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May 23, 2024 31 mins

In this episode of the Credible Brand Podcast, Lindsey Wigfield interviews Jay Moore, the co-founder of Beyond Freedom Financial, Strategic Tax Services, and the creator of The Healthy Accountant persona. They discuss the importance of showing personality in marketing, strategies for reducing taxes, and balancing work and personal life as an entrepreneur. Jay shares his social media strategy and upcoming projects, including a book and a small business community. He emphasizes the need for intentionality and thought leadership in business and life.

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Connect with Lindsey Wigfield (Host):

Takeaways

  • Showing personality in marketing can help build stronger relationships with your audience.
  • Being intentional about reducing taxes can lead to significant savings for business owners.
  • Documentation is key when it comes to dealing with audits from the IRS.
  • Creating an ideal life that merges business and personal aspects can lead to a more fulfilling and balanced lifestyle.
  • Thought leadership and providing valuable content can help establish credibility and attract clients.
  • Upcoming projects for The Healthy Accountant include a book and a small business community.

Chapters
00:00 Introduction and the Power of Personality in Marketing
03:10 Strategies for Reducing Taxes and Saving Money
06:00 Balancing Work and Personal Life as an Entrepreneur
11:49 Building Thought Leadership and Providing Value

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