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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Dec 6, 2018

Ken Healy is the principle of Diversified Financial Solutions and graduated from the University of Connecticut in 2005 with a Bachelor of Science in Accounting and earned a Master of Science in Accountancy in 2006 from the University of Notre Dame in South Bend, Indiana.  Ken provides tax return planning and preparation...


Dec 4, 2018

Ingrid Edstrom is the Priestess of Profits at the award-winning bookkeeping firm, Polymath LLC. She is recognized as one of the accounting profession's Top 40 Under 40, Most Powerful Women in Accounting and the 2017 Top "Up-N-Comer." She is a certified FICB, aka “Master Bookkeeper” through the Institute for...


Nov 29, 2018

Caleb Bullock is a CPA and CGMA with Somerset CPAs and Advisors, a large regional accounting firm headquartered in Indianapolis, Indiana.  Caleb, who has been recognized by the Indiana CPA Society as a 2015 recipient of the Emerging Leaders Award, specializes in assurance services and business development.  When not at...


Nov 8, 2018

Dan Morris is the Chief Dragon Slayer of Morris + D’Angelo, a multi-office boutique accountancy and advisory firm headquartered in the Silicon Valley. Dan provides creative cross-border solutions in an ever-changing and complex world where families, entrepreneurship, generational transfers, asset protection, taxation,...


Nov 6, 2018

“Small businesses are starting to realize that alternative funding can be an enabler of their success. It might be expensive but it’s better than losing out on a big deal or not being able to fill a large order.” - Marilynn Leonard, Funding Hub.

Alternative lenders are starting to play an important role in small...