Money impacts every aspect of our lives, and understanding how to manage it can change everything. From business leaders to everyday people building their wealth, I’ll dive into their stories, challenges, and the lessons they’ve learned along the way.
If you’re ready to explore how money works and how to use it to create a life you love, join me on Get Wealthy With Me. Let’s unlock the secrets to building wealth together!
CPA, Financial Planner, Wealth Manager | What's the Difference & Which One Do YOU Need?
CPA. Financial planner. Wealth manager. Investment advisor. You've heard all the titles. But do you know the difference, and more importantly, do you know which one you actually need?
In this episode of Get Wealthy With Me, Sherron sits down with someone who has spent decades inside the world of personal finance at the highest level, Dan Snyder, Director of Personal Finance Planning at the AICPA. He breaks it all down in plain language: what each financial professional actually does, who they serve best, and how to make sure you have the right person in your corner at every stage of your financial life.
They also talk about the bigger picture, financial independence, building wealth with intention, and why understanding the financial world around you is the first step to navigating it confidently. And at the end of a remarkable career, Dan is heading into retirement with a new mission, seeing the world through his camera lens. His story is a reminder that financial planning done right isn't just about money. It's about the life you're building toward.
🎙️ Guest: Dan Snyder | Director of Personal Finance Planning, AICPA
📍 Topics: CPA, financial planner, wealth manager, investment advisor, personal finance categories, financial independence
💬 Drop a comment: Do you currently work with a financial professional? Which one?
📌 Like, subscribe & share — new episodes of Get Wealthy With Me drop every week.
📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ (https://themodernsavvycpa.com/)
✅Instragram: https://www.instagram.com/sherronpermashwar/ (https://www.instagram.com/sherronpermashwar/)
✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 (https://www.facebook.com/profile.php?id=100088873519387)
✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ (https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/)
🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 (https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1)
🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:
▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE (https://youtu.be/b3V0hmcRXbE)
🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #GetWealthyWithMe #SherronPermashwar #DanSnyder #AICPA #CPA #FinancialPlanner #WealthManager #InvestmentAdvisor #FinancialLiteracy #PersonalFinance #WealthBuilding #MoneyEducation
2 Apr 2026
They Gave Us the Hustle But Not the Blueprint | Millennials, Immigrants & the Wealth Gap
Hustle was the inheritance. The blueprint wasn't included. In this episode of Get Wealthy With Me, Sherron Permashwar sits down with Ricardo Mendieta , a hardworking stagehand from San Diego who represents a generation that was taught to grind but never taught to grow their money.
Ricardo and Sherron have a real, honest conversation about what it's actually like to be a millennial or Gen Z'er trying to figure out investing and real estate from scratch. They talk about the immigrant experience, the sacrifice, the silence around money, and why financial literacy gets lost between generations.
If you grew up in a household where money was something you worked for, not something you learned about, this episode is your missing class.
🎙️ Ricardo Mendieta | Stagehand, San Diego
📍 Millennial & Gen Z wealth challenges, immigrant money culture, real estate, investing basics
💬 Drop a comment: Did your family talk about money growing up?
⭐ Subscribe to Get Wealthy With Me — new episodes weekly. ______________________________________________________________
📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:
✅Website: https://themodernsavvycpa.com/ (https://themodernsavvycpa.com/)
✅Instragram: https://www.instagram.com/sherronpermashwar/ (https://www.instagram.com/sherronpermashwar/)
✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 (https://www.facebook.com/profile.php?id=100088873519387)
✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ (https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/)
🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 (https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1)
🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:
▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE (https://youtu.be/b3V0hmcRXbE)
🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #GetWealthyWithMe #SherronPermashwar #ImmigrantHustle #WealthGap #MillennialFinance #GenZMoney #FinancialBlueprint #RealEstate #InvestingForBeginners #getwealthywithme #financeaudit #immigrants #hustleculture #podcastclips #financialpodcast Get wealthy with me podcast, sherron permashwar, the modern savvy cpa, get wealthy with me
19 Mar 2026
AI vs Accountants | Is the Finance Industry at Risk?
In this episode, I sit down with Jon Beyrer, CFP®, Partner and Vice President of Wealth Management at Blankinship & Foster, to break down one of the biggest questions in today’s financial world… 👉 Will AI replace accountants and finance professionals? With over two decades of experience as a fee-only advisor,
Jon shares his perspective on how artificial intelligence is reshaping the accounting and wealth management industry, and what that actually means for professionals, business owners, and the future of finance.
We dive into: •
How AI is already impacting accounting and financial planning
• What parts of the industry are most at risk
• Where human expertise still wins (and always will)
• How to stay relevant and ahead in an AI-driven world
• The biggest opportunities most people are missing right now Jon also brings insight from his leadership roles within the Financial Planning Association and his work with organizations like Rady Children’s Hospital Foundation and Scripps Healthcare, giving a well rounded perspective on both the industry and community impact. If you’re in finance, building a business, or just trying to understand where the future is headed, this is a conversation you don’t want to miss.
🎧 Don’t forget to like, comment, and subscribe for more conversations on money, mindset, and building wealth. 📌
𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:
✅Website: https://themodernsavvycpa.com/ (https://themodernsavvycpa.com/)
✅Instragram: https://www.instagram.com/sherronpermashwar/ (https://www.instagram.com/sherronpermashwar/)
✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 (https://www.facebook.com/profile.php?id=100088873519387)
✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ (https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/)
🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 (https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1)
🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE (https://youtu.be/b3V0hmcRXbE)
🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #finance #economy #ainews #currentevents #accounting #trending #personalfinance #investing #wealthmanagment
Who has been a guest on Get Wealthy With Me
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Cagla
Anthony Nunez
DJ Newmark
Sean
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1 ratings
Podcast Authority Score: 51 / 100
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50
Social presence
91
YouTube
82
Engagement
0
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SHERRON PERMASHWAR host the show. Published by sherron permashwar.
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