Podcasts about fiscal fitness

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Best podcasts about fiscal fitness

Latest podcast episodes about fiscal fitness

The Financial Coach Academy® Podcast
103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients

The Financial Coach Academy® Podcast

Play Episode Listen Later Mar 27, 2025 16:38


You know that sneaky trap called the “excellence zone”? It's those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it's time to let it go.But every minute you spend there is a minute you're not spending in your true zone of genius. That's the sweet spot where you're making the impact you wanted to make when you first went into business.This week, I'm sharing what happens in these two zones after you hire your first team member. And it might not be what you think. I learned the hard way that trying to train my first hire while maintaining my full client load was like trying to build a house while also running a marathon. Something's got to give.I'll walk you through our practical seven-step training process that takes more time up front but means you're catching fewer errors on the back end and putting out a lot fewer fires later. You'll learn why blocking off 20% of your client hours during training is actually an investment in an amazing new team member, not a loss of time or revenue.Some of our biggest leaps forward at Fiscal Fitness, my own coaching practice, happened after I learned to let go and trust my team. Now imagine if all your time was spent just coaching clients. How would that feel? That is possible for you, and I'll show you how to get there step by step.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Hiring your first support person might actually be harder than launching your business because you're learning a completely new skill set while still running everything.Your “excellence zone” is a sneaky trap. Those tasks you're good at keep you from your true zone of genius where your business actually grows.Create a “rainy day project” for your new hire. They need productive work when waiting for your input, not just idle time.Before bringing someone on, set up a growth fund. Small savings now will cushion the temporary revenue dip later.Scheduled check-ins work better than constant availability. Try 9 a.m., noon, and 4 p.m. meetings instead of answering questions all day.Let them teach it back to you. When they demonstrate what they've learned, you'll see what they've truly absorbed.Trust unlocks growth. Some of your biggest business leaps will happen only after you learn to let go and truly trust your team.

The Financial Coach Academy® Podcast
99. Delighting clients: Creating that Memorable First Impression

The Financial Coach Academy® Podcast

Play Episode Listen Later Feb 20, 2025 26:18


When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much.In this episode, we're talking about how to handle those early conversations with confidence (even if you're feeling nervous on the inside). You'll hear about practical, affordable tools that help you look professional from day one, and why making actual phone calls—yes, real phone calls!—can be a game-changer for connecting with potential clients.For newer coaches who worry about being too pushy, we're sharing a simple three-touch system that takes the guesswork out of following up. You'll learn why timing these follow-ups every two weeks (hint: it has everything to do with when people get paid) can make a huge difference in converting interested people into clients.I'm also sharing the exact welcome sequence we use at Fiscal Fitness, my own financial coaching practice, to help new clients feel supported and excited about their decision to work with us. These are the same strategies I used when I was just starting out, before I had a team to help me.Remember what I always say—consistency beats complexity every time. You don't need to implement everything at once. Start with one thing, master it, then add another. That's how you build a coaching practice that truly serves your clients while feeling manageable for you.This is the first part of our special series on delighting your clients, and you won't want to miss what's coming next.Links & Resources:Ultimate Growth GuideJoin the Facebook groupClient Journey RoadmapEpisode 97: Working On Your Business vs Working In itKey Takeaways:A confused buyer doesn't buy, so keep your initial communications clear and simple, without overwhelming them with details.Looking professional doesn't have to be expensive—$16 a month covers both a business email and phone line to start looking established.When clients ghost you, remember this: they're most likely to respond two weeks after your last contact, right when their paycheck is running low.Your quick audit call isn't for coaching. It's a 15-20 minute conversation to see if you're the right fit for each other.Those early “I messed that up” moments on client calls? They're not failures—they're your path to becoming a better coach.The best time to ease buyer's remorse is right after they say yes—a simple welcome call can transform doubt into excitement.Your client's belief in what's possible with money starts by borrowing yours. Share your excitement about their future progress every chance you get.

The Financial Coach Academy® Podcast
88. Adopting Sustainable Systems: A Beginner's Guide

The Financial Coach Academy® Podcast

Play Episode Listen Later Nov 21, 2024 29:03


Ever sat on your couch on a Saturday night, watching a movie with your family, when suddenly you get a notification that someone just booked a session with you? But instead of scrambling to send emails and set up reminders, you can keep watching that movie, knowing everything is happening automatically—from payment processing to welcome emails to calendar updates.That's the power of having the right systems in place. In this week's episode, I share some hard-learned lessons about choosing and setting up business tools—including a "ticking time bomb" mistake that nearly derailed one coach's entire business. Whether you're just starting out or feeling overwhelmed by managing multiple clients, this episode shows why keeping things simple might be your smartest move.You'll hear real stories about coaches in the trenches, including one who was literally afraid to take on new clients because she didn't trust her systems to deliver consistently. Plus, I'll explain why that "all-in-one" platform you're considering might be the riskiest choice you could make.Want a list of my favorite tools that keep Fiscal Fitness, my own financial coaching practice, running smoothly? Head to financialcoachacademy.com/resources.Links & Resources:Ultimate Growth GuideJoin the Facebook groupFind the resources mentioned in this episodeKey Takeaways:Start small, usually with just a scheduling tool. Add other systems only when you need them.Keep your tools separate instead of using all-in-one platforms. It's safer and more flexible for your growing business.Build your systems around your client journey, not the other way around. Think of support first, then make it automatic.Own your tools and data. Never use someone else's account or agency model. Your business deserves its own foundation.Manual processes teach you what works. Learn from doing things by hand before automating.The less organized you are naturally, the more you need solid systems. Let technology be your strength.Time for better systems? When you're afraid to take on new clients or spending too much time on tasks that could be automated.

Women Lead Radio
As the Financial World Turns So Do the Rules & Regulations

Women Lead Radio

Play Episode Listen Later Aug 9, 2024 33:00


When was the last time you REALLY took a hard look at your balance sheet, budget and bank accounts?!?!?! Join us on Women Lead Radio as John Burroughs, your host of Your Financial Fitness, has a conversation with Michelle Bergquist, CEO & Co-Founder of Connected Women of Influence (www.connectedwomenofinfluence.com). Listen in as they discuss your fiscal fitness! Time to dig into your plan... if indeed you have one.   Sponsor Appreciation! Thank you to our partner and show sponsor, National University (nu.edu)!   Interested in Learning More About Connected Women of Influence? Click Here (https://connectedwomenofinfluence.com/attend-an-event-as-our-guest/) to Be Invited as Our Special VIP & Guest to a Future Event!   Interested in Becoming a Member of Our Professional Community!? Click Here (https://connectedwomenofinfluence.com/membership-application/) to Apply for Membership!  

Heads Talk
219 - Sarah Wallace, CFO: Sports Series, British Olympic Association - Fiscal Fitness: CFO Insights on Team GB's Paris 2024 Prep

Heads Talk

Play Episode Listen Later Jul 21, 2024 29:45


As The Leader Grows with Ken Joslin
Coaching with Ken | Fiscal Fitness: Strengthening Habits

As The Leader Grows with Ken Joslin

Play Episode Listen Later Jun 3, 2024 23:31 Transcription Available


Are your finances in better shape than they were three weeks ago? Let me, Ken Joslin, regale you with the triumphs and revelations from our 21-Day Financial Fitness Challenge. We've journeyed together from constructing robust financial foundations to crafting budgets and squaring off with debt. Hear about the small yet mighty victories that count, like axing those sneaky subscriptions and the wisdom behind automating savings. Ever pondered the link between decluttering and profit or how to impart entrepreneurial savvy to the young minds in your life? This episode uncovers those insights and reinforces the habits that align our spending with our deepest values, all while keeping an eye on the future through wise investments.Victory isn't just about numbers; it's about cultivating a mindset that champions financial acumen. This chapter of our financial saga delves into the power of punctuality in payments and how a simple daily financial tracking habit can revolutionize your life. I'll share anecdotes from our GSD collective members whose lives have been transformed by embracing a 'millionaire mindset'. Plus, discover through tales of entrepreneurial success, the critical need for vigilant financial management. As our financial challenge wave crests, I want to extend a heartfelt thank you for your support, which has sent our podcast soaring to new heights. Make sure you stick around for the heartfelt sign-off and a tease of what's next on the agenda.Welcome to the ATLG podcast I am your host Ken Joslin, former pastor turned coach & host of CREATE, the #1 Faith-based Entrepreneur conference in America. My mission is to help faith-based entrepreneurs become the best version of themselves by growing in our Core 5: Faith, Health, Relationships, Business & Finances. You can get more information as well as join our FREE Facebook group at https://www.facebook.com/groups/676347099851525 If you enjoyed this episode, please share it on social media and tag Ken Joslin.

As The Leader Grows with Ken Joslin
Coaching with Ken | Fiscal Fitness: Building Momentum

As The Leader Grows with Ken Joslin

Play Episode Listen Later May 27, 2024 18:15 Transcription Available


Ready to ignite a financial revolution within yourself? Strap in as I, Ken Joslin, guide you through week two of our thrilling 21-day challenge that melds physical fitness with a complete fiscal transformation. Last week, we armed ourselves with budgeting know-how courtesy of Dave Ramsey, tackled debt head-on, and built the bedrock of an emergency fund. Now, I'm taking you deeper into the trenches of personal finance, revealing how a simple weekend of not spending can rejuvenate your wallet, and why meal planning could be your secret weapon in the battle against financial flab. Plus, we'll explore ways to boost your income that could lead to profound changes in the way you interact with the world around you.But wait, there's more! Ever feel like your cash is quietly leaking away? Well, I've been there, and I'm exposing the silent cash-drains of subscription services. By cutting over $500 from my monthly outgoings, I've unlocked secrets that could help you do the same. Discover how the Stash app is revolutionizing my savings strategy, and how you can apply similar tactics to start building a future that includes real estate investments or other wealth-building ventures. Don't miss these transformative financial fitness tips that promise to set the stage for a life rich with opportunity.You can register & join us at growstackdrive.com/challenge Welcome to the ATLG podcast I am your host Ken Joslin, former pastor turned coach & host of CREATE, the #1 Faith-based Entrepreneur conference in America. My mission is to help faith-based entrepreneurs become the best version of themselves by growing in our Core 5: Faith, Health, Relationships, Business & Finances. You can get more information as well as join our FREE Facebook group at https://www.facebook.com/groups/676347099851525 If you enjoyed this episode, please share it on social media and tag Ken Joslin.

As The Leader Grows with Ken Joslin
Coaching with Ken | Fiscal Fitness: Setting the Foundation

As The Leader Grows with Ken Joslin

Play Episode Listen Later May 20, 2024 15:07 Transcription Available


Ready to revolutionize your financial well-being and stride into a future of fiscal fitness? That's exactly what we're here for! Join me, Ken Joslin, and our vibrant GSD Collective as we tackle the 21-day Financial Fitness challenge, designed to arm you with the tools and tactics necessary for cultivating robust money habits. We're not just talking about skimming the surface—by the end of this series, you'll be equipped to create a solid financial base, swiftly master budgeting with a quick and efficient tool, devise a smart plan to overcome debt, and appreciate the imperative of maintaining an emergency fund. This is your chance to fortify your financial literacy and habits for enduring prosperity.Then, we take a moment to reflect on the enlightening epiphanies from my own life—like the startling amount of savings one can uncover simply by auditing those pesky, forgotten subscriptions. Who knew that a casual glance at my accounts with Rocket Money would unveil a forgotten Netflix subscription and lead to a stunning $600 in monthly savings? I'll guide you through a similar process, so you can uncover any hidden financial drains and redirect that cash to where it truly belongs. So, tighten your financial belt and prepare for more eye-opening insights next week! Don't let this chance pass you by; download your free ebook and start your transformation today.Welcome to the ATLG podcast I am your host Ken Joslin, former pastor turned coach & host of CREATE, the #1 Faith-based Entrepreneur conference in America. My mission is to help faith-based entrepreneurs become the best version of themselves by growing in our Core 5: Faith, Health, Relationships, Business & Finances. You can get more information as well as join our FREE Facebook group at https://www.facebook.com/groups/676347099851525 If you enjoyed this episode, please share it on social media and tag Ken Joslin.

Investing For Good
Fiscal Fitness Hacks for Money Management Ease with Kelsa Dickey

Investing For Good

Play Episode Listen Later Mar 14, 2024 49:43


Key differences between a financial advisor and a financial coachPsychological barriers people face in wealth management and tips to address them Tips for managing finances as a couple Misconceptions about working with a financial coaches The Life & Money Show Spotlight:Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now?Life & Money in the World: What's the one thing you're doing right now to make the world a better place? RESOURCES/LINKS MENTIONEDThe Grit & Grace of Working Parents with Dr. Stephanie Wong | Apple PodcastsUnited WayAllyThe foster care-to-prison pipeline: A road to incarcerationGet fiscally fit today! Visit https://fiscalfitnessphx.com/ and sign up for our email list to receive financial strategies and insights straight to your inbox for FREE. Ditch the stress and start your journey to financial confidence now.  ABOUT KELSA DICKEYKelsa is a financial coach and the CEO of Fiscal Fitness Phoenix. Armed with degrees in personal finance, economics, and accounting, along with extensive licensing as a financial advisor, she initially pursued a career in traditional financial advising. However, despite her expertise, her own experiences of financial stress led her to develop the ‘Plan Ahead Method,' a revolutionary approach tailored to align with individual lifestyles and spending habits. CONNECT WITH KELSAWebsite: Fiscal Fitness PhoenixPodcast: The Financial Coach Academy® PodcastInstagram: @moneycoachkelsa CONNECT WITH US To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.For show notes or to listen to previous episodes, visit the Life and Money Show website.  To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club. Be sure to also grab your free copy of the Investing For Good book (just pay S&H)-- Thanks for listening, and until next time, keep investing for good!

Too Fit To Be Tied
Episode 64 - Fiscal Fitness with Anthony Gurrieri

Too Fit To Be Tied

Play Episode Listen Later Nov 26, 2023 44:30


In this episode we talk with Anthony Gurrieri. As a Certified Financial Educator he helps people understand how money works. He dispels some myths about money and imparts some valuable information. Anthony can be reached at: 630-730-9650 or https://howmoneyworks.com/anthonygurrieri

I 501(c) You - The Podcast for NonProfit Board Members
Fiscal Fitness: Equipping Your Board for the Year Ahead

I 501(c) You - The Podcast for NonProfit Board Members

Play Episode Listen Later May 16, 2023 4:51


Prepare for the upcoming fiscal year with a fresh perspective! As your organization approaches the new fiscal year, exciting changes are on the horizon: new board members, fresh officers, and the possibility of a new board chair. Stay proactive and take charge by initiating your turnover processes, revisiting your mission, vision, and values, and strategizing for the board's path in the upcoming year. Tune in to this episode of I 501(c) You - The Podcast for NonProfit Board Members, where we delve into these essential topics and more!   Timestamps: 00:00 - Episode starts 00:50 - How to prepare for the beginning of the fiscal year 01:42 - Talk about strategy of the board for the next fiscal year 02:20 - Prepare for CEO evaluation 03:10 - Conflict of interest update 03:25 - Reflection on the past fiscal year   Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Locked On Patriots - Daily Podcast On The New England Patriots
New England Patriots: Post-Draft Fiscal Fitness Report from PatsCap

Locked On Patriots - Daily Podcast On The New England Patriots

Play Episode Listen Later May 6, 2023 45:17


With just north of $12 million in available salary cap space, the New England Patriots are moving forward with signing members their 2023 NFL Draft class. Though Kayshon Boutte was the first domino to fall, the contracts of Christian Gonzalez, Keion White, Marte Mapu and more await. Host Mike D'Abate welcomes Miguel ‘PatsCap' Benzan for the latest on the Patriots salary cap situation, including rookie contracts and possible restructures of tight end Hunter Henry and more. Find and follow Locked On Patriots on your favorite podcast platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/locked-on-patriots-daily-podcast-on-the-new-england/id1140512627 Spotify: https://open.spotify.com/show/1c5ZxFmwg3WbfxAU3tR5Ve?si=k196wH-yRqifUcQQz8SjIQ Stitcher: https://www.stitcher.com/show/locked-on-patriots And follow host Mike D'Abate on Twitter, where he'll be sharing the latest news about the New England Patriots and talking with fans. Twitter: @mdabateNFL Support Us By Supporting Our Sponsors! Built Bar Built Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKEDON15,” and you'll get 15% off your next order. FanDuel Make Every Moment More. Don't miss the chance to get your No Sweat First Bet up to ONE THOUSAND DOLLARS in Bonus Bets when you go FanDuel.com/LOCKEDON.  FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG(CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat(CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Locked On Patriots - Daily Podcast On The New England Patriots
New England Patriots: Post-Draft Fiscal Fitness Report from PatsCap

Locked On Patriots - Daily Podcast On The New England Patriots

Play Episode Listen Later May 6, 2023 41:32


With just north of $12 million in available salary cap space, the New England Patriots are moving forward with signing members their 2023 NFL Draft class. Though Kayshon Boutte was the first domino to fall, the contracts of Christian Gonzalez, Keion White, Marte Mapu and more await. Host Mike D'Abate welcomes Miguel ‘PatsCap' Benzan for the latest on the Patriots salary cap situation, including rookie contracts and possible restructures of tight end Hunter Henry and more.Find and follow Locked On Patriots on your favorite podcast platforms:Apple Podcasts: https://podcasts.apple.com/us/podcast/locked-on-patriots-daily-podcast-on-the-new-england/id1140512627Spotify: https://open.spotify.com/show/1c5ZxFmwg3WbfxAU3tR5Ve?si=k196wH-yRqifUcQQz8SjIQStitcher: https://www.stitcher.com/show/locked-on-patriotsAnd follow host Mike D'Abate on Twitter, where he'll be sharing the latest news about the New England Patriots and talking with fans.Twitter: @mdabateNFLSupport Us By Supporting Our Sponsors!Built BarBuilt Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKEDON15,” and you'll get 15% off your next order.FanDuelMake Every Moment More. Don't miss the chance to get your No Sweat First Bet up to ONE THOUSAND DOLLARS in Bonus Bets when you go FanDuel.com/LOCKEDON. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG(CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat(CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Frankie Boyer Show
Julia Demkowski "7 Deadly Sins ALL Business Owners Commit" and Ellie Cullen of Your Future Health

The Frankie Boyer Show

Play Episode Listen Later Apr 3, 2023 39:37


Julia S. Demkowski MBA, CMC® is the author of 7 Deadly Sins ALL Business Owners Commit the founder and CEO of Stanford Management Consulting, aka Stanford, LLC. A leading business expert and founder of the Boot Camp Series: Fitness for Your Business, including the Fiscal Fitness program, Julia teaches business owners and executives how to develop and implement strategies for improved performance, growth, and profitability. Julia has, for over 30 years, guided companies in strategic planning, financial and business analysis, organizational policy and procedure development, and executive coaching. https://www.stanfordmc.com/https://www.amazon.com/Deadly-Sins-Business-Owners-Commit/dp/B0BZ377667Ellie Cullen is the author of Normal Blood Test Scores Aren't Enough! and president of Your Future Health, the premier blood testing and customized nutrition analysis company since 1976. Their mission is to improve lives worldwide by delivering customized, innovative healthcare solutions of unmatched quality and value. They empower their clients to take a proactive approach to their health by helping them understand, improve, and take control of their health. https://www.yourfuturehealth.com/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3240061/advertisement

Social Selling Made Simple
Closing on the Blockchain: Is Crypto the Near Future of Real Estate? with Amy Chorew

Social Selling Made Simple

Play Episode Listen Later Dec 27, 2022 37:30


Metaverse, blockchain, cryptocurrency, web3, DeFi - these aren't just buzzwords. They are terms that are rapidly changing how transactions are happening right now. The idea of having closings take place on the blockchain, and doing down payments in crypto sounds extremely futuristic, but this is now a reality.    Real estate is fraught with fraud, but implementing the blockchain in how we buy and sell homes is already solving this problem.    What do agents need to know about all these concepts?   In this episode, Realtor, speaker, and real estate tech pioneer, Amy Chorew helps us wrap our heads around Decentralized Finance and gives us the scoop on where the opportunities are.     Three Things You'll Learn In This Episode    - Common consumer problems that will be solved by the blockchain  How is blockchain changing everything from health records to buying cars?    - The immutability of the blockchain Will the blockchain eliminate a lot of the fraud we see in real estate?   - 4 ways the blockchain is enabling an easier home-buying process Can people get access to capital and collateral via blockchain?     Guest Bio   Amy Chorew is an active Realtor, speaker, and educator. She is involved in new home sales, investment properties, and listing well-staged homes in Connecticut. Since 2008, Amy has been on the national speaking circuit teaching industry professionals about technology and sales strategies to help improve their real estate business.    Her learning and consulting company “Curated Learning” is responsible for helping organizations and real estate companies enhance their training content and platforms. Onboarding programs, new agent training, and top agent programs have been their focus. Amy is working on launching three new programs: Web3, Blockchain, and Real Estate, Value Proposition – How to articulate your value to today's consumer as well as a program called Fiscal Fitness. Working with a CPA this program will make sure real estate agents are keeping more of the money they make and investing it wisely!   Amy is also active as a committee member on two of NAR's committees, Data Strategies, and Federal Technology Policy. She is also a member of the Women's Council of REALTORS® and various training organizations.   To find out about Amy's Web3 course, send an email to amy@amychorew.com.

Marketing With A Book Podcast
How To Overcome 7 Deadly Sins That All Business Owners Commit With Julia Demkowski

Marketing With A Book Podcast

Play Episode Listen Later Sep 12, 2022 50:50


This week we are joined by Julia Demkowski to discuss "How To Overcome 7 Deadly Sins That All Business Owners Commit". Julia works with business owners who want to streamline their operations and accelerate true, business growth. As a speaker, she conducts presentations, including her bootcamp series, Fiscal Fitness that zeros in on how to increase cash flow and find hidden profits. In fact, her new book, 7 Deadly Sins All Business Owner's Commit reveals a fresh approach to systems, strategies and structure that will increase productivity and provide accountability for results. As a result of her work, people often share they are more focused on what matters, reduce stress, have more fun and make more money. For over 30 years she has guided companies with strategic planning, financial and business analysis, organizational policy and procedure development, and executive coaching. For more information: https://www.linkedin.com/company/stanford-management-consulting IMC event click here: https://www.imcusa.org/2022-conference-registration Please visit our website to learn more https://indiebooksintl.com Marketing With A Book Podcast Episode 80 Recorded 9/6/2022

All Services
5/22 Marriage Sensation - Audio

All Services

Play Episode Listen Later May 22, 2022 25:23


Join Walter and Katy Glenn for marriage sensation as they provide us with helpful tips on making our marriage become better. Today's topic is "Fiscal Fitness". Listen and be blessed.

All Services
5/22 Marriage Sensation - Video

All Services

Play Episode Listen Later May 22, 2022 25:23


Join Walter and Katy Glenn for marriage sensation as they provide us with helpful tips on making our marriage become better. Today's topic is "Fiscal Fitness". Listen and be blessed.

LifeMinute Podcast: Kids and Family
Fiscal Fitness Guide--The New Normal When It Comes to Your Finances

LifeMinute Podcast: Kids and Family

Play Episode Listen Later Nov 9, 2021 2:00


A recent study found that post-pandemic people are actively trying to improve their credit. Here's how to do it.

Fiscal Fitness
Encore: Fiscal Fitness -The Bigger the Housing Bubble The Bigger the Bust

Fiscal Fitness

Play Episode Listen Later Oct 13, 2021 60:00


Instead of a housing market crash during the COVID-19 recession, median home prices are up a staggering 24%. And as every 7 year-old in the world knows, all bubbles burst, 100% of the time. Will such an event be good news, bad news or no news for you?

Fiscal Fitness
Fiscal Fitness - 7 Questions to Ask Your Financial Advisor

Fiscal Fitness

Play Episode Listen Later Sep 1, 2021 60:00


While some Financial Advisors are diligent, thoughtful, and thorough, others are lazy as hell. Here are 7 smart questions to ask who you have hired or are thinking of hiring.

Fiscal Fitness
Fiscal Fitness - Who will win: The bull or the bettor against?

Fiscal Fitness

Play Episode Listen Later Aug 25, 2021 60:00


Star stock picker Cathie Wood is betting on “innovation” at the same time Michael Berry (who predicted the subprime mortgage crisis) bet big against her fund. Join us to see what this may mean to you.

Fiscal Fitness
Fiscal Fitness - Turn Your 401(k) Into a Virtual ATM Machine

Fiscal Fitness

Play Episode Listen Later Aug 18, 2021 60:00


Congress did something good. Now 401(k) plan sponsors have a green light for offering investments that provide guaranteed income for life. Join us to see how annuities can become a major power tool to helping you plan your financial success.

Fiscal Fitness
Fiscal Fitness - The Angst of August

Fiscal Fitness

Play Episode Listen Later Aug 11, 2021 60:00


August is often the most negative volatile month in the year. In the final 3 months of all bull markets since 1970, 4 sectors have performed the worst. Now is the time to be prepared.

Fiscal Fitness
Fiscal Fitness -The Bigger the Housing Bubble The Bigger the Bust

Fiscal Fitness

Play Episode Listen Later Aug 4, 2021 60:00


Instead of a housing market crash during the COVID-19 recession, median home prices are up a staggering 24%. And as every 7 year-old in the world knows, all bubbles burst, 100% of the time. Will such an event be good news, bad news or no news for you?

Fiscal Fitness
Fiscal Fitness - How Deadly is the Delta Virus

Fiscal Fitness

Play Episode Listen Later Jul 28, 2021 60:00


The U.S. could well be following other countries bracing for the Delta variant impact. Tune to discover what's scaring our medical experts now and how to keep you and your loved ones safe

Fiscal Fitness
Fiscal Fitness - How Deadly is the Delta Virus

Fiscal Fitness

Play Episode Listen Later Jul 21, 2021 60:00


The U.S. could well be following other countries bracing for the Delta variant impact. Tune to discover what's scaring our medical experts now and how to keep you and your loved ones safe

Fiscal Fitness
Fiscal Fitness - 5+ Show-Stopping Stats Every Employer Needs

Fiscal Fitness

Play Episode Listen Later Jul 14, 2021 60:00


Expert will reveal how employers are working to overcome today's most common recruiting and retention challenges. See how you can apply the takeaways to fill skill gaps in your own organization.

Fiscal Fitness
Fiscal Fitness - Clients Are Keeping Their Retirement Woes Secret

Fiscal Fitness

Play Episode Listen Later Jul 7, 2021 60:00


Does this sound familiar to you? · 71% worried about the rising costs of healthcare · 67% worry about rising costs of living · 66% afraid market downturns will affect their savings · Only 1/3 have broached the subject with their advisor Tune in to put light on the subjects!

Fiscal Fitness
Fiscal Fitness - Ask the Ph.D. Economist

Fiscal Fitness

Play Episode Listen Later Jun 30, 2021 60:00


You will undoubtedly hear in the news about The Federal Reserve Bank of Kansas City hosting a modified, in-person program for this year's Economic Policy Symposium, “Macroeconomic Policy in an Uneven Economy,” in Jackson Hole, Wyoming, August 26-28, 2021. Dozens of central bankers, policy makers, academics, and economists from around the world will be in attendance. I mention this for two reasons; the papers will be available at kansascityfed.org as they are presented. More significantly, we won't be in attendance but we are interviewing my friend Lacy Hunt, Ph.D. who could have been Chairman of the Federal Reserve and you will have access to him at our show

Fiscal Fitness
Lumber and gold prices may be canaries in the coal mine

Fiscal Fitness

Play Episode Listen Later Jun 23, 2021 60:00


Lumber prices have experienced one of their biggest and quickest plunges in history. Futures contract dropped more than 40% in 25 trading sessions. That current plunge is a bearish sign for stocks. August through October tend to be weak months and are riper for seasonal crashes. Prepare for wealth transfer today.

Fiscal Fitness
Fiscal Fitness - Is a Foreclosure Crisis On the Horizon?

Fiscal Fitness

Play Episode Listen Later Jun 16, 2021 60:00


The federal government's foreclosure moratorium is ending later this month. We'll look to see if that portends foreclosures are about to come roaring back.

Fiscal Fitness
Fiscal Fitness - “Stimulus for Business”

Fiscal Fitness

Play Episode Listen Later Jun 9, 2021 60:00


Business giants like Google, Facebook, and Apple were once just ideas. Contemporary ideas coming from the minds of people hold equal potential to influence the world order. The only difference is in the realization and execution. Tune in for bright ideas you can use for your successful business.

Fiscal Fitness
Fiscal Fitness -Expert Reveals 5 Places to Find Scholarship Money

Fiscal Fitness

Play Episode Listen Later Jun 2, 2021 60:00


During the 2018-19 school year, students received $41.3 billion in federal grant aid alone to help pay for college. Scholarships and grants aren't completely free money for college-you must compete for them- but they can save students and their families from debt.

The Marriage Fit Podcast
Fiscal Fitness

The Marriage Fit Podcast

Play Episode Listen Later May 28, 2021 61:50


Hosts Alan and Susan start off discussing their impromptu vacation to Daytona Beach. With both having their own businesses, budgeting for a vacation also means taking into account lost income. This immediately leads to a discussion over finances. Many couples and marriages end over financial disagreements and debt. Alan and Susan take the audience through some of their own trials and tribulations related to finances. They hope you will maybe learn a few things from their mistakes. They also offer some advice, including the five kinds of spenders and tips for saving. By the end, hosts Alan and Susan put forth a challenge to themselves and the audience to pick a day (or a week) to not spend any money other than for budgeted items. Rate, Review, Share and Follow! If you enjoy the show, please take a moment to like us on Facebook and follow us on Instagram and Twitter. You can also learn more about us and the show by visiting our website. Finally, take a moment to rate, review and share. Thank you so much for listening.

Fiscal Fitness
Fiscal Fitness - 9 Reasons To Be Optimistic About Our Future

Fiscal Fitness

Play Episode Listen Later May 26, 2021 60:00


So many Americans are terrified over the time yet to come. Meet students who show us why we can enjoy the present as we look forward to a compelling future.

Fiscal Fitness
Fiscal Fitness - 7 Secrets Your Divorce Lawyer Won't Tell You

Fiscal Fitness

Play Episode Listen Later May 19, 2021 60:00


It is reasonable to believe that there will soon be a significant increases in Americans filing for divorce. Unfortunately too many people rely on their friends for advice. Since upwards of 90% settle it's a good idea to see how to play the game with a new attitude.

Fiscal Fitness
Unlocking the Medicare Mystery

Fiscal Fitness

Play Episode Listen Later May 12, 2021 60:00


Every day, 10,000 Americans turn 65 which qualifies them for Medicare health coverage. Many applicants don't understand Medicare so they make costly mistakes as a result.

Fiscal Fitness
Fiscal Fitness- Despite ‘stimulus' There's No Productivity Growth

Fiscal Fitness

Play Episode Listen Later May 5, 2021 60:00


Central banks would have you believe stimulus will always make the economy grow no matter what. With a rising U.S. population between 1964 and 2000, labor hours employed per capita rose by a robust 40%. Since 2000, however, labor hours employed per capita have declined by nearly 9%.

Fiscal Fitness
Fiscal Fitness - A Margin Debt Canary in the Coalmine?

Fiscal Fitness

Play Episode Listen Later Apr 28, 2021 60:00


There was an astonishing surge in leverage in late 1999 that peaked March 2000. A similar gush peaked July 2007, three months before the market peak. This interesting indicator is worthy of watching.

Fiscal Fitness
Fiscal Fitness - Will the housing market crash soon?

Fiscal Fitness

Play Episode Listen Later Apr 21, 2021 60:00


Fiscal Fitness
“Know what you own and why you own it.” – Peter Lynch

Fiscal Fitness

Play Episode Listen Later Apr 14, 2021 60:00


Did you know margin debt often precedes market volatility, like 2000 and 2008? Margin debt reached new highs 12/20 as more investors borrowed against their portfolio usually to buy more stock. Throwing darts in the dark can become devastating with a margin call.

Fiscal Fitness
Fiscal Fitness - Long term care can wreck your plans

Fiscal Fitness

Play Episode Listen Later Apr 7, 2021 60:00


Are you planning on leaving your family money or are you believing you are going to be left money? Either way, the investments can be depleted due to long term care costs.

Fiscal Fitness
Fiscal Fitness -Keep Your Assets From Being Handed to You

Fiscal Fitness

Play Episode Listen Later Mar 31, 2021 60:00


What's an investor to do? The extreme demand for portfolio hedges suggest that all is not well for the U.S stock bull run, which is on shaky ground between rising Treasury yields and extended lockdowns.

Fiscal Fitness
Fiscal Fitness - Auto Save to Avoid Poverty

Fiscal Fitness

Play Episode Listen Later Mar 24, 2021 60:00


Life is so busy and complicated many Americans never get around to planning for their financial success.  But the government could make the job a lot easier by making auto-enrollment a requirement at work.

Fiscal Fitness
Fiscal Fitness - Stimulus Checks are in the Mail, What's Your Pla

Fiscal Fitness

Play Episode Listen Later Mar 17, 2021 60:00


Instead of spend, baby spend, many households plan to “save” their next stimulus checks. Before your check shows up, what do you plan on doing with the money?  In one survey we find that Bitcoin is more popular than stocks among those receiving stimulus money.

Fiscal Fitness
Do The Math Before Becoming a Landlord in Retirement

Fiscal Fitness

Play Episode Listen Later Mar 10, 2021 60:00


Private landlords do not always see that they are earning lower returns on their investment.  Many fail to count taxes, rent control, ordinary expenses, and changing weather conditions. No one expects rising prices and rents to be any different from recent history.

Fiscal Fitness
Fiscal Fitness - The Widening Gap of Income Inequality

Fiscal Fitness

Play Episode Listen Later Mar 3, 2021 60:00


We all know the old adage, “The rich get richer and the poor get poorer.”  While the pandemic helped the richest people, the recovery for many could take over a decade.  Tune in to discover what can be done to remedy the gap of income and wealth inequalities.

Fiscal Fitness
Fiscal Fitness - What happens if interest rates rise?

Fiscal Fitness

Play Episode Listen Later Feb 24, 2021 60:00


In fantasy land stock prices are reasonable because rates will stay the lowest you have witnessed forever. Set that fantasy aside and the rationale collapses like Humpty Dumpty.  What's an investor to do if sub-par returns persist in the years ahead?

Fiscal Fitness
Fiscal Fitness - What Can We Learn From China's New 5 Year Plan?

Fiscal Fitness

Play Episode Listen Later Feb 17, 2021 60:00


Created consistently since 1953, China just completed their 14th policy blueprint for 2021-25.  With our trademark, ‘The proof is in the planning', and our belief that luck is not a strategy, let's be inspired to draft your family plan.