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Sep 23, 2023

Join us as we revisit this discussion from 2022


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.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: 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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