723: Achieve Your Financial Goals, Plan for the Future, and Develop Healthy Money Habits with CPA Larry Pon

Larry Pon is a Certified Public Accountant (CPA) with over 34 years of experience in tax and financial planning. He runs a tax and financial planning practice in Redwood Shores, California, where he has helped hundreds of clients reach their financial goals. Today, Larry talks about the importance of developing healthy money habits and taking a proactive approach to financial planning.

In this episode of Marketer of the Day, Pon shares insights on developing healthy financial habits, planning for the future, and navigating complex tax situations. He emphasizes the value of consulting a CPA early in the decision-making process, using research from credible sources, and understanding the broader financial picture rather than focusing solely on taxes. He also discusses strategies such as reviewing W-4s, maximizing employee benefits, and using new tax laws effectively. Pon highlights real-world client success stories, including saving $800,000 in taxes on a real estate transaction and improving cash flow, demonstrating the impact of proactive financial planning. Listeners can connect with Pon and schedule consultations at LarryPonCPA.com, where they can explore personalized tax and financial planning services.

Quotes

“I treat money like a garden—you have to manage it, tend to it, and focus on small habits that create the biggest impact.”

“The best clients are the ones who follow advice, plan ahead, and work proactively on their financial goals.”

“Consulting with a CPA before making big decisions prevents surprises and helps you take advantage of opportunities you might not see on your own.”

“I’m a fee-only advisor, which means my advice is unbiased and not tied to selling any products—what you see is what you get.”

Resources

Podcast: Play in new window | Download (Duration: 30:48 — 28.4MB) | Embed

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Filed in: Archive 3: 2018-2020 • Interview • Podcast

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