Podcasts about financial professionals

Whether you set goals at the beginning of the year or you have resolutions you have promised yourself you'd do in the new year, now is the time to make sure you are on track so that you can follow through with your goals and resolutions for the remainder of the year.  I'm sure that you've heard that most people will quit their resolution after just one week.  When asked why they don't stick with their resolutions, most people will say that they don't have the time, resources, or support to keep the motivation up so that they can stick to their resolutions.  This can be true of goals as well.  When you want to ensure you are reaching your goals and sticking to your resolutions, you need to make sure you are following through.  This includes checking in to see how you are doing and being truthful to yourself if you feel you are slipping and need to realign yourself so that you can continue to move forward.  In today's podcast episode, I am going to help you take a realistic approach to making sure you are staying on track or picking yourself up and getting back on track early in the year.  I don't want you to go a few more months into this year and just give up on your resolutions and goals.  You made promises to yourself to reach these goals, and today, I am going to hold you accountable and give you a second chance if you've found it was much easier to make your resolution than to keep your resolution.  Resolutions and goals are important to your business, 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 accountant, a virtual assistant or VA, or other professional.  Many of the resolutions business owners make revolve around the organization of their financial data or bookkeeping.  Listen in, and let me help you make a lasting change with the resolutions and goals you've set for this year.  It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen. 00:00 Introduction 02:49 The Gaps in Financial Education and Advisory Services 09:08 Building Trust in Financial Services 13:03 Addressing Financial Anxiety and Health 14:37 The Journey to Founding Connective 23:08 The Future of Human Connection in Wealth Management 31:36 The Ripple Effect of Financial Support 32:31 The Need for Financial Professionals 42:24 Trend or Fad?

If you are like many people that I work with, you are probably feeling dread throughout your days as well.  It's not a bad thing, but what is important is that you are making sure you are dealing with this in the best way possible.  I think there's a misconception that most people don't have to deal with dread.  If you look on social media, you don't find too many people posting about what they are dreading for the day.  This may cause you to think that your life is filled with more dread than others, but let me assure you that there are many people out there who are feeling dread.  This is a normal feeling when you are working on something new, or you have something hard you need to do.  If I asked you right now, what is your most dreaded activity? What would you say?  It might be meeting potential customers or clients, putting yourself and your business out in the world, marketing, paperwork, or even a bookkeeping or accounting task.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Rebecca Young | New York Life As a licensed Financial Professional with New York Life, Rebecca helps individuals and families protect what matters most while preparing for long-term financial goals. She delivers integrated guidance on life insurance, retirement preparation, extended care solutions, and long-term strategies designed to support individuals and families throughout every stage of […]

Rebecca Young | New York Life As a licensed Financial Professional with New York Life, Rebecca helps individuals and families protect what matters most while preparing for long-term financial goals. She delivers integrated guidance on life insurance, retirement preparation, extended care solutions, and long-term strategies designed to support individuals and families throughout every stage of […]

When you own your own business, you are always learning something new.  Making sure that you have a team to support you where you are lacking skills or lacking the time to devote to certain tasks will not only help you sleep at night, but you will have the confidence knowing that your business is operating at an efficient level.  In today's podcast episode, I am diving into which areas in your business you need to make sure you are covering and the financial support team members you should have in place if you need additional help.  When it comes to finances, many business owners want to ignore these issues and hope they go away or want to do everything all on their own, but the most successful entrepreneurs know exactly where they need expert advice as well as who they can turn to for advice they can trust.  As your business grows, your team needs may change as well, but it is important to make sure that you have everything under control at each level you are at in your business.  Understanding and having a reliable team you can lean on is key 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 accountant, a virtual assistant or VA, or other professional; A financial support team is needed whether you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document.   Listen in, and make sure you have support for each of these responsibilities either by yourself or a team member you can count on to be there when you need them… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Overwhelm is something that we've all dealt with in our lives.  You may have felt, or still feel, overwhelmed in your career, your business, and even in your personal life.  It could be continuing to get the education you need for your career, all the tasks you have to get done in your business, or how about all the things you continue to think about that need to get done around your home.  When you are asked how you are doing, how often do you find yourself replying something like I've been busy, or there's just so much to do?  Well, if you find you are struggling with overwhelm, even if it is just a tiny bit, I've got a solution for you.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

When you want to be successful, you need to make sure you are taking advantage of every minute of your day.  Some people make their success seem so simple.  Most successful entrepreneurs follow a routine that they know they can stick to on a consistent basis to get the results they ultimately want to achieve in life and in their business.  In today's podcast episode, I am covering some of the highly effective business routines that will keep you on task and ensure you are able to spend your days being as efficient as possible while enjoying your ultimate work-life balance.  Everybody views success differently, and this is true as far as your schedule goes as well.  Your schedule and routines will vary from other business owners, and that is alright.  Not only am I going to touch on morning and evening routines, but you will gain insight into how you can focus your time to manage your daily, weekly, monthly, and yearly business routines as well.  Routines are important to put in place, and it doesn't matter 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 accountant, a virtual assistant or VA, or other professional; it is never too late to start or improve your business routines.  These routines will work for you whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document.  Listen in and make sure you are aware of these highly effective routines successful entrepreneurs use to reach their success…    Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

When you are working in a high-stress profession, it's important to make sure that you are taking the time your body needs to rest.  Are you the type of person who works all the time and never takes the time to rest?  Do you think that taking this time to rest means you are being lazy?  When you are working hard, you need to make sure you are resting.  There may be times when you simply don't want to do something, but is calling times like this being lazy, adding any benefit to your life?  Where you'll see the benefit is when you are able to take care of yourself by resting, even when you are working hard.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that's just the start of the tokenization revolution, experts predict, because of four main drivers:  Increased liquidity for illiquid assets, broader investor access, operational efficiency, and global distribution and interoperability.Our guests for this episode are:Ric Edelman, who launched Digital Assets Council of Financial Professionals, the first education platform helping financial advisers responsibly navigate crypto, blockchain, and tokenized assets.Scott Lucas, Head of Markets Digital Assets for J.P. Morgan, who was instrumental in brokering a $50 million commercial paper issuance on a public blockchain. For more about this series visit us at:https://sponsored.bloomberg.com/media/coinbase/evolving-money

If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements.  If you've heard the phrase closing the books, this is exactly what it means.  You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your financial statements reflect accurate data.  You will use this data to prepare your tax return, so it is extremely important that you do this correctly.  In today's podcast episode, you'll learn the top tasks you need to do to close out your books whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document.  Many of the processes are the same regardless of which system you use to do your bookkeeping.  Having your financial statements and your bookkeeping ready so that you can have your tax return prepared on time with little to no stress is the ultimate goal here.  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 accountant, a virtual assistant or VA, or other professional; I want you to make sure you are prepared to file your taxes on time feeling confident that you have accurate data.  If you've ever wondered what you need to do to finalize your end-of-the-year bookkeeping and financial statements, listen in as I walk you through the steps you need to take today...  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

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

Check fraud remains a threat for financial institutions, but AI can help by detecting anomalies. Check fraud is “a growing concern for many,” Ati Azemoun, vice president of business development at Longmont, Colo.-based software provider ParaScript, tells FinAi News on this episode of “The Buzz” podcast. In fact, 63% of organizations experienced check fraud or attempted check fraud in 2025, according to the Association of Financial Professionals. The AFP surveyed 521 treasury practitioner members. One anomaly AI can detect is signature forgery, Azemoun says.  ParaScript's forgery detection software, SignatureXpert.AI, can compare signatures from previous checks and flag when a signature is different, ultimately stopping the fraud, he says. Founded in 1996, ParaScript banking clients include financial institutions, government agencies and companies in the U.S., Europe, Latin America and Australia. In 2025, ParaScript partnered with tech provider BIRGER which will introduce the technology to commercial banks in Mauritius, Africa. Listen as Azemoun discusses the current state of check fraud and how AI is reducing fraud at financial institutions. 

Understanding your numbers and keeping up to date on your finances is key to the success of your business.  When you actively keep a pulse on your business finances, you will certainly make better business decisions.  If you are thinking that you are just not a numbers person, you're not good when it comes to numbers or math, or you are afraid to make a mistake, I want to help you overcome these fears.  I get it, and I know how numbers or finances are not everybody's strength or zone of genius.  I will admit, however, that I love working with numbers, and I've never been afraid of them, but I have other areas in my business that I don't have those same strong strengths in, and I struggle in these areas much like I am sure you struggle with your finances, so I totally understand where you are coming from.  In today's podcast episode, I am going to help you overcome your fear of numbers and how you can let them help you succeed in your business. If you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, you can use your numbers to help you understand your business finances.  I'll have solutions for what you can do if you think numbers and finances are boring or time-consuming as well.  It's okay to have these thoughts or fears, but you and I both know that when you own your own business, there are things you need to do for your business to make an impact not only on your bottom line or your income, but for your business to succeed in other areas as well.  It's time for you to break these fears or habits that may be holding you back and start this new year off in the right direction.  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 accountant, a virtual assistant or VA, or other professional; you can overcome these obstacles so that you can enjoy, yes, I said enjoy, your business and your business finances.  If you are looking back at the last year and are thinking about how far behind your bookkeeping or finances are, and just how much work you need to do to catch up on your bookkeeping to get ready for the upcoming tax deadline, listen in I promise I have some solutions for you…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

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

I've been getting quite a few messages from business owners saying that they are struggling to create a budget for their business.  Some are just getting their business up and running, and others have been in business for a few years.  Either way, having a budget for your business will allow you to dictate how you want your money coming in and out of your business to flow.  When you don't have a budget, it is easy to lose track of your numbers or your goals for the year.  I often hear business owners say it is hard to create a budget, or they don't know where to start.  In today's podcast episode, I am going to dive into how you can easily create a simple budget for your business and how you can get started.  It doesn't have to be hard, and it doesn't need to take a long time when you know what you need to do in the first place.  So, whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, knowing how you can create a simple and easy budget for your business will help you stick to your goals and allow you to track exactly how close you are to your original budget numbers.  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 accountant, a virtual assistant or VA, or other professional; you want to take the time to really look at your numbers, create a budget and use your budget as a compass to help guide your finances throughout the year… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Show Notes: "Before You Give or Take Financial Advice, Read This" [SMMC Blog Post]: https://blogs.uofi.uillinois.edu/view/7550/862829868 FTC Disclosures 101 for Social Media Influencers: https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers Investor.gov professional verification tools: https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Illinois Department of Financial & Professional Regulation: https://online-dfpr.micropact.com/lookup/licenselookup.aspx IRS guidance on choosing tax preparers: https://www.irs.gov/tax-professionals/choosing-a-tax-professional “Hack-Proof Your Holidays #GetSavvy Webinar Recording” [YouTube Video]: https://youtu.be/p2Leqox64cY?si=VAKsFJTuZFcCvyEF Related Episodes: Ep. 14 – Short-selling: https://blogs.uofi.uillinois.edu/view/7550/433822269 Ep. 25 – Choosing a Financial Professional: https://blogs.uofi.uillinois.edu/view/7550/518681996 Ep. 65 – Financial Planner vs AI: https://blogs.uofi.uillinois.edu/view/7550/1933077943 Ep. 76 – What is Crypto Anyway?: https://blogs.uofi.uillinois.edu/view/7550/1253298616 Ep 78 – Is Crypto the Wild West?: https://blogs.uofi.uillinois.edu/view/7550/1888916702 Ep. 99 – Financial Socialization: https://blogs.uofi.uillinois.edu/view/7550/1342187809 References: American Institute of CPAs. (2024). AICPA.org. https://www.aicpa.org/ Benson, J. (2016). Cognitive bias codex. https://upload.wikimedia.org/wikipedia/commons/6/65/Cognitive_bias_codex_en.svg Center for Advanced Hindsight. (2024). Resources. https://advanced-hindsight.com/resources/ CFA Institute. (2024). CFA Institute. https://www.cfainstitute.org/ CFP Board. (2024). Code of ethics and standards of conduct. https://www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct Certified Financial Planner Board of Standards. (2024). CFP.net. https://www.cfp.net/ Dictionary.com. (2021). Parasocial relationship. https://www.dictionary.com/e/tech-science/parasocial-relationship/ Federal Trade Commission. (2019). Disclosures 101 for social media influencers. https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers FINRA. (2024). FINRA.org. https://www.finra.org/ Illinois Department of Financial & Professional Regulation. (2024). License lookup. https://online-dfpr.micropact.com/lookup/licenselookup.aspx Internal Revenue Service. (2024). Choosing a tax professional. https://www.irs.gov/tax-professionals/choosing-a-tax-professional Investment Advisers Act of 1940, 15 U.S.C. § 80b-1 et seq. https://www.sec.gov/about/laws/iaa40.pdf Investor.gov. (2024). Check out your investment professional. https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Klayman, J. (1995). Varieties of confirmation bias. Psychology of Learning and Motivation, 32, 385-418. https://doi.org/10.1016/S0079-7421(08)60315-1 National Association of Personal Financial Advisors. (2024). NAPFA fiduciary standard. https://www.napfa.org/fiduciary-standard Pellegrini, A. (2025). Before you give or take financial advice, read this. University of Illinois Extension Blog. https://blogs.uofi.uillinois.edu/view/7550/862829868 Securities and Exchange Commission. (2022, October 3). SEC charges Kim Kardashian for unlawfully touting crypto security [Press release]. https://www.sec.gov/newsroom/press-releases/2022-183 The Decision Lab. (2024). Cognitive biases: A list of the most relevant biases in behavioral economics. https://thedecisionlab.com/biases Yakoboski, P. J., Lusardi, A., & Sticha, A. (2024). The TIAA Institute-GFLEC Personal Finance Index (P-Fin Index). Global Financial Literacy Excellence Center (GFLEC). https://gflec.org/initiatives/personal-finance-index/

Have you ever found yourself with a full schedule, only to be asked if you could do a favor for someone?  Maybe it was someone in your family, a friend, your boss, or your child.  It seems like they all need something from you.  Part of you might be thinking that there's no way you could add one more thing to your plate for the day, but you always find yourself taking on the additional task and figuring out how you can get it done.  I find many of the clients I work with in this exact situation.  You have multiple roles in your life, and you want to ensure you excel in all of them.  While it may appear that doing everything for everyone is the right thing to do, you probably find yourself stressed, burnt out, and most often feeling guilty because you fall short when trying to meet all these obligations.  I have one thing that you can start doing today that will help you start feeling better in these situations and your overall well-being.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Business - Virginia Elder

You want to make sure that you have everything done correctly in your business, right?  One of the many important year-end tasks is to make sure that you are correctly paying and classifying wages.  There are many different entity types that businesses can be set up as, and depending on how you're your business is set up will determine how you pay yourself as a business owner, shareholder, or officer, especially if you are considered an S Corporation.  In today's podcast episode, I am covering the essentials of what you need to do when it comes to compensation, especially for the S Corporations who need to pay a reasonable compensation to officers and shareholder-employees.  It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, you need to make sure you are recording your payroll correctly.  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 accountant, a virtual assistant or VA, or other professional; listen in so that you are aware of how to classify and pay your wages as a business owner and avoid one of the major red flags out there… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Chief Growth Officer, Maggie Seidel from Finseca gives the insider information on what Washington DC is doing right now in the world of finance and life insurance. What is Finseca doing to defend life insurance and agents from over regulation and tax threats. 00:00 Intro 00:52 Maggie Seidel & Finseca's Mission 03:44 Finseca's Structure and Approach 06:08 Addressing Threats 06:40 Analogy of Financial Professionals' Evolution 08:09 Pushback Against Financial Regulation and the Fiduciary Standard 09:58 Tax Code Changes and Finseca's Response 11:09 Permanence on 199A 14:02 Finseca's Approach When It Comes To Debt 19:05 Finseca's Opinion on Fiduciaries 20:49 Ernst & Young Study 26:37 What is Finseca Looking Forward To? 32:29 Finseca's Approach to the People on the Internet? 36:37 Final Thoughts Want to Join Finseca? Click Here: https://www.finseca.org/Join Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

You signed the divorce agreement. You thought it was over. But for many people, the real problems begin after the ink dries, when they discover that what they negotiated is not actually enforceable. In this essential episode of Divorce & Beyond, Susan Guthrie is joined by Kelly Lise Murray, a nationally recognized legal scholar whose work focuses on what happens when divorce settlements fall apart in real life, particularly in cases involving homes, mortgages, retirement assets, and complex property divisions. This conversation is especially important during divorce season, when many listeners are early in the process and assuming that reaching agreement automatically means protection. It does not. What You'll Learn Why a signed divorce agreement does not guarantee you will receive what you were promised How enforcement failures leave people owed money or assets they never receive Why homes and retirement accounts are the highest-risk areas in divorce settlements How missing deadlines and contingencies quietly undermine agreements The questions you should ask your lawyer before signing anything About the Guest Prof. Kelly Murray, J.D. is a legal scholar, former law professor, and serial entrepreneur advancing Realty Asset Dispute Resolution nationwide. She earned her undergraduate degree Phi Beta Kappa from Stanford University and her law degree cum laude from Harvard Law School, and served for 18 years as faculty at a Top 20 U.S. law school. Kelly is the Lead Investigator and Faculty Member for the National Family Court Project on Housing and Financial Justice, where her work focuses on preserving homeownership eligibility and financial stability in family disputes, including divorce, trusts, elder law, and probate matters. Her expertise is grounded in real litigated cases involving enforcement failures, not theory. She is also the host of the Wealth Litigated Podcast. Blog Article + Free Resource To help you go deeper, Susan has written a companion blog article for this episode:

Hey there, I'm Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and today I wanted to create this episode on a topic that the majority of the clients that I work with are struggling with, and I have a feeling you'll be able to relate to it as well.  If you've been listening to this podcast for a while, you know that I cover topics that ultimately impact your bottom line, and what I see over and over again is that many of these topics have one thing in common.  Stress.  So, today, I want to talk about how I see stress impacting so many of the clients that I work with and how you can create a plan to manage the stress you may be experiencing as well.  My goal is to continue to help as many high-stress professionals as possible live a happier life with more purpose and joy.  One of the keys to achieving this is to overcome your stress and thrive.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Just weeks after Seattle's November elections, Town Hall Seattle kicks off a timely, can't-miss series hosted by Marcus Harrison Green. The panel features political strategist Crystal Fincher, The Stranger's news editor Vivian McCall, and the South Seattle Emerald's political columnist Tobias Coughlin-Bogue. Together they'll cut through the noise to unpack what the results really mean—from who's setting the agenda at City Hall to what's looming in Olympia, and connect it all to the turbulent political currents in Washington, D.C. Expect an unflinching, illuminating conversation about what's next for Seattle, the state, and our role in shaping the national story. Host Marcus Harrison Green is the publisher of Hinton Publishing, the founder of the South Seattle Emerald, and a columnist with The Stranger. Growing up in South Seattle, he experienced first-hand the impact of one-dimensional stories on marginalized communities, which taught him the value of authentic narratives. After an unfulfilling stint in the investment world during his twenties, Marcus returned to his community with a newfound purpose of telling stories with nuance, complexity, and multidimensionality with the hope of advancing social change. This led him to become a writer and found the South Seattle Emerald. An award-winning journalist, he was awarded the Seattle Human Rights Commissions' Individual Human Rights Leader Award for 2020 and named the inaugural James Baldwin Fellow by the Northwest African American Museum in 2022. Panelists Crystal Fincher is the Executive Director of KVRU 105.7 FM, an independent non-profit community radio station in South Seattle that she and her business partner recently acquired. She also publishes and hosts Hacks & Wonks, the region's premier podcast about local politics and policy. Crystal led an award-winning political consulting firm for 15 years, helping elect state and local candidates and pass ballot measures across the West Coast. Crystal's work has always been rooted in community mobilization and economic development, serving on the City of Kent Land Use & Planning Board, as a Deputy on the Washington Roundtable, and on the boards of Kent Youth and Family Services, the Northwest Association of Financial Professionals, Tabor 100, and the Washington Institute for a Democratic Future. She currently serves on the boards of Progress Alliance of Washington and The Urbanist. Vivian McCall is The Stranger's News Editor. In her private life, she is a musician and Wii U apologist. If you're reading this, you either love her or hate her. Tobias Coughlin-Bogue is a writer, editor, and restaurant worker who lives in South Park. He was formerly the associate editor of Real Change News and has since covered politics for The Stranger and the South Seattle Emerald. Presented by Town Hall Seattle and The Stranger.

This week on the Team Lally Real Estate Radio Show, we interview Chanda Park of SafeRide Hawaii. Chanda shares the powerful story behind the creation of SafeRide Hawaii following the tragic loss of her daughter, Azalia. She explains how SafeRide Hawaii prevents impaired driving by providing safe rides for intoxicated drivers and their vehicles and invites audience to support the mission through volunteering and participating in their upcoming annual sign-waving event—highlighting the power of community-driven safety.In Experts We Trust, Benjy Gilholm of Hawaii Referral Agent and Danny Langerman of DHA Financial share timely insights for real estate professionals and consumers alike. Benjy explains how Hawaii Referral Agent supports licensed agents through a low-overhead, referral-based model, while Danny breaks down Hawaii's increased conforming loan limits, the difference between conforming and jumbo loans, and why locking in the right financing can create long-term advantages.Who is Chanda Park?Chanda Park is the Executive Director and co-founder of SafeRide Hawaii, a nonprofit organization rooted in compassion, advocacy, and community safety. Following the tragic loss of her 21-year-old daughter, Azalia, to a drunk-driving incident in 2020, Chanda transformed personal heartbreak into a powerful mission to prevent impaired-driving tragedies across Hawaiʻi. In addition to her leadership at SafeRide Hawaii, she also serves as a Senior Marketing Director with World Financial Group and a Financial Professional at World System Builder, bringing strategic insight, empathy, and purpose to every role she holds. Through education, outreach, and leadership, Chanda continues to inspire safer choices and meaningful change statewide.SafeRide Hawaii is a nonprofit dedicated to preventing impaired-driving tragedies by helping people—and their vehicles—get home safely. The organization provides a unique and proactive solution by arranging sober drivers who can transport individuals and their cars, removing barriers that often lead to dangerous decisions. Beyond rides, SafeRide Hawaii focuses on education, awareness, and community partnerships to promote advance planning and responsible behavior. Guided by the belief that every life matters and every tragedy is preventable, SafeRide Hawaii is working toward a future where impaired driving is no longer a threat to Hawaiʻi's families and communities.To reach Chanda Park, you may contact her in the following ways:Phone: (808) 900-4610Website: saferidehawaii.orgLinks to social media:https://www.facebook.com/saferidehawaiihttps://www.instagram.com/saferidehawaii/

This week on the Team Lally Real Estate Radio Show, we interview Chanda Park of SafeRide Hawaii. Chanda shares the powerful story behind the creation of SafeRide Hawaii following the tragic loss of her daughter, Azalia. She explains how SafeRide Hawaii prevents impaired driving by providing safe rides for intoxicated drivers and their vehicles and invites audience to support the mission through volunteering and participating in their upcoming annual sign-waving event—highlighting the power of community-driven safety.In Experts We Trust, Benjy Gilholm of Hawaii Referral Agent and Danny Langerman of DHA Financial share timely insights for real estate professionals and consumers alike. Benjy explains how Hawaii Referral Agent supports licensed agents through a low-overhead, referral-based model, while Danny breaks down Hawaii's increased conforming loan limits, the difference between conforming and jumbo loans, and why locking in the right financing can create long-term advantages.Who is Chanda Park?Chanda Park is the Executive Director and co-founder of SafeRide Hawaii, a nonprofit organization rooted in compassion, advocacy, and community safety. Following the tragic loss of her 21-year-old daughter, Azalia, to a drunk-driving incident in 2020, Chanda transformed personal heartbreak into a powerful mission to prevent impaired-driving tragedies across Hawaiʻi. In addition to her leadership at SafeRide Hawaii, she also serves as a Senior Marketing Director with World Financial Group and a Financial Professional at World System Builder, bringing strategic insight, empathy, and purpose to every role she holds. Through education, outreach, and leadership, Chanda continues to inspire safer choices and meaningful change statewide.SafeRide Hawaii is a nonprofit dedicated to preventing impaired-driving tragedies by helping people—and their vehicles—get home safely. The organization provides a unique and proactive solution by arranging sober drivers who can transport individuals and their cars, removing barriers that often lead to dangerous decisions. Beyond rides, SafeRide Hawaii focuses on education, awareness, and community partnerships to promote advance planning and responsible behavior. Guided by the belief that every life matters and every tragedy is preventable, SafeRide Hawaii is working toward a future where impaired driving is no longer a threat to Hawaiʻi's families and communities.To reach Chanda Park, you may contact her in the following ways:Phone: (808) 900-4610Website: saferidehawaii.orgLinks to social media:https://www.facebook.com/saferidehawaiihttps://www.instagram.com/saferidehawaii/

The W9 form is an important form, and more than likely, you've either had a request for this form or, you yourself may be requesting them from your vendors.  This form is used to collect information about others, but knowing in advance that you need to request this information will not only save you valuable time, but it will also give you the information you need to file necessary and accurate documents for your business as well.  In today's podcast episode, I am covering what the W9 form is, who you need to request it from, and what you need to do with the information once you receive it.  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 accountant, a virtual assistant or VA, or other professional; you will need this information for your business, and having an understanding about why you need this form will make an impact on you and your business.  The W9 form is one of the first steps in the process for filing your 1099s, and making sure you have this information can save you from getting penalties for delinquent filing requirements… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the topmost listened to episodes of 2025, and celebrate the show's 25th episode milestone.You'll hear highlights from the year's most valuable conversations, including:What the Accelerated MultiLife Platform (AMP) means for executive benefits and multilife marketEssential insights on special needs planning, tax reform, and H.R. 1When Management Services Organizations (MSOs) make sense for business owners and where life insurance fitsModern estate and advanced planning strategiesWhether you focus on business owners, special needs families, or high-net-worth estate planning, this recap is packed with advanced sales insights you can use in client conversations right away.Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.comFollow Us Facebook: https://www.facebook.com/PennMutual/Instagram: https://www.instagram.com/PennMutual/LinkedIn: https://www.linkedin.com/company/penn-mutual/Presented by Penn Mutual: https://www.pennmutual.com/This podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.8655118NS_DEC27 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Have you ever had that one memory that sits in the back of your mind?  That thing you wish you'd done differently? Something you didn't say, something you did say, the opportunity you passed up, the relationship you didn't repair, or the career move you waited too long to make?  Most people don't just have one regret; they carry an entire portfolio of regrets with them.  And if you're an accountant, a tax preparer, or you're a high-stress professional, you likely have a detail-driven brain, and regret often impacts you a little differently. Because you're used to precision. You're used to accuracy. You're used to double-checking before you file anything. So when your brain looks back at your life, it tends to audit every moment with the same level of scrutiny.  And suddenly? Something from ten years ago starts feeling like a mistake you should have prevented.  Today, I want to help you rethink the entire emotional experience of regret.  What it is, what it does, why it feels so heavy, and how you can use it in a way that actually moves you forward in life instead of holding you back.  More importantly, I want to show you how The RE*INVENTION™ Process helps you transform regret.  This is one of the top emotions we work on inside the program.  And my clients tell me when they do this work, they stop using their past as evidence of what they think has gone wrong, and start using it as fuel for their future.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast, Maria and Cody talk through how to communicate value with other financial professionals on how you can help their clients, as well as sharing their experiences with the success of referrals from these types of relationships.

There's often a misconception when it comes to figuring out what you'll be taxed on in your business.  This is normally referred to as your net income.  Many business owners will take a look at their business bank account and think this is the number they will use for their net income or what they will be paying taxes on, but it isn't an accurate way to look at it, and it causes a lot of problems, especially if that bank account balance is lower than the actual net income.  I've heard many times that business owners don't think they will owe much for taxes because they only have a small dollar amount in their bank account.  In today's podcast episode, I cover some of the main reasons why there may be a gap between your bank balance and your net income.  It may seem like your bank balance would be an accurate way to tell what you'll be paying taxes on, but you'll find out today what can cause this number to not match what your true profit and loss or net income amount.  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 accountant, a virtual assistant or VA, or other professional, when you are trying to figure out what you're tax liability will be based on, I want you to make sure you are as prepared as possible for filing your taxes, and you don't have any surprises pop up… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

For clients, talking about money can stir up deep feelings. Erika Wasserman shares language and listening techniques to help encourage openness and ease defensiveness. To learn more visit yourfinancialtherapist.com or check out Erika's book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.

Have you ever noticed that some problems just move into your life, and it never feels like they'll ever be solved?  They take over your life, and you tell yourself things like, “Ugh. I don't have the energy to deal with this right now.”  So you let them stay in your life.  Before you know it, the days you are dealing with these problems turn into months, and months turn into “I guess this is just how my life is now.”  Today I want to talk to you about those kinds of problems.  The ones you've just decided to accept, even though deep down, you know you could solve them. The ones you think are “too big,” “too complicated,” or “too exhausting” to figure out.  And if you're an accountant or a high-stress professional, I already know you have at least one of these floating around in your life.  How do I know this?  Because I've been there myself.  Maybe you're dealing with a problem at work.  It could be something that takes up a big chunk of your time every single day, but you haven't changed because “that's how we've always done it.”  Maybe it's a habit, procrastinating on big projects, snacking on junk food late at night because you're too tired to cook something healthy, scrolling at night when you know you need sleep.  Maybe it's a relationship you're not happy with.  It could be with a client, a coworker, or a family member, and you continue to tiptoe around it because solving it feels like it is going to be hard or messy.  Whatever you're dealing with, I want to help you understand one thing today.  You can solve your problems.  You're supposed to solve your problems.  And solving them opens the door to opportunities you don't even see yet.  This is the work we do inside The RE*INVENTION™ Process, not because solving problems is the point, but because solving problems is what creates the life you actually want.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Navigating the year-end chaos is often top of mind for many business owners, professionals, and accountants during this challenging time when there is so much to do, not only in our professional lives but in our personal lives as well.  During this year-end rush, it's easy to worry about how you'll manage the stress and ensure you not only get everything done but also find time to enjoy your holidays as well.  In today's podcast episode, I walk you through some of the steps I work on with my one-on-one clients.  These simple steps will help you navigate this busy time and help you savor the joy of the holidays.  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 accountant, a virtual assistant or VA, or have a professional career, going into the holiday season with a plan, knowing the right balance between your professional life and your personal life, and making sure you take the time for your own well-being will definitely have an impact on every moment you get to enjoy during the upcoming holiday season… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Have you ever woken up, looked at your calendar, and felt that familiar heaviness or weight in your chest?  The weight of a problem or challenge that you've been carrying for weeks, months, or maybe even years? Maybe it's a client situation that keeps spiraling, a workload issue you swear you're going to streamline “when things slow down,” or a personal struggle you've gotten so used to that it feels like part of your identity.  If you're like most accountants, CPAs, business owners, and high-stress professionals, you're incredible at solving other people's problems, but when it comes to your own, something strange happens. You start to think things like, “It's too hard.”  “It's not worth the effort.”  Or, “This is just how things are for me.”  And so you keep living with a problem you could absolutely solve.  What I want to offer you today is something that has changed not only my life but also many of my clients' lives, and it's at the heart of The RE*INVENTION™ Process.  There is no problem in your life that you cannot solve.  Not one.  And the moment you begin to believe that, even just a little, your entire life opens up.  Today, I'm going to help you see your problems differently. I'm going to help you think the way high-performing, calm, emotionally regulated problem-solvers think. I'm going to show you how problems and challenges in your life can become doorways to opportunity, but only if you're willing to walk through them.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Are all financial professionals created equal? If not, how can you identify who will provide advice that puts you first?Managing your money wisely can be complex, and many individuals realize they need good financial advice; however a search for “financial advisor near me” provides an endless list of advisors that all promise to help with retirement planning, tax strategies, investment management, and more, while promising to do it all “in your best interests.” Despite all sounding the same, individuals know that there is a significant difference between financial professionals. Whether they've experienced financial professionals trying to “sell” products or sensed pressure toward certain strategies, they realize that identifying the right financial professional is a key decision. The question is how to cut through all the marketing hype to identify the professional who will put them first. In this series, we break down the key types of financial professionals, explore how compensation structures can influence advice, and share tips for identifying fiduciary, Fee-Only advisors who truly put your interests first. Cut through the marketing noise, avoid hidden conflicts, and make informed financial decisions with confidence.Whether you're already working with a financial professional or looking to hire one, this conversation will help you understand how to choose a financial professional committed to putting you first.Thanks for listening!For more details we recommend that you check out our blogpost covering the same topic at https://pw-wm.com/learn/financial-planning/are-all-financial-professionals-created-equal/

When you think about the end of the year, do you have goals that you've set that you still need to achieve?  When you take the time to be intentional about elevating your year-end success, you'll be sure to end the year with a sense of satisfaction, knowing you've done everything you could to wrap up this year not only with achievement but also momentum as you begin the new year.  In today's podcast episode, I cover what you can do to elevate your year-end success.  By unlocking your fullest potential before the new year, you'll cross the finish line this year knowing you've done your best.  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, taking the time to really focus on what you want to achieve by the end of the year, creating actionable steps to ensure you get there, and being held accountable will ensure your journey towards a more successful you…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

From finding the right co-host to building credibility in a specialized field, Jeremy Stanley shares his secrets to building a top podcast.To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. You can also hear more about CRNA topics of interest on Jeremey's podcast, Beyond the Mask, available anywhere you get your podcasts.

Have you ever noticed how much time you spend thinking about things you can't control?  Accountants and high-stress professionals tell me things like this all the time.  I feel like everything is happening to me.  I have no control over my time, or my clients, my team, or my deadlines; all dictate everything I do in my life.  And on top of that, they blame themselves for not being able to handle it better.  But I want you to know that you have far more control than you think you do in your life, maybe not over the circumstances you're experiencing, but over your experience of those circumstances.  And when you learn to take responsibility for what is within your control, the way you think, feel, and respond, you unlock a level of control most people never realize is available.  Today, I'm going to show you how to start feeling in control again.  Not theoretically, not conceptually, but practically in a way that you can use today.  This is one of the core transformations my clients experience inside The RE*INVENTION™ Process because, when you learn to take responsibility for what you can control, you stop feeling like life is happening to you and start living like you're in control of what happens in your life.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Discover how to turn your podcast into a powerful, client-generating machine. In this episode, Tech Diva Audrey Wiggins sits down with podcast strategist Virginia Elder, host of Podcasting for Financial Professionals, to reveal the proven systems behind converting listeners into high-value clients.You'll learn the biggest mistake most service-based business owners make when podcasting, how to create messaging that attracts your ideal audience, and why simple, repeated calls to action are essential for conversion. Virginia breaks down her five-step listener-to-client pathway, shares batching and workflow strategies to eliminate burnout, and explains which podcast metrics actually impact business growth.Plus, you'll hear real client success stories that show the power of strategic podcasting—especially for professionals in high-trust industries like finance, legal, medical, and tech.If you want to build authority, grow your email list, and attract ready-to-work-with-you clients through your podcast, this episode gives you the blueprint.Send us a messageAltogether Domains, Hosting and MoreBringing your business online - domain names, web design, branded email, security, hosting and more.Small Business Legal ServicesYour Small Business Legal Plan can help with any business legal matter.Digital Marketing PlatformContent Creator Machine - The integrated all-in-one online marketing, business tool/platform.Buzzsprout - Let's get your podcast launched!Start for FREERiverside.fm Your Own Virtual StudioProfessional Virtual StudioDigital Business CardsLet's speed up your follow up. Get a digital business card.Designrr for eBooks, BlogsCreate eBooks, Blogs, Lead Magnets and more! Mens and Womens HatsSince 1972, American Hat Makers has been dedicated to the art of fine hat making.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showWant to be a guest on Tech Diva Biz Talks? Send Audrey Wiggins a message on PodMatch, here: podmatch.com/hostdetailpreview/audreywiggins To work with Audrey schedule a breakthrough/discovery session.

Payroll might not be the most glamorous topic, but it's a large part of your business if you have employees.  If you don't have any employees yet, understanding how to add payroll to your business will be extremely important.  When you have employees, you need to create a process of paying your employees, ensuring they receive their money on time and that you, as the employer, follow through with and fulfill all your obligations.  In today's podcast episode, I walk you through some of the most important aspects of processing payroll for your business.  You need to understand these topics, whether you are going to process your own payroll or you are going to outsource your payroll and hire someone to do your payroll for you.  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, there's a lot to know about payroll, but once you have a general understanding, it is pretty simple to understand… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Have you ever wondered why some people seem to achieve anything they set their minds to, while others start strong, get excited, and then gradually fall off, lose steam, and quit?  Why does it look like determination comes so naturally for some people, like they were born with it, while the rest of us feel like we're pushing a boulder uphill just trying to stay consistent?  Here's one thing that I want you to take away today.  Determination is not a personality trait. It's a skill.  A skill anyone, including you, can learn and develop.  Even if right now you feel like your follow-through is more hit-or-miss.  Even if your brain loves the excitement of starting something new, it gets bored with the day-to-day execution.  Even if you've quit on more goals than you care to admit, you can absolutely become someone who follows through.  Someone who doesn't quit, someone who stays the course, no matter what life throws your way.  And today, I'm going to teach you exactly how to build that determination muscle and how this change becomes second nature within The RE*INVENTION™ Process.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Gargi Chaudhuri, chief investment and portfolio strategist for the Americas at BlackRock, says the market's recent action represents "a fairly healthy pullback," the kind of periodic "cleansing" that markets go through, and that the recent action is less based on whether earnings can continue to drive valuations higher than it is on nervousness over the Federal Reserve's next move. Chaudhuri says that the current focus on whether the Fed will cut rates again in December is misplaced, because continued earnings growth, gross domestic product numbers and the fundamentals of the stock and bond markets will do more to determine how long the bull market lasts. That long view also coincides with BlackRock's latest "People and Money Survey," which Chaudhuri noted showed that staying invested long-term and riding out markets rewards investors more than trying to time markets. David Trainer, founder/president at New Constructs, says that agentive artificial intelligence has advanced to where it can provide investors with a real edge when it comes to choosing superior stocks and funds, and he warns that people who don't adopt AI for at least a part of their portfolio will be dooming themselves to below-average returns. He also explains how these forms of AI are different from the ones that are known for giving bad answers to personal-finance questions, which Chuck discussed on the show last week with Robert Farrington of The College Investor. Plus, Peter Krull, director of sustainable investing at Earth Equity Advisors, returns to the show after his recent appearance in the Market Call to discuss his new book, "The Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals." Krull discusses past, current and future forms of "responsible investing."

As a business owner, you want to maximize your potential, both in your finances and in your personal growth.  Learning how to invest in yourself so that you can become a better business owner is essential to not only your growth but the growth of your business as well.  When you grow as an individual, you not only reap the benefits in your personal life, but you'll notice that your business will benefit.  In today's podcast episode, I cover the major areas in your business that you need to incorporate so that you can become a better business owner.  When you focus on these areas, you'll see improvements in your personal life and your business.  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, when you tap into different areas in your life and invest in yourself you'll start seeing new perspectives, have the ability to rejuvenate your business and create success while being the best business owner you can be… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Matthew Timpane, senior market strategist at Schaeffer's Investment Research, says the stock market is entering "the most bullish season of the year," and the bears missed the chance for a big pullback once the market got past mid-October. Now he expects the market to grind higher for the rest of the year, but he notes that things may change once the holiday buzz changes and 2026 moves forward. Stuart Katz, chief investment officer at Robertson Stephens, says that rate cuts will make cash less attractive, which will push a lot of money that has been on the sidelines up the risk spectrum, and he discusses the areas of the bond market that he thinks are poised to benefit from that moving money, as well as the market sectors that he thinks will have leadership in a market that will be up against slowing economic activity. In the Market Call, Peter Krull, director of sustainable investing, for Earth Equity Advisors — author of the new book, "The Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals" — talks about investing within one's values ad how he decides which stocks make that cut for him

Have you ever had one of those weeks where it feels like everything is happening “to” you?  It could be clients emailing you nonstop, deadlines stacking up, and one unexpected situation after another leaving you feeling like you don't have any control in your life?  If you're anything like most of the accountants and high-stress professionals I work with, you crave structure. You like knowing what's coming next. You thrive when you have a plan, and let's be honest, you'd probably rather be the one in control of everything.  But there are so many things in life that you can't control. And when we keep trying to manage what's out of our hands, we end up exhausted, frustrated, and mentally drained, all while losing focus on the things that actually are within our control.  So today, we're going to talk about something that changes everything when you truly understand it.  The secret to feeling grounded when you feel like life is completely out of control, or in uncertain times.  I'll walk you through what it looks like to experience this transformation so you can start feeling that sense of calm confidence in your own life, too.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

We need to bridge the world of business ownership or your career with your personal development.  Taking the time to navigate the complexities of being a business owner or having a career while finding balance in your life is important, but when we start to add the complications of burnout, it really starts to leave you feeling exhausted, overwhelmed, and ready to throw in the towel.  The question I want to ask you when you start feeling this way is, should you quit at this point, or should you persevere?  In today's podcast episode, I talk about how burnout affects not only your work but also your personal life.  To make informed decisions about quitting anything in your life, you need to understand how your thoughts, feelings, and actions are intertwined with your results.  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; you'll want to think about the common signs of burnout I discuss today and make an informed decision before making a decision to quit or persevere with something in your life… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

On the next Faith & Finance Live, Rob West is on the campus of Liberty University, where students are discovering that managing money isn’t just about numbers—it’s about honoring God. Explore how Liberty is integrating biblical wisdom with professional training to equip future advisors to live out their faith through their financial practice. That's Faith and Finance Live—biblical wisdom for your financial decisions. Listen weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Let me ask you a question.  What's a goal of yours that you think is impossible?  Maybe it's doubling your income without doubling your stress.  Maybe it's finally creating work-life balance that actually lasts.  Maybe it's something deeply personal like getting in shape, writing a book, starting a business, or stepping into leadership in a way that feels authentic instead of exhausting.  We all have that one goal that feels just out of reach.  The one we secretly want, but don't admit out loud because we're afraid of failing, or worse, we're afraid of disappointing ourselves again.  That's what I want to talk about today.  How to achieve more than you think is possible.  How to achieve your impossible goal, even when your brain is telling you that it's not possible.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Get Daily Motivational Emails from Brian https://thesuccesslift.com/join    In this episode of The Success Lift Podcast, Brian Pannuzzo breaks down one of the most powerful concepts he learned on Wall Street and in coaching high performers: leverage. He explains how small, intentional actions at key moments can unlock massive results without adding more to your schedule.   Brian shares how identifying your “fulcrum moments” each week gives you the greatest return on your time, energy, and focus so you can win at work and stay present for what matters most.   Topics covered: ✅ What “leverage” really means outside of finance—and how it applies to your daily routine ✅ How to find and use your most impactful moments each week ✅ Practical scheduling strategies for busy professionals ✅ How consistency compounds your results over time ✅ How to stay in peak physical and mental shape without sacrificing family time ✅ Why education, accountability, and adaptability are key to lasting success Subscribe, leave a review, and join Brian's email list for real-world strategies to help you perform at an elite level—without sacrificing your peace or your family.