Although “financial lifestyle creep” might sound like a lost verse to a Radiohead hit, that’s not actually what we’re talking about on this episode. Shareholder and CPA, Kayce Gerlach, and senior associate and CPA, Shay Casey, offer some solid, not-preachy advice about how to avoid the trap of spending more just because you make more. They talk about how lifestyle creep happens, how to spot it, how to decide what things you should spend money on, and why a Walmart Plus subscription is totally worth it (we’re not even sponsored!) Even if you’re not a creep or a weirdo, this episode’s packed with good ideas and insights. So, listen in to learn more!

• GAAP Episode 042 – Financial Therapy with Rick Kahler
• Casey Peterson’s wealth management services
• How Hillary supports her rock habit

It’s episode 42 of the podcast, and for fans of “Hitchhiker’s Guide to the Galaxy,” you know that means this one’s the answer to everything. Fittingly enough, the topic is financial therapy, and it might very well be the answer to everything. Our guest for this episode is financial therapist Rick Kahler from Kahler Financial Group. Rick explains what financial therapy is, what drew him to the field, the “money scripts” people tell themselves, and a whole lot more. This one’s “rich” with information (see what we did there?). So, listen in to learn more!

• “Talking Financial Therapy” with Rick Kahler
• “The Financial Wisdom of Ebenezer Scrooge”
• “Wired for Wealth”
• Klontz Money Script® Inventory-Revised (KMSI-R)
• “The Gift Economy”
• Your Investments: The miserable rich and happy poor - opinion
• Average playing career length in the National Football League
• The Financial Transitionist Institute
• “Sudden Money” by Susan Bradley
• Advanced Wellbeing
• Casey Peterson’s wealth management services
• Casey Peterson’s trust and estate services

It’s that special, magical time of the year! Sure, Thanksgiving, Christmas, New Year’s … those are great. But we’re talking about getting ready for the 2025 tax season! CPA Lori Larson offers five quick-hit tips for individuals and businesses so you can plan ahead now without having to add any extra stress to your holiday season. So, listen in to learn more!

• IRS Tax Withholding Estimator
• Retirement plan and IRA required minimum distributions FAQs
• Eligible FSA Expenses
• HSA, HRA, healthcare FSA and dependent care eligibility list

GAAP Episode 019 – Profit Is A Good Thing