Podcasts about financial foundations

In this episode, Jeff Smith and Shawn Rider dive into financial management strategies that are key to achieving long-term wealth. They discuss the importance of controlling lifestyle changes, avoiding lifestyle creep, and strategically planning new income sources. The conversation also highlights the significance of living below your means and using money as a tool to improve life quality. Stay tuned for their upcoming Financial Foundations course to help you build a solid financial base.Chapters00:00 Summer Adventures and Family Celebrations01:09 Navigating Financial Transitions02:52 The Importance of Strategic Cash Flow Management05:16 Deploying Money Effectively08:53 Living Below Your Means for Future Gains12:32 Building Financial Foundations16:25 Money as a Tool for Life Improvement

How to Build a Fundable, Scalable Business: Expert Insights from Nicholas Spezio of Exbo GroupIn the world of startups and high-growth companies, raising capital is often seen as a major milestone. But what happens after the money hits your account? In this episode of The Thoughtful Entrepreneur, Nicholas Spezio, Managing Director at Exbo Group, shares his expertise on how founders can build a scalable business, manage finances effectively, and position themselves for growth or a successful exit. Drawing from his experience advising venture-backed and private equity-backed companies, Nicholas outlines the key steps for building a solid financial foundation, attracting investment, and preparing for long-term success.Building a Strong Financial Foundation for Scalable GrowthNicholas emphasizes the importance of establishing strong financial controls and infrastructure early in the business lifecycle. While many founders focus on product development and growth, overlooking the financial aspect can be a costly mistake when it's time to raise more capital or pursue an exit strategy. Implementing proper bookkeeping, creating financial models for forecasting, and maintaining internal controls will give you a clear picture of your business's health, ensuring that you can confidently manage your operations, attract investment, and avoid potential financial pitfalls.In addition to financial controls, customer retention is critical to long-term success. Nicholas explains that retaining existing customers is more cost-effective than constantly acquiring new ones, making customer loyalty a key focus for investors. He also advises diversifying revenue streams and customer bases to reduce reliance on a single source of income or a few major clients. By doing so, business owners can enhance resilience, improve profitability, and make their business more attractive to potential investors or acquirers.Lastly, Nicholas underscores the importance of preparing for due diligence well in advance. Thinking like an investor and addressing potential issues before they arise can significantly increase the value of your company. By focusing on financial transparency, operational efficiency, and diversifying your revenue streams, you will be in a stronger position for future growth and to attract investment or an exit strategy when the time comes.About Nicholas SpezioNicholas Spezio is the Managing Director at Exbo Group, a financial advisory firm specializing in helping startups and growth companies build strong financial infrastructures, scale effectively, and prepare for investment or acquisition. With extensive experience advising venture-backed and private equity-backed companies, Nicholas helps founders navigate complex financial decisions and strategically plan for long-term success.About Exbo GroupExbo Group is a financial advisory firm that partners with high-growth startups to establish solid financial foundations, streamline operations, and prepare for funding or acquisition. The firm specializes in guiding companies through financial strategy, operational optimization, and due diligence preparation, enabling them to scale with confidence and attract investment.Links Mentioned in This Episode:Exbo Group WebsiteNicholas Spezio on LinkedInEpisode Highlights:Why early investment in financial systems and...

In your 30s, your most valuable asset is not a job title, property, or a savings account it is time. This is because that decade in your life can provide time for financial planning. Robert Whelan, Managing Director of Rockwell Financial guides us on how to set financial foundations in your 30s for the future.

Laura Levine - President & CEO - JumpStart Coalition for Personal Financial Literacy. This is episode 775 of Teaching Learning Leading K12, an audio podcast. Laura Levine has devoted her career to helping people of all ages better understand financial services through marketing and outreach, communications, and most recently, through education. In 2004, she became executive director of the Jump$tart Coalition for Personal Financial Literacy, a Washington DC-based nonprofit organization committed to “financial smarts for students,” and was named President and CEO in 2011.   Since taking over at Jump$tart, Laura has continued to raise awareness about the importance of financial literacy and the need for effective financial education. Under her leadership, Jump$tart launched the Jump$tart National Educator Conference, Jump$tart Financial Foundations for Educators and J$FFE Online, Project Groundswell/Check Your School and the Jump$tart Teen Teach-In, as well as the coalition's social media efforts. Laura guided the expansion of Financial Literacy for Youth Month to the broader Financial Literacy Month (sometimes called National Financial Capability Month) observed today. While growing the coalition at both the state and national levels, she led the enhancement of legacy programs including the Jump$tart Clearinghouse and National Standards for Personal Financial Education.   In 2008, Laura was appointed to the President's Advisory Council on Financial Literacy by President George W. Bush and chaired the Council's Youth Committee. She is currently a member of the Experian Consumer Council, the Forbes Nonprofit Council, CNBC Financial Wellness Council, the Community Advisory Forum for Fifth Third Bank, and has held many voluntary appointments, including having served on the Parent Cabinet for DCPS Chancellor Kaya Henderson. Laura speaks and writes on financial literacy topics, especially guidance for parents and family members, and the important role that classroom-based financial education can have in advancing financial equity and inclusion. Laura began her career in credit unions and was a credentialed, Capitol Hill correspondent before moving into the securities industry. She served as Director of Editorial Services for the National Association of Securities Dealers (now FINRA) and, later, as Director of Education and Information for the NASD Office of Individual Investor Services. From 1999-2004, Laura was Director of the NASDAQ Educational Foundation. A native of Los Angeles, Laura holds a degree in Broadcast Journalism from the University of Southern California. She does not consider herself a financial expert, but rather, a staunch advocate for financial education and information and – she hopes – she has raised a financially literate son. Our focus today is the need for financial education, the impact of financial education, and mobilizing passionate advocates nationwide. Awesome conversation! So much to learn! So much to do! Thanks for listening! Thanks for sharing! Before you go... You could help support this podcast by Buying Me A Coffee. Not really buying me something to drink but clicking on the link on my home page at https://stevenmiletto.com for Buy Me a Coffee or by going to this link Buy Me a Coffee. This would allow you to donate to help the show address the costs associated with producing the podcast from upgrading gear to the fees associated with producing the show. That would be cool. Thanks for thinking about it.  Hey, I've got another favor...could you share the podcast with one of your friends, colleagues, and family members? Hmmm? What do you think? Thank you! You are AWESOME! Connect & Learn More: laura.levine@jumpstart.org https://www.jumpstart.org https://x.com/JumpStart1995/ https://www.facebook.com/Jumpstart1995/ https://www.linkedin.com/company/jumpstart1995/ Length - 47:22

Send us a textIn this episode of the L3 Leadership Podcast, host Doug Smith shares personal reflections and insights gained from turning 40. From expressing gratitude for life, emphasizing the importance of personal growth, to highlighting the significance of family and faith, Doug offers a comprehensive summary of his key takeaways over the years. 00:00 Introduction and Purpose00:32 Turning 40: Reflections and Gratitude01:40 Life Lessons and Personal Growth04:43 Finding Your Voice and Platform12:34 The Importance of Family15:53 Community and Personal Well-being17:42 Health, Fitness, and Faith21:11 Financial Foundations and Future Goals22:36 Conclusion and EncouragementThe L3 Leadership Podcast is sponsored by Andocia Marketing Solutions. Andocia exists to bring leaders' visions to life. Visit https://andocia.com to learn more.

Welcome back to another week! On today's episode of the WDNA Podcast, the guys welcome Jeff Bynum of Financial Outfitters. Jeff is a professional financial advisor by trade. He is a passionate outdoorsman who combines his love of the outdoors with financial planning and strategies, which led him to start his own company, Financial Outfitters. Jeff takes us through his unique journey of early life, including going bankrupt in his late 20s. The guys talk about the importance of having a dedicated hunt budget and how to fund it in creative ways, as well as how to leverage resources to make hunts and meaningful family vacations a reality. Jeff breaks down practical strategies for hunting out of state without financial stress and understanding the difference between assets and liabilities. He emphasizes the value of putting family first and how prioritizing loved ones can enhance your hunting rather than limit it. This episode is packed with real talk and useful insights on how to hunt smarter, live more intentionally, and buy back your time. Enjoy the show!  New episodes drop every Wednesday at 6AM CST LINKS: Subscribe to the YouTube Channel Follow along on Instagram and Facebook Check out the Website The WhitetailDNA Podcast is presented by: Dark Energy | 10% OFF (code: wdna10) Rack Hub | 10% OFF (code: whitetaildna) Pnuma Outdoors | 20% OFF (code: wdna20) Tactacam Reveal Cameras  Tactacam Reveal Accessories  Custom Archery & Outdoors Kifaru

In this eye-opening episode of The Pilates Business Podcast, host Seran Glanfield pulls back the curtain on one of the most avoided—but essential—topics in boutique fitness businesses: finances.If you've ever felt stressed looking at your revenue or unsure if you're even paying yourself enough, you're not alone. Seran dives into the financial foundations every studio owner needs to feel confident, empowered, and in control—without becoming a CPA. From tracking the right KPIs to the mindset shifts around money and success, this episode is packed with must-hear insights to help you simplify your studio's financial strategy and grow sustainably. Whether you're just getting started or scaling up, this episode is your permission slip to stop avoiding the numbers and start leading like a true CEO.Got a question for Seran? Add it here

On today's episode of Great Points, Matt kicks off a series of conversations around building good financial foundations as an adult.  He covers some basic definitions, and discusses the concepts that will be helpful for young adults to build good habits from the start.  Financial wellness ultimately comes down to a combination of knowledge and good habits.  This episode will help you or your adult child to establish both.

 In this episode, I sit down with Brad Ebenhoeh, co-founder of Accountfully, to unpack how CPG brands can build strong financial foundations to withstand tariffs, inflation, and whatever economic curveballs come their way. Brad shares practical strategies for cash flow management, margin protection, and forecasting so founders can stay resilient even in uncertain times. Whether you're sourcing internationally or scaling into retail, this conversation will help you sharpen your numbers and make smarter financial decisions—before it's too late. 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.

In this essential episode of Big Dreams Great Teams, I'm interviewing Lisa Turner, founder of Accounted For You, a specialised Zero-only bookkeeping practice helping female-led businesses understand their numbers with clarity and confidence. With 20 years of experience in finance and accounting and 8 years running her own business, Lisa is passionate about making numbers feel simple. In this super practical and easy to digest episode,  Lisa reveals why many business owners feel overwhelmed by their finances and how this leads to avoidance behaviours that can seriously impact your growth potential. She shares practical tips for moving from financial anxiety to confident decision-making, particularly when growing your team.What You'll Learn:Why understanding your numbers is critical before making hiring decisionsThe common financial mistakes that may be sabotaging your business growthHow to determine if you're financially ready to hire your next team memberPractical systems to manage cashflow and prevent tax-time surprisesEssential financial reports every business owner should regularly reviewThe crucial difference between revenue, profit, and cashflowWhy the "bank balance method" of decision-making is a dangerous trapResources Mentioned:Lisa's upcoming Learning Hub - covering financial basics for business ownersProfit First methodology - a framework for managing business financesConnect with Lisa Turner:Website: accountedforyou.com.auInstagram: @accountedforyouLisa's Podcast - Your BookKeeping Matters https://accountedforyou.com.au/your-bookkeeping-matters-podcast/Podcast: "Your Bookkeeping Matters"Freebie: Xero Money Saver GuideConnect with Paula Maidens:Website: paulamaidens.comInstagram: @paulamaidensconsultingFacebook: Paula Maidens - Building Awesome TeamsLinkedIn: Paula MaidensBook a Dream Team Discovery Call 

In this episode of the EY CFO Outlook podcast, Thelma O'Driscoll, CFO of the IRFU joins host Jonathan Healy to talk about her diverse career path, her passion for growing male and female rugby from the grassroots up, and how the role of CFO enables her to create a strong and sustainable financial foundation for the game.Thelma O'Driscoll's journey into the rugby world was not a direct one. Starting out in the family business, Thelma went on to work in various finance functions across computer manufacturing (Dell), telecommunications, and professional services. This diverse financial background has proven to be a solid foundation for her current role as CFO of the IRFU. And diversity has been a strong theme during Thelma's time in the male-dominated world of professional rugby. Having been the only female around the leadership table when she first joined in 2016, the organisation has since made huge strides, with 40% of the IRFU Union Committee now comprising female colleagues. Thelma is also very passionate about growing women's rugby and increasing investment in it. They also discuss:Financial Strategy - The IRFU is a not-for-profit organisation, meaning all revenue is reinvested into the game. Over half of the IRFU's €90m income is distributed to provinces, clubs and grassroots rugby.Challenges in Sports Finance - The IRFU's income varies in cycles, and careful management keeps national teams and grassroots rugby stable. Thelma explains why tough decisions are needed to invest wisely and control spending in order to maintain sustainability.Growing Women's Rugby - Women's rugby is experiencing rapid growth and the IRFU are committed to grow the game further and increase investment. This strategic plan includes decentralising the current model and moving to four contracted provincial women's teams. New sponsors like Goodfella's Pizza are investing in women's rugby, with more to come.The Future of Irish Rugby - At the moment Ireland is at the pinnacle of world rugby, but sustaining its position requires careful financial planning. With a debt-free model, Thelma's goal is to strengthen its finances with modern systems to support all levels of Irish rugby.

Growth sounds exciting—until cash flow issues, surprise expenses, and bad pricing decisions throw everything off track. In this episode, we're getting real about what it actually takes to scale sustainably. I'm breaking down four key financial metrics that can make or break your growth, plus how to use them to make smart, strategic moves (instead of just hoping for the best).(00:00) - Introduction to Scaling Smart (01:31) - Understanding Your Financial Standpoint (01:40) - Revenue: Identifying Profitable Services (04:49) - Pricing for Profitability (06:16) - Ensuring Reliable Cash Flow (07:29) - Using Financial Metrics for Strategic Decisions (09:16) - Building a Strong Financial Foundation (10:52) - Conclusion and Next Steps Connect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish's suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

In this exciting new segment of our Rewind series, we're crafting a Pharmacy Survival Guide that only Catalyst can deliver. These thoughtfully designed multi-part podcasts look back at previous episodes of Catalyst and Beyond the Scripts to explore fundamental areas in pharmacy that will enhance your professional growth. Part 1 of the survival guide focuses on financial foundations & compliance, featuring valuable advice and fresh insights from our previous guests Brad Gallagher, Shahida Choudhry, and Greco De Valencia as they break down critical topics ranging from the importance of working capital in pharmacy transactions to identifying legal blind spots in regulatory compliance.  Links to Previous Episodes Compliance Financial Foundations  00:07 Financial Segment Begins 07:44 Pharmacy Market Trends   11:40 Business Adaptation Strategies   15:37 Acquisition Evaluation  22:41 Compliance Segment Begins28:41 Annual Compliance Requirements   36:38 Hiring Best Practices    Hosted By: Mark Bivins, Chief Growth Officer at RedSail Technologies, Will Tuft | Director of Pharmacy Education & Engagement   Guests: Brad Gallagher | Partner and Co-Leader of Health Care Controversies at Barclay Damon LLP, Shahida Choudhry | Owner of Palms Pharmacy, Greco De Valencia | Senior Loan Officer & Vice President at Pharmacy at Live Oak Bank  Looking for more information about independent pharmacy? Visit www.pioneerrx.com  

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

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  

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

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.

“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