Zen Money Monday

In this episode, we discuss:How we compare ourselves to our peers can affect what we have created so far in our business, and in order to truly build a Zen Money business, we need to see what is actually impactful in your business. It's super easy to tap into external guilt and shame for not hitting certain business goals (6-figures, 7-figures, a $100k launch, etc.), especially when comparing yourself to other entrepreneurs you admire. By taking stock of all the parts of your business you are loving and that are working well for you, and identifying the parts of your business where things aren't going quite as well, you can begin to map out a business that you absolutely adore...no matter what anyone else is doing or striving for!Show Highlights:0:50 - Building Your Business Model2:40 - The Trap of Comparing Yourself to Others6:00 - Taking Stock and Taking ActionDownload this episode's Podcast Companion here: https://www.zenmoneymap.com/060Have you taken the free Zen Money Archetype Quiz yet? Give it a spin! 1 quiz. 13 questions. 2 minutes to Zen Money: https://www.zenmoneymap.com/quizThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through thesuper easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:How your Pricing Pyramid can look, from the easiest way for people to engage with you to your most exclusive service or product. The pyramid gives us a framework for your offers so the next time you have a new idea, you can see how it could fit in your service or product line. The Pricing Pyramid is directly inverse to the Energy Pyramid, to help you think through where you’re spending most of your time and efforts. Being strategic with these models will help you build more confidence when it comes to money and your business, and create a business you love.Show Highlights:1:30 - The Zen Money Pricing Pyramid4:35 - Where new ideas fit into your pyramid6:50 - The Zen Money Energy Pyramid9:50 - Using the pyramids togetherDownload this episode’s Podcast Companion here: https://www.zenmoneymap.com/059Grab your Zen Money Biz Growth Snapshot: https://www.zenmoneymap.com/snapshotThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:That while setting financial goals, it helps our subconscious to set multi-tiered goals, where we look at different levels of the same financial goal. Your “base” goal is your business minimum, or what you need to keep everything moving in your business. Your “plus” goal is the next level of sales or pricing. And your “ultimate” goal is your stretch goal, that financial nirvana you’d love to see in your business. Having these tiers mapped out can help you stay on track, not freak out, and generally feel better about your progress as a business owner.Show Highlights:0:45 - Zen Money Guardrails3:30 - Base Version6:30 - Plus Version7:20 - Ultimate VersionThis week's Podcast Companion will help you map out your financial goals for your biz with easy-to-see guardrails to help you feel more comfortable about your progress.Get this week’s Podcast Companion here: https://www.zenmoneymap.com/058And be sure to check out the new Zen Money Accelerator Toolkit at: https://www.zenmoneymap.com/acceleratorThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:How to re-evaluate the expectations we've set with our clients, how to negotiate your long-term client contracts, and defining your non-negotiables to keep you loving your clients and the work you’re doing for them! Bonus: this week's podcast companion is a great resource to help you find ways to improve your client relationships right now.Show Highlights:1:40 - Time Boundaries3:30 - Money Boundaries5:20 - Re-Evaluating Existing Contracts7:20 - Non-Negotiables8:50 - Re-Negotiating Your TermsThis week's Podcast Companion is all about reviewing and updating your current client relations. Download your companion here: https://www.zenmoneymap.com/057And be sure to check out the Zen Money Quiz here: https://www.zenmoneymap.com/quizThanks for listening to this episode...stay tuned for next week's show! In the meantime, tocontinue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through thesuper easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:Bear brain is basically a fear response to a money situation, but don’t worry! We’ll talk about a few ways to make those scary jumps less stressful in your business. Bear brain can also show up in our day to day habits, whether you are spending more than you make or you have a fear of spending anything at all. How do we move forward when your bear brain comes out of hibernation, and it’s holding you back? By getting cozy with our discomfort!Show Highlights:0:45 - What is Bear Brain2:30 - Where it comes from and when it shows up4:10 - Baby steps9:00 - Our money history11:30 - Moving forwardThe podcast companion today includes helpful money mindset prompts and food for thought. Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/056And be sure to check out the Zen Money Seminar Series here: https://www.zenmoneymap.com/seminarseriesThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:How to reduce stress around your money management, why you should schedule time to go over your finances weekly, and how to handle those tasks. We’ll also talk about what can happen if you aren't doing this daily work regularly.Show Highlights:1:10 - What is your daily work strategy?2:00 - Rules of thumb5:15 - Taking care of business time6:30 - Your weekly tasks10:15 - Example scenarioDownload this episode’s Podcast Companion here: https://www.zenmoneymap.com/055And be sure to check out the Zen Money Accelerator Advantage here: https://www.zenmoneymap.com/kitThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:The 4 steps to Zen Money strategic planning:Step 1 = Dreaming - What would you love to have happen in your business and personal life?Step 2 = Mapping - We need to figure out how to get from where we are now to achieving those big goals set in the Dreaming phase.Step 3 = Reviewing - Let's look at what we’ve achieved since we set our goals and where things might have gone off the rails.Step 4 = Adjusting - Let's figure out what needs to change and map out those specific changes to your biz strategy.Today, spend some time in your dreaming place and figure out what you truly want to achieve in the next 6-12 months!Show Highlights:1:20 - Dreaming4:35 - Mapping5:40 - Reviewing6:40 - Adjusting9:00 - What you can do today to start this processDownload this episode’s Podcast Companion here: https://www.zenmoneymap.com/054And be sure to check out the Zen Money Accelerator Advantage here: https://www.lizlajoie.com/kitThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/Or on Facebook: https://facebook.com/zenmoneycfoOr LinkedIn: https://linkedin.com/in/lizlajoieI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:Your Zen Money Venn DiagramTips about how you can approach your money management in an easier way .The 3 primary areas of your financial world that can have a huge impact on your business.Show Highlights:2:35 - Pillar One3:20 - Pillar Two3:50 - Pillar Three5:50 - Pillar Intersection10:50 - Your Money Approach11:40 - Creating Huge ImpactDownload this episode’s Podcast Companion here: https://www.zenmoneymap.com/053Take the Zen Money Quiz at: https://www.lizlajoie.com/quizThanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,Find me on Instagram: https://www.instagram.com/zenmoneycfo/,Or on Facebook: https://facebook.com/zenmoneycfoOr Linked In: https://linkedin.com/in/lizlajoieI'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Carolyn's experience moving from in-house counsel for multi-million dollar companies to opening her own firm.Using contracts to your advantage.Legal implications to intellectual property as a business owner.Protecting yourself and your work as an entrepreneur.Fears & challenges we all face.What Zen Money means to Carolyn.And a whole lot more!About  Carolyn:Carolyn Jahnke is the Founding Attorney of Athena Legal Solutions. She founded Athena to empower and advise entrepreneurs about how to protect and grow their business value. Unlike other attorneys who have spent their years honing their craft in law firms, Carolyn never worked in a law firm. Instead, she honed her craft as in-house counsel, focused on helping businesses achieve their strategic and financial goals. Her clients value this background, as being an a great attorney isn’t just about knowing the law, it is knowing how businesses work and function in order to drive ethical and profitable business decisions.As a wife, mother to four children under the age of 12 who are currently in virtual schools, and a director on statewide and community nonprofit boards, Carolyn understands and empathizes with the many demands that small business owners must balance  every day. If you and your company want a trusted legal and business advisor who will give you peace of mind related to the challenges of your business – Carolyn is the right partner to advise, inspire, and counsel you in achieving your goals. To see what Carolyn & her team at Athena Legal Solutions are up to, visit: www.athenalegalsolutionsllc.com or email her directly: carolyn@athenalegalsolutionsllc.com. You can also connect with her on LinkedIn or Facebook.Reach out to me at Liz@LizLajoie.com if you have any questions!Thanks for joining us for this season's show...see you again soon! In the meantime, to continue the Zen Money conversation, join me online at www.lizlajoie.com.I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:Why a little digging into your numbers now will make a huge difference at year end.The 5 steps Liz takes with clients during Q3 review.How to calculate your tax set asides.What to consider when looking at the past 9 months of your financial data. And a whole lot more!Reach out to me at Liz@LizLajoie.com if you have any questions!Have you taken the Zen Money Quiz yet? It's a great place to start leveraging what feels best to you around your money management and more! Give it a spin here: www.lizlajoie.com/quizWant to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfoAnd finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:How Liz got started with all this business business.The catalyst for the Zen Money Initiative.Lessons along the way & what the best part of being a CFO is for Liz.Why starting a business from scratch is so very different from taking over an existing firm.Liz's definition of Zen Money and how it became the mantra of her work.And a whole lot more!About LizAs the Zen Money Strategist & CFO, Liz Lajoie, MBA, helps mission-driven entrepreneurs & small biz owners master their finances and become empowered decision-makers as they grow thriving businesses.She’s the founder of the Zen Money Initiative, helping mission-drive business owners make more money, manage it better, and bring more of it home, leveraging her nearly 2 decades of business building and financial management experience with established, multi-million-dollar firms. Liz uses the Zen Money Map method to create and implement sustainable, strategic growth goals for entrepreneurs around the globe.Liz is the host of Zen Money Monday, a weekly show exploring profitable business building for mission-driven entrepreneurs. She has been featured on Women Inspired TV and is the international best-selling author of From Zero to Zen: Secret Keys to Nurturing Your Numbers and Finding Financial Flow and Zen Money Map: Charge Your Worth, Pay Yourself First, and Fund Your Wildest Dreams. She lives in northern New Hampshire with her husband and two kids. You can find her online at LizLajoie.com.About TamaraReach out to me at Liz@LizLajoie.com if you have any questions!Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfoAnd finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode we discuss:How to link your day-to-day financial work with big picture planning.Why we need a strategy that's flexible.How reviewing your current reality against your strategy can change how you feel about your business.Knowledge is power when it comes to strategery.And a lot more!Reach out to me at Liz@LizLajoie.com if you have any questions!Interested in taking your business From Zero To Zen this fall? Learn more about this newly revamped program here: www.zenmoneymap.com/fz2zsept2020Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfoAnd finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Why Jodie's entry to business was a dive straight into the deep waters.Take aways from running multiple businesses with a spouse.What to do when things just won't move for you.How to think creatively about your strategy.Ways to make life easier for yourself and still grow your biz.What Zen Money means to Jodie.Jodie shares details about her CEO Live! event.And a whole lot more!About  Jodie:Business Strategist and Coach for JMG Business Strategy, Jodie Gallant uses her experience in marketing and planning, paired with owning 5 NH local businesses while raising a vibrant family, to inspire, lead, and support entrepreneurs to achieve the life they desire through the design of their business. Having left a secure 15-year corporate career in 2012 to build two family businesses alongside her husband and three small children, Jodie quickly realized the hustle and grind was not going to work. Today as the CEO of JMG she offers strategic marketing consulting and brand packaging; as well, she works with high-performance leaders to achieve freedom from the weight of their high demands through the teachings and support of the strategies and tools she lives by.To see what Jodie is up to, visit: www.jodiegallant.com. You can also connect with her on Instagram @jodie.gallant or Facebook @JodieMGallant.Reach out to me at Liz@LizLajoie.com if you have any questions!Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfoCome to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Why teaching & education are important in Liz's house.The myths about financial learning.What happens in the crucible of business when our money understanding is hazy.How to learn to manage our $$ better without stressing out in the process.Ways to use your financial schooling to grow your biz faster.Reach out to me at Liz@LizLajoie.com if you have any questions!Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfoCome to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Alex's experience starting Knack Factory with his partner, Kurt.Why it's important to find financial management help that matches your style.Lessons learned from COVID-19.Pivoting in a crisis (after nearly closing doors)The global shift to more streamlined events and how video can help you grow.Cycles in business partnerships.What Zen Money means to Alex.And a whole lot more!About  Alex:Alex Steed is a radical, a creative person and a podcast producer who started a business 10 years ago and has learned new things on that journey every day since.To see what Alex & his team at Knack Factory are up to, visit: www.knack-factory.com. You can also connect with him on Instagram @knackfactory or LinkedIn.Reach out to me at Liz@LizLajoie.com if you have any questions!Come to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Why we get hung up on the contracting part of our business.How to streamline this process in a way that creates clients who absolutely love you!Different ways you can make sure your ducks are in a row, depending on your method of service.Ensuring you're getting paid quickly and painlessly, without having  to chase people down for $$!Questions? Reach out to me at Liz@LizLajoie.com!Ready to go From Zero To Zen? Get started with my brand new 8-module program at a special listener discount! Learn what to do and when, make your biz insides as beautiful as the outsides, and never miss another financial step:www.zenmoneymap.com/podcastofferI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Ritu's experience building a successful immigration law firm and how she started her second business.Creating a business strategy that works for YOU.Looking at our productivity and true results as a service provider.How the billable hour system is broken.Why we get gnarled up in striving and ways to think more clearly about our goals (including pricing strategies).Wealth building, exploring different business strategies and lessons learned from running two businesses at the same time.And a whole lot more!About Ritu:Ritu Goswamy, Esq., is a lawyer and productivity strategist for lawyers. She is the best-selling author of The New Billable Hour: Bill More Hours, Be More Productive, and Still Have Work Life Balance and The Holistic Lawyer: Use Your Whole Brain to Work Smarter Not Harder. Ritu is the creator of the New Billable Hour® system, which helps lawyers increase their productivity by billing themselves first. She teaches this system directly to lawyers in a way that is engaging, fun, and practical. Ritu hosts "The New Billable Hour Podcast" available where you like to listen and on YouTube. She consults with lawyers individually and in groups and is an active speaker and trainer in the areas of lawyer productivity, competence, and mindfulness. For a free copy of her first book and other resources, visit: www.newbillablehour.com.Reach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoneyThanks in advance for your feedback!And if you'd like to check out what's new in the Zen Money world, take the Zen Money Quiz, check out my new free workshop series, and learn what we're all about, visit here:www.lizlajoie.com

In this episode, we discuss:The difference between various online accounting systems and why choosing YOUR best fit is important.Why we sometimes overload ourselves with various software.How to think about what you need today as well as what you may need in the future.The single most important thing to know when choosing your financial platform.Questions? Reach out to me at Liz@LizLajoie.com!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kit

Episode in a Nutshell:The ABC's of social media from Stacey's POV.Learning to let go as a business owner (when hiring help becomes critical).Why the "influencer" model doesn't work for most of us, and why that's a-okay.Consistency is key, tracking is critical.And a ton more great insights!About Stacey:Stacey Nachajski works with small business owners and marketing professionals as a Social Media Mentor, Strategist, and Speaker, helping them to make sense of all the pieces involved in their online marketing.Her background is in public relations and advertising. She created Great Brook Media and Embrace Social U because she found that many small business owners were constantly getting stuck when it came to marketing themselves online. She knows there is so much advice out there, so many great tools and so many strategies to try. So many in fact, that it’s overwhelming and trying is about as far as you get.She is the driving force behind those changes you KNOW you need to be making in your business to get it rocking online.Social Links:www.facebook.com/embracesocialuwww.instagram.com/embracesocialuwww.linkedin.com/staceynachajskiGreat Free Stuff from Stacey:https://www.embracesocialu.com/hugs-worksheethttps://www.embracesocialu.com/monthly-content-brainstorminghttps://www.embracesocialu.com/free-social-media-auditReach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:https://www.zenmoneymap.com/workshop

In this episode, we discuss:The difference between an investment and a spend in your business.Why it's so easy to feel buyer's remorse after a large outlay of money.How to make the most of any potential investment and avoid losing out.Reach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kit

In this episode we discuss:Mara's history as a teacher and online educator.Why so many people are looking for a different version of education these days.The business of schooling (public and private).How MicroSchool Builders got started.Mara's version of Zen Money.And more!About Mara:Dr. Mara Linaberger believes that each of us has chosen to be here at this moment in time for a specific reason – that we are each on a mission that we chose for ourselves. And that figuring out what we love, what we’re good at, and how we can be of service, is the engine we need to fuel a lifetime of joyful learning. Mara also believes that school often slows down or stifles that excitement for students. So she is on a mission to create a global network of 100 micro-schools in the next 20 years – to harness education toward helping amazing children to develop their highest potentials, while making learning fun again!Mara is a life-long educator, author, technologist, artist, ballroom dancer and musician, having spent 25 years in service as a public school educator, teacher trainer, and administrator. Completing a doctorate in Instructional Technology, she went on to earn a Superintendent’s Letter of Eligibility in Pennsylvania. Launching “Mindful Technology Consultants” in 2013, she continues to train teachers at the masters level on the use of digital portfolios as alternative assessments, and on bringing mindfulness practices into the classroom.Mara is the international two-time best selling author of HELP! My Child Hates School (link to Amazon) and The Micro-School Builder’s Handbook. Mara currently lives in Harmony, PA with her husband Michael, while she travels far and wide, directly supporting clients in her global MicroSchool Builders programs.You can connect with Mara here: www.microschoolbuilders.comReach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:https://www.zenmoneymap.com/workshop

In this episode, we discuss:How to use a little bit of time each week to make sure your financial wheels are turning smoothly.Why we find it so easy to lose track of our numbers.Steps you can take to focus your energy to grow your business and your financial world.Reach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kit

In this episode, we discuss:Why having a robust contracting process can help clients see you as the better choice.The difference between branding and visual design, and how you can use both to grow.Laura's shift as a business owner in terms of her numbers, her confidence and her sense of well-being.Navigating relationships when you're both entrepreneurs.What Laura's version of Zen Money is and how we've worked together to achieve it.About Laura:Laura Beauparlant is an award-winning international keynote speaker, an expert on branding and design and the author of Brand Chemistry. As the founder and creative director of Lab Creative, her mission is to help ambitious entrepreneurs create strong, memorable brands that consistently attract their ideal clients. For over 16 years, Laura has helped countless small business owners and entrepreneurs gain confidence and grow their businesses through unforgettable brandingYou can connect with Laura online here!https://www.labcreative.cahttps://www.linkedin.com/in/laura-beauparlant-4304381/https://www.facebook.com/labcreativeinc/https://www.instagram.com/LabCreativeInc/Reach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:https://www.zenmoneymap.com/workshop 

In this episode, we discuss:How to use your numbers to make strategic decisions for your biz in a contracting economy.Focus on what's working well and cut anything that's not driving your primary business.Why this may be the best thing that's happened for you and your business in the long run.Ways to think about your financial flow that will help you stay profitable when the market gets tough.What will ultimately help you stay afloat in the next 2-3 years.Reach out to me at Liz@LizLajoie.com if you have any questions!I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kit

In this episode, we discuss:Good practices for building a Facebook community.Distractions and how to keep your new ideas in line with your bigger goals.How to build your business from a financial cushion.Ways to build strong business relationships and network for the long-term.About Emily:Emily Aborn is a Marketing Professional and the owner of She Built This. She Built This is an organization helping women with resources and education to build and create whatever dream is inside of them.She has over ten years of experience working with executives and entrepreneurs in marketing, administrative, and customer service positions. She has owned her own business since 2014 and loves helping others discover what stories are inside of them and get their message out about how they are changing the world!She lives in Temple, NH with her husband Jason and their energetic (aka exhausting) dog, Clyde. When she is not working, she can be found outdoors hiking or walking. She loves cooking, playing games, good music, writing, and living a fun life.Visit Emily's website to learn more about She Built This and to connect with the group: www.shebuiltthis.orgReach out to me at Liz@LizLajoie.com if you have any questions!And be sure to download my Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kitI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Understanding the costs of slow growth vs fast growth in your business.Ways to think about your income in relation to your spending.Why we get antsy when it doesn't seem like we're growing fast enough (and how to manage it).Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to download my Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:www.zenmoneymap.com/kitI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:How Interact began.Ways to think about your business in order to grow.The difference between service and sales.How to differentiate yourself in a busy online space.And tons more!About Josh:Josh Haynam is the co-founder and CEO of Interact Quiz Builder, the world's leading platform for creating interactive quizzes used by more then 100,000 businesses around the world. He started interact with a friend in college and has built it with his team into a global brand.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Leveraging debt in your business.Ways to work on your debt as part of your cash flow equation.Why we get under water and how to create a debt snowball to redefine your financial reality.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:How Harry got started.Why it was easy to get into an uncomfortable financial situation.The benefits of getting help, even when it makes you a little nervous.Tips for leveraging your platforms (LinkedIn, etc.)Why podcasting is a great conversation tool for your business.And tons more!About Harry:Harry Duran is the Founder of FullCast, a full-service, done-for-you podcast production and marketing consultancy. He helps brands and high-performing entrepreneurs amplify their authority and extend their reach through the power of podcasting.As Host of the popular Podcast Junkies on iTunes since 2014, Harry has had conversations with over 215 interesting and engaging podcast personalities.Harry has spoken on stage about the importance of finding your voice and why long-term engagement with your podcast guests is key. Harry shares lessons learned from his first 25 interviews in his book, Around the Podcast Campfire.As a host, consultant and coach, Harry empowers others to amplify their authority through the power of a podcast. As a speaker, Harry challenges leaders to understand the importance of finding their unique voice.And be sure to go here to grab Harry's free gift to you! https://fullcast.lpages.co/lizReach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREEZen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Ways to ensure you're sticking with an idea long enough (but not too long).Why it's so difficult  to maintain consistency, especially in the online space.How to identify your creative cycle and use it productively in your business.When to move on to something new without breaking your bank.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:How to use one or two key metrics to track your progress (and not worry about the rest).The difference between leadership and management (and which you might want to focus on).Why some businesses seem successful from the outside but are a disaster on the inside.What you need to create (and keep) an engaged and excited team.About Nikki:Nikki McKnight has 13 years of experience working with companies to improve processes, drive communication and performance, and build a rockstar team. She’s worked with multi-billion dollar retailers, million dollar entrepreneurs, and startup boutiques looking to start off on the right foot. Nikki loves working with the artistic, creative, and spiritual personalities because she truly believes they will be the ones who will change the world for the better.Nikki loves cycling, pop culture podcasts, romance novels, and hanging with her dog, Riesling. Yes, like the wine.You can check out her website: www.mcknightoc.com. Or connect with her online: Facebook - @mcknightoc and Instagram - @mcknight_ops.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:The three pillars of your financial house.How to engage directly in the planning process without feeling overwhelmed by it.What a successful business strategy actually looks like (hint: it's a living process).When to worry and who to go to for help.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:The split-second decision-making process we all enact (it's a human thing).How a common money-mindset decision-making loop can hold you back.What a confident & strategic decision looks like and how you can change your thought process to be financial successful.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Why we often get caught short with our cash when things appear to be going well.How to give your money jobs to do so your business is humming.A time-tested exercise that will help you stay laser-focused on your cash and how to navigate those down times.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:The primary reason entrepreneurs & small business owners have trouble knowing how to pay themselves well.How to break down your numbers so you know exactly how much is just right to pull out of your biz without breaking your bank.Different approaches to the "pay yourself" question and how to get completely clear for your particular situation.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREEZen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:The issues with time-for-dollars pricing models.How to set your pricing to ensure your business is secure.Setting yourself up for success with a coherent & cohesive pricing structure.Ways to you can grow your business quickly & with ease without leaving dollars on the table!Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss:Why we feel a disconnect between our business finances and our big dreams.How the Zen Money concept came about.A tried & true goal-setting exercise Liz uses with all her clients.Ways to tie your money goals to your daily decisions so you can thrive!Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

In this episode, we discuss..Why seeing a direct connection between our money goals and the reality we see coming into our bank accounts is so difficult.The 5 business management pillars and how we can use your finances as a lens to view the health of your biz.How important it is to successfully navigate your cash flow so you can give back as an entrepreneur.What you can expect from the show going forward.Reach out to me at Liz@LizLajoie.com if you have any questions!And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:www.zenmoneymap.com/workshopI'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoneyThanks in advance for your feedback!

00:46 – Introducing today’s guest, Jodi Flynn 01:53 – Jodi’s entrepreneurial journey 03:09 – Dealing with Golden Handcuffs 05:00 – Travelling the uncertain path 08:17 – Transitioning from account management to coaching 09:36 – The decision to work with women specifically 13:27 – Jodi’s approach to coaching women 15:52 – Overcoming stress, fear, and misconceptions 18:38 – Common issues Jodi has observed from her clients 20:44 – Good enough 23:19 – Jodi speaks to the culture of Type-A Personality 25:27 – The importance of being in tune with yourself 27:14 – Where Jodi got her entrepreneurial spirit 30:34 – Jodi talks about the challenging aspects of starting her own business33:35 – The importance of self-care 35:40 – Jodi’s hopes for future growth within her business 39:34 – Jodi reflects on what she loves most about running her business40:44 – Fighting the negative voice in our head 47:28 – What Zen Money means to Jodi48:14 – Where listeners can follow JodiSound Bites:“I have that dream big gene, I guess.” (02:40)  “We hit certain points in life where it’s like all arrows are pointing that way, so go that way. Even though that way is scary, and uncertain, and unknown. The feeling of going the known path just feels like boredom and being stifled.” (05:00)  “It’s amazing how quickly we start achieving our goals when other people really connect with us and like us and feel relaxed in our presence.” (15:38)  “Once we know whatever belief or misperception is causing the stress and we can talk about it, we can challenge it and change it and take on something new.” (18:14)  “I say to many of my clients, ‘Your good enough is better than most people’s best.’” (20:44)  “I would say it’s still a struggle. There’s still an uncertainty in my business. I do not have a guaranteed paycheck.” (32:44)  “I think the most important thing as a business owner to do is to keep letting people know that you’re in business.” (34:29)  “As a coach, a lot of times people are buying you. They’re buying the energy that you bring.” (37:51)  “It’s been since I started my business that I truly felt that I was living my life’s purpose. And that is so fulfilling and gratifying” (40:32)  “Zen Money to me has an energetic flow. It’s moving, it’s nurturing, it’s taking care of us. I would say Zen Money is the money that heals and restores us.” (47:58)  About Jodi:Jodi Flynn of Women Taking the Lead is an Executive Leadership Coach, Podcaster, Author, Speaker, and Workshop Facilitator for people-leaders. She works with rising women to improve the skills that help them advance to the top levels in their career. She is the host of the critically acclaimed Women Taking the Lead podcast and an Amazon bestselling author with her book, Accomplished: How to Go from Dreaming to Doing. Jodi has spoken at the Massachusetts Conference for Women, The Maine Women’s Conference, Podcast Movement, and the Agents of Change Digital Marketing Conference. She is the President for the board of The Maine Women’s Conference and has been featured in Entrepreneur and Forbes Magazine. Links Mentioned:Jodi’s PodcastJodi’s YouTube ChannelJodi’s Instagram – @jodimflynnJodi’s Twitter – @JodiMFlynn Jodi’s FacebookJodi’s LinkedInJodi’s WebsiteJodi’s Email – jodi@womentakingthelead.comZen Money Financial QuizZen Money Website

00:49 – Introducing today’s guest, Amber Swenor01:25 – Amber’s entrepreneurial journey03:40 – Overcoming fears to open your own business08:45 – How Amber curated her business prior to launch10:06 – Launching her business, Strategic Partners Marketing11:33 – Transitioning to helping a larger audience on different platforms13:25 – Amber speaks to the most challenging aspects of growing her business16:44 – The importance of honesty and transparency19:15 – Learning to become a project manager25:06 – The value of learning from past mistakes26:13 – Amber discusses the efforts she put into Impact Academy29:02 – Revisiting short-term, mid-term and long-term goals of her companies35:18 – What Zen Money means to Amber36:22 – Where listeners can follow AmberSound Bites:“One of my mentors says, ‘Iterate as you go,’ and I live by that.” (07:18)“We strive to work with people that are passionate about being their best. And I didn’t want us to be bound and limited by only working with those mission-driven entrepreneurs that were within our region.” (11:59)“If you care about your team, it’s your responsibility to have ongoing conversations so that they have the opportunity to step into their growth and not be blindsided if they’re not performing.” (22:02)“We’re about helping to find the best solution.” (32:36)“I think of Zen Money as being rooted in your authenticity and flow. Zen Money is alignment.” (36:08)About Amber:Amber Swenor is a business and life strategist that helps people to make their dreams a reality. She is the founder of Strategic Partners, a brand strategy agency and marketing firm that provides business strategy and marketing services for passionate people and companies.She’s also the founder of Impact Academy, where she provides coaching, speaking, programs and retreats on personal development and business strategy. She helps people to live their most authentic badass lives by getting clarity for their dreams and creating strategies to go for them. She helps heart-centered service providers, healers and creatives to build businesses that are authentic to them, and are both impactful and profitable.She’s a 2019 Goldman Sachs 10,000 Small Businesses Graduate, 2018 Vital Voices International VVGrow Fellow, 2018 Madison Magnet Super Connector finalist, 2017 Brava Magazine Woman to Watch, 2017 Young Athena Award Finalist, 2017 In Business Magazine 40 under 40.She’s current authoring her first book titled, Unleashed, to be released March 2020.When she’s not strategizing to help you live your most badass life, you’ll find her rocking the stage with her band, Morningstar.Links Mentioned:Amber’s Instagram – @amberdellarockAmber’s FacebookAmber’s LinkedInAmber’s WebsiteAmber’s Bite-Sized Transformations Weekly EmailZen Money Financial QuizZen Money Website 

01:01 – Introducing today’s guest, Tracey Bissett 02:37 – Tracey’s entrepreneurial journey 05:45 – Tracey speaks to the shift she’s seen in the financial industry over the years 07:35 – The pros and cons of automated financial interactions 08:37 – Tracey’s perspective on funding start-ups via credit cards versus loan credit 11:59 – The biggest misstep entrepreneurs make when first starting their businesses 13:03 – The importance preparation in advance of asking for a loan 15:10 – What a polished and prepared loan presentation looks like 17:51 – Advice Tracey would give for those struggling with their credit 21:24 – The importance of communication 22:25 – Understanding all of your options for credit 28:13 – How Tracey got into teaching financial services 30:35 – Why financial fitness is akin to physical fitness 31:30 – Tracey shares the most difficult aspect of starting her own small business 33:10 – Moving into the virtual space 35:45 – What Tracey likes best about working for herself 36:14 – Strategies Tracey utilizes to help build her brand 36:59 – Tracey’s Master Class 38:04 – What Zen Money means to Tracey Sound Bites: “I think for those entrepreneurs who are organized, prepared, have all of the required information – and they know what it means – I think it [automated interactions] bodes really well.” (07:48) “One of the missteps I think that entrepreneurs consistently make is they don’t arrange their access to capital early on.” (09:12) “It’s better to have a higher limit on your credit card and borrow near the middle of the limit versus always being at the top of the card because that negatively impacts your score.” (19:07) “So, it’s good to have relationships or just connections at different organizations so that if down the road you want to make a switch, you’ve already got somebody that you’ve been getting comfortable with.” (28:02) “For me, it means thinking of money as a tool, knowing how to make it, get it, use it such into a place where it doesn’t control me and I’m controlling how it interacts with me. To me, that’s what Zen Money means.” (38:11) About Tracey: Tracey is an accomplished professional with 20 years of experience in the financial services industry working directly or indirectly with personal, commercial and corporate clients to help them achieve their financial goals. A demonstrated passion for increasing financial fitness coupled with lending and risk management experience led to the establishment of Bissett Financial Fitness Inc. As President and Chief Financial Fitness Trainer, Tracey works with clients to help them understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial life. She works with people of all ages, focusing on youth and young adults, as well as engages with companies and not-for-profit entities in various capacities including one on one coaching and contracts focused on financial services and risk management assignments. In addition, she teaches and leads speaking engagements to increase financial fitness awareness. Financial fitness also known as financial literacy means having the knowledge, skills and confidence to make responsible financial decisions. Just like physical fitness, your level of financial fitness may be starting to learn the basics about money, novice to expert budgeter or becoming a more sophisticated investor. Everyone’s financial fitness level is individual and unique. Just like your health, being financially fit enables you be successful in your life. I consider financial fitness to be fundamental life skill and am passionate about helping people improve their level of “fitness”. Links Mentioned: Tracey’s Website Tracey’s Podcast Tracey’s Instagram – @bissettfinfit Tracey’s Twitter – @bissettfinfit Tracey’s LinkedIn Tracey’s Master Class Zen Money Financial Quiz Zen Money Website

00:59 – Introducing today’s guest, Michael Roderick 01:47 – Michael’s unique background 02:37 – The transition from English teacher to Broadway producer 05:20 – Asking people for money 08:38 – The negative influence of money 11:08 – Addressing the risks of investing in Broadway shows 14:45 – Different motivations for investing in Broadway shows 21:39 – Networking the right way 23:09 – Treating investors as people 28:06 – The importance of reflection 28:40 – Michael’s current business ventures 31:14 – The three factors of a referable brand 34:24 – The genesis of Michael’s entrepreneurial journey 39:43 – Challenges of building a business 41:00 – The most dangerous number 42:09 – Liz reiterates the importance of reflection and being adaptable 43:04 – The diving board metaphor 44:30 – Cultivating key relationships 48:43 – Michael shares the most difficult aspect of building his business 52:16 – Michael elaborates on his daily email 53:41 – Michael’s perspective on referral fees 1:00:45 – What Zen Money means to Michael Sound Bites: “I often say that you limit the things you get in life when you limit other people’s creativity.” (08:01) “Language is used all the time to influence our decisions. So, from a marketing standpoint, when somebody talks about the idea of investing in yourself you have a completely different level of emotional resonance than somebody saying ‘Spend money on this.’” (19:10) “I’m very bullish on the idea of frameworks over formulas.” (26:02) “When I broke it down, I realized that a referable brand has three factors. And it’s easy to remember because it spells the word ‘aim.’ And that’s Accessibility, Influence, and Memory.” (31:15) “If technology changes, if the way that something’s structured changes, if the tool that you’re using to collect money suddenly has a glitch or has a particular issue, you’re going to have a different business in another couple of years.” (40:38) “If you are going to engage in some sort of referral monetary relationship, you want to make sure people know that that relationship exists.” (54:36) “The way I think about it [Zen Money] is this idea of sort of ‘money calm,’ where, when you think about meditation and when you think about being relaxed there’s this dynamic of breathing well and everything is sort of just calm.” (1:00:57) About Michael: When Michael went from high school teacher to Broadway producer in under two years people started to ask him how he managed it. Michael began his career as a high school English teacher before producing Off Broadway and then on Broadway. This combination of experience in the arts and entrepreneurship led to Michael starting an arts incubator program to teach more artists about building and growing their own businesses (PLAE). Eventually, he decided to develop a workshop on networking which grew into a full-time consulting practice and that became Small Pond Enterprises. Michael took a short break to work as the V.P. of Operations and as a Director of Business Development for an NYC Ed. Tech Startup which introduced him to the New York Startup community. Most recently, Michael founded The Connecting Connectors Conference (ConnectorCon). Links Mentioned: Robert B. Caldini – Influence: The Psychology of Persuasion Michael’s Website Michael’s Facebook Michael’s Twitter – @MichaelRoderick Michael’s LinkedIn Zen Money Financial Quiz Zen Money Website

00:58 – Introducing today’s guests, Cristina Livadary and Stephanie Bucko 02:37 – Cristina’s money story 06:04 – Stephanie’s money story 11:05 – Cristina and Stephanie share their thoughts on the current financial services industry 13:35 – The value Cristina and Stephanie place on educating their clients 17:08 – Wealth management 20:35 – The shift from big business to small business 25:05 – The importance of having fun 30:26 – Cristina and Stephanie speak to the three phases on onboarding clients 35:40 – What Zen Money means to Cristina and Stephanie 37:23 – Where listeners can connect with Cristina and Stephanie Sound Bites: “The ‘Aha Moment’ came to me when a dear friend lost her mom and came to me and said, ‘I know you work with so many financial advisors in Southern California. Who do you recommend you would trust with your parents’ money?’ And, unfortunately I drew a blank.” (04:44) “About five years ago I started managing money for people, and that’s when I really fell in love with the industry because it was able to take a lot of the complicated topics that I had been learning and actually apply them to our everyday lives.” (08:00) “We wanted to start a business based on compassionate finance, with the understanding that women are earning as much as men.” (12:16) “When we talk about finance, we’re all about educating.” (13:35) “It’s really amazing to have a business partner that you can trust and lean on, too. So I think that is one of the greatest gifts that we’ve recognized is that when I’m down, Stephanie is up. When she’s down, I’m up. We lift each other up.” (26:36) “For me Zen, as a practitioner of meditation, means balance. And so, it’s something we strive to create in our lives every day, as well as in the lives of our clients by not putting too much focus on any one thing.” (36:10) “It’s [Zen Money] is making your life fun and enjoyable and, ya know, don’t stress the small stuff. Money is a way to propel you to do things that you want to do.” (36:43) About Cristina and Stephanie Cristina is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Today, she believes that even greater success can be achieved by solving issues holistically - with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world. Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2016, she left New York City to pursue a career in individual money management where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course. Links Mentioned: Mana Financial Life Design Website Cristina and Stephanie’s Mana Financial Email – hello@manafld.com Mana Financial Life Design Instagram Mana Financial Life Design Facebook Zen Money Financial Quiz Zen Money Website

01:10 – Introducing today’s guest, Kristen Zavo 01:54 – Kristen shares her corporate background and roles 04:21 – Kristen’s realizations in her corporate job 09:53 – Kristen’s academic journey 11:40 – The transition to entrepreneurship 14:10 – Ups and downs of coaching entrepreneurs & executives 17:42 – Kristen’s experiences and challenges in running her own business 19:54 – Importance of time and self-management & how it affects driven people 22:51 – The realities of business building 24:47 – The significance of taking care and paying attention to yourself and your body 26:07 – Setting boundaries as an entrepreneur 27:10 – Kristen explains how making plans after work makes people productive 30:29 – What Zen Money means to Kristen 31:55 – The link between money and career happiness Sound Bites: “If we don’t listen to that inner voice our bodies are going to revolt until we do” (08:53) “Reflection is great and it’s so important. I don’t want people to take action for action’s sake like I did when I got my CFA; that wastes a whole lot of time and energy and sets you up for a failure.” (16:28) “To be in integrity with your work is the most important thing, if I am helping people to build careers they love. For me it’s not just about the job, it’s how that job supports the rest of their life.” (20:51) “If you have a propensity to be a workaholic or to be addicted to your to-do list then I would argue that quiet time is part of your work.” (29:29) “When you’re happy at work, you don’t need the shoes, you don’t need to party. But when we’re unhappy, we create this lifestyle to compensate for the job we hate.” (32:57) “I believe that you can love your job and you can make great money. Money doesn’t equate to happiness.” (34:54) About Kristen Zavo Kristen is a former financial executive, career coach, speaker and the author of the best-selling Job Joy: Your Guide to Success, Meaning, and Happiness in Your Career. Over the course of her career, she’s spent nearly two decades in traditional corporate jobs (including time in investment banking, consulting and industry), working for some of the top Fortune 500 companies such as Lehman Brothers, NBC and Luxottica. Through her work as an executive coach, international speaker, workshop facilitator and as the author, she has formally and informally helped thousands of clients, colleagues and friends find job satisfaction – whether they chose to stay put, find a new job or completely change careers. Links Mentioned: Kristen’s Facebook Kristen’s LinkedIn Kristen’s Instagram - @kristenzavo Kristen’s Twitter - @kristenzavo Kristen’s Website Zen Money Financial Quiz Zen Money Website

00:54 – Introducing today’s guest, Giovanni Marsico 02:06 – Giovanni’s business background 03:32 – Giovanni’s views on money 04:52 – Finding balance between making money and serving others 06:19 – Giovanni speaks to the pressure he felt as a young man 08:22 – How Giovanni views work 08:57 – Community building 12:13 – Giovanni shares secrets about his Archangel events 14:03 – How Giovanni has differentiated his business 16:32 – Lessons learned from developing the Archangel community 17:58 – Giovanni’s early financial decision-making 19:27 – Learning from past mistakes 21:02 – Strategic advice Giovanni gives entrepreneurs 23:47 – How Giovanni continues to integrate fresh ideas into his business 25:13 – Giovanni speaks to managing his team 26:56 – The importance of transparency 29:42 – What Zen Money means to Giovanni 31:02 – Giovanni leaves the audience with one key takeaway 31:40 – Where listeners can connect with Giovanni Sound Bites: “I slowly discovered that dreaming is a superpower of mine. That when I have my head in the clouds – the thing I was told not to do – I perform at my best.” (02:41) “To me, money has no polarity. It’s just the tool that you use to achieve the mission.” (03:58) “I probably work harder than the average person. It doesn’t feel like it. It feels like I’m a producer, creator and artist. I believe that we can all get to that point where work doesn’t feel like an obligation, it feels like a fascination.” (08:22) “You can’t read the label of the jar you’re in.” (10:25) “I focus on building the tribe first and then servicing them versus building the product first and figuring who needs the thing.” (12:37) “If you can evoke emotion, you will retain wisdom.” (16:03) “You want to get to your zone of genius as quickly as possible, because that’s where momentum happens, that’s where the biggest impact and revenue happens.” (22:48) “That, to me, is what Zen Money is. Scaling and growing, impacting mission first so that you can serve so many people in a way that’s never highly stressed where you’re always creating, you’re always feeling like an artist, and always staying in that place.” (30:29) About Giovanni Marsico Giovanni is the founder of Archangel Academy a private membership community of mission-driven entrepreneurs that are making the world a better place through purpose-driven entrepreneurship and philanthropy. Giovanni hosts his flagship mastermind event, Archangel Academy, every January in the Los Angeles area, and the epic Archangel Summit every fall in Toronto. Follow him on Facebook and Instagram to learn more, and be sure to check out the Archangel community. Links Mentioned: Giovanni’s Website Zen Money Financial Quiz Zen Money Website

00:56 – Introducing today’s guest, Megan Jo Wilson 02:21 – Megan’s unique background 05:46 – Why marketing is so tricky 07:14 – Leadership development defined 08:30 – How Megan approaches performing 12:06 – Megan’s Rockstar Camp for Women 14:07 – The intense personal growth path of entrepreneurship 16:50 – The money conversation 18:14 – Megan’s belief that entrepreneurship can be learned 19:48 – The power of feminine energy 22:36 – The most difficult part of navigating money 25:37 – What Zen Money means to Megan 27:24 – Where listeners can connect with Megan Sound Bites: “My brother introduced me to coaching and I fell in love immediately. Because, it was like all the big juicy questions that I had been thinking about my whole life I now got to sit down on purpose with someone and ask things like ‘What do you want? Who are you being? What’s important to you?’” (03:44) “It’s [Rockstar Camp] a leadership development program that’s unraveling the shame that we have around being seen and heard. It’s unraveling the conditioning we have that I can’t do something unless I do it perfectly.” (12:21) “I believe that being an entrepreneur and running a business is the most intense personal growth path you could possibly choose.” (14:54) “One of the reasons I started building Rockstar Camp is because, as I was teaching coaches how to build a business, the people who were succeeding were the people that were willing to be seen and heard in public.” (18:37) “Feminine energy is about connection, pleasure, intuition. It’s about outrageousness. It’s about fun. It’s non-linear. It’s non-logical.” (20:02) “For me, it’s [Zen Money] the being and the doing, which is what coaching is all about. And so, I have to be in a right frame of mind and a right frame of being in order to do the things that are required.” (25:46) “It’s being in an empowered state of mind and state of being so that I am more powerful than my money. I’m in control of my money. My money’s not controlling me. That’s Zen Money.” (26:54) About Megan Jo Wilson, CPCC: Megan Jo Wilson has been a Certified Professional Co-Active Life Coach for 15 years and is the founder and Creative Director of Rockstar Camp for Women based in beautiful Portland, Maine. She has published two books - both available on Amazon and free PDF download: Who the Fuck Am I to Be A Coach: A Warrior’s Guide to Building a Wildly Successful Coaching Business From The Inside Out and Who the Fuck am I to Be a Rockstar: How to Stop Hiding and Start Rocking Your Coaching Business Like a Boss. Links Mentioned: Megan’s Instagram – @meganjowilson Megan’s Facebook Megan’s LinkedIn Megan’s Website Zen Money Financial Quiz Zen Money Website

00:49 – Introducing today’s guest, Kelli Reese 02:43 – How Kelli got involved in the food movement 06:55 – The biggest lesson Kelli learned from working in the restaurant business 09:05 – The next stage of Kelli’s entrepreneurial journey 13:25 – Kelli’s experience acting as the manager of a company she didn’t own 15:24 – Stepping into the CEO-level role 18:24 – Running an eight-figure business 22:26 – The biggest challenges Kelli faced in her role running a $34 million company 25:04 – The decision to pursue a career that aligned with Kelli’s spiritual path 27:24 – Kelli recalls her time working at a Wall Street investment firm 29:23 – Why Kelli chose to leave her “dream job” 30:30 – How Kelli has applied business lessons learned to her role in coaching 33:25 – Kelli’s incredible network of entrepreneurs 41:52 – What Zen Money means to Kelli 43:29 – Where listeners can connect with Kelli Sound Bites: • “I brought my resume on my honeymoon because all good women do that.” (12:05) • “Growth is fun. When you’re growing it’s so fun. The downhill stuff, not so fun. The trying to figure it out, not so fun.” (15:54) • “There’s nothing more depressing, for me, than walking into a grocery store, a natural foods store, especially the small mom and pops, and seeing empty shelves.” (17:51) • “My personal mantra is, ‘I want to work with people who want to do the work.’” (21:55) • “I learned that it’s not ok for me to allow myself to be where I’m no longer meant to be.” (28:23) • “I need to continue my growth work. That’s what I’ve been dedicated to for more than twenty years. And I believe entrepreneurship is the biggest dive into your personal growth work. But I also need to include my spirituality and my spiritual path in the work that I do.” (35:39) • “It manifests outwardly, that’s how it comes in. It’s just energy right? But money itself, the way that it comes to me is through the relationship that I have with it. So, I need to be respecting it when it comes.” (40:39) • “I put it where it needs to go now, which is very empowering. And, it feels like, to me, that is Zen Money. Feeling centered and understanding and knowing where your money is and where it’s going every time it comes in.” (41:52) About Kelli: Kelli Reese is a former CEO turned Leadership and Transformation Coach. She's an Amazon bestselling author of two books: The Destiny Roadmap and The Relationship Roadmap. In 2015, she boldly walked away from a 17-year career running a $34 million organization. A year and a half later, she left her 15-year relationship to find her path beyond a stressful six-figure job, a BMW and the idea of the “perfect” marriage. Kelli's draws from twenty years of experience in business, leadership, and personal growth and development. She's devoted nearly two decades to spiritual expansion and the study of self-mastery. As a Practical Mystic, she seamlessly combines her spiritual side with her business acumen to lead clients and readers on a bold journey of self-discovery and clarity. Kelli is location independent and works remotely with female executives, founders and CEOs. Everything she does is geared toward giving women the tools and practices to develop trust and confidence in accessing their internal guidance and creating the relationships, career and life they yearn for. She has been featured in Fierce CEO, Bustle, BestLife, CBNation, Washington Magazine, International Living, and as a guest on radio and podcasts, most recently – The Truth Prescription Podcast, Technology for Mindfulness, WOW FM 100.5, Talk with Francesca, LocoGringo, Graceful Healing Podcast and The Mental Insights Podcast. Links Mentioned: Kelli’s Instagram – @kelli.reese https://www.instagram.com/kelli.reese Kelli’s Facebook – https://www.facebook.com/kelli.reese.coach Kelli’s LinkedIn – https://www.linkedin.com/in/kellireese/ Kelli’s Website – https://www.kellireese.com/ Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle Zen Money Website – https://www.zenmoneymap.com/

00:48 – Introducing today’s guest, Eileen Reed 01:50 – Eileen’s business background 02:42 – An affinity for sales 03:40 – The biggest hurdle Eileen has encountered when starting as an entrepreneur 05:26 – Eileen’s current business, Simplify with Eileen 07:22 – The eclectic mix of clients Eileen encounters 12:58 – Advice Eileen would give to those trying to remove clutter from their lives 14:52 – The habits that Eileen has noticed among her clients 19:40 – The value of donating and recycling 21:07 – The challenges of moving from corporate life to entrepreneurial life 23:04 – What Zen Money means to Eileen 25:16 – Eileen speaks to the benefits of the entrepreneurial lifestyle 28:54 – Where listeners can connect with Eileen 29:18 – Eileen’s upcoming event, Simplify Business Sound Bites: • “I always looked at it [sales] as an opportunity to connect with people and to try and solve problems.” (03:10) • “What I’ve learned over the ten years I’ve been in business is that it’s not about organizing, really. It’s really about helping people discover just how much more abundant, meaningful and joyful a more simple life can be.” (05:51) • “The first thing I would say is to really just decide. Just decide that you need to make the change.” (13:21) • “Buy just what you need just when you need it.” (15:45) • “That message from our culture and the consumer-based world we live in is just, ‘You need the latest and the greatest, the most updated, the best, the newest.’ And it’s so false.” (18:22) • “I’m all about JOMO, the joy of missing out.” (18:53) • “I think, for me, Zen Money means a healthy perspective.” (23:21) About Eileen: A big “aha” moment led Eileen to break free from a 25-yr corporate career to create work more aligned with her heart and soul. After simplifying her own life, she created Simplify with Eileen in 2009 with a mission to guiding business and individual clients how to simplify and enjoy fuller, more abundant and meaningful lives. Eileen empowers her clients with the tools & strategies to thrive in a life free from clutter, chaos and distraction. Over the years, she’s witnessed how transforming your surroundings & space with better systems, workflow, and functionality can absolutely transform your overall life. Inspiring her clients to reshape their relationship with "stuff" and embrace new ways to decide how much is enough, is core to what Eileen does. Links Mentioned: Eileen’s Website – https://simplifywitheileen.com/ Eileen’s Instagram – @simplifywitheileen https://www.instagram.com/simplifywitheileen/ Eileen’s Email – eileen@simplifywitheileen.com Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle Zen Money Website – https://www.zenmoneymap.com/ Books Mentioned: Zen Money Map: Charge Your Worth, Pay Yourself First and Fund Your Wildest Dreams The Soul of Money: Transforming Your Relationship with Money and Life

00:56 – Introducing today’s guest, Amber Lilyestrom 01:56 – Amber’s background and roots 03:04 – How Amber first got involved in entrepreneurship 07:58 – Working in the university system 11:27 – The call to help people 13:08 – How a near-death experience led Amber to start her current business 14:21 – The goal of Amber’s entrepreneurial journey 16:25 – Amber speaks to hurdles of working with her husband, Ben 19:15 – The most important lessons Amber has learned while coaching women in business 23:11 – The importance of knowing your worth 25:56 – Amber shares some of the benefits of running her own business 30:13 – How Amber maintains a high level of fulfillment in her career and life 33:50 – What Zen Money means to Amber 36:25 – Amber shares her upcoming event, Accelerate Live Sound Bites: • “I always had that idea of creativity and business and I liked doing it. It [entrepreneurship] was really fun and it was very simple for me.” (04:56) • “I love to help people and see them and then tease out the uniqueness within them to help them get on a path to their joy and to do what they really want to do in life.” (11:53) • “The goal when I left my corporate career was ‘I want to be present for the life that I’m living and the people that are in it.’” (14:49) • “I’m such a straight talker, straight shooter. A person who just wants to move the ball forward for the highest good of all involved.” (27:05) • “I have just decided to support the whole of my life, not just one aspect and angle of it.” (28:22) • “Zen Money means financial serenity to me. And really being at one and at peace with the flow of your finances.” (33:53) About Amber: Amber Lilyestrom is a transformational branding strategist and business coach, author and speaker. She has been featured by Entrepreneur, Mentorbox and Working Mother Magazine and is the host of The Amber Lilyestrom Show podcast. She is the creator of the Ignite Your Soul Summit annual live event in Portsmouth, NH and multiple life-changing online programs. She helps entrepreneurs turn their passions in to heart-centered brands and thriving businesses. Amber's mission is to empower women to position themselves as sought-after experts and thought leaders through the creation of an online brand presence. Her transformational mindset work sets her apart in an industry focused on a strategy-first, inner work later approach. She’s worked with thousands of women worldwide building a seven-figure business from home, while also homeschooling her daughter with her husband and business partner, Ben. Links Mentioned: Amber’s Podcast – https://www.amberlilyestrom.com/podcast Amber’s Website – https://www.amberlilyestrom.com/ Amber’s Instagram – https://www.instagram.com/amberlilyestrom Accelerate Live Website – https://www.amberlilyestrom.com/acceleratelive Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle Zen Money Website – https://www.zenmoneymap.com/

01:04 – Introducing today’s guest, Matthew Patti 01:40 – Matthew’s background in the medical profession 03:36 – How Matthew became a disruptor 04:43 – Matthew’s career evolution 08:56 – The shift to building a company 10:55 – The most important lessons Matthew has learned through entrepreneurship 12:44 – Matthew uses the Traffic Light System to describe the ‘ticky-tacky’ of everyday business 15:20 – Matthew’s decision-making during his hiring process 20:16 – The most common issue Matthew encounters among business owners 22:08 – The importance of having vision 22:21 – The Tennis Ball Exercise 27:05 – Stepping back from your business, taking inventory and entering a creative zone 28:28 – What Zen Money means to Matthew 30:25 – Takeaways Matthew wants the audience to know 31:48 – Matthew provides listeners with a special gift Sound Bites: • “I have never really seen myself as employable. I have tried a couple of times and have done a reasonable job at it, but not a great job. Because, I think with entrepreneurs or business owners, we cut our cloth in a very different way.” (02:12) • “I’ve always believed that you can train someone a skill, but you can’t train them a personality.” (16:55) • “Business is one of the most rewarding, personal growth journeys.” (21:11) • “If we allow the business to operate as a parasite on us and our life, it’s not a business that’s serving us; we’re serving the business.” (24:27) • “This is what I’ve said to my clients, ‘Trust the process. Step back. Go and enter your creative zone.’” (27:05) • “Zen Money is really flow. Zen Money is about letting go of this idea that it needs to be hard. Letting go of this idea that it needs to be a struggle and that you need to really, really, really work hard to get ahead for the rest of your life.” (28:47) • “I think the most important thing to remember is that you can shape whatever future you want. And you can shape whatever future you want right now through your imagination.” (30:44) About Matthew: Matthew Patti is the founder of Innerversal Academy and creator of the renowned Zero Limits: Shape Your Best Life™ program. Admired among his peers as a visionary, futurist, modern mystic and global leader in conscious business growth, Matthew has built multiple 6 and 7 figure businesses over the past 25 years applying his unique blend and understanding of metaphysical principles with business strategy to help Transformational Leaders, Conscious Business Owners and Holistic Practitioners scale their business and consciousness. His mission is to help awaken and activate higher levels of consciousness and "Super Human" potential within - transcending out-dated models of "doing" - rising to new heights of personal performance and achievement so together, we can positively influence, impact and contribute to advancing the human race using our unique gifts, talents and abilities. Fun Free Stuff: Check out these resources we discussed in this episode: Tennis Ball Meditation: http://bit.ly/ManifestNow-ZMM - Enjoy this free guided exercise from Matthew! Check it out to start ramping up your goal achievement. #ZenMoneyMap: www.zenmoneymap.com/moneystyle - Learn your Zen Money Financial Archetype and start levering your unique money style to your advantage with quick wins today! Other Links: Matthew’s Website – http://matthewpatti.com/ Matthew’s Program – http://matthewpatti.com/zl-mastermind/ Zen Money Website – https://www.zenmoneymap.com/

01:05 – Introducing today’s guest, Linda Ugelow 01:37 – Linda speaks to the work she does in performance and empowerment 03:05 – Linda’s background in the performing arts 05:54 – For the love of dance 07:43 – Linda’s career evolution 09:55 – Why Linda considers herself a second-tier early adopter 11:58 – Linda reflects on the genesis of her fears 14:52 – The variety of ways Linda works with clients 15:30 – Working with clients in-person vs. online 16:54 – The most common client issues Linda encounters 19:28 – How Linda works with creative outside-the-box entrepreneurs 21:18 – Linda’s perspective on business building 22:58 – How Linda defines success 24:15 – What Zen Money means to Linda 25:11 – Linda talks about her upcoming book 25:57 – Takeaways Linda wants the audience to know 28:01 – Linda announces a free guided confidence meditation for listeners Sound Bites: • “I want people to get to a place where they’re not being held back by fear. Not because they’re pushing through it, but because there isn’t anything to push through.” (02:17) • “When I got to Day 75, it just dawned on me, ‘This is ridiculous. Practice is not a kind of panacea for fear!’” (11:00) • “I didn’t feel safe in front of the camera or an audience because there was part of me that remembers it was dangerous to be put in the center of attention in that way.” (13:22) • “When you are an entrepreneur you need to take a stand on what you believe.” (17:24) • “As I go into any kind of new venture, I have the tools, and the capacity, and the openness and freedom to accept where I am.” (22:36) • “Zen Money is a sense of equilibrium and balance. It’s not a static place but it’s more like a dance or an interaction where we find our sense of relationship that is unclouded by our past.” (24:37) About Linda: Linda Ugelow is a speaker and presentation confidence coach who helps people liberate themselves from the fear of being seen whether it’s on stage, on camera, in the media or the meeting room. Through private and group workshops on and offline, she helps both new and seasoned experts step into their most charismatic and natural selves so they can make the impact they dream of. She's the producer and host of the TV show Women Inspired and was host/emcee at the TEDx Debrecen University in Hungary. Her upcoming book Delight in the Limelight is due out in the spring of 2020. To learn more about Linda's work, follow her on Linked In or visit her website: www.lindaugelow.com Links Mentioned: Confidence Meditation – https://www.lindaugelow.com/speakingconfidence/ Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle