Building The Premier Accounting Firm

Money Management & Planning for Life w/ Kim Curtis

Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details


Overview: Money Management & Planning for Life

Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Kim Curtis
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.

They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.

They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.


About Our Guest: Kim Curtis

Kim Curtis is nationally recognized as a wealth management advisor, author, and speaker. She has several professional designations and is recognized by the financial planning industry as an expert in comprehensive financial planning.



Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.



Click on the following links to get offers


Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

For Additional FREE Resources for accounting professionals check out this collection HERE!


Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.


Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.


Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback


For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777

Related Episodes

Building the Premier Accounting Firm with Diana Lidstone
Robert Knecht

Why Differentiation is the Key to Success w/ Diana Lidstone

Overview: Why Differentiation is the Key to Success w/ Diana Lidstone Welcome to another enriching episode of “Building the Premier Accounting Firm” with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host,

View Episode »

Subscribe To Our Podcast

Get notified when new episodes are released

Schedule an appointment at your convenience

We look forward to speaking with you

Subscribe To Our Podcast

Get notified when new episodes are released