Podcasts about business owners

Business owners hear it all the time: "Just buy it. It's a tax write-off." But that's not how smart tax planning works. In this episode, Tiffany Phillips, CPA, breaks down the biggest myths about tax deductions under the new tax law and explains how bonus depreciation, Section 179, QBI, business debt, and estimated taxes work together. You'll learn why buying equipment just to save taxes can actually cost you more, how to make better money decisions, and why great tax strategies look at your whole business—not just one deduction. If you want practical CPA advice that helps you keep more of what you earn, this episode is for you. Don't make an expensive tax mistake because of a headline. Listen now and learn how to build a smarter tax strategy before year-end. Next Steps:

Most business owners celebrate the sale. Most also regret it. In this episode of the Measure Success Podcast, I sit down with Bob Bedritis, founder and managing director of Oswego Private Wealth Management and a certified exit planning advisor, to discuss why nearly 75% of owners regret selling their business, the "wealth gap" that blindsides them, and how to plan the most important act of your life — the one that comes after the business. We cover: • Why nearly 75% of business owners regret the sale — and the wealth gap driving it • The real math of a deal: how $5M on paper becomes $1.5M in your pocket • Why exit planning is really growth planning that should start 5 years out • Making yourself dispensable, not indispensable, so the business runs without you • Your "third act" — building a life of significance after you step away Watch the full episode and ask yourself: if you sold your business tomorrow, would you know what comes next? Connect with Bob: LinkedIn: https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613 Website: OswegoPrivateWealthManagement.com  

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

From Duck Camp to Business Owner | Young Padawan's JourneyThis week on the Duck Gun Podcast, my longtime hunting buddy Zack, better known to many of you as Young Padawan joins me in the studio. Over the past eight years, we've shared countless mornings in the duck blind, filmed some unforgettable Duck Gun Chronicles hunts, and made memories through series like Timber Queen and Wood Duck Wisdom. In this episode, we're looking back on those experiences, telling stories from behind the scenes, and talking about how Zack has grown from a new duck hunter into the owner of Blue Waterfowl. We also dive into diver hunting, V-boards, building a business in the waterfowl industry, and how duck hunting has changed over the last several years. As always, there's plenty of duck camp stories, laughs, and a few friendly debates along the way. In this episode:

Send us Fan MailYou can check off seven of ten things on your to-do list and still go to bed feeling like a failure. That is not a productivity problem, it is a self-assignment problem.In this episode, we unpack the mental health skill successful business owners lean on that most people never learn: recognizing your inputs instead of obsessing over what is left undone. Emilia shares the client story that inspired this conversation, Bianca opens up about her evolution from feeling wildly incompetent to running eleven therapy sessions a day, and together they walk you through the systems thinking loop of input, output, measure, and adjust that you can apply to your productivity, your habits, and your mental health. Plus, one simple action step you can take before the end of today to start building self-belief through self-assignment.Here's a related episode that builds on today's conversation:#499 | The Real Reason People Give Up on Their Dreams, Part 2 - https://podcasts.apple.com/ca/podcast/evolve-ventures/id1511831621?i=1000763768162Learn more about:

Erica shares why consistently paying yourself is critical and how she learned this after years of stopping and starting her own pay while always prioritizing employee payroll. She explains the stress and confidence issues caused by inconsistent owner pay, and how advice from Charles Nelson at LCR Summit pushed her to set a non-negotiable paycheck. Erica describes the difference between owner's draws and being on payroll as an S-corp employee, the importance of separating business and personal banking and setting aside money for taxes, and how underpricing and unnecessary expenses can prevent both owner pay and proper staffing. She notes her current routine of paying herself $1,250 base pay per week (paid every two weeks) and working toward building at least three months of savings while still covering payroll and marketing. Comments and Questions are welcome.   Send to: thescooppodcast22@gmail.com

Have you ever based a decision you were making on intuition?  Do you ever let your intuition guide you in life?  The basic definition of intuition is to understand something immediately, without the need for conscious reasoning.  When you fully understand your wants and needs in life, intuition can be something you rely on.  But what happens when you may not be in sync with what you really want in life?  Is it okay to trust or follow your intuition then?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of the Daily Mastermind, host George Wright III delves into the crucial role of networking in achieving entrepreneurial success. He emphasizes that a network is not just a component of success but the foundation of it, offering access to opportunities, wisdom, resources, and collaboration. Wright discusses common networking pitfalls, such as treating relationships transactionally and not investing time to maintain them. He provides actionable advice on building a strong network through genuine, value-driven relationships, becoming a connector, and focusing on long-term investment in people. Additionally, he highlights the importance of personal growth and how elevating one's identity can help attract high-level connections. Wright also celebrates the podcast's achievement of ranking at the top of the Apple Podcast charts for entrepreneurship and business, and invites listeners to join the Authority Media Network for further growth.01:23 The Importance of Your Network02:47 Common Networking Mistakes04:11 Building Genuine Relationships06:50 Elevating Your Network and IdentityThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.

In today's episode, I talk about key trends I see while working with solo esthetician business owners and how I usually can predict if they will grow their business quickly based on how they respond to taking action and making decisions. Use code EARNING at glossgenius.com for 50% off your first two months of GlossGenius premium plans.Learn more about working with me 1:1 to Double Your Esthetician Business. Click here!Free workshop: The 7k Ceiling: The Real Reason You Haven't Doubled Your Business Yet Register here!Follow me on Instagram: @esthetician.coach

Financial planning for business owners often gets pushed aside while daily operations take over, and certified financial planner William Bissett has seen this pattern for over two decades. Founder of Portus Wealth Advisors, William breaks down why business exit planning, business succession planning, and business retirement planning are not the same conversation, and why confusing them costs entrepreneurs real money. In this episode of Play Big Faster, you will hear why most owners have little saved outside their company, how economic cycles affect the timing of a business exit, what a professional valuation actually reveals about sellability, and why most owners regret selling within a year. Whether you are starting a business or nearing retirement, William shares a practical framework for turning your company into real, lasting wealth. Watch now on YouTube.

Hispanic owned business are booming in Richmond. Michel Zajur from the Virginia Hispanic Chamber of Commerce stops by the show to talk more about it.

In this episode of the Breakfast Leadership Show, Michael D. Levitt sits down with Chris Miller to discuss how entrepreneurs and business owners can use legal tax strategies to preserve wealth and strengthen long-term financial stability. Chris shares insights from decades of experience helping clients navigate tax mitigation, financial planning, and wealth protection during uncertain economic conditions. The conversation explores why many small and medium-sized businesses fail to leverage the same advanced tax strategies used by ultra-wealthy individuals and major corporations. Key topics include: Legal tax mitigation strategies for business owners Why tax planning is critical for wealth preservation Common financial mistakes entrepreneurs make Leadership lessons from building a multi-generational business The impact of economic downturns on financial planning How high-income earners can protect capital during market volatility Why proactive financial strategy matters more than reactive investing This episode is valuable for entrepreneurs, executives, founders, and professionals focused on financial growth, operational resilience, and long-term wealth management. Schedule your Leadership Operating System review at: Breakfast Leadership LeadershipOS

Today's conversation is with Dylan King, founder of King AI and Automation. Dylan helps businesses in the UK identify and implement the AI systems that allow them to grow and scale effectively.Artificial Intelligence is moving at an incredible pace.Every week there's a new tool, a new model, or another headline claiming AI will change everything.The challenge for most business owners isn't whether AI matters. It's knowing what actually matters.In this conversation, Dylan cuts through the noise to explain which AI tools are genuinely worth your time, how to implement them into your business, and why AI should be viewed as a productivity multiplier rather than a replacement for your expertise.Expect to learn:Why Dylan recommends Claude over other AI platforms for most business ownersHow Claude Projects can become your AI-powered operating systemWhy one-off AI chats are limiting your productivityThe AI tools every business owner should know aboutWhy Fathom AI is transforming meetings and sales callsHow NotebookLM can become your personal learning assistantWhy Airtable is an ideal first CRM for growing businessesThe biggest mistakes people make when creating AI contentWhy your expertise should always come before AIThe security risks businesses need to understand before deploying AI publiclyWhere AI is heading and what it means for the future of businessIf you've been wondering how to actually use AI beyond writing emails or asking simple questions, this conversation will give you practical ideas you can implement immediately.Order your supplements from VitaMonth using CAMBRO for 50% off - https://vitamonth.ukMake Millionaire Money Moves - https://millionaire-fhcpmlvz.manus.spaceAudit your sales process in 4 minutes - https://colinsales-vygp2xak.manus.spaceGet my Linkedin for Sales Guide - https://colcambro.kit.com/products/linked-in-personal-brand-for-sellingConnect with Dylan:LinkedIn: https://www.linkedin.com/in/dylan-king-ai/Website - https://www.kingaiandautomation.co.uk/ Connect with Col:Instagram: https://www.instagram.com/col.cambro/Email List: https://colcambro.kit.com/30bde23b0cPatreon: https://www.patreon.com/ColCampbell

John Noble runs a £1M-a-year accountancy firm. £80k a month in revenue, £30k profit, a team of 10 - on paper, he's smashing it. The problem? He's 80% of the business. Find out more from John here: John-noble.co.ukTry Entrepreneurs University 14 Day FREE Trial Here ►https://jamessinclair.net/entrepreneurs-university-free-trial/Sign up to my weekly newsletter 'The James Sinclair Letter' here:https://www.jamessinclair.net/the-letterFind out your Entrepreneurial DNA, take the '8 Traits of the Greats' quiz here ► https://jamessinclair.scoreapp.comGet your tickets to our next event here ► https://www.jamessinclair.net/eventsApply to be on my podcast here ►https://jamessinclair.net/podcasts/

Nelson Nigel is the Founder and CEO of Moto Nation.    Back in 2016 Nelson as an Uber driver noticed that taxis and car services do not offer installed child car seats, and parents are helpless. He found a void in the transportation marketplace that Uber and Lyft have explicitly left open.    Nelson created a mobile app to provide a convenient and safe alternative to lugging car seats to and from airports to change how parents travel with small children.   Today, Kidmoto is a trusted brand that connects parents to a network of professionally trained drivers that provide airport transfers with secured child car seats for safe and convenient airport travel in 52 US cities.   After operating for 6 years Kidmoto has over 40k completed rides, 40 part-time employees, 500 independent drivers nationwide, over a 7-figure revenue for 2024 and is valued at $25 million.  

Can the space around you influence your happiness, creativity, and success? In this episode of Everything Is Personal, Len May sits down with Steve Griggs, founder of Steve Griggs Designs, to discuss entrepreneurship, creativity, outdoor living, leadership, business growth, and how thoughtful design can shape everyday life. Steve shares lessons from more than four decades of building luxury outdoor spaces, growing a successful business, working with high-profile clients, and creating environments that inspire people to live better. The conversation also explores resilience, customer experience, creative thinking, branding, and what it takes to build a lasting reputation. EndoDNA: Where Genetic Science Meets Actionable Patient Care EndoDNA bridges the gap between complex genomics and patient wellness. Our patented DNA analysis platforms and AI technology provide genetic insights that support and enhance your clinical expertise. Click here to check out to take control over your Personal Health & Wellness   Connect with EndoDNA on SOCIAL: IG | X | YOUTUBE | FB Connect with host, Len May, on IG     Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Summer, Sports Gave Me a Masterclass in BusinessFIFA World Cup. Wimbledon. Blue Jays baseball. A live WNBA game with my daughter.This summer, sports has been everywhere, and as I watched these incredible athletes compete, I kept seeing the same parallels to what we face as business owners every single day.The grind. The setbacks. The comebacks. The quiet years before the big moment. The hard seasons nobody talks about.In this episode, I'm sharing seven lessons from the world of elite sports that apply directly to building and scaling your business — drawn from athletes whose stories stopped me in my tracks this summer and connected to real moments from my own journey and my clients'.Some of these will challenge how you see where you are right now. Some will give you permission to keep going. All of them are worth a listen.In This Episode, You'll Hear About:A 40-year-old athlete who became one of the most talked-about figures at this year's FIFA World Cup — and what his story means for every entrepreneur who's ever doubted their timingWhat the world's current number one tennis player did after one of the most shocking losses of his careerA Toronto Blue Jays star having the hardest season of his career — and the business lesson hiding in plain sightWhat my daughter and I witnessed live at a WNBA game that perfectly captures what building a business actually feels likeWhat You'll Walk Away WithA mindset shift for wherever you are in your business journey right nowReal perspective on comparison, hard seasons, and resilienceThe reminder you might need to keep going — and keep playingComplimentary consultation with Maggie — if this episode resonated and you want to talk about where you are in your business, what's feeling hard, and what's possible, book your complimentary consult with maggie here - https://calendly.com/maggie-s2l/discovery-call-1Or visit her website: https://stairwaytoleadership.com

Dan's on the road this week, so we're resurfacing one of our most-downloaded episodes — still holds up. New episode back next week. Some of the “smart moves” founders make might be signs of hidden resistance. This week, Dan and Ian break down 10 behaviors that can quietly kill momentum, from expanding marketing channels too early to pausing sales during busy stretches. They also dive into why scaling too soon backfires, the hidden risks of declining assets, and what happens when you delay building management layers. Sponsor: wayfront.com/tmba Thanks to this week's sponsor Wayfront — the AI-ready operating system for productized agencies. One client portal. One team dashboard. All your data, AI-accessible. TMBA listeners get an extra free month on top of the trial at wayfront.com/tmba. CHAPTERS (00:00:13) Introduction (00:01:09) Understanding Resistance in Business and In Life (00:04:51) A Balanced Marketing Diet (Finally!) (00:09:15) Pause Selling Because We're So Busy! (00:12:03) Keeping Team Members Maximally Busy (00:16:08) Cutting a Clever Deal With a Declining Asset (00:22:10) I Simply Won't Do ideas That Don't Scale! (00:26:24) I'm Going to Quit My Job! (00:29:27) The Myth of the Great Idea (00:33:34) I'm Re-Investing In My Product! (00:37:01) Building an Audience: Start With The Basics (00:39:56) Should I Build Out a Management Layer? Tempting! CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC Subscribe to the newsletter Follow us on Instagram MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business The Unexpected Downsides of Selling Your Business Success Without Sacrifice? Shiny Object Syndrome The Anti-Agency Agency + High ROI Customer Service Strategies

What if burnout isn't caused by working too hard but by working on the wrong things for too long? In this episode, Tim Francis joins Russ and Joey to share the unexpected turning point that forced him to rethink success, productivity, and the role of the entrepreneur in their own life. From financial collapse and physical breakdown to rebuilding through systems and delegation, this conversation reveals what it really takes to protect your energy while scaling a business.The conversation also explores the mindset shift required to avoid burnout and shares practical tools, including time audits, productivity systems, and delegation frameworks, that help entrepreneurs regain control of their time and energy.Top three things you will learn: -Burnout is often a systems problem, not a workload problem-Eliminate, automate, delegate is the core framework for time freedom-The entrepreneur is the number one asset in any businessAbout Our Guest:Tim Francis is an award-winning entrepreneur from Canada and the founder of ProfitFactory.com and GreatAssistant.com. In 2011, Tim was struck by a rare illness, leaving him unable to walk for 3 months. He nearly went bankrupt and was forced to restart. Tim promised himself he'd “never be a burnout entrepreneur again,” a driving motivation that led to the creation of Profit Factory.Today, Tim helps entrepreneurs transition from Business Operator to Business Owner, helping them successfully arrange, then delegate to a production team around them. Entrepreneurs appreciate their newfound freedom to work ON the business, take time off, travel, or start other ventures.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Tim Francis:- Website - TimeFreedom.ProfitFactory.com/WWWS- Website - https://greatassistant.com/applyBuild a Passive Income Machine in 3 Steps:Here's how to flip the script and start building wealth the way the wealthy do

Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/964265 Today, we're discussing a significant tax credit, the Eligible Automatic Contribution Arrangement (EACA), which means actual dollars in your pocket, not just a tax deduction. Savannah Wallace, one of our expert attorneys, joins to explain how this finance strategy can help you save money on taxes. This is crucial personal finance information for anyone looking to optimize their tax planning. Don't miss this opportunity to reduce your tax bill and build wealth smarter. Sign up for a Free Tax & Asset Protection Workshop here: https://aba.link/lx3q

Most business owners assume that when the time comes to sell their company, a buyer will be ready to write them a check. But many businesses never sell. Others sell for far less than the owner expected because the company was never built to operate without them. In this episode of the New Jersey Business Podcast, Paul and Vanessa Valverde sit down with Kevin Santana, a business broker at Mercato List, to discuss what really makes a business valuable, transferable, and attractive to buyers. Kevin explains why revenue alone does not determine what a company is worth and why buyers pay close attention to profitability, predictable cash flow, clean financial records, documented systems, customer concentration, team stability, and owner involvement. The conversation explores the most common mistakes business owners make before attempting to sell, including waiting too long to prepare, keeping disorganized financial records, failing to document processes, and building a company that depends entirely on the owner's knowledge, relationships, and daily involvement. Kevin also breaks down how business brokers help buyers and sellers navigate the transaction process, including valuation, confidentiality, buyer screening, negotiations, due diligence, financing, transition planning, and closing. For entrepreneurs interested in acquiring an existing company, Kevin shares what buyers should investigate before making an offer, which red flags can expose a bad deal, and why buying a profitable business can sometimes be faster than building one from the ground up. This episode is not only for business owners preparing to sell. It is about building a stronger company with better systems, clearer financials, a capable team, less owner dependency, and more options for the future. Because even if you never sell your business, building it as if someone could buy it will usually create more freedom, stability, and value.

Inspired Choices for Business Growth with Christine McIver  Success in business isn't built on luck. It is built on the power moves and inspired choices you make every single day. In this episode, Christine McIver, Business Growth Specialist reveals the strategic decisions, leadership habits, and bold actions that separate business owners who struggle from those who consistently grow, scale, and lead with confidence. You'll discover that power isn't about controlling everything, it's about making intentional choices that create momentum, profitability, and lasting success. Whether you're building your first team, navigating growth, or preparing your business for its next level, this episode will challenge you to stop reacting to circumstances and start leading from strategy. True business authority comes from consistently making the moves that strengthen your company, your leadership, and your future. CEO Without Apology Author Christine McIver   Amazon.com – https://www.amazon.com/dp/1997615045 Amazon.ca – https://www.amazon.ca/dp/1997615045     ~ More About Inspired Choices for Business Growth with Christine McIver ~  Christine McIver is a Business Growth Specialist, Inspirational Speaker, TV & Radio Personality, and the Founder & Owner of Inspired Choices Network, ICN Summits & ICN Publishing. Christine is highly successful at inspiring individuals and businesses to make choices that will bring them increased success, greater joy, self-confidence and remarkable inspiring change.  All of which increased the abundance in their lives and businesses. Christine lives her life out loud and is a natural cheerleader.  She believes in the abilities of others to change their lives quickly and easily. Christine entices clients to show up more in their life, businesses & relationships than they ever have. She invites them to make all that they once knew was possible, possible. Christine believes that you can be living & loving your life with ease!  Her kind, direct and joy filled approach is both comforting and stretching.  Christine has impacted thousands of individuals with her enthusiastic message of possibilities.  Christine invites all into knowing that all things are possible beyond what is present in your life right now. https://christinemciver.com/ ~  christine@christinemciver.com https://www.facebook.com/InspiredChoicesCA ~  https://www.youtube.com/@InspiredchoicesBusinessGrowth   To get more of Inspired Choices for Business Growth ~ Christine McIver, be sure to visit the podcast page for replays of all her shows here: https://www.inspiredchoicesnetwork.com/podcast/inspired-choices-for-business-growth-christine-mciver/

Your bookkeeping may look organized, but are the numbers actually correct? In this episode, Tiffany explains why every business owner should reconcile bank and credit card accounts each month. You'll learn how reconciliation catches missing income, lost deductions, duplicate charges, fraud, and other costly errors. You'll also discover why accounting software cannot replace human review—and how bad bookkeeping can lead to the wrong tax bill, unreliable financial reports, and poor business decisions. This simple monthly finance routine can improve your accounting and bookkeeping, protect your tax preparation, and give you numbers you can trust. Do not wait until tax season to discover that your books are wrong. Listen now and learn how one monthly habit can protect your money and your business. NEXT STEPS

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA   Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 100 is here, and I am recording it on my iPhone from a makeshift desk in Bangkok, where I am living and running my whole business for the next four months. Three years ago I turned on a microphone with no plan and no idea if I would make it to episode 10. This one is not a highlight reel. It is 10 things that 100 episodes have taught me, and more than anything, it is a thank you.In this episode:It did not start as a podcast Episode one was never meant to air. Why you do not have to have it all figured out to begin, and how to start messy.Slower served everyone better Why I moved from weekly to two episodes a month, and how the pace that gets recommended to you is not always the right one.Value your time, not just your work The year of no, why boundaries protect your time, and why I choose the word value over worth.I learned to love the quiet How solitude went from something I avoided to the thing I would protect first.Shut up and listen What 100 guest conversations taught me about listening, choosing whose advice to take home, and why not all advice is good advice.Build it so it runs without you The Bangkok lesson. A business that cannot run without you is not freedom, it is a job you cannot quit. Build your systems now.AI is the taskmaster, I am still the brain How I actually use AI in my business, where I leaned in too hard early on, and why nothing hits the public eye without me.I am not here to yap Why the loudest voice in the room is not always the one worth your time.Free does not mean it costs nothing A personal ask about feedback, and why we should tell the baker the bread was good.You don't have to do any of this The one I most want you to hear. Take what serves you and leave the rest.If these 100 episodes have given you anything, here is the birthday gift that helps most: leave a review and set the podcast to download automatically. That is how a show like this gets found, and how the next 100 reach more designers.Come see what I have been building at mcclainmethod.com, where all the new products in the shop are laid out so it is easy to find exactly what you need.Follow along on Instagram @themcclainmethod.Text Me a Message!FREE VIDEO TRAINING DIRECT FROM JOHN:Design feels natural.The business side doesn't.Join this free 39-minute training for interior designers and learn the 3 secrets to building a profitable, stress-free design business without burnout or chaos.

The excitement of starting your very own business and the beliefs of your success are high when you are first starting your business.  You think about what you want to sell, how you will sell it, the marketing and just how much your business is needed in the marketplace.  You might have started an online business, you could be a course creator, you may have decided to be a small business coach, life coach, virtual assistant, bookkeeper, podcast manager or other service based or product based business.  Whatever the business you started, you were pumped and had no reason to doubt that your business will be anything but a big success.  But then something doesn't go the way you originally planned, and you begin to doubt if your business will be successful.  You wonder if you made a big mistake, or you may have self-doubt kicking in and you wonder if you are even the right person to have started this business in the first place.  We've all been there, but how do you keep up your positivity and belief that your business will be successful when you start having these doubts?  In today's episode, I am talking about what can happen when you have these doubts and what you can do to continue to not only believe in the success of your business but believe in yourself as well.  I want to make sure that you continue to hold on to that excitement you once had for your business and what you can do each and every day to make sure you don't lose that insight.  Listen in to today's episode, especially if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant, and make sure you are following these important steps to ensure the continued success of your small business… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Most business owners judge marketing by the first sale. The best businesses measure it by the lifetime value of a customer.In this episode, I explain why marketing isn't an expense—it's an investment in acquiring profitable lifetime customers. We explore customer lifetime value,  cost per acquisition, retention, referrals, and the key numbers that turn marketing from guesswork into a predictable growth strategy.Once you know what a customer is truly worth, you'll stop asking, "How much should I spend on marketing?" and start asking, "How much can I profitably invest to acquire a customer?"If you want to make smarter marketing decisions and build a business that grows with confidence, this episode is for you.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Build a Business That Gives You More Time, Money & Life: Get The $100M Playbook: https://go.bradsugars.com/100m-playbook-ebook

Dawn Johnson shares how she became a business owner, community leader, and advocate for economic empowerment in Rock Hill. The conversation explores entrepreneurship, financial literacy, civic engagement, leadership, B.E.L.L. (the Black Economic Leadership League), building stronger communities, and why meaningful relationships, lifelong learning, and personal empowerment are essential to creating lasting change.

Cornwall is a corner of the world which imprints itself on all who visit, and few businesses are quite as synonymous with their origins as Fat Willy's, a perennial presence on the Cornish coastline.In this episode, Liz and Leila sit down with Co-Owner and Director Marc Ward, to retrace the steps of how a surf shack dream from the 1980s became a Cornish institution, from Marc's dad's original vision to how the brand has grown while staying firmly rooted in Cornwall and family life.

If you've ever felt like you're working yourself into the ground and still going backwards, this episode is going to hit home. Andrea York runs Catch the Fire Worship Flags — a completely handmade, hyper-niche business — and just one year ago she was having her lowest revenue quarter ever, emotionally done, and seriously questioning her life choices. By the end of that same year, she had her highest revenue quarter ever, outsourced manufacturing, and moved to a 3PL… all things she thought were impossible. Listen in and learn: How to stop flying blind and get brutally honest about your numbers The difference between a strategic plan and a to-do list (hint – only one of them will move the needle) Why outside feedback was key to getting the clarity she needed to move onward and upward In the end, Andrea had built a business that's easy to run, or…if she chooses, easy to sell.   RELATED LINKS: Get on the Inner Circle waitlist here: https://www.thesocialsalesgirls.com/inner-circle-membership From stressed to confident. An inside look at a 2 year transformation https://www.thesocialsalesgirls.com/blog/from-stressed-to-confident-an-inside-look-at-a-2-year-transformation-episode-227 The one thing even smart Business owners continue to get wrong https://www.thesocialsalesgirls.com/blog/the-one-thing-even-smart-business-owners-continue-to-get-wrong-episode-174 Strategies from my Mastermind [part 1] https://www.thesocialsalesgirls.com/blog/growth-strategies-from-my-mastermind-part-1-episode-151 Strategies from my Mastermind [part 2] https://www.thesocialsalesgirls.com/blog/growth-strategies-from-my-mastermind-part-2-episode-152 ------------------- Stop wondering if you're "doing it right" and learn how to grow your sales in a consistent, predictable way. Spend 40 minutes with me in this eye opening workshop, and you'll leave with a few simple steps that will grow your sales next month. Find a time that works for you, and register here: https://watch.thesocialsalesgirls.com/s/77wKvQ "Insightful, actionable and engaging! I learn so much every single time I listen. I can't believe this information is free"  - If you feel like this too, I'd love it if you would leave us a review. Reviewing the show will help us reach even more store owners, so we can help the grow their sales. Click here, scroll down, tap to rate with 5 stars and select "Write a review". Let us know what you find most helpful about the podcast!  

Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified Financial Behavior Specialist and co-host of The Planning Perspectives Podcast, Kate explains why clients stall on logically perfect financial plans and explores the profound identity crisis entrepreneurs face when selling a business. From rewriting childhood "money scripts" to navigating the communication gaps in the Great Wealth Transfer, this conversation exposes the psychological blind spots wealthy families face when assets are passed down without shared values. Tune in for concrete strategies on how to align your emotions with your financial execution, plan for major transitions before a crisis hits, and start rewiring your own financial behavior. About Our Guest: Kate Duffy has spent over two decades specializing in portfolio management and comprehensive financial planning for clients. She's passionate about helping clients understand their unique relationship with money while optimizing outcomes by incorporating structure and pragmatism. Based on thoughtfulness and careful listening, Kate's interpersonal approach prioritizes the purpose and meaning of client wealth beyond the analytics underpinning her expertise. She is a Certified Financial Behavior Specialist® and holds a master's degree in financial planning and financial psychology from Creighton University's Heider College of Business.Kate is also the co-host of The Planning Perspectives Podcast, a planning and advice podcast from Bryn Mawr Trust. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

Mary Lou Panzano is an award-winning communications executive with over 35 years of experience in employee communications at global companies, empowering leaders to guide strategicorganizational change. She is a certified leadership coach, communications advisor, speaker, and best-selling author, passionate about helping people succeed through any change they want to make in their business or lives. Mary Lou just released her firstsolo book, Cementing Change: Cracking the Code for Communications that Work. She is also featured author in the Cracking the Rich Code, Volume 18 anthology and a contributing author in The Art of Connection: 365 Days of Resilience Quotes by Entrepreneurs,Business Owners and Influencers.Connect with Mary Lou on LinkedIn: https://www.linkedin.com/in/mary-lou-panzano/Visit Mary Lou's Website: helppeopleprosper.com

What if the biggest thing holding your business back isn't your revenue...but your relationship with your numbers?In this episode, tax strategist Ryan Otto breaks down how small business owners can move from financial confusion to true clarity. With over two decades of experience, Ryan shares practical, no-fluff strategies to help you think beyond basic bookkeeping and start operating like a tax strategist.We dive into the common blind spots entrepreneurs face, from neglecting profit and loss statements to reactive tax planning, and how these habits quietly limit growth. Ryan also introduces his concept of “tax smithing,” a more intentional, forward-thinking approach to managing your financial life and building long-term wealth. Whether you're just starting out or feeling overwhelmed by your finances, this conversation offers actionable steps to simplify your systems, reduce stress, and make smarter decisions for your business. From setting up an LLC to leveraging tools like QuickBooks and knowing when to outsource, you'll walk away with a clearer path forward. If you're ready to stop guessing and start growing with confidence, this episode is your starting point.Learn more: https://accentfinance.net/Shop Binxties: instagram.com/binxties

Most entrepreneurs are told the same thing: Grow bigger. Scale faster. Buy more. But what if that's actually the wrong goal? In this conversation, Matt Faircloth shares one of the biggest lessons from decades in business and real estate: success isn't about having the most units, the biggest company, or the flashiest lifestyle. It's about building a business that matches the life you actually want. Too many entrepreneurs chase someone else's definition of success, only to discover they've built a business they no longer enjoy. In this clip, you'll learn: • Why bigger isn't always better • The hidden downside of endless scaling • How to define success on your own terms • Why focus beats chasing shiny objects • The importance of work-life balance in entrepreneurship • Building wealth without sacrificing your life Whether you're an entrepreneur, real estate investor, business owner, founder, or someone pursuing financial freedom, this message is a powerful reminder that your business should serve your life—not the other way around. Sometimes, doing fewer deals, saying "no" more often, and focusing on what you truly enjoy leads to greater long-term success than constantly chasing the next milestone. If this message resonated with you, like the video, subscribe, and share it with another entrepreneur who needs this reminder !! Looking to build long-term wealth through multifamily real estate investing? Visit Wheelbarrow Profits to access educational resources, investment insights, and strategies for creating lasting financial freedom.

EPISODE 452: Hiring for your construction business shouldn't feel like an emergency every time you do it. In this episode, Todd Dawalt sits down with JL Talent Solutions founder Justin Landry to break down a five-step system for hiring better construction employees without leaning on gut feel. ⚡Schedule a Business Evaluation Call with The Construction Leading Edge Team: HERE

What if your pricing problem... isn't actually a pricing problem?So many business owners believe that charging more will finally solve their financial frustrations. But if you've raised your rates and still feel overworked, overwhelmed, or like you're constantly second-guessing yourself, this episode is for you.In this conversation, Melissa sits down with financial strategist and The Money Conversation author, Linda Hunt, to explore the hidden issues that keep service-based businesses stuck. From scope creep and weak boundaries to nervous system capacity and business structure, Linda shares why profitability starts long before you send the invoice.If you're ready to stop working harder for the same results and start building a business that truly supports your value, don't miss this episode.In this episode, you'll learn:• Why pricing problems often aren't pricing problems at all• The real reason raising your rates doesn't always increase profits• How your business structure impacts your confidence and decision-making• Why scope creep is a symptom, not the root problem• What nervous system capacity has to do with running a successful business• How to create a business that supports sustainable growth instead of burnoutConnect with Linda Hunt:Website: https://www.sumsolutions.comLinkedIn: https://www.linkedin.com/in/lindaahunt/Book: The Money Conversation: Speak the Truth. Set the Standard. Get Paid Without Apology.Ready to become the go-to option in your industry?If you're wondering whether your marketing, messaging, website, or Google presence is helping, or hurting, your visibility, schedule a Visibility Audit with Melissa.Together, you'll uncover what's working, what's holding you back, and the next best steps to grow your business with confidence.If this episode encouraged you, please subscribe, leave a review, and share it with another business owner who needs to hear this conversation.Your GO-TO LINK for all things Visibility-: Google Business Profile Optimization, The Website + Social Media Audit, The Visibility Blueprint, Newsletter, & Referral Partners.Love today's podcast?

Send us Fan MailI am so excited to bring on one of the leading Instagram strategists for business owners — Michelle Gifford. She helps six and seven-figure brands grow their audience, sell out their offers, and generate real revenue through Instagram. She's also a coach, agency owner, podcast host of The Social Strategist, and a mother of five proving every day that it's possible to build a thriving business without sacrificing what matters most. When I invited Michelle onto the show, I knew we'd be talking Instagram strategy. What I didn't expect was how deep we'd go into the mindset behind building a successful business on Instagram. Grab your notebook.WHAT YOU'LL LEARN IN THIS EPISODE 03:15 How Michelle went from teaching photography as a business to becoming one of the leading Instagram strategists for six and seven-figure brands05:07 The moment Michelle realized she wasn't growing on Instagram even though she was teaching it, and exactly what she changed07:30 Why sitting on the fence wastes more time and energy than just deciding to go all in08:23 How to use Instagram results as information instead of validation09:22 The two types of Instagram users every business owner needs to recognize and the decision point each of them faces10:19 Why Instagram now rewards the best content creators and why that's actually a gift11:17 The identity mindset shift required when you move from Instagram consumer to Instagram business owner16:20 What's working for organic Instagram growth right now: carousels, reels, and the share rate metric you need to watch18:44 The content test Michelle uses before posting anything: save it, share it, or watch all the way through20:59 How to keep people watching reels all the way through: layered hooks, visual movement, and ruthless editing22:21 How long your reels should actually be and why Michelle uses a "mini skirt" rule23:20 Why not all content has to go viral and how to separate attract, nurture, and sell content30:17 How Michelle runs a business and creates content with five kids, a dog, and two cats35:36 How Michelle uses AI including Claude Co-Work for competitor analysis and Instagram content research39:05 How Claude Co-Work opens a Chrome browser and analyzes Instagram accounts in real time41:00 How Michelle uses AI to automate daily social media news briefings and podcast guest thank-you emails41:52 Michelle's Descript workflow for podcast editingLINKS MENTIONED Hot Reels (my 12-month Instagram content lab): Michelle Gifford's Website:Michelle on Instagram: The Social Strategist Podcast: Michelle AI (Michelle's custom GPT): WORK WITH ELIZABETH MARBERRYApply for your FREE Instagram Breakthrough Session with ElizabethFree guide to Monetize Your IG: Seven Simple and Proven Ways to Finally Make Money on InstagramFollow Elizabeth Marberry on Instagram, TikTok, Facebook Please be sure to rate, review and follow the show on Apple podcasts (or wherever you find your podcasts) so we can get this free value to other people who need it.

In 2017, Niv Davidovich left the security of established law firms to launch his own practice. Today, he is the Managing Partner of Davidovich Stone Law Group, leading a 20-attorney team that handles complex real estate, construction, and landlord-tenant law across Southern California. In this episode, Niv shares his blueprint for building a client base from scratch, explaining how local networking—through golf, faith communities, and local groups—drives business growth. He also delivers a realistic look at property ownership, breaking down why landlording is too intensive to treat as a casual side hustle, how to master your local market, and the critical screening steps necessary to protect your investments from tenant scams. Episode Resources:  Davidovich Stone Law Group Email Niv : niv@davidovichlaw.com   About Our Guest  Niv Davidovich is the managing partner of Davidovich Stone Law Group, LLP, a leading 20-attorney law firm to the landlord, developer and property manager community across Southern California. With offices in Los Angeles and San Diego, DSLG is on the frontlines representing owners in the always increasingly complex world of landlord-tenant and eviction law, in addition to representing owners in the fields of real estate, construction, and administrative matters.   About Our Sponsors Navy Federal Credit Union   If you're looking for a positive sign toward homeownership, this is it. That's because Navy Federal Credit Union's Homebuyers Choice loan has downpayment options as low as zero percent with no required private mortgage insurance. These benefits make homeownership more achievable for their members. Learn more here.  Terms and conditions apply. Loans subject to approval and eligibility requirements. Learn more at Navy Federal dot org slash zero down. At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 600 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today. Disclosure: Some of the links above are affiliate links. This means that, at zero cost to you, I will earn an affiliate commission if you purchase via the link provided.  

My lead pipeline just flipped — for 10 years about 80% of my clients have been business owners, and in the last two weeks it's been about 80% content creators, all because of traction on Instagram. And it got me thinking about how each side is staring at the other with envy: business owners wish they had the creator's reach, and creators wish they had the owner's offers, email list, and body of work. In this episode I make the case that each side is holding exactly half of a complete business — creators have mastered speaking to the masses (a real skill set that takes hours a day, not 15 minutes), and owners have the IP, frameworks, and proprietary mechanisms that survive an algorithm change.

Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate planning consequences. In Hour 1, Brian Wiley and Jeremiah Bates explain the differences between LLCs and S Corporations, when an S Corp election may make sense, how business structure affects taxes and liability, and why business owners should coordinate their entity planning with their estate plan. They also discuss cost basis, inherited assets, and avoiding costly mistakes before they happen. Hour 2 shifts to investing, covering concentrated stock positions, strategies for managing highly appreciated investments like Micron, investor psychology, and ways to think through market volatility, geopolitical events, and portfolio risk without letting headlines dictate your decisions. The final hour answers listener questions on business succession planning, selling a closely held business when family members don't want to take over, Qualified Opportunity Zones and the upcoming 2026 tax deadline, evaluating annuities within a comprehensive financial plan, and why fiduciary advice should focus on your entire financial picture—not just one investment account.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

We all have times in our lives where we feel discomfort.  When discomfort comes up for you, how do you handle it?  Are you afraid of feeling discomfort?  Are you able to move through your feelings of discomfort?  Are you willing to do the uncomfortable things in your life that cause you to feel discomfort?  Most of the clients I work with don't like the feeling of discomfort, and they find all kinds of different ways to avoid these feelings, but what I have found with so many of my clients is that the more they can choose to be uncomfortable, the more they are able to achieve the things they truly want in their lives.  Ready to find out how you can let feeling a little discomfort get you more in your life?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

This week Chris is back with me and we are going deep on a topic that honestly took us years to truly understand: the difference between making money and actually building wealth. If you're a business owner, an entrepreneur, or even just someone who has been grinding away and wondering why the revenue doesn't quite match the financial freedom you pictured, this one is for you.   In this episode, we cover: Revenue vs. profit vs. wealth — why that distinction is one of the most important mindset shifts you'll make as an entrepreneur Sole proprietor vs. incorporated business — how to know which structure makes sense for where you are and where you want to go (and yes, we're Canadians so this is Canadian languaging!) Retained earnings — what they are, why they matter, and how leaving money inside your corporation is one of the most powerful tax advantages available to you The tax reserve — why we recommend setting aside roughly 30% as money comes in, and how shifting to quarterly corporate tax installments changed everything for me Banking strategy vs. wealth strategy — stop asking "where does my money go?" and start asking "what should my money be doing?" Emergency reserves and operating capital — the numbers every business owner needs to understand (and most don't) How insurance investments work inside a corporation — one of Chris's favourite tools that most people never think to ask about The questions to ask your accountant — because showing up informed changes everything Why sitting money is losing money — how inflation quietly erodes the savings you feel "safe" keeping in your business account   Let's dive in! Thank you for joining us today. If you could rate, review & subscribe, it would mean the world to me! While you're at it, take a screenshot and tag me @jennpike to share on Instagram – I'll re-share that baby out to the community & once a month I'll be doing a draw from those re-shares and send the winner something special! Click here to listen: Apple Podcasts – CLICK HERESpotify – CLICK HERE Free Resources: Free Perimenopause Support Guide | jennpike.com/perimenopausesupport Free Blood Work Guide | jennpike.com/bloodworkguide The Simplicity Sessions Podcast | jennpike.com/podcast Get 20% on thewalkingpad.com using code "JENNPIKE20" Metabolic Guide | jennpike.com/metabolic-guide Get discounts at happybumco.com using code "JENNPIKE" *code doesn't apply with Black Friday sale* Programs: Ignite: Your 8-Week Body Transformation Program | https://jennpike.com/ignite The Peri & Menopause Project  - Join the Waitlist | jennpike.com/theperimenopauseproject Synced Virtual Fitness Studio | jennpike.com/synced Services: Work With Jenn | https://jennpike.com/work-with-jenn/ Functional Testing | jennpike.com/testing-packages Business Mentorship | The Audacious Woman Mentorship:  jennpike.com/theaudaciouswoman Connect with Chris: Instagram | @chrisborsellino Finance Discovery Session | Book Here Connect with Jenn: Instagram | @jennpike Facebook | @thesimplicityproject YouTube | Simplicity TV Website | The Simplicity Project Inc. Have a question? Send it over to hello@jennpike.com and I'll do my best to share helpful insights, thoughts and advice.  

This summer, we're revisiting a handful of our most valuable StoryBrand Podcast episodes to help you clarify your message so you can grow your business. Today's episode is about your elevator pitch.   Most people explain what they do in a way that's either too long, too confusing, or too focused on themselves. But when you can clearly explain what you do in one sentence, people understand your value faster. They get it. In this replay, you'll learn how to create an elevator pitch that makes people lean in, ask questions, and remember your business long after the conversation.   Ready to clarify your message and grow your business?   Attend StoryBrand Your Business LIVE to learn how to explain what you do in a way customers instantly understand: https://storybrand.com/live/?utm_medium=podcast&utm_source=podcast&utm_campaign=sbyourbusiness&utm_term=sbpod&utm_content=SB_workshop    Visit StoryBrand.com for business training, messaging tools, and resources to help you grow: https://storybrand.com/?utm_medium=podcast&utm_source=podcast&utm_campaign=storybrand&utm_term=sbpod&utm_content=SB_home    Follow on Instagram: https://www.instagram.com/storybrand   Connect on LinkedIn: https://www.linkedin.com/company/storybrand