Podcasts about financial foundations

In this episode of "The Encore Entrepreneur," Lori Lyons continues her "Building a Strong Foundation" series, focusing on the critical legal and financial aspects of running a business. Lori emphasizes the importance of choosing the right business structure, such as sole proprietorship, LLC, S Corp, or C Corp, to protect personal assets and ensure compliance. She highlights the necessity of contracts, separating personal and business finances, and effective cash flow management. Lori provides practical advice and personal anecdotes to guide entrepreneurs in establishing robust legal and financial systems, essential for protecting their businesses and facilitating future growth. Resources: Are you frustrated that your business isn't growing? "Messy to Magnetic: Unlocking the Secret to Effective Marketing" is a free course that goes over the top 10 mistakes small business owners make with attracting their ideal client and converting those clients to leads. Click here for your free gift!  Join Lori's private Facebook group - Make Your Marketing Simple. Lori interviews her guests in the group (giving you advance listening!) and has a community of small business owners just like yourself to connect and grow their businesses.  Join now!  Schedule a Website Biz Accelerator call. Answer just a few questions and Lori will audit your website for the ONE biggest change you can make to your site to get more clients.  Schedule here!  Connect with Lori

On this week's episode of the Retire While You Work Podcast®, Myles, Jeri Anne, and Carson kick off their Young Adult Guide to Financial Literacy series. They break down the financial building blocks—managing spending, building credit, saving for the future, and handling debt wisely. Stay tuned for more in this series! Watch This Next: https://www.youtube.com/watch?v=W8X4Z2KSPR0

Unlock the secrets to financial empowerment and take control of your future with insights from Jason Knapps, a seasoned LPL financial advisor. We promise you'll learn how personalized financial planning can bolster your confidence and help you realize your dreams. Jason takes us through his journey from Hibernia Bank to becoming a wealth management expert, sharing valuable strategies for assessing your financial profile, including income, spending habits, and risk tolerance. Dive into the practical steps that can transform your approach to financial success and prepare you for a prosperous future.Our conversation progresses to the critical aspects of debt management and retirement planning. Understand why tackling high-interest credit card debt is a priority before making investment moves. We offer practical advice for those new to the workforce, highlighting the importance of enrolling in a 401k and setting realistic retirement goals. With the compounding power of time in your arsenal, create a solid financial foundation that empowers you beyond relying solely on social security. Discover how early financial literacy and long-term planning can set you on the path to a secure financial future.Choosing the right financial advisor can significantly impact your financial journey. We guide you through evaluating potential advisors, emphasizing the need for trust and relatability. Explore different communication options with Neighbors Wealth Management that accommodate your busy schedule, whether through virtual, phone, or in-person meetings. Our goal is to empower you with the knowledge and resources needed to achieve financial independence and a healthy retirement. With Jason's expert guidance, take the necessary steps today to ensure a comfortable and well-planned financial future.Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

What's the secret to building a successful business and a balanced life?In Ep136, I'm joined by my business coach Marcus Kroek for an insightful chat recorded roadside on my way to Dubbo.

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In this episode, we'll explore practical tips, common money mistakes to avoid, and how to set yourself up for financial success—no matter where you are in life.  Doina Oncel is an entrepreneur, and advocate for financial literacy who brings a wealth of expertise and personal experience to the table. After facing the devastating challenges of being $60,000 in debt and homeless, Doina rebuilt her life through determination, education, and a commitment to mastering financial principles. Today, as a homeowner and accomplished financial advisor, she leverages her journey to inspire and empower others to rewrite their own financial stories. Doina has a track record of delivering impactful financial guidance and educational programs, blending practical expertise with an authentic understanding of her audience's challenges. She is passionate about breaking the cycle of financial insecurity for the next generation, ensuring they are equipped to make informed decisions and build wealth with confidence through the Money Made course. Her work stands as a testament to the power of financial literacy, showing that with the right knowledge and support, anyone can achieve financial independence and success. Connect with Doina here:  TikTok: https://www.tiktok.com/@moneymadecourse  Instagram: https://www.instagram.com/moneymadecourse/ YouTube: https://www.youtube.com/@DoinaOncel Facebook: https://www.facebook.com/doina.oncel/ Website: https://doinaoncel.com/moneymadecourse Grab the freebie here: Savings Tracker https://tinyurl.com/MySavingsTracker  AND/OR How to Help Your Kids Build Smart Money Habits Guide for Parents: https://dashboard.mailerlite.com/forms/821034/136650658409351068/share =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers.  QUICK LINKS:  APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

What's up, Bomb Squad! I'm you host Brad Lea and This is Dropping Bombs.  In this episode, I brought in guest Jesse Bounds, a true blue-collar entrepreneur and awesome guy who's built a $15 million agricultural and trucking empire from the ground up. Jesse started at just 17 years old, working hay fields in Oregon, and now he's exporting hay and straw across the globe. We talked about scaling smart (after he learned the hard way), using social media to recruit top talent, and the game-changing potential of AI in trucking and farming. Jesse's also has this amazing coaching group, 104 Coaching, where he's guiding farmers, truckers, and construction pros on real business tactics, fitness, and leveling up their mindset. This episode is packed with lessons on building a solid foundation, adapting to tech, and why fitness is a game-changer in business.  Tune in, Bomb Squad—you don't want to miss this one! What You'll Learn: How to scale a blue-collar business from scratch, avoid common financial pitfalls, leverage social media for recruitment, and adapt to evolving technologies like AI and automation to stay competitive.   Highlights: Entrepreneurial Journey Building a Business from Scratch The Export Market and Challenges Rapid Scaling and Hard Lessons Learned Community and Coaching Group Leveraging Social Media and Recruitment Automation Future of Agriculture and Trucking Industries Personal Development and Healthy Lifestyle Choices Resources Mentioned:  https://tenfourcoaching.com/pnwbizcon2024?fbclid=PAZXh0bgNhZW0CMTEAAabHy2U2M2Nt9uWI7szLJbFv6KUJKtrT9XrDhTKRLZNx_JLIqG_gV0hr0M0_aem_E7uJ2JVCVj0L1SIVQNTSJg  You can follow today's guest at: https://www.instagram.com/jessebounds__/    https://www.instagram.com/boundscoffee/    https://www.instagram.com/jesseboundstrucking/      Watch the full video episode on Brad's Rumble here: https://rumble.com/c/c-2544182 Watch the full video episode on Brad's Youtube here: https://bradlea.tv  

Financial planning isn't just about numbers; it's about understanding the behavioral aspects that come into play.Welcome to this exciting episode of the Healthy Love and Money Podcast, where our host, Ed Coambs, introduces Mary Lou Daly as a new addition to the team. With over 15 years of experience in technical financial planning and accounting, Mary Lou brings a wealth of knowledge to the table. She joins the podcast today to explore the intersection of financial planning and psychology, highlighting how communication plays a crucial role in managing wealth, especially for couples. Together, Ed and Mary Lou aim to assist individuals who are navigating the complexities of wealth accumulation and financial anxieties by merging technical expertise with an understanding of client psychology.They discuss the intricate dynamics of money conversations within relationships and their impact on marital satisfaction. The episode underscores the importance of personalized approaches to financial planning, tailored to individual and couple dynamics. The conversation also sheds light on the challenges couples face, from minor irritations to significant control issues, and the crucial role of financial therapy in bridging the gap between sound financial advice and practical implementation.Listen in as Ed and Mary Lou explore the importance of balancing present and future financial planning, and how envisioning our future selves can motivate effective financial preparation. They discuss the complexities of financial upbringing, family dynamics, and the emotional flashpoints that shape our financial beliefs and behaviors. Mary Lou's enthusiasm and expertise are the perfect addition to the Healthy Love and Money team!Key Topics:Financial Intimacy and Communication Challenges (00:00)Initial Impressions and Financial Planning Approach (02:20)Challenges of Financial Communication in Marriage (06:31)Financial Planning Tools and Techniques (11:25)Behavioral Financial Planning and Financial Therapy (19:51)The Role of Financial Planners and CPAs (21:53)Financial Planning for Different Life Stages (22:08)The Impact of Financial Planning on Relationships (22:25)The Importance of Financial Education and Awareness (28:24)Final Thoughts and Excitement for the Future of the Healthy Love and Money Team! (45:19)Connect With Healthy Love and Money: Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

In this episode, Steve Fretzin and Brian Zapf discuss:Financial planning and metrics for law firmsImportance of strategic investments and cost controlLeveraging financial storytelling for decision-makingBest practices for client and revenue management Key Takeaways:In addition to revenue, law firm owners should track net income and cash flow, as well as specific KPIs like effective hourly rates and client lifetime value to fully understand profitability.Payroll should be about 40-45% of revenue; excessive payroll spending can prevent firm growth and profitability, especially if partners or staff are not contributing proportional value.Firms should aim to bill upfront where possible and maintain timely follow-ups on accounts receivable to reduce cash flow issues and avoid prolonged collection struggles.Undercharging for services can lead to rapid client acquisition but may indicate undervaluing; regular market assessments can ensure competitive and profitable pricing. "The financial story goes beyond just having a financial report that your bookkeeper might give you each month. It's more about understanding where you are right now in your business and where you want to go." —  Brian Zapf Join Steve on November 15th for an exclusive 60-minute session focused on actionable strategies for business growth. Register now—seats are limited to the first 20 attorneys! Sign up here: https://www.fretzin.com/blog/category/events/ Thank you to our Sponsors!Rankings.io: https://rankings.io/Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ Episode References: The Tim Ferriss Show: https://podcasts.apple.com/us/podcast/the-tim-ferriss-show/id863897795 About Brian Zapf: Brian Zapf is the founder and Chief CFO of Flight Financial, a fractional CFO firm that helps law firm owners master their financials through clear financial storytelling and strategic financial management. With a focus on improving cash flow, profitability, and business growth, Brian uses his background in accounting and finance to help lawyers turn their numbers into actionable insights. He has helped his clients focus on what matters, improve their firm's performance, and reduce their stress. Connect with Brian Zapf:  Website: https://www.flight.financial/Email: brian@flight.financialLinkedIn: https://www.linkedin.com/in/bdzapf/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

This week's podcast is an inside look at the four guiding principles that shape our financial planning approach at Providence Financial. Discover how these principles can help you build a strong financial foundation, navigate economic changes, and reach your goals with confidence. We will discuss each principle in detail, exploring how they drive smart investment strategies, income security, risk management, and long-term growth. Whether you're just starting your financial journey or looking to refine your retirement strategy, this show is for you! Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

Christian Rivera is the founder of The Ecommerce Accountants, a firm that specializes in tax, accounting, and business structuring for e-commerce companies. Their clients include social media marketing agencies, dropshippers, digital marketers, Amazon automation, Amazon FBA, and internet coaches/gurus.In this episode of the DTC POD, Christian explores key accounting issues that e-commerce businesses must address to succeed, such as sales tax compliance, revenue recognition, and inventory accounting. He also unpacks tax strategies that can help entrepreneurs set up smarter finances and maximize their profitability.Interact with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. E-commerce Accounting Challenges2. Sales Tax Management3. Revenue Recognition4. Inventory Accounting5. Financial Strategies and Advice6. Inventory Management and Financing7. Business Entity Structures8. Growth Patterns of Successful Brands9. Tax Planning and OptimizationTimestamps00:00 Christian Rivera's background and company04:47 Accounting and tax for commerce brand08:05 How sales tax works and where it applies13:46 How every successful entrepreneur starts16:44 VAs, agencies, and managing paid traffic19:45 Inventory management for DTC brands22:55 Strategies for inventory financing25:16 Tax planning and optimization27:57 S corp and LLC: difference and benefits33:37 Tax strategies for foreign-owned businesses 36:52 Puerto Rico's Act 60 tax incentive program39:39 Tax strategies for American entrepreneurs45:24 Christian Rivera's advice for DTC foundersShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok  Christian Rivera - Founder of The Ecommerce AccountantsBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

How do you ensure financial decisions prioritize Kingdom impact over infrastructure growth? In this episode of the GrowLeader Podcast, Pastors Chris Hodges and Matt Minor sit down with Norwood Davis, President of the Wesleyan Investment Foundation (WIF), to discuss the financial principles every church leader should know. They dive into the importance of having a clear financial strategy to support church growth. Norwood shares key financial metrics for churches and explains how WIF has helped fund over $630 million in church projects. The conversation also explores how creating margin in your budget can lead to unexpected opportunities and why preparing your team for financial growth is essential to success. . . . . Episode Resources: - Learn More about Overflow: https://www.wifonline.com/growleader . . . . All things GrowLeader: - Develop a Kingdom Builders or Legacy Team: https://www.growleader.com/kbvirtualintensive - Learn more about Monthly Mentoring with Pastor Chris: https://www.growleader.com/monthlymentoring - Access FREE church resources: https://www.churchofthehighlands.com/resources - Watch the GrowLeader Podcast: https://www.youtube.com/@GrowLeaderTeam . . . . Follow along on Socials: - Instagram: https://www.instagram.com/growleader - Facebook: https://www.facebook.com/growleader . . . . Thank you to our partners! - Wesleyan Investment Foundation: https://www.wifonline.com/growleader - StudioC: https://www.thestudioc.org/growleader . . . . Timeline: 00:00 - Highlight 00:25 - Intro Norwood Davis  05:23 - Financial Strategy & Church Growth 07:13 - About WIF 14:59 - Creating Margin In Your Budget 22:41 - Leading Your Team Through Financial Growth 27:30 - Thank You, Partners! 

Finance can be complex. It's very easy to focus on the bells and whistles instead of the tried and true. So today, we're stepping back to explore the core financial principles that every emergency physician should know. Understanding what areas to focus on, and which to avoid, is just as important whether you're fresh out of residency or a seasoned pro.

Within this episode we discuss what financial pillars you need in order to thrive within inflation and a rising cost of living in under 10 minutes!At OneUp we believe in being curious and taking a little bit of value from everyone, so welcome to the breadcrumb series. Where we get bite sized amounts of previous episodes and can hear a new perspective.Breadcrumb 81 is from the episode - "Thrive within a Rising Cost of Living & Manage your Money Better".Listen to the full episode on Spotify or Apple Podcasts.The time has come to tell you something... Rolemate, the solution set to transform what recruitment looks like, is here.It's been clear to me that no one loves looking for jobs.Amongst the endless scrolling, hours spent tailoring your cover letter to every role and doubt that anyone has even seen your CV after another "we won't be progressing with your application" email, you start to lose hope that you'll ever be given a chance.Rolemate is here to change things.Sign up here and get yourself 3x FREE CV templates to help make this ongoing slog a little easier. Then, keep up with us on Instagram and LinkedIn to learn when new roles are available.Keen to learn more about personal growth, career and money?  Find me on Instagram or Tik Tok  Thank you for listening, it means so much to me. Please leave a rating or review if you're enjoying and we will chat in the next episode. Want to get in touch directly?  sarah@theoneupproject.nz  DISCLAIMER: The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone's financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.

Podcast Description: Season 2, Episode 16 of the Virtual GM PodcastIn this episode of the Virtual GM Podcast, Cody and Meagan Adent from Vibrant Management dive into the critical topic of financial management in the hospitality industry. They share Vibrant's proven financial process, including the creation of detailed budget sheets for all companies, the use of QuickBooks Online, and the importance of having everything in place for financial planning and success.The episode emphasizes the significance of timely financial reporting, ensuring end-of-month finances are completed by the 10th of every month. This includes a reconciled budget sheet, Profit & Loss (P&L) statement for the previous month, year-to-date P&L, and the most current balance sheet. Cody and Meagan also offer practical tips on managing cash flow effectively to keep your hospitality business thriving.Whether you're a hotel owner, property manager, or involved in any aspect of the hospitality industry, this episode provides essential insights to help you maintain financial stability and achieve long-term success. Follow us on Instagram - @thevibrantteam@virtualgmpodcastCheckout our website - www.thevibrantteam.com

What if the key to your child's future financial success starts with their first allowance? Join Shay and Vanessa as they uncover the powerful ways parents can nurture financial literacy in their children right from the start. Drawing from personal experiences and timeless wisdom like Proverbs 22:6, they discuss how early lessons in money management can set kids on a path to becoming confident and responsible financial stewards.Remember saving up for that must-have item in your youth? We take you on a nostalgic journey through childhood work experiences and the invaluable lessons they impart. Whether it's babysitting, mowing lawns, or saving for a cherished Mickey Mouse Club jacket, we reveal how these early jobs teach kids about the value of hard work, setting financial goals, and the emotional highs and lows that come with them. We also emphasize the importance of parents modeling good financial behavior—because kids are always watching and learning.We also discuss making financial education fun by exploring engaging ways to teach kids about money, from vacation planning and charitable giving to entrepreneurial activities like lemonade stands. These practical experiences not only educate but also create lasting memories. By involving children in financial discussions and decision-making, we equip them to feel valued and prepared for financial independence. Tune in and gather the tools you need to raise money-smart kids who appreciate the value of hard work and responsible money management.Thank you for listening. Don't forget to follow, like, review, and Share! Crusaders for Change, LLC (C4C) provides financial counseling, coaching, and classes for those ready to get out of debt, improve their credit, save, and much more. To learn more about C4C by visiting www.crusaders4change.org. Schedule a Free 15-minute Clarity Call Today! Comments, questions, or suggestions on topics? Email yahweh@crusaders4change.org Follow us on:Facebook | Instagram | LinkedIn | Twitter

Send us a Text Message.Struggling with nonprofit finances? Brittan and Germeen Guillaume, CEO of Visionary Accounting Group, discuss how to achieve financial transparency and build donor trust. Germeen shares actionable steps to best practices in 3 foundational areas, with Pro-Tips to maximize impact:Cloud Accounting: Migrate to streamline processes and improve financial management.Monthly Close: Implement timely processes to stay on top of finances.Financial Reviews: Conduct regular reviews with the board for accuracy and oversight.And explores the benefits of:Financial Transparency: Crucial for building donor trust and ensuring funds are used as intended.Hiring Right: Invest in bookkeepers with nonprofit experience and the right expertise.Training & Investment: Leaders should invest in the right people, training, and systems for growth.Join us for practical advice to take your nonprofit's financial management to the next level. Subscribe for more insights, and please leave a review and share this episode to help other nonprofits thrive!Follow Germeen Guillaume:Instagram: Germeen G. | Nonprofit Accounting (@thevisionaryaccountant)LinkedIn: Germeen Guillaume https://www.linkedin.com/in/germeen-guillaume-b764b458/ YouTube: Germeen G - YouTubeFacebook: https://www.facebook.com/thevisionaryaccountant What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact. Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials,  expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:

Ready to take control of your financial future but feeling overwhelmed by where to start? Tune into this episode of Money Chic, Financial Education with Shari Rash, where we break down investing basics for beginners in a way that's easy to understand and, more importantly, actionable. From setting clear financial goals like saving for retirement, buying a home, or planning your child's education, to selecting the right investment account, we've got you covered. We'll walk you through different platforms like E-Trade, Fidelity, and Robinhood to help you find the one that suits your style and comfort level. Whether you're investing regularly or sporadically, remember: the most crucial step is to start. In the second half of the episode, we dive into different investment options such as stocks, bonds, mutual funds, and ETFs, highlighting the importance of diversification to balance risk and reward. Discover how these instruments can fit into your financial plan and contribute to a stable portfolio. For those DIY investors eager to take the reins, we introduce our Financial Foundations program designed to equip you with the tools and knowledge to manage your investments confidently. Don't miss this chance to learn how to build a robust financial foundation and make your money work for you. Visit greenwaywealthadvisory.com to explore more resources and schedule a consultation to kickstart your journey to financial freedom.  -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com

We hope you enjoy this weeks message by Pastor Chris Brown.

Are you prepared for unexpected financial challenges?Planning out the financial priorities for your family is a crucial first step to take before creating your full financial plan. Join Mark Hansen, a financial advisor and Founder of Second Comma, as he uncovers essential strategies for helping you to plan for your family's financial future. This episode discusses building a robust emergency fund, the importance of early retirement savings, and practical steps for creating a steadfast financial safety net.Key Highlights:Emergency Fund Essentials: Why a fully funded emergency fund is crucial and how to keep it in high-yield savingsAligning Financial Goals: Importance of couples agreeing on fund amounts to avoid conflictsVariable Income Strategies: Stability an emergency fund brings to households with fluctuating incomeStatistics and Realities: The alarming lack of emergency funds and their long-term benefitsSteps to Financial Security: Prioritize emergency funds, retirement savings, and future expensesRetirement Savings Insights: Start saving early to benefit from compound interestConsequences of Misprioritization: Risks of neglecting retirement savings leading to financial dependenceProfessional Guidance: Seek advice to determine accurate retirement needsAnd so much more!Resources:eBook: What The Hack Are You Thinking?Connect with Mark Hansen: LinkedIn: Mark HansenWebsite: SecondComma.comEmail: mark@second-comma.comPhone: (972) 521- 6857Book a 15-minute Intro Call About Mark Hansen: Mark Hansen, financial planner and the thoughtful voice behind 'The Quiet Part' podcast. Mark's journey from sales to finance, fueled by personal experiences, shapes his honest, deliberate approach. As a devoted family man with a flair for storytelling, Mark emphasizes financial aspects within your control - like spending habits, income strategies, and long-term planning. It's an exploration of the profound motivations driving our choices. Join Mark for not only practical and friendly guidance but also for inspiration in navigating life's financial journey.

The Loyalty Academy™ senior faculty members, Bill Hanifin and Aaron Dauphinee, are your hosts for this week's "Wiser Loyalty" podcast episode. We're kicking off a new month with fresh content from The Loyalty Academy™ curriculum that provides an Introduction to Loyalty Financial Modeling (course #105). This week Aaron and Bill look into some starting point considerations for brands and program operators to think through in order to be on sound financial footing. This is the starting point for a conversation on loyalty economics that will take place throughout the month of June.In the Wiser Loyalty series, Bill and Aaron draw a theme each month based on the courses required to earn the Certified Loyalty Marketing Professional™ (CLMP™) designation which is nearing on 1,000 individuals across 53 countries worldwide. Show notes:1) Bill Hanifin2) Aaron Dauphinee3) The Loyalty Academy™4) The Wise Marketer

Danielle Hendon is the Founder and Owner of 4 Corners CFO.Coupling her decade of experience in corporate finance and accounting with her passion for people, Danielle brings the benefit of “big business” financial analysis to entrepreneurs. Now, instead of helping corporations increase share price, she gets to help business owners increase their personal livelihoods so they can leave a legacy and lasting impact on their community.4 Corners CFO is a dedicated provider of fractional CFO services tailored to the needs of small business owners. They specialize in empowering female business owners in professional service-based industries, such as lawyers, therapists, coaches, and creative agencies, with annual revenues ranging from $100,000 to $1,000,000.Connect with Danielle on LinkedIn: https://www.linkedin.com/in/danielle-hendon/ Visit 4 Corners CFO: https://4cornerscfo.com/ Free Workbook Guide to Review Your Expenses: https://4cornerscfo.com/legalmastermindOn This Episode, We Discuss…The Importance of Cash Flow ManagementTips for Dealing with DebtKey Indicators a Law Firm Is Ready to HirePaying Yourself What You Are Worth

Whitney Elkins-Hutten discusses her dual role as the Director of Investor Education at passiveinvesting.com and the founder of Ash Wealth. She focuses on educating busy professionals on how to manage and grow their investment portfolios, emphasizing the importance of financial foundations for successful investing. Her work supports investors in multifamily units, self-storage units, and car washes, aiming to help them achieve better financial outcomes while continuing their professions. Whitney Elkins-Hutten | Real Estate Background Founder of Ashwealth.com Based in: Boulder, CO Say hi to him at: https://www.linkedin.com/in/whitneyelkinshutten/ AshWealth.com https://www.facebook.com/WhitneyHuttenInvesting Sponsors: Viking Capital Baselane InvestHER

Discover how to navigate the choppy seas of finance and affection with the invaluable insights of Dawn Smith, a coach and counselor who specializes in guiding couples to financial harmony. Our enlightening discussion peels back the layers on the emotional and practical facets of money within relationships. Fusing the emotional support of therapy with the action-oriented plans of coaching, Dawn demonstrates how individual strengths and weaknesses can align to create a balanced and thriving partnership. We examine the role of open communication about finances, the unique 'post-it exercise' that aligns financial priorities, and how to tackle the challenges that emerge from uneven incomes or existing debts. Dawn and I take a closer look at the bedrock of any strong relationship: trust, collaboration, and regular money conversations. We discuss how these discussions, when centered around life goals and shared values, can transform the daunting task of financial planning into an exciting journey towards mutual aspirations. You'll learn the art of creating time-boxed, stress-free dialogues that not only tackle the numbers but also reinforce the connection and growth between partners. With Dawn's expertise and resources, including her complimentary guide, we shine a light on the path to financial empowerment and enhanced partnership dynamics. Wrapping up our heartfelt conversation, I extend my gratitude to Dawn Smith for her wisdom and the plethora of resources found at her website. I then share insights from my own Financial Foundations program, designed to swiftly and significantly elevate your financial wellbeing. We underscore the importance of seizing control of your financial narrative and invite you to join us in the journey towards financial freedom and clarity, with support just a click away at greenwaywealthadvisory.com. Remember, challenges in money matters are shared by many, but with the right strategies and support, they can be overcome.  Website: www.RelationshipCoachDawn.com Instagram: @relationshipcoachdawn Facebook: https://www.facebook.com/revdawn Linkedin: https://www.linkedin.com/in/wholelifedawn/ -- Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903  Email: shari@greenwaywealthadvisory.com"

When starting a new estate planning law practice, it's crucial to establish strong financial systems right from the beginning. Join Ali as she coaches Brooke on the best practices for managing finances, bookkeeping, and securing client payments for budding a practice.   You'll learn: Why partnering with a bookkeeper early on is a worthwhile investment How proper income categorization and expense tracking provide invaluable visibility Why consistent monthly profit and loss reviews ensure accuracy How to plan your fee structure and payment options to get paid promptly Tips for seamlessly collecting payments at the end of client meetings The power of framing financial conversations logically, not emotionally   If you're an estate planning lawyer ready to build a prosperous practice, this episode is for you. Walk away with actionable strategies to foster financial health, and implement the critical foundations that position your new firm for sustainability, scalability, and success. 00:58  Ali emphasizes the necessity of hiring a bookkeeper from the outset instead of attempting to handle it oneself, outlining the critical role of regular financial reviews with a bookkeeper. 02:23 Ali discusses the importance of categorizing incomes by type to better understand and manage the law practice's financial standing. 06:19 Ali illustrates how investing in a good bookkeeping service is crucial, even at the early stages of law practice, to ensure proper payroll and expense management to minimize taxes. 08:39 Ali shares how to handle client payments efficiently, discussing various payment options, and ensuring that the practice covers its costs upfront. 12:23 Ali and Brooke discuss the technical aspects of setting up systems to accept payments and ensuring clients are invoiced and receipts are issued promptly.

Growing up, how did you learn about the importance of saving money? In this episode of JN Talking Wealth, Alecia Clarke, Acting Manager of Youth Banking at JN Bank, sits down with our host Kalilah Reynolds to explore the topic "Building Financial Foundations in Young People." #jntalkingwealth #youthfinances #savings #financialwellness --- Support this podcast: https://podcasters.spotify.com/pod/show/kalilahrey/support

Get ready to transform your approach to business finances and set the stage for sustained growth + success. Regan is the owner of All Ease Accounting and is a self referred numbers witch. She offers done for you book keeping services + teaches business owners to be financially literate to create the business success they desire. In today's episode we speak on

Carla Titus is a finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and online businesses experience. She provides fractional CFO services and financial consulting to business owners looking to grow their business profitably. Her priorities for her clients are to help them grow profits, have cash in the bank, and pay themselves well so they can build personal wealth. The journey to financial success in any business requires a solid foundation and forward-thinking strategies. Carla, a seasoned financial advisor, emphasizes the critical role of robust bookkeeping and accounting practices as the cornerstone of this foundation. With expertise honed through years of guiding businesses, she underscores the necessity of having competent professionals on board to ensure financial integrity and develop effective tax strategies. Carla highlights the proactive nature of financial planning, advocating for clear goals and actionable plans. She emphasizes the importance of setting realistic benchmarks, monitoring key performance indicators, and optimizing cost structures to achieve sustainable growth and profitability. Tune in as Carla dives into the intricacies of strategic financial planning, profit optimization, operational efficiency, and clinician compensation; her insights serve as a comprehensive blueprint for navigating the complexities of business finance and securing long-term success. Resources Mentioned In This Episode: Use the promo code "GORDON" to get 2 months of Therapy Notes free Start Consulting with Gordon The Practice of Therapy Collaborative The PsychCraft Network The Practice of Therapy Community Carla's Website Carla on Facebook Carla on Instagram Carla on LinkedIn Carla on TikTok

In this episode of the HatsOff podcast, Amanda Rae hosts Mariette Martinez, a long time 17hats user and a business and finance educator. They delve into the importance of maintaining financial transparency in one's business, with a focus on understanding your financial inflow and outflow. Mariette offers insight into how to manage and organize your finances, as well as differentiating between bookkeepers and accountants. Mariette also emphasizes how different business structures have different tax obligations and advises business owners to exercise patience with their journey towards their goal. What You'll Learn 01:00 Mastering Financial Fitness 07:27 Overcoming Tax Season Anxiety 15:28 Understanding Different Transaction Categories 22:03 Transitioning from Paper to Digital Receipts 26:48 Understanding Different Tax Obligations 32:24 Bookkeeper vs. Accountant in Your Business

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management are diving into the important topic of financial foundations for kids and guiding parents on how to instill good money habits in their children. Nick says he was inspired while attending a conference where he connected with Scott Donnell, founder of GravyStack. Nick and Jim discuss the significance of starting financial education early, the role parents play in shaping their children's financial behavior, and practical strategies to teach kids about saving and spending responsibly.  Join us as we explore the keys to setting your child on the path to financial success and fostering a healthy relationship with money.  Stay tuned for valuable insights and actionable tips to help your children build a strong financial future. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

As a CPG brand, understanding your business financials is imperative to building a successful company. You first need to understand your business goals to get where you want to go. I've invited on Brad Ebenhoeh from Accountfully to talk through how to build a strong financial foundation for your business.We discuss:The difference between Bookkeeping, Accounting, and FinanceChoosing between Profitability and Growth at a LossCalculating your product marginand more.If you need help with understanding your business financials, talk with Brad and his team at Accountfully.Startup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to learn about becoming a member or an industry partner today.

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Are you truly confident in navigating the complexities of Microsoft Dynamics 365 Business Central? In 2024, it's crucial to deeply understand your company's posting groups and dimensions. Many overlook these elements, but their impact on financial reporting is undeniable.  This new year, it's time to master them. Our Financial Foundations course demystifies these aspects, starting from the chart of accounts to transactional nuances. By joining, you'll gain insights that ensure your financial management is not just proficient, but exemplary.  Don't miss out on this opportunity to elevate your financial expertise. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/

In today's episode, Warren Ingram delves into the essentials of starting a financial journey for young family members, navigating through options like endowments, retirement annuities, and tax-free savings accounts. We explore the strategic timing and benefits of offshore investments, including phased investments for long-term growth and retirement planning. Questions/ Topics:  "I'm thinking of investing money  offshore, like taking money directly offshore and investing it there for the long term in equities.  The reason that I want to do that is to be able to have some money to be able to purchase a house  in cash when I retire, which is going to be in about 20 years. I'm not going to need this money  for anything else. Would you say that's a good idea or is there something else that you'd advise?  Thank you.""I'm lucky enough to be an aunt with a niece and nephew and I'd like to invest roughly about 250 Rand each a month for them.  Everything I've looked at online shows that only if you're the guardian or the parent you can open up an investment account.  The thing is I'd like to be able to have control over it, receive statements every month, see how things are growing, to see if I need to change anything about it.  Let me know. Is the only option to set something up through the parents?"For more valuable insights from the 10X team, click here.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

We all want more money, but are you managing your finances properly now, the way the Bible directs us? What are your family's economic goals for this New Year? This Alabama native, mom of 4, and 4th generation entrepreneur has some expert advice on budgets, saving, giving, what God says about money, and "kingdom economics." (3:40) Charline Oworu will be teaching free sessions on blueprints and "Financial Foundations for Building Your Year" this Saturday afternoon, January 20, at the Columbus GA public library on Macon Road. What does God and money have to do with each other? Charline describes what Kingdom Economics is, which involves financial discipline and giving to help advance His Kingdom. And there are also other tithes besides money, she says. (9:33) She also breaks down the basics of budgeting like a recipe and (14:35) talks about making small realistic goals for 2024. Maybe changes with your Starbucks purchases? Charline explains how an emergency fund and small adjustments can lead to financial peace, which can help with your physical and spiritual health too. Tell your money what to do! (20:40) God is our provider - when our motives are aligned with his - but she asks, what will you do "when the riches are released?" As a mother and as a teacher of financial classes for young people, she has quick lessons about investing in things you believe in, delayed gratification, and helping others. This entrepreneur (33:25) wants to see others prosper but she has a few specific things anyone can do to learn, improve, and get other people to know about the product or service you provide. (37:38) Charline closes our chat with more specifics on what The Bible says about money, investing, filling needs, being successful. (49:00) I close the episode in prayer. Thanks for listening to the #RunTheRace podcast, which I hope you'll subscribe to! Share it with your friends. Also, write a quick review about it, on Apple podcasts. For more info and listen to any previous episodes, go to www.wtvm.com/podcast/.

Get my Monthly Newsletter here Is THIS the year that you are leaving the corporate cushion and heading out on your own? If so, here's the “speed dating version” of what you need to get set up. Set up an LLC Get an EIN Get a separate business bank account Get business insurance Set up a good bookkeeping system (and maybe hire a good bookkeeper, too!)   If you want a deeper dive into the items above, check out the episodes below: Episodes in the “Business Money 101” series: Ep 3 - Financial Foundations - https://www.ericagoode.com/podcast/ep3 Ep 4 - LLCs and EINs -https://www.ericagoode.com/podcast/ep4 Ep 5 - Business Insurance - https://www.ericagoode.com/podcast/ep5 Ep 6 - Bank Accounts - https://www.ericagoode.com/podcast/ep6 Ep 7 - Bookkeeping Practices - https://www.ericagoode.com/podcast/ep7    Connect with Erica: Instagram  LinkedIn Email List  

Are you juggling multiple checking accounts and feeling overwhelmed? Then this episode of Money Chic financial education is for you! Financial expert Shari Rash is here to demystify banking, providing insights into managing your accounts and achieving financial well being. Lessen your stress with Shari's mindset of zero and discover how to keep an ideal balance in your account. But that's not all we cover. Learn about our Financial Foundations program, which is designed to empower you with control over your finances and help you plan for the future. We'll discuss the importance of regular checks on your main account, and Shari will share her expert tips. So, get ready to embark on a journey towards a secure financial future and start building your wealth with us on Money Chic financial education. Also, check out our new blog on the "Best Questions for Millennials, HENRYs and Women to ask when Interviewing a Financial Advisor" -- www.greenwaywealthadvisory.com/post/millennials-women-henrys-ask-a-financial-advisor -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense  way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"  

Michael Icardi, member of Del Ray Baptist Church Stewardship & Finances: Lesson 1. Taught November 26, 2023.

As you'll know from the book, I think understanding our money is one of the biggest factors in winning this whole Parenting and business battle. Second only to managing your time.   Because even the most highly productive humans can find themselves struggling financially. Put simply, if you're not able to overcome your money mindset issues and your financial illiteracy, you'll find it's amazingly easy to make no money at all.   So in this episode, I want to give you some practical advice on how to understand your finances, get clear on your budget and work out how much money you actually have.   As well as providing some invaluable tips on how to increase your profit and charge more for your products and services.   Sticking to a budget can be hard, especially if you're overestimating how much money you actually have, and if you're undercharging for your products and services.    Our guest today is an expert in money management who knows how to plug money leaks while juggling a family - and don't worry, I'll for sure ask if she's making six figures in school hours.   Tune in to learn:  Justine's family set-up and how it works with her business What led Justine to train as a BAS agent Why Justine moved from retail stores to coaching How Justine's parenting style has changed over the years  Why setting boundaries is so important, for both your family and your business The three biggest mistakes small business owners and ecommerce store owners make with their finances What the actual essential first purchases in your business are How to realistically manage your finances and change your mindset   Head to episode notes    Buy your copy of Six Figures in School Hours   Freebies:  Personal Branding Workbook Productivity Cheat Sheet Join the Misfit Entrepreneurs on Facebook   Join the Digital Marketing Collective membership

Have you ever wondered why some businesses thrive while others barely survive?  Well, it often comes down to one fundamental quality…financial literacy.  Understanding your business finances is one of the most critical aspects when running your own business and overall leads to your growth and prosperity.  In today's podcast episode, I'm diving into a topic that's absolutely a cornerstone for every business out there.  Taking the time to understand and build your financial literacy as well as the financial foundations for your business is crucial for your success, and it doesn't matter if you're just starting your entrepreneurial journey or you've had your business for a while.  It's all about laying the groundwork and moving forward with your financial understanding.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, having an understanding of the tools and the financial knowledge will help you take control of your business's financial destiny… Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: 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 I'm creating 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 dip your toes in and see how you like coaching with an Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: 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.

If I knew what I know now, across 220 financial literacy and self development interviews, hundreds of conversations and thousands of minutes spent thinking and researching money, 10 years ago - life might look different. I was only 14 years old then but I am sure how I handled money from my first job would have changed. That's what this episode is for... all the things I wish I knew. Here's what we discuss:InvestingRetirementSavingHigh-interest savings accountsHabitsMy recent financial troublesFinancial plans (the episode I refer to is here)Keen to learn more about personal growth, career and money? Find me on Instagram or Tik TokWant to achieve your financial goals?Use my financial planner hereThanks so much for your support and listening it means so much to me. Please leave a rating or review if you're enjoying and we will chat in the next episode.Want to get in touch directly?sarah@theoneupproject.nzDISCLAIMER:The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone's financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.

Don't miss this podcast with Ashley Ford talking about financial foundations needed for a successful business.  Ashley helps entrepreneurs to transform the way they make and spend money in their business.  If you want a successful and sustainable busness then financial clarity is a "must". In this podcast you will discover: What is the #1 financial mistake that entrepreneurs make? What software does Ashley suggest for businesses to use to make tracking income and expenses a easier? What are a few actionable steps to get organized before next tax season? When should you hire an accountant in your business? When is the right time? How should a business owner go about finding the right accounting partner for them? How does an entrepreneur's mindset around money affect their business? If there was one takeaway from today, what does Ashley hope listeners learn?

“Financial Foundations and knowledge are everyone's rights and should be spoken in clear language to reduce financial disparity.” In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – I'm talking to Qiara Johnson, human first entrepreneur, who worked as a CPA in the top four global accounting firms and is now the owner of her business-Cosmic Concierge.Taking the metrics and humanities together in business, Qiara has built a successful business, a stellar team, and a clientele that she loves working with. In this episode, she spills all the tea about her three-year business journey, cultivating a human approach in business, reading metrics and numbers, the importance of defining the core value of your business, and her sales strategy.Hit that play button and gain exclusive insights from WOC financial leaders on skyrocketing your business. In this episode:Qiara and her business “Cosmic Concierge”It's not just about money and freedom, but learning your whyHow ignoring your metrics costs you thousands of dollarCultivating a Human-First approach in businessDefining the “Core Value” that attracts the right team memberBuilding a clientele that you absolutely love working withChoosing vulnerability and humility over highlights reel“Whatever you have in your mind, you can have in your hands.”Resources and Links-Want to work with me? Choose your option from below and book a call: calendly.com/theroshah/salescall-Lead Gen Lab: 6 month group coaching with access WOC industry leaders in finance-Do you want sales strategies sent straight to your inbox? Sign up HERE.Connect with QiaraInstagram: @cosmo_conciergeFreebie: Download the “Stay Ready Business Checklist' to establish a foundation for your businessConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

For many of us, bookkeeping and accounting–money in general–can bring up a wide range of strong emotions. You might feel intimidation, uncertainty, discomfort or even anxiety. It can be overwhelming enough to handle your personal finances but now you also have your business finances. To talk about this critical foundation, I interviewed Ashley Ford, owner of Pretty Penny, LLC for this sixth episode in my Foundations for Your Coaching Business series. As an expert in small business accounting, Ashley shared about limiting beliefs, missing tax deductions, how understanding your numbers get easier, and ways to romanticize your finances. I hope this discussion brings you some peace in the area of your financial foundation. “We're running a marathon, not a sprint. We're in this for the long game. Which means you don't have to have everything figured out from the beginning, you have a lot of time to continue to evolve, to continue to learn, and to continue to get better at the different parts of your business. And finances is no different.” – Ashley Ford What You'll Learn Limiting beliefs: Traditional narrative told to women about finances Just be you to attract your people Missing tax deductions Not a sprint Understanding your numbers gets easier Shake those nerves and do it now Romanticize your finances Contact Info and Recommended Resources Are you a mission-centered Life Coach ready to build your profitable + purposeful business? Masterful Coach Foundations + The 10K Accelerator Method is designed just for you: mollyclaire.com/foundations. I encourage you to not miss a single episode of my Foundations for Your Coaching Business series: mollyclaire.com/the-masterful-coach. Connect with Ashley Ford Ashley, owner of Pretty Penny, LLC is an expert in small business accounting, a QuickBooks guru, and has worked with hundreds of entrepreneurs to transform the way they make and spend money in their business. She knows that financial clarity is the key to sustainable success and is obsessed with helping women in business succeed. ppllcaccounting.com ashley@ppllcaccounting.com Instagram | Pretty Penny Accounting Facebook | Pretty Penny Accounting Tiktok | Pretty Penny Accounting Get Ashley's FREE guide, The Ultimate Accounting Checklist: ppllcaccounting.com/accountingchecklist. Connect with Molly Claire Drop me a comment or question:  Instagram | Molly Claire Coaching IG  molly@mollyclaire.com Facebook I appreciate your feedback and rating of my podcast: Please head on over to your favorite podcast platform and leave a review of The Masterful Coach. This easy task truly helps! Apple Podcasts | Google Podcasts | Spotify | iHeart Radio | Amazon Music | RSS Work with me:  mollyclaire.com/coaching Get my FREE 10K Goal Tracker: This free goal tracker will help you organize your plan so you can make money + make a difference, one client at a time. Request your instant access copy today! mollyclaire.com/make-your-first-10k-goal-tracker Feeling stuck in your coaching business? It's not your fault. To help you get unstuck, I have 5 Tips No One Ever Told You. Get them for FREE at mollyclaire.com. Get my book: The Happy Mom Mindset: mollyclaire.com/book

In conversation with Wanda Bowman Financial Director an Author of the book called “Financial Glow Up” living in Michigan, USA.  With 12 years as a Financial Director at a Fortune 29 company, Bowman is leveraging over 20 years of experience to help others make informed decisions about their money. In this episode we had a super conversation about servant leadership; being an active versus participating leader; the boomerang effect of leadership; building executive presence and as a family how to act as a Corporation to multiply your money to gain financial independence. To continue to conversation with Ms. Bowman, head over to her website: WandaBowman.com I would love to get your feedback always so please do connect with me here at https://ireniaroussel.org and also subscribe to this podcast. I invite you to head over to the sister podcast, the Canadian Side Hustle and Business Podcast to check out the fantastic Canadian guests. Thank you for your support. --- Send in a voice message: https://podcasters.spotify.com/pod/show/irenia/message

Anthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment. Follow the Freightonomics PodcastOther FreightWaves Shows

Anthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment. Follow the Freightonomics PodcastOther FreightWaves Shows

Welcome back to part 3 of our Financial Foundations series! Today we're talking about what it means to spend based on your values and how doing so allows you to spend on the things that matter most to you now while ALSO increasing your investing rate and growing your wealth in the long-term. Download our FREE financial framework workbook.Watch this video to define your personal values.Join the waitlist for the Spring 2023 Wealth Circle for the inside scoop and access to Early Bird pricing when we open in December. 

Welcome back to part 3 of our Financial Foundations series! Today we're talking about what it means to spend based on your values and how doing so allows you to spend on the things that matter most to you now while ALSO increasing your investing rate and growing your wealth in the long term.  Watch this video to define your personal values > Download our FREE financial framework workbook > Learn more about the Wealth Circle > 

This week's Misfit Entrepreneur is Jeff Johnson. Jeff is a wealth adviser with Buckingham Strategic Wealth and the author of One Decade to Make Millions, A Strategy to Maximize the Power of Your Twenties. When I heard the title of the book, I knew I had to talk to Jeff to learn what he was teaching people in their youth to do to retire wealthy, but I also was interested in what people who maybe didn't get off to as a good of a start in their early years building wealth, can do now to make a difference in their years to come. Needless to say, Jeff's practical advice and easy to understand actions can help anyone looking to improve their wealth make a difference for themselves. And I've asked him on to share all that he can to help you do so. www.JeffCJohnson.com Book: One Decade to Make Millions Jeff has been on the financial services world for over 40 years. He has learned from the clients he worked with over the past 4 decades and noticed traits of those that were most successful. Much of this is what he wrote about in his book. One of the biggest things they did was maximize their 20's. Jeff became passionate about helping young people when he taught a personal finance class Nebraska. Share the story about the bookkeeper and the surgeon… It's a true story. The bookkeeper was a client who started saving with Jeff in 1983. They didn't make a lot of money but were thrifty. The bookkeeper retired with significant wealth in his early 60's. The surgeon came to Jeff about the time he was ready to retire. The surgeon had some money saved, but not nearly enough. He was making a million dollars a year but spent most of it and didn't or set themselves up to succeed in wealth. Why do you think we don't teach financial education and wealth building in our school system? I don't know, but it is something that should be taught at home. The bookkeeper's children were good with money and the surgeon's were not good with money – teaching your children at home is critical to their financial success. What is someone's 20s so critical to financial success? It allows for the miracle of compounding to occur. 30-40 year of compounding is such a huge advantage over even 20 years of compounding. Compounding doesn't just pertain to monetary growth, but effort and productivity. If you work very hard and set aside money to compound and continue to add to it in you 20's, it almost becomes like snowball rolling down a hill gaining momentum. The story of the doctor and the nurse. The story shares how clients of Jeff's that were identical twins did in their wealth. One became a nurse and saved diligently in their 20's til about 30 and then let it compound until they were 70. The other went to medical school and became a doctor and stopped saving early one, but then started saving from age 30 to age 70. So, the nurse saved only for 10 years, from age 20 to 30 and the doctor saved from 30-40. Guess who had the most money? The nurse did because they got started so much earlier. Now imagine if you started saving in your 20's and continued to your 60's/70's. 5 steps to take control of your financial future? They are called the 5 Financial Foundations. They are the 5 keys to successful wealth building from working with the wealthy. 1: They always save money. Even when they were young. 2: They always have and keep a cash reserve. 3: Almost all working people have their biggest pool of money in some sort of retirement plan. 4: They own the right size home. They live comfortably, but not extravagantly. 5: They do not have bad debt. They borrow on things that can increase in value like homes or businesses. You say, “money is not important.” Explain that…. Money itself is not important. Just keep track of money doesn't bring happiness. Money is important because it allows you to do the things you want to do and provide a better life. So, it's not the money. It's what it allows you to do that matters. That is where the value is. There are people that are very wealthy, but not happy. Actions people can take right now to start putting these principles into practice? Get started. Save some amount of money. Anything to get going and learning how to accumulate money. Next, become familiar with what your investment decisions are. Read books by John Bogle and others. Self-educate. Once you have $10-20k saved, you can then really start making it work. Even something like the compounding power of dollar-cost averaging over time can make the difference. If you are starting later in life in life, you have to do things differently. You may have cut down on a lifestyle to get out of debt or downsize so you can save money. Let's talk more about people later in life. Say someone is “late to the party in their 30's and 40's,” what can they do to make a difference? Go through everything you spend on. Get a very good idea of what your real bills and expenses are. Cut out the fat. Use the money you were spending on the fat and start putting that toward paying down debt to get rid of it. You will have to cut back and change your lifestyle. The challenge is people will notice, so if you really care what other people think – it will be tough for you. At the 33 min mark, we have a great discussion about “expanding your means.” Anything else that you think is important? Get intentional about your life and what you want – forget about what other people think and it will be much easier to save and grow wealth. Lessons from your entrepreneur journey? Jeff was a stockbroker for 20 years and then started his own financial services firm. He ended up merging his firm with the firm he is in now. He made a lot of mistakes, but he took the time to learn from them and figuring out what worked and what didn't. He was intentional about what he wanted and how he would do it. He loves his work and that fueled him to work harder at it and get better. Have a business plan as an outline and a basis for what you want to do – but it won't work out as planned.   Best Quote: Money itself is not important. It allows you to do the things you want to do and provide a better life. So, it's not the money. It's what it allows you to do that matters. That is where the value is.   Jeff's Misfit 3: Be intentional. Have a specific plan and know what is important to you. Once you know what it is you want and why – get started as soon as possible. Execution is more important than creating the plan. Have fun but live in a state of gratitude. Gratitude squeezes out all the other bad emotions.   Show Sponsors Shopify: Get a 14-day FREE trial at www.Shopify.com/misfit Check out Goldming Inc as a potential Gold investment play. (Check with your financial advisor first) www.Goldmining.com  

This week I'm starting a 4-part mini-series. So I took a little trip down memory lane to draw a colorful correlation between my family home - and how important it is for YOU to set up a firm financial foundation. You may think you know what I'm gonna say…but you may also learn a thing or two in the process - and be entertained by my reminder (wink-wink). So tune it! Find my show notes here: ericagoode.com/podcast Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway limited to the first 50 entrants. Immediate family members of Erica Goode are not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.

 Tanya is a CPA and holds an MBA in Strategic Management. She's spent her entire career on Wall Street working for some of the largest banks and insurance companies - auditing, writing accounting and regulatory policies, writing and analyzing financial statements and reviewing and opining on some of the largest transactions of these multinational institutions. She is also a Certified Financial Education Instructor and a Board Certified Credit Counselor.  Through investing she have been able to create a $600k+ college portfolio for her teen daughters and grow her retirement portfolio in the seven figures. She decided that it is time to start the transition out of the corporate world and follow her passion of creating a business “Grow Your Wealth” teaching others how to become financially free and build generational wealth regardless of their current financial situation.Connect w/ Tanya:Website: https://growyourwealth10x.com/about-us/Instagram:  https://www.instagram.com/growyourwealth10x/Facebook: https://www.facebook.com/GroURWealthLinkedin : https://www.linkedin.com/in/tanya-taylor-cpa-mba-2bb5387/Rich State of Mind Links:Website: www.richstateofmind.comJoin our email list to know our services and our prize giveaways:  https://sendfox.com/richstateofmind1Youtube: https://www.youtube.com/channel/Instagram : @richstateofmindpage and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichStateSupport the showSupport the show