The Bucket List Accountant

David Patterson

31 episodes listed below

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Money advice for a life with room in it.

The gist

The Bucket List Accountant is practical business finance with a human reason for caring about the figures. David Patterson and Anthony Pearl keep returning to one question: is the business helping its owner live, or quietly taking over?

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About The Bucket List Accountant

The Bucket List Accountant makes accounting feel less like a compliance chore and more like a regular check on whether a business is giving its owner the life they intended. It stays practical. David Patterson and Anthony Pearl talk through the familiar pressure points of small business life: too little time, too many low-value tasks, tax deadlines, uncertain markets, and the habit of measuring success by busyness. Then the conversation usually turns back to a plainer question. What is this business for? The show is strongest when it connects a number on a page to a concrete tradeoff, such as buying back a Friday, paying someone else to handle work that blocks higher-value effort, or deciding whether a daily coffee is an expense, a ritual, or both. It does not treat budgeting as punishment. Instead, it asks whether spending carries enough financial and emotional value to justify its place. End-of-financial-year planning becomes a lesson in avoiding rushed choices made only for tax reasons. Economic uncertainty becomes a prompt to understand personal figures before reacting to broad media noise. Travel episodes widen the frame. A whale watching trip is used to show how planning, buffers, and the ability to switch off can turn a bucket-list idea into an actual experience. The show also has a reflective side. Episodes about wake-up calls, bereavement, and experiences over possessions give the business advice a more personal weight without abandoning the practical thread. Its rhythm is conversational and patient, often circling an idea until the tradeoff becomes obvious. There are recurring workbook and show-note prompts, so the format has a coaching layer as well as a conversation layer. For owners who feel owned by their business, the central message is direct. Better planning is not just about financial security. It is about making room for family, travel, health, rest, and stories worth remembering.

Made for: Best suited to small business owners who want practical financial guidance without losing sight of family, time, travel, and personal priorities. It also fits listeners who prefer calm examples over jargon-heavy strategy talk.

What sets it apart: Its accounting advice is anchored in bucket-list thinking: the numbers matter because they should support specific choices and experiences. That gives familiar topics like budgets, tax planning, delegation, and uncertainty a more personal, usable frame.

In their own words

The Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert passionate about living life to the fullest, as he cracks the code on managing your money for your present and future. David is an accountant with a difference. He combines the concept of bucket lists for your personal and professional life. For small business owners in particular, he examines the business and how it impacts you and your family. David Patterson is the Bucket List Accountant: https://www.bucketlistaccountant.com.au/ Produced by Podcasts Done For You: https...

Why you'd press play

This is where your tax calendar meets the whale-watching trip it is supposed to fund.

Press play if you want

  • to decide whether your business buys back your time or quietly annexes it
  • to make delegation, four-day-week ambitions, and year-round tax planning feel actionable
Read the full recommendation in PlayNext →
small business time pressuredelegation and outsourcingend-of-financial-year planningpersonal and business budgetingeconomic uncertaintybucket list travelfamily prioritiesexperiences over possessions

Talks about

Best episodes of The Bucket List Accountant

Short reviews from the PlayNext desk, based on the episodes we processed.

Stop Being Flat Out: How to Buy Back Your Time | The Bucket List AccountantApr 7, 2026

A practical case for separating the work a business needs from the work its owner must personally do.

Time becomes the real subject here, not as a productivity slogan but as a business decision. David Patterson looks at why so many owners feel short on it, and why staying busy can start to look like proof of success even when it is quietly getting in the way.

Does Your Business Own You? | The Bucket List AccountantMar 24, 2026

A blunt reminder that more turnover is not the same as more freedom.

David Patterson and Anthony Pearl frame the core issue cleanly: whether a business is truly serving its owner, or whether it has quietly turned into a job with extra baggage.

Avoiding End of Financial Year ChaosFeb 10, 2026

A deadline-driven tax rush becomes a practical case for year-round financial planning.

The Bucket List Accountant turns end-of-financial-year pressure into a useful planning lesson, with David Patterson and Anthony Pearl treating the annual rush as something businesses can reduce rather than simply endure.

Navigating Economic UncertaintyJan 27, 2026

A grounded, calming conversation about protecting meaningful plans when economic headlines make everyday financial choices feel heavier.

Financial uncertainty is framed as a budgeting problem at human scale: keeping bucket list plans alive when economic headlines make the future feel shaky.

Planning Your Dream Whale Watching AdventureAug 19, 2025

A whale-watching holiday becomes a practical lesson in planning and switching off from work.

The episode turns a whale-watching holiday at the Head of the Bite in South Australia into a useful guide for making a Bucket List trip feel both attainable and worthwhile.

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Episodes

  1. 1

    The Budget Impact: Navigating Uncertainty and Restoring Confidence

    Sep 29, 2026·18m
  2. 2

    Tax Time: Why Spending to Save Tax is a Trap

    Jun 9, 2026·19m
  3. 3

    The Power of Trusted Advisors and Coaching

    May 26, 2026·20m
  4. 4

    Engineering Your Business for Your Bucket List

    May 12, 2026·19m
  5. 5

    Five Conversations Every Business Owner Needs to Have

    Apr 29, 2026·17m
  6. 6

    Stop Being Flat Out: How to Buy Back Your Time | The Bucket List Accountant

    Hidden gem

    David Patterson and Anthony Pearl examine why business owners say they are “flat out” and how busyness can become a badge of honour rather than a measure of success.

    Apr 7, 2026·21m·1 clip
  7. 7

    Does Your Business Own You? | The Bucket List Accountant

    Hidden gem

    Your business can quietly start calling the shots.

    Mar 24, 2026·21m·1 clip
  8. 8

    Avoiding End of Financial Year Chaos

    David Patterson and Anthony Pearl examine why May and June become a six-week end-of-financial-year rush for small-business owners.

    Feb 10, 2026·19m·1 clip
  9. 9

    Navigating Economic Uncertainty

    David Patterson and Anthony Pearl discuss how personal financial data can be more useful than media headlines during economic uncertainty.

    Jan 27, 2026·19m·1 clip
  10. 10

    Planning Your Dream Whale Watching Adventure

    Hidden gem

    David Patterson joins Anthony Pearl to talk through a whale-watching holiday and the planning behind it.

    Aug 19, 2025·20m·1 clip
  11. 11

    Turning Life's Wake Up Calls Into Positive Change

    David Patterson and Anthony Pearl discuss how life's challenging moments can serve as wake-up calls for lasting positive change, using personal stories and bucket list goals.

    May 7, 2025·19m
  12. 12

    Stories Not Stuff: Why Experiences Matter More Than Possessions for Your Bucket List

    David Patterson discusses why prioritizing experiences over material possessions creates lasting memories, using a personal story about a pizza in Pompeii.

    Apr 23, 2025·21m
  13. 13

    Understanding Budgets: Federal vs Personal Money Management

    Apr 10, 2025·20m
  14. 14

    Stories not Stuff:  How to Create a Fulfilling Bucket List That Truly Matters

    Feb 26, 2025·16m
  15. 15

    Navigating Economic Uncertainty: The Impact of Elections and Interest Rates on Business

    David Patterson and Anthony Pearl discuss how elections and interest rates impact business decisions and offer strategies to navigate uncertainty.

    Feb 5, 2025·20m
  16. 16

    Strategic Accounting: Unlocking Business Growth and Success

    Jan 22, 2025·19m
  17. 17

    From Tax Refunds to Bucket List Adventures

    Dec 18, 2024·19m
  18. 18

    The Cost of Education: Strategic Planning for families to afford Private School fees

    Nov 18, 2024·18m
  19. 19

    Balancing Books: Tax Strategies and Bucket List Dreams For Small Business

    Nov 5, 2024·20m
  20. 20

    Overcoming Guilt: The Art of Allowing Yourself to Enjoy Success

    Oct 9, 2024·15m
  21. 21

    Balancing Personal and Professional Goals for a Fulfilling Life

    Sep 25, 2024·17m
  22. 22

    Balancing Immediate Joy and Long-Term Goals

    Sep 11, 2024·17m
  23. 23

    Turning Dreams into Reality: A Guide to Bucket List Success

    David Patterson and host Anthony Pearl discuss turning big dreams into achievable goals using bucket list planning, with a client example of planning a trip to America.

    Aug 28, 2024·20m
  24. 24

    Bucket Lists: Strengthening Family Bonds

    Aug 14, 2024·19m
  25. 25

    Planning for Life's Unexpected Moments

    Jul 31, 2024·18m
  26. 26

    Maximising Time Management for Profit and Freedom in Business

    Jul 4, 2024·20m
  27. 27

    Profit vs. Cash: Unveiling the True Financial Picture

    Jun 20, 2024·19m
  28. 28

    Bucket Lists Unveiled: A Blueprint for Personal and Professional Fulfilment

    Jun 13, 2024·20m
  29. 29

    From Dreams to Dollars: Unraveling Your Business's Value

    May 30, 2024·18m
  30. 30

    The challenges of managing Cash Flow

    David Patterson discusses the importance of cash flow over profitability for business success and personal financial health.

    May 12, 2024·22m
  31. 31

    Personal vs Business Goals - Discovering the Balance

    Apr 25, 2024·18m