Building The Premier Accounting Firm

The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies w/ Daniel Blue

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

Overview: The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Daniel Blue

This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free.

They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes.


 About Our Guest: Daniel Blue

Daniel is a regular contributor to and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.



Universal Accounting Center

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



B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free


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