Career Pivots, Planning Wins, and the Power of Proactive Tax Strategy

Episode 3 of Hidden Money Unleashed takes a deeply personal turn as co-host Kevin Schneider opens up about his unconventional path to becoming a top-tier tax strategist. From dreams of playing D1 baseball and pursuing youth ministry, to flunking Bible class and stumbling into accounting through a friend’s offhand comment, Kevin shares the pivotal moments and painful detours that shaped his life and career. The conversation is filled with humor, humility, and relatable experiences about failure, family, and finding your calling in unexpected places.

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Mike and Kevin also discuss the evolution of their partnership, the realities of business ownership, and the power of tax strategy to truly change lives. From real estate timing to career pivots and planning wins—like saving a client $370,000 in a 30-minute meeting—this episode is both inspiring and grounded in real financial insight. Whether you're a young professional, aspiring CPA, or someone wondering how to turn setbacks into stepping stones, this episode is full of real talk and powerful takeaways.

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