Published and Paid LIVE—when I sat down with my personal Money Team: CPA Eric McGlothin and Financial Advisor Harvey Maclin. These are the experts I trust with my own finances, and in this session, they dropped gems on how authors, coaches, and entrepreneurs can build sustainable wealth—not just get paid once.

We talk about why how you structure your income is just as important as how much you make, the difference between short-term checks and long-term wealth, and the tax traps that keep high earners stuck. Whether you’re brand new to business or already earning six figures, this conversation will help you think differently about your money—and build smarter.

Key Takeaways: 

  1. Don’t just earn—structure. Your income needs a plan, or you’ll be stuck in hustle mode forever.
  2. Taxes are not optional. Learn how to minimize your liability legally and avoid IRS issues down the line.
  3. Business and personal finances must stay separate. Period.
  4. Plan for retirement now. There’s no badge of honor in working forever—build systems that allow you to rest later.
  5. Get a team. You don’t need to know everything—but you do need support from professionals who do.

Memorable Quotes:

  • “Making money is great. Keeping it is better.” – Eric McGlothin
  • “You cannot retire from what you didn’t plan.” – Harvey Maclin
  • “Too many entrepreneurs are building big brands with broke business models.” – Jasmine Womack
  • “Your business income should be funding your wealth—not just your lifestyle.”

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