Randy Moser - Moser Tax & Planning
Caddo Convos
On this episode of Caddo Convos hosted by Buddy Broyles of Blue Mic Studios, we sit down with Randy Moser of Moser Tax & Planning, a CPA who helps individuals and business owners find clarity in some of the most stressful financial situations. From uncovering overlooked deductions to resolving IRS issues and guiding clients through major life transitions, Randy’s approach is simple: ask questions, dig deep, and create peace of mind. If taxes have been weighing on you, this conversation is a reminder that it’s never too late to take control—and the best time to start is now....
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Alex Roe - Dedicated Books
Caddo Convos
Alex Roe, founder of Dedicated Books, pulls back the curtain on why most growing businesses don’t really understand their financials — even when they think they do. Drawing on his background in investment banking and private equity, Alex explains how messy bookkeeping leads to bad decisions, missed growth opportunities, and failed investor conversations. His firm helps business owners transform raw financial data into clear, strategic insights so they can hire smarter, grow faster, and actually keep more of what they earn. Contact: Five Key Takeaways...
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Jake Thompson - Compete Every Day
Caddo Convos
Jake Thompson’s journey—from selling t-shirts out of his trunk to coaching high-growth organizations nationwide—is rooted in one simple idea: stop competing with others and start competing with yourself. In this episode of Caddo Convos hosted by Buddy Broyles, Jake shares how mindset, consistency, and leadership development fuel cultures that scale without losing their soul. Contact: https://www.linkedin.com/in/jakethompsonspeaks/ Five Key Takeaways from the Episode: Competing with yourself beats comparison every time. Jake Thompson emphasizes that sustainable success comes from...
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Janice Greenley - Set2Go Services
Caddo Convos
Moving soon or unsure if you're overpaying on utilities? Janice Greenley of Set2Go Services takes the stress out of comparing and setting up electricity, internet, and phone service—so you get the right setup at the right price, without waiting on hold or guessing what's in fine print. Whether you're in a rush or planning ahead, Janice brings clarity, options, and real savings to homeowners and small businesses across Texas and beyond. Contact: greenley@newpower.biz 5 Key Takeaways Utility concierge for everyday life: Janice helps homeowners and small businesses compare, select, and set up...
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Dale Clark - ProLift Garage Doors West Plano
Caddo Convos
From Army service to corporate leadership to entrepreneurship, Dale Clark’s journey is rooted in solving problems and helping people. As owner of ProLift Garage Doors West Plano, Dale emphasizes education, proactive maintenance, and trust—because your garage door isn’t just convenience, it’s security, curb appeal, and peace of mind. This episode is a must-listen for homeowners, business owners, and entrepreneurs alike. Contact: Top Takeaways: Veteran-Owned & Customer-First: Dale Clark brings military discipline and 24 years of corporate leadership (Cisco Systems) into a...
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Gabriella Grant - Vive in Mexico, Invest in Mexico
Caddo Convos
On this episode of Caddo Convos, Gabriella Grant shares how she helps U.S. buyers discover the power of investing in Mexico—whether for retirement, passive income, vacation living, or reconnecting with their roots. Her company, Vive in Mexico / Invest in Mexico, guides investors step-by-step, offering access to trusted developers, flexible financing options, and properties across Riviera Maya, Mérida, Puebla, Monterrey, and more. Gabriella’s passion is clear: she believes every U.S. household should have the opportunity to own a home in Mexico—and she’s building generational impact...
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Dr. Juli Wilhite - 180 Christian Counseling and Training
Caddo Convos
On this episode of Caddo Convos, Dr. Juli Wilhite of 180 Christian Counseling and Training shares how she transforms families, marriages, and teams through empathy-based communication. With nearly two decades of experience, a groundbreaking temperament assessment approach, and a 95% success rate in high-conflict mediation cases, Dr. Juli brings clarity and hope to the people who need it most. She’s also training the next generation of counselors and launching innovative in-home treatment solutions for adolescents. This conversation shines a light on what happens when communication meets...
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Sophie Nguyen - Paramount Tax and Accounting
Caddo Convos
On this episode of Caddo Convos, Sophie Nguyen shares how Paramount Tax & Accounting goes far beyond simple tax prep. By combining high-level strategy, CFO advisory, and hands-on cleanup work, Sophie and co-owner Tiffany Thien help business owners — especially medical practices — actually keep more of what they earn. From fixing broken books to advanced tax planning for seven-figure earners, their mission is simple: make your business profitable on paper and in real life. Contact: https://paramount.tax/richardson Top 5 Highlights — Sophie Nguyen | Paramount Tax & Accounting More...
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Hayley Rowlands - Caddo Office Reimagined - Frisco Westridge
Caddo Convos
Caddo Office Reimagined is opening its 10th location at Frisco Westridge, strategically positioned at the intersection of Frisco, McKinney, Prosper, and Plano. Building Manager Hayley Rowlands shared how this new space blends hotel-quality soundproof offices, natural-light design, and member-only conference rooms with a culture built on connection, flexibility, and growth. Whether you’re a startup, a solo founder, or a national company entering DFW, Westridge offers a professional footprint and a ready-made community — without the commitment of long-term leases. Contact: Top 5...
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Daniel Turner - Sanctum Inner Wellness
Caddo Convos
Meet Daniel Turner, founder of Sanctum Inner Wellness, where bodywork becomes a journey of transformation. In this Caddo Convos episode hosted by Buddy Broyles of Blue Mic Studios, Daniel shares how he helps clients—especially those in the “sandwich generation”—find balance through intentional, relationship-based care. With personalized Dream and Stone sessions, he creates a safe, restorative space where people reconnect with their bodies and rediscover their peace. Contact: https://www.sanctum.works/ Top 5 Highlights A Bespoke Approach to Healing: Daniel Turner created Sanctum Inner...
info_outlineOn this episode of Caddo Convos, Santosh Poudyal of The Wealth Builders Group shares his mission to reshape how families approach money. Drawing from his own leap from corporate life to entrepreneurship, Santosh empowers people to gain freedom of time and money through financial education, customized strategies, and a holistic view of wealth that goes far beyond just college savings. His passion is helping middle-class families unlock opportunities once reserved for the wealthy—and achieve true happiness, not just wealth.
- Direct phone: 303-396-3553
- Address: 2201 Spinks Rd, Suite 120, Flower Mound, TX 75022
Highlights from Santosh Poudyal of The Wealth Builders Group on Caddo Convos
The “New Art of Living” Philosophy
Santosh teaches people how to balance time, money, and happiness—highlighting that wealth alone isn’t freedom unless paired with time and purpose.
Education-First Financial Planning
He starts every client relationship by deeply understanding their goals and educating them on how money works before recommending tailored strategies.
Middle-Class Empowerment
Motivated by his own journey from international student to entrepreneur, he focuses on giving middle-class families access to tools usually reserved for the wealthy.
Strategic Partnerships with Top Firms
Santosh partners with over 200 major financial companies (like Goldman Sachs and Charles Schwab) to match each client with the best-fit solutions for their goals.
Holistic, Flexible Planning for Families
He helps families move beyond restrictive plans (like 529 accounts), building flexible strategies that can support all of life’s milestones—not just college.
Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.
https://www.bluemicstudios.com/
Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.