Podcasts about financial mindset

In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed—and just as importantly—what can derail it. We kick things off with a discussion about structure and intentionality. Amy Walls explains how her team at Thimbleberry Financial organizes their schedules to be proactive and client-focused. By setting clear availability and reserving space for strategic planning and internal work, they're able to show up fully prepared for client meetings and respond effectively in between.We then explore how life events, especially the big and unexpected ones, impact planning. Medical diagnoses, large expenses, home changes, or receiving an inheritance—all of these can affect a financial strategy. We emphasize the importance of timely communication: the sooner we know, the better we can adjust the plan. Amy also reminds us that “big” is subjective. Our financial mindset and values shape how we define major changes, and that's part of the data that matters, too.Speaking of data, we clarify that every document request serves a purpose. Whether it's retirement summaries or tax returns, we ask only for what might improve the accuracy and depth of our advice. Sometimes, those pieces of information reveal benefits or pitfalls that clients weren't even aware of, significantly shifting their trajectory. Taxes, in particular, often catch people off guard, and without returns in hand, it's tough to diagnose the real issue.As we dig deeper, we confront ambition versus reality. When clients want to retire early but aren't on track for a more standard goal, we stress the importance of honest evaluation. If you're not ready to make the changes needed to hit the baseline, it's not useful to explore stretch goals. It's not about being harsh—it's about using everyone's time wisely and avoiding decision fatigue.We close by highlighting what a successful client-advisor relationship looks like. Clear communication, timely data, and realism about trade-offs are essential. When clients are engaged, responsive, and honest about what's possible, we can offer not just sound advice, but advice that truly improves lives. Financial planning works best when both advisor and client show up ready to collaborate with transparency and intention. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In this episode of the Know Your Numbers REI podcast, host Chris McCormack welcomes special guest Rachel Wortman, author of "The Money Mandate" and three other books. Rachel shares her inspiring journey of moving to Oklahoma City to plant a church and how a pivotal moment led her and her husband to embrace a bivocational lifestyle.Rachel and her husband, Grant, manage 3 real estate-related businesses under the Wortman INC brand, including Chamberlain Realty in Oklahoma City. Their real estate brokerage is the second largest in Oklahoma City. They are home to more than 340 real estate agents who have helped them amass over 2.5 billion dollars in sales volume over the last 8 years. She now coaches Kingdom Leaders who desire to harness their potential, unlock their anointing, and build a life of true wealth!Whether you're an entrepreneur, a business owner, or someone looking to deepen your understanding of faith and finances, this episode is packed with valuable insights on faith, entrepreneurship, and the impact of financial literacy in their lives.. Don't miss out!••••••••••••••••••••••••••••••••••••••••••••To connect with Rachel Wortman, visit her Social Media Platforms:Facebook: https://www.facebook.com/profile.php?id=100063676208432Instagram: https://www.instagram.com/rachelwortman/LinkedIn: https://www.linkedin.com/in/rachel-wortman-4597aa202/Website: https://rachelwortman.com/••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social Media:Facebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Frances Joseph is a fractional CFO who helps law firm owners gain clarity, confidence, and control over their finances. With a deep understanding of both accounting and mindset, Frances joins the show to talk about why lawyers need to stop treating their business like an afterthought and start building something sustainable. This episode is a must-listen for anyone running—or dreaming of running—a law firm.Financial Mindset & Profit FirstFrances is a firm believer in "Profit First"—a model that flips traditional accounting on its head. Instead of treating profit as what's left over, her clients decide on their profit upfront and spend only what's left after setting that money aside.“The regular accounting formula is revenue minus expenses equals profit. And we're now saying revenue minus profits equals expenses,” shares Frances Joseph in Episode 192 of You Are a Lawyer.She also helps clients deal with money shame, scarcity mindsets, and the fear of being financially visible. For Frances, numbers aren't scary—they're powerful tools. She makes accounting approachable and fun, and she helps lawyers feel in control of their future.LISTEN TO LEARNHow and when to hire a CFO for your firmWhat it means to create a profitable business from day oneThe mindset shift that makes lawyers confident about moneyWE ALSO DISCUSSWhat it looks like to exit your law firm, even years from nowWhy lawyers often fear financial visibility—and how to overcome itHow the "Profit First" method helps law firm owners take controlJoin the FREE mailing list!Get behind-the-scenes content from You Are A Lawyer. 1) Visit www.youarealawyer.com2) Add your email address to the Subscribe pop-up box OR3) Enter your email address on the right side of the screen4) Get emails from me (I won't fill your inbox with junk)!Interact with You Are A LawyerKyla Denanyoh hosts the You Are A Lawyer podcast. Follow the podcast:YouTube: https://www.youtube.com/@youarealawyerWebsite: https://www.youarealawyer.com

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Pre-order⁠ my book, Healing Clinician Burnout, How to Revive Your Life and Career, Available 4/18/25If you've been living in survival mode—numbing out, overworking, and ignoring your own needs—your relationship with money might be a reflection of all that.In this episode, Hope dives into the hidden connection between burnout, self-worth, and money mindset—especially for healthcare professionals who've spent years sacrificing themselves for the job.You'll explore how childhood beliefs about money and success can lead to guilt, restriction, and a chronic sense of “I haven't earned it yet.” Sound familiar? Whether you're hoarding PTO, hesitating to invest in your own wellness, or judging yourself for wanting a massage or a vacation, this episode will help you see how financial healing is part of burnout recovery.We'll talk about:

Learn more about The Excellent Life Coaching Program here: https://www.seekingexcellence.us/coaching-1Become a Locals member here:  https://www.seekingexcellence.us/coaching-1In this episode of Seeking Excellence, Nathan Crankfield shares his experience of becoming a father of two, reflections on paternity leave, and the challenges of parenting. He discusses the emotional journey of welcoming a new child, the importance of building momentum after time away from pursuing a goal, and offers insights on growing in patience during suffering. Nathan emphasizes the need to stay the course during uncertain times and the value of investing in oneself for personal growth, even in this chaotic economy! Chapters00:00 Transitioning To A Family of Four11:35 The Birth Story: Welcoming Rosalia19:11 Paternity Leave: A New Perspective23:23 Navigating Challenges: Patience and Growth28:53 Balancing Family Life and Work32:13 Strategies for Transitioning Back to Work38:20 Investing in Personal Growth and Development40:04 Navigating Economic Challenges and Financial Mindset

Here's the real reason you're still broke…We've been lied to our whole lives — told we have no power, that we're not good enough. And because of that, we don't feel worthy. Not worthy of love. Not worthy of success. And definitely not worthy of money.But that couldn't be further from the truth.To break down this toxic conditioning and open you up to a whole new way of thinking, I sat down with my dear friend and financial advisor, Lisa Williams. We dug deep into the spiritual and practical sides of financial prosperity — and how worthiness is the missing link.If you're ready to finally break the cycle and step into financial freedom, this episode is for you.Tune in.Book a Call with Lisa: https://calendly.com/lisawilliamsco/your-kingdom-callingBook a Call with me: https://mail.prosperityapproach.com/widget/booking/cOUYdPNRmmSFRQLTWy5t—✨ Effortless success for the ambitious & god-centered woman begins here. Learn more about The Prosperity Approach here: https://allysonchavez.com/—Key Takeaways:00:00 Intro 00:49 How we can help you02:18 Financial freedom and spiritual growth 07:49 Being an obedient rebel 13:13 Let's talk!15:01 Outro—Additional Resources:- Reach out to me on social media:InstagramFacebookLinkedInThe Prosperity Approach is a podcast showing ambitious, God-centered women how to master their inner game so they can lay down the struggle, manifest their dreams, and LOVE life as they go.- Follow the podcast on your favorite app, so you never miss an episode! Click HERE.- I'd be so grateful and honored if you took the time to leave a rating and review.

Hi everyone! Welcome back to another episode of The Chai on Life Podcast. I'm Alex Segal and today, we have Debbie Sassen, business coach, money mentor and host of the Jewish Entrepreneur Podcast joining us. She helps established entrepreneurs scale from six to seven figures with high-ticket offers, leveraged business models, and smart CEO strategies—all in alignment with Jewish values.Debbie is the go-to expert for business owners ready to charge more, raise their prices, and sell high-ticket offers with confidence—without feeling pushy or sleazy. She believes that money is intimately woven into every part of business, and that clearing money blocks makes growth, marketing, and sales infinitely easier.Her signature coaching program, Wired for Wealth, helps entrepreneurs scale sustainably with her 10-step leverage plan, Power of 1 method, and Sacred Sales Conversation process. Through her coaching, clients master their CEO mindset, leverage their time, and implement simple systems to create consistent $20K-$50K months—without sacrificing their faith, family, or freedom.Debbie believes that no woman - or man - should undercharge, undersell, or dim their light to build financial sustainability for their family.She is also, the mother of eight children bli ayin hara, so she has a LOT to share with us. I was really excited to dig into a conversation about money because I feel like it's a topic not often discussed. Even with close friends it can be awkward or weird to go into let alone people you know less well yet it's such an important and vital part of our lives. It's also one that a lot of people have a lot of feelings around. We all have attachment styles to money the same way we do with relationships and it's something we have to manage and encounter multiple times a day.In the Jewish world, there are extra expenses — Shabbos, kosher food, Pesach of course which is rapidly on its way, two sets of dishes, tuition, generally having more kids and of course so much more.In this episode we speak about:-The relationship Debbie had growing up to money and how that has developed and changed into how it is now-Women taking time off of a career for motherhood and how that impacts her involvement in household finances-Re-entering the workforce during motherhood and how so many women often underestimate themselves and their skills-Money and marriage — how to speak about it with your husband, designate certain roles if you would like to and maintain and gauge that trust and partnership in the relationship-We talk about spirituality within all of this — how Hashem comes into the picture with work, money and giving and how that all can contribute to a more secure attachment with our finances…and SO MUCH MOREDebbie is a wealth of knowledge — pun intended — and honestly, we cover so much and also just skimmed the surface. She has a ton of additional resources available which are all included in the show notes if you'd like to learn more or get in touch with her.Website: https://debbiesassen.com/Podcast: The Jewish Entrepreneur Podcast https://debbiesassen.com/podcast/Book, The $1K Investor: Simple Smart Steps to Start Investing with $1K or Less https://debbiesassen.com/book (links to Amazon)LinkedIn: https://www.linkedin.com/in/debbiesassen/Instagram: @debbiesassenFacebook: https://www.facebook.com/debbiesassencoaching Free resource: Your Money Mindset Workbook: https://debbiesassen.com/mindset/

Ready to unlock the secrets of passive cash flow and build lasting wealth through real estate? Join host NaRon Tillman on Walk in Victory for an insightful conversation with Lane, a seasoned real estate syndicator. Lane shares his journey from an engineering career to managing major investment projects, revealing the key principles and strategies for achieving financial freedom. This episode explores the fundamentals of wealth building, emphasizing the importance of investing over saving, understanding passive cash flow, and navigating the "wealth elevator." Discover how to progress from single-family rentals to commercial real estate, leverage tax strategies and life insurance, and cultivate the right mindset for financial success. Plus, just as Lane emphasizes the importance of building a strong financial foundation, we believe in building a foundation of comfort and well-being. That's why we're proud to partner with Cozy Earth, offering premium bedding and loungewear designed to enhance your lifestyle and promote restful sleep - essential for making sound financial decisions! Visit cozyearth.com and use our exclusive code VICTORY1 to enjoy an incredible 40% off.Key Takeaways:Understanding passive cash flow and its role in building wealth.The importance of investing over saving and the concept of the "wealth elevator."Strategies for progressing from single-family to commercial real estate investing.Leveraging tax benefits and life insurance for wealth building.Cultivating the right mindset and building a supportive community for financial success.Timestamps:00:00 Introduction to Financial Wisdom00:10 Welcome to Walk in Victory00:50 The Journey of Financial Growth01:35 Unlearning Old Financial Habits03:20 Guest Introduction: Real Estate Syndicator04:36 Understanding Passive Cash Flow09:49 The Wealth Elevator Concept14:46 Tax Benefits of Real Estate Investing18:08 Networking with Accredited Investors19:46 Introduction to the Wealth Elevator21:09 The Role of Life Insurance in Wealth Building22:52 The Wealth Elevator: Moving Up the Floors25:54 The Importance of Financial Mindset and Community34:18 From Small Deals to Big Investments39:58 Final Thoughts and TakeawaysCall to Action:Want to be a guest on Walk In Victory? Send NaRon Tillman a message on PodMatch, here:https://www.joinpodmatch.com/walkinvictoryBecome a supporter of this podcast: https://www.spreaker.com/podcast/walk-in-victory--4078479/support.

Alright, this episode gets a little woo-woo—but hear me out. I've seen people with plenty of money stay stuck because their limiting beliefs kept them trapped in fear. And I've seen people (myself included) take the leap abroad with very little in the bank—but with the right mindset—and thrive.So, what's really stopping you from making your move? Is it the actual money, or is it the story you've been telling yourself about money?In this episode, we go beyond budgeting and spreadsheets (although those are helpful too!) and dive deep into:✨ Where your financial fears come from—family, culture, and society✨ How to recognize and rewrite limiting money beliefs✨ Energetic and spiritual tools to clear financial blocks✨ How to move from a scarcity mindset to an abundance mindset✨ Practical ways to shift your finances to support your move abroad✨ Why money is just energy—and how to attract more of itMoney is one of the biggest excuses people use to delay their dreams. But what if it's not really about money at all? What if moving abroad is less about your bank account and more about your beliefs, trust, and alignment?

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The insightful Rachel Madorsky, a renowned psychotherapist, executive coach, and best-selling author joins Anjel B Hartwell on Wickedly Smart Women. Rachel's book, "How to Love Yourself in Less Than a Week and Also for the Rest of Your Life," serves as a beacon for women striving to nourish and thrive in demanding environments. Rachel reflects on her childhood experiences and how they shaped her understanding of self-love. Despite early adversity, including a mother struggling with addiction and depression, Rachel found her way to a prosperous career helping others. She shares her unique journey from working in corporate America to founding her own private practice and eventually venturing into executive coaching. Throughout the episode, Rachel emphasizes the importance of replacing the culture of overwork with relaxation, ease, and intentional self-care. She advocates for pressing the "easy button" in life and reveals how critical inner work can remove obstacles to success. Listeners will be inspired by Rachel's transformative story, learning practical ways to feel and live better starting today. Key takeaways include actionable steps for self-love, techniques to manage nervous system responses around money, and the revolutionary idea of deserving rest and joy. Don't miss this empowering talk that's bound to reshape your notions of success and personal well-being. What You Will Learn  What childhood experiences shaped Rachel Madorsky's understanding of self-love, and how did her upbringing influence her career path? How does Rachel describe the initial sense of self-love that babies inherently have, and what changes occur as life progresses? What role did Rachel's relationship with her mother and stepmother play in her understanding of love and self-worth? Why did Rachel choose to pursue a career in psychotherapy and executive coaching, and how did her early aspirations of being an actor influence her professional journey? What were some challenges Rachel faced in transitioning from a corporate job to starting her own private practice, and how did she overcome them? How did improv comedy and joining comedy sports help Rachel move through a period of depression and transform her career? What strategies does Rachel suggest for overcoming a glass ceiling in one's career and making a successful leap into entrepreneurship? What are some key takeaways from Rachel's book "How to Love Yourself in Less Than a Week and Also for the Rest of Your Life," and why is self-love crucial for overall well-being? How does Rachel address common myths about loving oneself and making money, and what beliefs does she challenge in her work with clients? What practical advice does Rachel offer for managing one's relationship with money, particularly around the concepts of financial safety and allowing oneself to receive and retain wealth? Connect with Rachel Madorsky Website InstagramLinkedin Resources Special link for the Wickedly Smart Women community: The Career & Life Fulfillment Quiz Apply to Qualify for Enrollment in the Wickedly Smart Women's Start Smart 30 Day Intensive™ Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women on X Wickedly Smart Women on Instagram Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Listener Line (540) 402-0043 Ext. 4343  Email listeners@wickedlysmartwomen.com

What if transforming your financial mindset could unlock your path to wealth and a more fulfilling life? In today's episode, we're joined by Thomas Blottenberger, CFP, ChFC, ABFP, and Co-founder of Paradigm Shift Financial. Thomas is also an American Dream Experience Leader, and he's here to share his journey of shifting from the impersonal, commission-driven world of traditional financial advising to a mindset-focused approach that helps individuals and families achieve their greater purpose through financial success. Since entering the industry in 2010, Thomas has provided breakthrough education and tools to help people align their financial decisions with their goals and dreams. 5 Key Takeaways: ➡️ Mindset Matters: Thomas emphasizes the importance of shifting from a scarcity mindset to one of abundance to make smarter financial decisions. ➡️ The Science Behind Investments: Most advisors lack the depth of knowledge about the economic science behind financial strategies. Thomas shares how he applies Nobel Prize-winning principles to investment strategies. ➡️ Client-Centric Approach: Paradigm Shift Financial focuses on helping clients define what they truly want—beyond simply avoiding loss—and uses that clarity to create wealth-building strategies. ➡️ Passive Investing: Understanding how to design investments with the least risk and the highest growth potential is key. Thomas teaches how passive investing strategies can align with long-term goals. ➡️ Education is Key: Thomas believes in empowering clients through education, giving them the tools to make informed financial decisions and question their current strategies. How to Reach Thomas Blottenberger: Website: Paradigm Shift Financial Social Media: Search for Thomas Blottenberger on Facebook for personal connections and discussions American Dream Experience: Explore Thomas's educational course at Paradigm Shift Financial's website under the American Dream Experience tab Additional Information: Thomas's approach isn't just about money—it's about helping people live their American Dream by aligning their financial actions with their life's purpose. If you're looking to change the way you think about money, investments, and personal growth, Thomas offers the tools to make that shift. Don't miss out on his transformative insights! Learn more about your ad choices. Visit megaphone.fm/adchoices

Check out this episode wherever you like to listen or watch podcasts! Episode Page: vinneychopra.com/podcast/ Youtube: https://youtu.be/MXCTdv7hf-4 Spotify: spoti.fi/423B4fz iTunes: apple.co/3H9XKBo   ——  

The path to wealth can seem daunting initially, but once you start, you'll be amazed at what you can accomplish with consistent effort and the right mindset. If you persist, you'll accumulate wealth and become a better, more confident version of yourself—someone capable of turning ideas into realities and creating opportunities where others see only obstacles. Everything is possible. Embrace your potential, fight through limiting beliefs, and commit to a future where you control your finances—and, ultimately, your life. When you become the best version of yourself, success follows naturally. You have what it takes to be among the 2%. So go ahead: write out your plan, adopt the right mindset, and prepare to be astonished by just how far you can go.Check us out - Instagram and Twitter: JeroldJax Facebook: Jerold Action Jackson and Zone Of Action JeroldJackson.com Happiness starts with you. Not with your relationship, not with your job, not with your money, but with you in the Zone of Action.

Is your relationship with money impacting not only your business but also the financial legacy you leave behind? In this episode, we'll explore how transforming your relationship with money can set your family up for lasting success and affect future generations.

Send us a textFinancial negativity is everywhere, and it's so tempting for it to fester and develop in our financial lives. In today's episode, Joshua walks through key lessons learned in 2024, and how to develop these ideas further in 2025. Referral CodesBe sure to check out this Google Doc which has a whole host of referral codes.https://docs.google.com/document/d/1UeZ9Lq6Tid8uFp2GqzjQEv9riNgTEsdnu4_sGp3O_mM/edit?tab=t.0#heading=h.l3zwfjlrqlnsStop Using Filler Words: The Ultimate Guide For Leaders EBookThe cost is £7 for Podcast listeners when using the code 'moneyandcommunication'.For your copy, email info@leadershipjoshua.comPayment can be sent here: https://wise.com/pay/me/joshuam48Profits Through PodcastingHelping health-focused entrepreneurs grow their impact and generate sales.Listen on: Apple Podcasts Spotify

Contrary to popular belief, Gen Z isn't ignoring their financial future. Instead, they're investing strategically with a digital-first mindset. Evan Wohl sits down with fellow OPUS advisors, Alex Azuaje and Harrison Welsh, to dive into the complex financial habits and expectations of Generation Z. They explore how Gen Z's experiences with key historical events like … Read More Read More

Getting married you have to change your mindset on money and how to talk about it with your partner. But after a divorce you have to revert back to yourself and how to change that mindset. Well Erika Wasserman, CEO of Financial Therapist and creator of conversation cards for couples, now has cards to help you with financial worries after a divorce. She joins us to take us through those cards. Find the cards on Amazon and yourfinancialtherapist.com and connect on Instagram.

#245: In this special bonus episode, I'm revealing all the details of my Black Friday offers—designed specifically for gym owners who want to take their finances to the next level. Here's what we're covering: A discount on a powerful mastermind with exclusive bonuses. A one-time Profit Booster Intensive session at a massive discount. Fresh bookkeeping solutions to help you start 2025 strong. Early access to the ‘Plan for Profit' course with extra resources. A Cyber Monday workshop to kickstart your financial plan for the year. Don't miss these game-changing opportunities!

In this episode of Goal Crazy Podcast, Jason sits down with Tim "Jai" Baker, CEO of 'Luminous Wealth' and the author of 'The Awakened Investor'. As an experienced wealth advisor, Jai shares his journey of transformation, from working for traditional financial firms to creating his own business focused on a more holistic approach to wealth management. He emphasizes the importance of understanding one's values and motivations when it comes to money and wealth, and shares his unique approach to helping clients achieve financial freedom. Jai discusses his use of tools such as the Human Archetype Assessment and Genogram to help clients gain a deeper understanding of themselves and their relationship with money. He also emphasizes the importance of internal wealth, and how it is just as important as external wealth. Jai shares his vision for a more mindful and conscious approach to wealth management, and how he is helping his clients achieve financial freedom by looking beyond just numbers and focusing on what truly brings them joy and fulfillment. Enjoy the episode! Find Tim "Jai" Baker on: Website: www.luminouswealth.com Human Archetype Assessment: https://discovery.dnabehavior.com/investor/LuminousWealth/1581/705 Email: tim@luminouswealth.com

In this episode, Jerry Durham sits down with Ron Allen, founder of The Profitable Therapist, to explore the financial pitfalls and opportunities in running a successful healthcare practice. Drawing on his personal story—watching his father, a mental health therapist, struggle to make sense of his finances—Ron brings a refreshing perspective to understanding the business side of healthcare.The conversation covers critical topics like understanding your financial health, setting accurate capacity expectations, and why pricing your services correctly is the foundation of profitability. Ron also shares practical tips on budgeting for taxes, tracking key metrics, and the value of setting profit as a non-negotiable in your business plan. For healthcare business owners who feel overwhelmed by the numbers, this episode offers a roadmap to financial clarity and long-term growth.Whether you're just starting out or managing a multi-provider clinic, you'll learn how to create a business that works for you—not the other way around. Don't miss this engaging and practical discussion that could transform the way you think about your practice's financial future. If you'd like to learn more about Strata EMR & RCM and achieving a 99.99% reimbursement rate for your PT, OT, or SLP Clinic head over to stratapt.com and book a demo with their team!

Professional Builders Secrets brings you an exclusive episode with Leah Ward, Executive Business Coach at APB. In this episode, Leah shares her unique journey from corporate finance to business coaching and discusses the critical mindset shifts builders need to manage finances effectively and proactively. Leah explains how to transform financial statements from static documents into powerful tools for growth. This episode is sponsored by Apparatus Contractor Services, click the link below to learn more:hubs.ly/Q02mNSsG0 INSIDE EPISODE 160 YOU WILL DISCOVER The value of an open mindset in understanding finances How to identify and overcome financial mindset blockages Why curiosity and kindness are crucial in financial management Strategies to proactively use financial data to shape business decisions and much, much more. ABOUT LEAH WARD With more than two decades in corporate finance and leadership, Leah's coaching approach is deeply rooted in enhancing financial performance, nurturing effective communication, developing mindset strategies, and fostering team building. Her extensive experience in financial management and consulting has provided her with a profound understanding of the key factors that drive success for both companies and their teams. Connect with Leah: linkedin.com/in/leahmward/ TIMELINE 2:33 Leah's journey from finance to coaching 7:45 Why reactive finances hold you back 9:51 Common financial mindset blocks 13:46 Making financial data meaningful 28:38 The importance of curiosity in finances 31:53 Final tips on managing financial stress LINKS, RESOURCES & MORE APB Website: associationofprofessionalbuilders.com APB Rewards: associationofprofessionalbuilders.com/rewards/ APB on Instagram: instagram.com/apbbuilders/ APB on Facebook: facebook.com/associationofprofessionalbuilders APB on YouTube: youtube.com/c/associationofprofessionalbuilders

SummaryIn this conversation, Christa discusses the importance of budgeting for photographers, especially during the off-season. She emphasizes the need for photographers to understand their financial numbers, plan for seasonal fluctuations, and implement strategies to generate income during slower months. Christa shares practical tips on tracking income, setting up business savings accounts, and exploring additional revenue streams such as upselling to past clients and offering educational services.TakeawaysYou need to know your numbers.Understanding your financials provides reassurance for future planning.Track every dollar that comes into your business.Set aside 20% of your income for savings.Pay yourself a consistent salary to manage personal expenses.Explore upselling opportunities with past clients.Consider alternative photography services during off-season.Engage with local businesses for branding and headshot opportunities.Teaching photography can be a lucrative side income.Plan ahead to avoid financial stress during slow months.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

Send us a textIn this conversation, Chelsey Holm delves into the intricate relationship between confirmation bias and money mindset. She explains how our beliefs shape our financial realities and emphasizes the importance of shifting these beliefs to foster a healthier relationship with money. Through personal anecdotes and practical advice, she illustrates how changing one's mindset can lead to greater financial abundance and success. The discussion also highlights the power of visualization in achieving financial goals and the necessity of being aware of subconscious beliefs that may hinder financial growth.Multipliers Mastermind Support the showChelsey Holm | Strategic Growth Mindset Coach "I help women biz owners in the social selling space take aligned action that feels good and get 10x the results with ease."2x certified Coach (John Maxwell Leadership, Kristen Boss SSLS)10+ years experienceNASM-certified in Personal Training and Nutrition100's of clients with REAL natural solutions for their health (especially energy, sleep, digestion, skin/hair/nails, focus, and more!)Mom of 5, Army wifeAccess more from Chelsey- https://chelsey.coach/hello Ready Set Wellness: https://us.shaklee.com/site/chelseynoel/Nutrition/Ready-Set-Wellness/Ready-Set-Wellness-Bundle/p/89599

Send us a textIn this episode of the Debt Free Dad Podcast, host Chris Hawkins explores the impact of replacing the word 'but' with 'yes, and' to break free from financial stagnation. By sharing personal experiences and lessons learned from improv classes at Toastmasters, he illustrates how adopting a mindset of acceptance and action can lead to financial success. Whether it's budgeting, saving for a car, or enhancing financial literacy, embracing new advice with 'yes, and' can open the door to transformative changes in personal finance. Resources MentionedGet better results with your finances in 30-60 days - GUARANTEED. Watch this video to learn how! - https://www.debtfreedad.com/payoff-debt-in-60-to-90-days The Totally Awesome Debt Freedom PlannerFor more help, and a step-by-step process to get started, enroll in Brad's FREE online course, LIFE WITHOUT PAYMENTS.Free Tools and Downloads at www.debtfreedad.comConnect With BradWebsite - https://www.debtfreedad.comFacebook - https://www.facebook.com/thedebtfreedadPrivate Facebook Group - https://www.facebook.com/groups/lifewithoutpaymentsInstagram - https://www.instagram.com/debtfreedad/TikTok - https://www.tiktok.com/@debt_free_dadYouTube - https://www.youtube.com/@bradnelson-debtfreedad2751/featuredThanks For ListeningLike what you hear? Please, subscribe on the platform you listen to most: Apple Podcasts, iHeartRadio, Spotify, Tune-In, Stitcher, YouTube Music, YouTubeWe LOVE feedback, and also helps us grow our podcast! Please leave us an honest review in Apple Podcasts, we read every single one.Is there someone that you think would benefit from the Debt Free Dad podcast? Please, share this episode with them on your favorite social network!Support the show

Send us a textEver wondered how much your financial mindset is shaped by your upbringing?This week on "Believe Like a Boss," we unpack the complex relationship between our financial habits and the lessons we absorbed from our parents. I share personal stories about the influence of my mother's frugality and my father's high-earning expectations, and we dive into the nuanced energy and attitudes surrounding money in our households. We'll help you discern which financial teachings to embrace and which to challenge, paving the way for a healthier relationship with money. We're also thrilled to introduce the Accountability Club, launching on October 8th. Designed for women aiming to smash their goals, this community-driven initiative offers a blend of lecture-style coaching, collaborative support, and one-on-one sessions. Whether you're looking to lose weight, start a business, or develop new habits, the Accountability Club provides the structure and community to keep you on track. With eight sessions running through January, we're mindful of holiday distractions and committed to making goal-setting fun and effective. Tune in and join us for an episode packed with personal growth and financial wisdom!Money Teachers & References:Amanda Frances | Book: Rich As F*ckKen Honda | Book: Happy MoneyLEARN MORE ABOUT ACCOUNTABILITY CLUBClick here to learn moreSCHEDULE YOUR FREE DISCOVERY CALL --> CLICK HERELEARN MORE ABOUT COACHINGNandiCamille.comLISTEN TO MY CONFIDENCE SESSIONS IN THE MARIGOLD APP50% off annual membership: Use code: NANDI50---> Click below to learn morehttps://apps.apple.com/us/app/marigold-self-confidence/id1463889202LET'S CONNECTEmail: hello@nandicamille.comInstagram: @nandi.camilleLearn more about Nandi and Life Coaching at: NandiCamille.comENJOY THE PODCAST?Leave us a 5-star review so more people can find us!

In this week's episode of Tales from The Lane, host Kate Kayaian tackles one of the biggest obstacles to pursuing your dreams: money. If you've ever thought, “I'd love to do this…if only I had the cash,” this episode is for you. Kate shares creative ways to generate income that fit into your existing schedule. These simple, money-making ideas can help turn your dreams into a reality, no matter your current financial situation. But it doesn't stop there. With Thrive Fest kicking off tomorrow, Kate dives into how you can set big goals, create actionable plans, and finally take charge of your future. Whether you need money to get started or just a solid plan, she's here to guide you through it. Sign up, get your prompts, and join the community to make this your most successful year yet. Learn creative ways to generate extra income—without disrupting your schedule. Discover how small financial steps can lead to big dreams. Understand the mindset shift needed to stop letting money stand in your way. Explore the power of community accountability during Thrive Fest. Uncover practical strategies to plan your fall for success. JOIN US FOR THRIVE FEST '24! From Tuesday, September 17th-Friday, September 20th. Join Kate and the TFTL online community to strategically plan your fall in the best way possible, so that you can truly thrive this year. It's free! Register here to sign up.    If you enjoyed today's episode, please don't forget to subscribe, rate, review, and share it with your friends. Let's hang out! IG: https://www.instagram.com/kkayaian FB: https://www.facebook.com/groups/Talesfromthelane Twitter: https://twitter.com/kkayaianwright Website: KateKayaian.com

074: “Rich Bitch, Poor Bitch” - Revolutionizing Loans and Credit Debt

Do you have a "money monster" blocking you from thriving?  Leah shares her top two tips for overcoming that financial fear and shifting into a money-thriving mindset: Treat Money Like a Creative Tool: Think of money as another medium in your creative toolkit. Embrace it as a resource that fuels your creativity and helps bring your artistic visions to life. Celebrate Every Financial Win, Big or Small: Just like finishing a piece of art, celebrate every financial success. Each win is a step towards thriving as a creative, so take a moment to acknowledge and enjoy it!  Throwback to this amazing episode with art therapist, author, and creative Leah Guzman!  Don't miss this insightful episode—it could be the key to unlocking your financial freedom!

This is episode 695. Read the complete transcription on the Sales Game Changers Podcast website. Register for the September 13 Women in Sales Leadership Elevation Conference here. Register for the IES Women in Sales Leadership Development programs here. Today's show featured an interview with Marin Laukka, The Joyfully Financial Speaker. She's the author of Ready Enough: Your 7-Step Guide for Life's Hardest Decisions. IES Women in Sales Program Director Gina Stracuzzi conducted the interview. MARIN'S ADVICE:  "Step into the version of you that already has the success, or that just got the negotiation, or just got the pay that you know that you deserve. What is that version of you like? What does she think? What does she do in the morning? What does she eat for dinner? What kind of conversations is she having around the workplace? How does she interact with a younger woman who's asking for her advice?"    

New York Times bestselling author of Take Back Your Brain, Kara Loewentheil, unveils her proven strategies for closing the “brain gap,” and how women can reclaim their financial confidence in a patriarchal society.

Brad Nelson is the founder of Debt Free Dad. As a dedicated single father, Brad is passionate about empowering everyday people to take control of their finances and achieve a happier, less stressful life. Through The Debt Free Dad Podcast and his online course, Roots of Personal Finance, Brad provides practical financial advice and support. Today, Brad Nelson shares his personal story of overcoming significant financial struggles, including losing his house to foreclosure, and how he now dedicates his life to helping others develop a healthier financial mindset. This episode is unique as it features a community call with members of the Dad Edge Alliance, who ask Brad various questions about managing finances, reducing debt, and planning for the future. Brad and Larry dive into the emotional aspects of money management, discussing how past experiences and emotional attachments can influence financial decisions. They emphasize the importance of setting short-term and long-term financial goals, tracking expenses, and creating a solid plan to alleviate financial stress. Brad Nelson also shares practical tips on cutting costs, such as shopping around for better insurance rates and being mindful of grocery expenses, especially in the current economic climate. Whether you're looking to get out of debt, switch careers, or simply manage your finances better, this episode offers a wealth of information and practical advice. Brad's expertise and the interactive format with the Dad Edge Alliance members make for an engaging and informative discussion that is sure to resonate with fathers and families striving for financial stability and freedom. www.thedadedge.com/486 www.thedadedge.com/alliance www.debtfreedad.com www.tiktok.com/@debt_free_dad www.youtube.com/@bradnelson-debtfreedad2751/featured  

Guest: Pericles Rellas, Mindset Expert and Program Leader About the Guest: With over three decades of experience, Pericles Rellas has helped tens of thousands of people realize their fullest potential. Specializing in Money Mindset for the past 20 years, he empowers individuals to overcome limiting beliefs and achieve newfound freedom in their lives. Main Themes: Transforming limiting beliefs, particularly around money The importance of dignity and truly listening to clients Shifting societal values from wealth accumulation to balanced fulfillment Personal resilience and growth after significant life challenges Standout Stories: Pericles shares a profound personal story of overcoming grief and finding his path again after his husband ended their marriage via email while they lived in France. He emphasizes the importance of leaning on others, releasing negative emotions healthily, and learning from life's tough lessons. Key Takeaway: "Every single moment is an opportunity to choose." This empowering perspective can transform how we approach life's challenges and opportunities. Listen to the episode to discover how to reset your financial thermostat and start living the life you deserve. Check out his masterclass: https://www.periclesrellas.com/resetmasterclass  Find him on TikTok:https://www.tiktok.com/@periclesrellas

Three-Part Exercise for Managing Financial Anxiety 1. Fears: List all your fears related to a financial decision.2. Opportunities: Write down all the positive possibilities that could result from the decision.3. Strengths: List your strengths and why you are capable of making this decision. Building Confidence in Financial Decisions [00:20:54] But the information is out there. And so in many ways, the power has shifted. It's no longer with that one person who holds all the power and the wisdom, but it's in your own fingertips, and it's really about you taking the time to go and find the information.  [00:26:24] This transition, this wave will start to bring money into the light a little bit more, rather than in the dark corners where it's been for so many generations, but bringing it out into the open a little bit more…makes it not so scary of a topic. And it also makes us all feel a little bit less alone in the money worries and the money stresses that we may be experiencing.  [00:30:51] Because a big part of making your investment, your first investment—yeah, it's about the money—but really it's about investing in you, yourself, your own possibilities, your own skill set, your own knowledge, your own wisdom.  WANT TO LEARN MORE ABOUT INVESTING? If you're new to passive real estate investing, our FREE 7-day email course is perfect for you. It was designed to teach you all the basics to help you confidently begin your passive investing journey and achieve the financial freedom and lifestyle of your dreams.  CONNECT WITH USIf you have done any of these actionable exercises, tell us how it went by sending an email to podcast@goodegginvestments.com. Connect with GoodeggWebsite - https://goodegginvestments.com/YouTube - @GoodegginvestmentsInstagram - @goodegginvestments 

Send us a Text Message.Imagine walking through your home or favorite boutique and allowing your deepest desires to naturally surface—without immediately shutting them down because of financial worries. What if achieving your dreams was just a matter of changing your mindset about money? Today, we expose the common habit of dismissing dreams due to financial constraints and replace it with practical planning and creativity. We'll break down how to move beyond the "I can't afford it" mindset by assessing actual costs, finding affordable alternatives, and taking small, incremental actions toward your goals. Whether you're dreaming of a beautiful backyard or another personal project, this episode offers actionable steps to make those dreams a reality.Ever wonder why money can feel like such a significant roadblock? We delve into the internal conflicts many face when considering significant financial upgrades, often rooted in past teachings and societal beliefs. By mindfully questioning these limiting beliefs, we'll help you realign your financial choices with your highest self and personal values. Make sure to share this episode with friends and rate us five stars—let's grow and empower each other together!ENJOY THE PODCAST?Leave us a 5-star review so more people can find us!SCHEDULE YOUR FREE DISCOVERY CALL --> CLICK HERELEARN MORE ABOUT COACHINGNandiCamille.comLISTEN TO MY CONFIDENCE SESSIONS IN THE MARIGOLD APP50% off annual membership: Use code: NANDI50---> Click below to learn morehttps://apps.apple.com/us/app/marigold-self-confidence/id1463889202LET'S BE SOCIALEmail: hello@nandicamille.comInstagram: @nandi.camilleLearn more about Nandi and Life Coaching at: NandiCamille.com

In this episode of The Wealthy Practitioner Podcast, Dr. Steph chats with Dr. Lauryn Brunclik, founder of She Slays The Day podcast. They chat everything about building their businesses to diversifying income and some bts conversations they've had with others in the chiropractic profession. Dr. Lauryn discusses how she expanded her financial mindset and created multiple income streams. She shares insights on overcoming limiting beliefs about money and balancing patient care with wealth-building activities for overall financial growth. Lauryn and Steph dive into various aspects of wealth creation, including the power of surrounding yourself with like-minded professionals and the power of getting started now! We invite you to join us for a deeper conversation about growing your business and building wealth by joining us at ChiroWealthCon Oct 18-19th. You can purchase your ticket here (https://www.thewealthypractitioner.com/chiro-con-wealth-2024)

Send us a Text Message.Should I Pay off Debt or Invest Extra Cash? This is one of the most frequent questions I receive, and in this episode of the MoneyFitMD podcast, we're diving deep into this financial dilemma. This episode is essential listening if you've recently landed on a substantial amount of money.Hi, I'm Dr. Latifat Akintade, and I'm here to help you make the smartest financial decisions with your newfound wealth. Whether it's a bonus, inheritance, or profits from a sale, I'll guide you through deciding whether to pay off debt or invest your extra cash.In this episode, you'll learn:Key Considerations: Understand the critical factors when deciding between debt repayment and investing.Balancing Act: Learn how to effectively balance paying off debt while making strategic investments for your future.Four Essential Asset Classes: Discover the four key asset classes I recommend for building long-term wealth and financial security.Mindset Shifts: Find out how to transition from a debt-focused mindset to one of abundance and wealth-building.Actionable Strategies: Learn practical steps to allocate your funds wisely, prioritize high-interest debt, and start investing effectively.I'll share my personal experiences and the proven strategies that have transformed the financial lives of countless women physicians. This episode goes beyond the numbers, focusing on creating lasting wealth and freedom through smart financial habits and mindset shifts.Text "Free" to  +1 (717) 973-8883 to schedule your complimentary personalized Financial Freedom Diagnostic session EXCLUSIVE for women physicians (MD/DO/MBBS/DMD only)Click Here to Secure Your Spot for the 2025 Wealthy You In-Person Gathering.It's time to finally take action on your financial goals. Join other women physicians who are choosing an uncommon life of financial and life freedom by registering for the 5-DAY Money Moves Challenge for women physicians. Register HereReady to explore the transformative power of sabbaticals?Download the free Sabbatical Guide at Moneyfitmd.com/Sabbatical and embark on a journey to financial freedom and personal growth. Share the link with your fellow physicians and join the movement to normalize taking pauses for a healthier and more fulfilling life.If you are a Hardworking, Busy Woman physician who wants to get good at money without wasting more time sifting through the internet. This is for you.  https://www.moneyfitmd.com/guideWe are social:Facebook: https://web.facebook.com/MoneyfitMD/Instagram: https://www.instagram.com/moneyfitmd/Youtube: youtube.com/@moneyfitmd

In this episode of the DealFlow Podcast, we dive into the critical skill of analyzing real estate deals. We explore the fundamentals of deal analysis, from finding the right properties and running comps to accurately budgeting for rehabs. We also discuss the challenges and benefits of working with wholesalers, real estate agents, and other deal sources. Cam emphasizes the importance of mitigating risks by using a best-case, base-case, and worst-case scenario approach to ensure profitability in every deal. Tune in to gain valuable insights and practical tips to help you become more confident in your real estate investments. Whether you want to flip houses or build a rental portfolio, this episode is packed with actionable advice. Don't forget to like, subscribe, and leave your questions or topics you'd like us to cover in future episodes. Check out the chapters and key points of the episode below.    EPISODE CHAPTERS (0:00:00) - Real Estate Investing and Home Renovation (0:09:27) - Navigating Preferences in Real Estate (0:16:33) - Finding Real Estate Deals (0:22:59) - Analyzing Real Estate Comps for Investment (0:34:35) - Real Estate Investment Strategy (0:42:12) - Financial Mindset and Wealth Building (0:46:28) - Real Estate Investment Strategies and Taxes (0:55:40) - Tax Strategies and Real Estate Profits (0:58:44) - Lessons Learned From Real Estate Deals   EPISODE CHAPTERS WITH SHORT KEY POINTS (0:00:00) - Real Estate Investing and Home Renovation Real estate investing, personal stories, pet care, high costs in different markets, adding amenities, and proper dog training. (0:09:27) - Navigating Preferences in Real Estate Balancing preferences and income levels when buying a home, and the satisfaction of achieving financial gains through real estate. (0:16:33) - Finding Real Estate Deals Nature's real estate deals require analyzing multiple opportunities, understanding the local market, estimating repair costs, and being cautious of overestimating ARV. (0:22:59) - Analyzing Real Estate Comps for Investment Nature's evaluation process for real estate investment properties includes assessing pictures, running accurate comps, and avoiding potential pitfalls. (0:34:35) - Real Estate Investment Strategy Asymmetrical bets in real estate, accurate rehab budgets, limitations of PropStream, and the BRRRR method for rental portfolios. (0:42:12) - Financial Mindset and Wealth Building Strategic money management in business, inspired by Grant Cardone's principles, leads to growth and financial stability. (0:46:28) - Real Estate Investment Strategies and Taxes Challenges and dynamics of BRRRR method in current market, impact of high interest rates on cash flow, differences between active and passive income. (0:55:40) - Tax Strategies and Real Estate Profits Advanced tax strategies for profitable businesses, solving foundational problems, and success in real estate investment. (0:58:44) - Lessons Learned From Real Estate Deals Real estate deals: highs and lows, importance of physical inspection, dissatisfaction with low-margin deals.   We hope you enjoyed this episode!   For more information, please visit:  www.dealflowrealestate.com

In this episode, Nate Scott discusses how to retrain your mind to see finances differently and overcome limiting beliefs. He explains that our brains filter information that seems unimportant to simplify decision-making, but this often leads to scarcity thinking and missed opportunities. That's why Nate introduces the concept of infinite banking as a way to retrain your mind to think differently about money.  He highlights three pivotal shifts in mindset: realizing you don't have to take risks to make money, understanding that your money can serve multiple purposes simultaneously, and recognizing that business and investment opportunities are everywhere. Ready to build generational wealth and financial independence through infinite banking? Schedule your FREE consultation now! Key Takeaways: Our brains filter information to simplify decision-making and protect us, but this can lead to scarcity thinking and missed opportunities. Infinite banking can retrain your mind to think differently about money and see new opportunities. Shift your mindset to realize you don't have to take risks to make money. Understand that your money can serve multiple purposes simultaneously. Recognize that business and investment opportunities are everywhere. Retrain your mind to see new opportunities and update your perspective on finance. Episode Resources: Gain FREE access to our Infinite Banking Course here  What is Infinite Banking Who was Nelson Nash?  

Do you ever wonder why some appear financially prosperous while others constantly struggle to save? The answer lies in our society's misconceptions about how money works and the best strategies to save for an uncertain future. Over the last century, the key difference between the ultra-wealthy and those living paycheck to paycheck has been their … Continue reading How to Transform Your Financial Mindset with Infinite Banking (Ep. 74) →

Join Ryan Deiss and I in this enlightening episode of Business Lunch, where they delve into the often-overlooked yet crucial topic of accounting and finance. We discuss how entrepreneurial optimism can clash with the harsh realities of financial reporting. Learn how to navigate these challenges and foster a productive relationship with your CFO to ensure your company's financial health.Highlights:"You've got to be incredibly optimistic to be an entrepreneur. It's about walking very thin ropes without a net.""If it's only doom and gloom, it's incredibly depressing and inaccurate. We need a balance between optimism and realistic financial reporting.""Support the team you've got to get the results you need, or you need a different team."Timestamps:00:00 - Entrepreneurial Optimism vs. Financial Realism01:05 - Introducing the Topic02:37 - Impact of Changing Accounting Methods03:17 - The Problem with Depressing Financial Reports05:00 - Changing the Financial Reporting Process05:12 - Importance of Accurate Financial Reporting09:38 - Avoiding Obstacles, a Common Entrepreneurial Pitfall10:00 - Support Your Team, or Change It10:29 - Frustrations with Unimplemented Solutions11:15 - The Role of Leadership in Financial HealthCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook• Get my book, Zero Down, FREETo learn more about Roland Frasier

Join Ashdin Doctor on the Habit Coach Podcast, where he shares bite-sized, actionable habits for an awesome life. In today's episode, discover how India achieved its remarkable success with the Mars Orbiter Mission (MoM), the challenges of reaching Mars, and the importance of setting clear financial goals inspired by space missions. Learn Ashdin's three key steps to setting effective financial goals and start your journey towards financial success today.See omnystudio.com/listener for privacy information.

A one-time expense vs an ongoing cost. Do you know the difference? In this financial podcast episode with the Cash Kid, he'll explain why understanding this concept can help us achieve financial freedom and independence earlier in life. This is a way to help the next generation by building wealth instead of debt. Plus, a new segment on the show called "Stock Talk!" Listen in as the Cash Kid helps shape our financial mindset to think before we buy. Want to learn more about the Cash Kid? Visit our website and join our mailing list at: www.cashkidpodcast.com Also, check out our Cash Kid Merch store! Transcript Intro: So, you got some cash, maybe from an allowance? Or, that money your grandma gave you for your seventh birthday. Here ya go, sweetie! Woo hoo! Thanks, Grandma! Whatever it is, what are you gonna do with it? Spend it? Hide it away? Or maybe invest it? Let's start learning how to make that money grow. Time to learn how to be a Cash Kid. Welcome back to season two of the Cash Kid Podcast. Last episode we celebrated our one year anniversary mark and now we are charging forward with more topics and skills to learn and teach. If you aren’t already, please be sure to follow us today on Instagram and Facebook @cashkidpodcast. Also, head to our website and be added to our mailing list. This is a great way to be a part of the Cash Kid movement to empowering the next generation to build super financial skills at a younger age. This week, our episode is “The Cost of a Puppy.” We’re not going to just talk about puppies… even though, that would be cute and fun. Our focus is discussing the difference between a one time purchase and an on-going purchase. Do you know the difference? Many times as kids, because we don’t pay the bills, we might not understand this concept and have to be enlightened by an adult of the difference. But, knowing what’s a one time purchase vs. an on-going purchase is a concept we need to understand, especially before we find ourselves in debt and having to sell back the thing we purchased. Yep, it happens. So, let’s talk about it. What’s considered a one time purchase? A car or a video game? A bike or a cellphone? A puppy or a remote control car? Let’s start with a bike vs. a cellphone. Before I knew better, I used to think you just purchased a phone and that was it. But then my parents talked to be about how a cellphone is not a one time purchase. In fact, just this past week, my nine-year old brother saw this ad where you could purchase an iPhone 14 for just $5.99. He was like, “See Mom, I can afford that?” My Mom then explained to him to look at the fine print. Yeah, it’s that much smaller writing under the large discount price in bold that states it’s $5.99 a month for the next 36 months under a contract with that cellphone carrier . Then Mom explained how you’ll also need a cell plan to go with that which can cost upwards of $30 dollars or more per month. See a cellphone, while to a kid it just seems like an object you buy once and that’s it, is actually an on-going monthly expense… usually for your parents at this age. My brother’s not getting a phone… Now a bike on th other hand, it’s a one-time purchase. Except for the time I wrecked mine and we had to spend a little extra to get it fixed. But asking your parents for a bike is different. There may be some repair costs at times. Like a new tire or brake, but it doesn’t have an ongoing expense like a cellphone. We’re going to talk about that puppy and the debate in our house over having one, coming up. More purchase comparisons on the way. (Music interlude) It’s time for a new segment on the show called “Stock Talk.” If you follow us on social media, you’ll see I like to talk about stocks. Following different companies stock prices, what’s going on in the news about their company, and seeing the prices rise and fall excites me. I’ve found more and more of my peers asking me about the stocks I’m interested in. Why I’m invested in them? And how do I invest? Now, I’m not an advisor, but I’m trying to teach my friends and our audience how you can research companies and stock yourself. So, each episode I’ll hit on a stock either I’m watching or researching and why. This week, since we just finished talking about a cellphone, let’s look at Apple. Apple became a publicly traded company on December 12th, 1980. Their stock price started at $22.00 per share. Apple’s stock has split five times since it went public. This increases the number of shares in a company and makes the price per share at a more affordable cost for investors. To purchase a share today would cost you $173. If you had purchased a share of Apple just three years ago at the price of $131 dollars, you’d be up $52 dollars at this point. And here’s your disclaimer. Keep in mind any of the stocks I talk about are not recommendations. This is for educational purposes only to see how easy it is to look at a company, analyze where it started, and where’s it’s going to learn how to invest wisely. Hey, Warren Buffett researched companies first. That’s how he got started. So, I’m following suit. Do your research, and seek advice. Let’s educate, research, and invest Cash Kids. That’s your “stock talk” for this week. (Music interlude) Alright, let’s talk about that puppy. So many kids want a pet of some sort, usually a dog or a cat. But when you see an ad for “free puppies” just know that’s not true. Kids don’t realize it but a puppy is a huge on-going expense. My parents got a dog right after that got married and let’s just say, this dog racked up some expenses for my parents. As a lab mix puppy he chewed through my parents deck so bad they had to tear it down. Then he torn the hose pipe off the back of the house and my parents came home to a flooded backyard. He chewed through the lines on the air conditioner at a friends house. He only lived 7 years and it took 7 more years before my Mom would even consider the chance of getting another pet. It was a debate for sure as my Mom knew, a dog could be a big expense. My mom said we had to have a calm pet the next time around and we found the perfect one in Emma. Another little pound puppy mix female puppy that is such a chill dog, she rarely even barks. But even a chill dog still requires ongoing expenses like vet bills to stay up to date on shots, food, heartwarm and tick flea preventative medicines, and having to pay to board her when we go out of town and can’t bring her. My parents have told me stories of how friends of theirs in college would get a pet only to realize a few months later they didn’t think through the expense of having a pet and had to either give it away… or have their parents take the pet in. We were prepared for the expense in our house and the love of our dog is worth the expense for sure. But, kids, the next time you ask for a pet, be wise and informed of the expense involved that a puppy is an on-going expense. Not a one-time purchase or free. I wanted to last talk about a car. I’m about three years away from being able to drive and owning my own car sounds so cool. But purchasing a car is kind of like a cellphone but on a larger scale. If you don’t have the cash outright to purchase the car in full, then you’ll have a monthly payment with interest usually to pay it off. Then there’s gas and maintenance like oil changes twice a year, plus car insurance, and license and tag fees. A car is an on-going expense we kids need to think about and start saving for. Many kids start having to get a job in their teens for the sole purpose of having the cash for a car. So set-up a budget and savings plan to work towards that. Calculate the cost of the car you want and think about the month’s expenses related to the car. Then you can be a prepared buyer so you don’t end up with a car… but no gas to get you anywhere. So Cash Kids, let’s start being smarter about what we ask for and understand the expenses behind it. If we understand what’s an on-going expense vs. a one-time expense we can plan better and be more realistic about what fits without our budget. Understanding this earlier in life, can help keep us from instead of building debt, to building wealth much faster. Remember, anyone can be a Cash Kid, you just have a learn how to become one. Cash Kid, Out! Disclaimer: The information presented represents the views and opinions of the guest. This podcast does not intend to provide personal investment advice. This content has been made for informational and educational purposes only. To make a full and informed investment decision, we advise you to speak with a financial advisor, and for kids, definitely your parents first before investing.

On this Episode Ashdin Doctor dives into the psychology of spending to impress and why it's crucial to rethink your financial habits and also explores the roots of conspicuous consumption, its impact on personal finances, and practical steps to break free from the cycle. Don't miss out on valuable insights to preserve your wealth and build a more fulfilling life. You can catch the awesome clips on  The Habit Coach-Awesome 180 on the YouTube channel.You can also check out Ashdin's Linktree Page here: (https://linktr.ee/awesome180) You can follow Ashdin Doctor on Twitter | Linkedin | Instagram | FacebookCheck out the Awesome180 website: (http://awesome180.com/) Find the show across audio streaming apps:Spotify | Apple Podcasts | Google Podcasts | JioSaavn |  Amazon Music Do follow IVM Podcasts on social media.We are @ivmpodcasts on Facebook, Twitter, & Instagram.  See omnystudio.com/listener for privacy information.

Financial Mindset: (reselling, finances, returns, dropshipping, Caleb Hammer for inspiration) $13 Aura $11 Patreon $11.99 Gaia ($5 Shopify Tik tok) Returns: $30 Walmart slip ons ($5.50 Steve Madden) $24 Amazon laptops brief case Inventory: Mongoose bmx (wd40, 100% citric acid $10-$20) $10 labeda roller hockey wheels 76mm 84a Drop shipping Caleb Hammer vids and motivational journey

Erin B. Haag is a serial entrepreneur and the creator of Pricing Overhaul®. A self-proclaimed “Math Nerd” and mom of two, Erin leverages her advanced mathematical understanding from 20 years working with numbers, metrics, and pricing for large corporations and small business alike, to help entrepreneurs shift their mindsets around money and math, overhaul pricing for profitability, and earn more from your business than you thought possible.

In this episode of the podcast, guest Cody Sperber, a real estate mogul and entrepreneur, unpacks the nuances of cash flow management, investment strategies, and the psychological aspects of financial success. Cody emphasizes the importance of buying undervalued properties, avoiding full-price retail purchases, and explores the mindset shifts necessary for wealth accumulation. He reflects on his personal journey from a scarcity mindset to becoming a self-made millionaire through mentorship and strategic thinking. The discussion extends to the critical aspects of scaling a business, the importance of team alignment, and cultivating a culture that supports growth and innovation. This episode is a treasure trove of insights for entrepreneurs and investors aiming to elevate their financial literacy and business acumen in the competitive real estate landscape and beyond.Want to work with Jason one-on-one? Click HereConnect with Jason PortnoyWebsiteInstagramTikTokLike the episode? Watch and support us on YouTube.Visit us also on Apple Podcasts! Help us spread the word by subscribing and leaving a review—we appreciate your feedback!

Today we will take a deep dive into the harsh realities faced by small business owners striving to make their dreams a reality. Angela, who took the bold step of acquiring a Famous Toastery franchise in 2016, encountered the daunting ordeal of entrepreneurial poverty. In her gripping narrative, we uncover the tumultuous journey of how Angela transformed her financial situation and altered her entrepreneurial path. Viewers today are given an intimate look into the trials and tribulations that entrepreneurs are confronted with while trying to sustain life and business. Angela's relentless determination and unwavering spirit drive the narrative forward. With candor and vulnerability, Angela shares the pivotal moments, heart-wrenching setbacks, and ingenious strategies that enabled her to reverse the cashflow dynamics that once plagued her. Angela Goodman, Founder of Valkyrie Ventures Group and Eateries of Loudoun, has a passion for helping people unlock their Financial Mindset! As a REFORMED Cashflow strategist, she now spends the majority of her time helping Small Business owners on their journey to true Profitability and POSITIVE Cashflow.  https://valkyrieventuresgroup.com/    angela@vvgconsulting.com Connect with Business Leaders Network www.businessleadersnetworking.com    grow@businessleadersnetworking.com The Success Guide To Building Your Coaching Empire  A Strategic Battle Plan for Motivated Coaches and Consultants by JR Spear   https://www.jrspear.com   *Listen now on the Inspired Choices Network app!  https://www.inspiredchoicesnetwork.com/links/

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2414:  Kelley Long's insightful journey reveals how shifting her perspective on wealth and releasing negative attitudes towards financially comfortable individuals led to significant improvements in her financial life. She emphasizes the power of positive financial thinking and how small, mindful changes can lead to greater financial freedom and happiness. Read along with the original article(s) here: https://www.financialfinesse.com/2017/08/23/how-my-money-attitude-was-keeping-me-poor/  Quotes to ponder: "When I stopped to think about how I'd watched my annual income more than double over the first ten years of my career and yet I was still living the same paycheck-to-paycheck lifestyle, it was like a lightning bolt of understanding struck me." Learn more about your ad choices. Visit megaphone.fm/adchoices