Podcasts about money map

Quint and Allie talk about setting goals and understanding the destination of your financial plan.

What happens after your first meeting with a financial advisor? As we continue our series on the Johnson Brunetti planning process, we're going to take you inside meeting number two in our retirement planning process, which we like to call the Money Map Retirement Review. There's ​an ​element ​of ​vulnerability to meeting with an advisor, ​and ​we ​don't ​take ​it ​lightly ​that ​we ​get ​to ​hear ​the ​hopes ​and ​dreams, ​fears ​and ​aspirations ​of ​the ​folks ​we ​sit ​with. ​The goal of this series is ​to ​demystify ​that ​for ​you. ​We ​want ​to ​be ​transparent ​and ​clear during our process by moving one step at a time.  ​ After learning your goals and gathering details in the Discovery Meeting, the Money Map Review is where the team presents their findings: a clear, customized, one-page summary of your financial picture. You'll see what's working, what needs adjustment, and how your assets align with your retirement goals. Find out how we approach this and what you can expect when you sit down with us. Here's what we discuss in this episode:

Allie and Logan break down how anyone can become a millionaire.

We've all been there: endlessly scrolling through financial headlines, absorbing TikTok hot takes, or reading investing books with dreams of becoming the next Warren Buffett. But what if all that advice is doing more harm than good? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with Barry Ritholtz, host of Bloomberg's Masters in Business podcast, CIO of Ritholtz Wealth Management, and author of the new book How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth and How to Avoid Them. His mission? To help us unlearn everything that's steering us in the wrong direction. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn.

Over the next few videos, we're going to take you inside the planning process at Johnson Brunetti because many people are hesitant or intimidated to meet with an advisor. They might fear the pressure of a high-pressure sales pitch or feel unprepared for the questions that may arise. Today we'll set some expectations by taking you inside the discovery meeting, which is the foundational first step for anyone considering retirement planning with our team. Jake and Nick will explain how this initial conversation is designed to be pressure-free and personalized, focused entirely on your concerns, goals, and questions. No matter what financial questions you might have, we're going to walk you through how our team makes the experience approachable and empowering. Here's what we discuss in this episode: ☕ What the “Discovery Meeting” is really like (spoiler: no pressure!)

When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® explore the deeper, often overlooked financial goals that truly make or break your retirement experience. It's not just about hitting a magic number. It's about assigning purpose to each dollar you've saved. Proper planning goes well beyond investments to include things like tax strategies, income planning, healthcare expenses, gifting, legacy planning, and even how you'll spend your time. If you're wondering what you might be missing as you approach retirement, join us as we answer Here's what we discuss in this episode:

Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in this situation face unique challenges. Jake and Nick break down how your relationship with money changes as retirement nears and why your financial plan should evolve right alongside it. Here's what we discuss in this episode:

Establishing a solid relationship with a financial advisor is crucial for effective planning, but what does that look like in practice? Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® discuss the essential role that communication plays in the client-advisor relationship to help set expectations for the planning process. We received this question recently and wanted to open up the conversation so everyone can glean a little information from it. We'll pull back the curtain on what ongoing communication looks like at Johnson Brunetti, with clients typically receiving ongoing education, quarterly events, newsletters, market updates, and in-depth reviews once or twice a year.  Plus, we'll explain why meeting too frequently might not be a good thing and give you a few red flags to watch for. Here's what we discuss in this episode:

Long-term care planning is a significant concern for individuals approaching retirement because it's an expense most people aren't prepared for. Trying to prepare for it with insurance isn't cheap, and people often ask us if it's worth it. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® tackle this pressing issue by answering a listener's question about long-term care insurance and the options available. Here's what we discuss in this episode: 0:00 – Today's question 1:39 – Reason it's expensive 3:39 – Long-term care options 6:48 – Where is long-term care on the priority list? 9:18 – Final thoughts   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai

Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. In this episode of the Money Wisdom podcast, we're going to answer a question about what you can do from a planning standpoint when large RMDs are coming in retirement.   This situation highlights a common issue: retirees often find themselves in higher tax brackets due to large mandatory withdrawals, reducing their financial flexibility. So what are the strategies you can utilize to manage your tax requirements? Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP will take you through some of the strategies today. Here's what we discuss in this episode: 0:00 – Today's question 1:05 – What to know about RMDs 4:13 – Income planning 8:49 – Tax planning   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

Financial planning is an essential aspect of life, but every family handles their money a little differently. The Money Wisdom podcast tackled a common question: what happens when one spouse handles all financial matters, leaving the other uninformed? This scenario, while common, can create stress and uncertainty for family members, particularly adult children who may be concerned about their parents' financial security. Discover practical strategies to ensure that both partners are informed and prepared, and learn how to involve adult children in these important discussions. Here's what we discuss in this episode: 0:00 – Today's question 1:00 – Couples and finances 2:56 – Keeping planning simple 4:44 – Involvement is key 6:48 – Our clients   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

What does it truly mean to live a wealthy life? If you think it's all about money, think again. On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with Sahil Bloom, entrepreneur, writer, and author of The Five Types of Wealth, to explore a new, holistic approach to wealth-building. Sahil shares his personal journey of redefining success and explains why financial wealth is just one piece of the puzzle. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn.

A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth switching your plan for one that allows you to contribute to an HSA? In the latest episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®  tackle a listener's question about HSAs and walk you through a few of the things you need to know before you switch plans. With rising health care costs and the complexities of health insurance, understanding HSAs and whether they are the right choice for you is crucial. Here's what we discuss in this episode: 0:00 – Today's question 0:53 – What is an HSA? 2:09 – Qualifying for HSA 3:14 – Something to keep in mind 4:22 – Which health plan is right for you? 6:39 – Investing in HSA   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

Most people want to know how they stack up to other people as they approach retirement, which is why people often ask about the average age most people decide to retire. We work with people across different states and regions, so we see a range of ages. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® share their personal experiences from the planning process and explain why comparisons don't provide the right perspective for retirement. Here's what we discuss in this episode: 0:00 – Today's question 1:05 – Boston clients 2:10 – Connecticut clients 3:17 – Different ages that matter 6:00 – Managing this period of life   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

One of the primary concerns for individuals nearing retirement is the desire to be debt-free. While this is a noble goal, it raises several questions about financial strategy, liquidity, and credit scores. While being debt-free may feel like a significant milestone, it is crucial to consider the broader financial picture. In the latest episode of the podcast, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® discuss the various aspects of debt management and its implications on retirement planning. Here's what we discuss in this episode: 0:00 – Today's question 0:54 – Considerations 2:57 – Do you need to be debt free? 5:44 – Credit score   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

In today's fast-paced world, job security can often feel like a fragile concept, especially for those in their 50s. In this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, address a listener's concern about preparing for potential layoffs and talk about steps to take if you're facing similar uncertainties. Here's what we discuss in this episode: 0:00 – Today's question 1:05 – Initial checklist 2:26 – Why things change in your 50s 4:18 – Changing your saving strategies 5:18 – Retirement planning considerations 7:48 – Final Thoughts   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai    

2025 is officially here, and with it comes a new administration in the White House, along with new economic policies that will impact you and your wallet.  On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we're joined by Betsey Stevenson, University of Michigan Public Policy and Economics Professor and Former Chief Economist of the U.S. Department of Labor, to talk about what economic changes in the New Year could mean for retirees. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn. Resources mentioned in this episode: Think Like An Economist Podcast Alliance for Lifetime Income: ProtectedIncome.org Learn more about InvestingFixx, our women's investing club where you can vote on stocks, build a model portfolio, and grow your financial knowledge. Take the next step in your financial journey with FinanceFixx, our money makeover program. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. While you're at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe! Learn more about your ad choices. Visit megaphone.fm/adchoices

With more people getting divorced later in life, blended families are common, and it leads to additional conversations involving planning. One of the things that need to be addressed when someone remarries is the estate plan, particularly the beneficiaries. Do you need to make changes or can you just let your will take care of your needs? In this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, we'll answer a question from someone in this position who doesn't want to go through the hassle of updating all their estate documents but wants to change beneficiaries. Here's what we discuss in this episode: 0:00 – Today's question 1:05 – Estate planning conversations 3:06 – Issues with not updating beneficiaries 5:04 – Important conversations   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai        

Get ready to kickstart your 2025 with clarity around your Money Map. Meaning, how much are you intending to generate this year and how will you successfully achieve that goal? In this Majik Mind Coaching Session, I guide you through a creative process that lays out your money map so you know what needs to be put into place during the month of January to allow for future financial success. Let me know your top takeaways once you've completed the coaching exercises! Get a customized coaching journey, mixed with an incredible, inspiring community of creators when you join the Majik Mind at https://majikmedia.com/majik-mind Craft & Tour your Signature Workshop at https://majikmedia.com/signature-workshop Hire me for business coaching at https://majikmedia.com/coaching Come to a Get Shit Done Majik Mind Retreat on Salt Spring Island at https://majikmedia.com/gsd2025 Play Chi Ball Anywhere at https://PlayChiBall.com Download the Majik Kids App at https://MajikKids.com/app

Many of us spend decades saving for retirement. But what happens when it's time to spend those hard-earned dollars…how do you make them last?  On the most recent episode of Your Money Map, our bi-weekly show with the Alliance for Lifetime Income, we talk about all things decumulation with the pros — Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, and David Blanchett, Research Fellow with the Alliance for Lifetime Income Institute. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every other Wednesday at 12 PM ET on Facebook or LinkedIn. CHAPTERS: 00:00 Retirement worries 05:00 Why spending down our money in retirement can be so stressful 16:00 Redefining retirement as financial independence 25:00 Spending for maximum happiness TAKEAWAYS: Start by identifying your essential expenses and aligning them with guaranteed income like Social Security or annuities to cover the basics. Lifelong savers often struggle to spend their hard-earned money. To overcome this mindset, consider using strategies like “spending pots” for travel or hobbies, which allow you to enjoy your savings guilt-free. Adding guaranteed income (like annuities) to your retirement plan can provide peace of mind and allow you to spend more freely, knowing your essential needs are covered. Learn more about our Finance Fixx program here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Have a question for us? Write to us at mailbag@hermoney.com. While you're at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe! Use promo code HERMONEY at the link below to get an exclusive 60% off an annual plan at https://incogni.com/hermoney. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Life insurance has a clear role within a financial plan, but is it worth keeping a policy once you've reached retirement and don't have as much of a need for income replacement? In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® tackle a listener's question about the necessity of life insurance in retirement. We'll work through the complexities of life insurance policies and discuss the considerations that could help you make informed decisions about your policy. Want a copy of The Money Map? Text MAP to 800-757-0436 to get one. Here's what we discuss in this episode: 0:00 – Intro 0:50 – Today's question 2:00 – The need for life insurance 4:35 – Types of insurance 6:40 – Considerations 9:09 – Aligning your planning Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/ Check us out on YouTube: https://bit.ly/3CcAzai

Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. Order 'Ask Avi Arya' (in English) here: https://amzn.in/d/8FjvdWd 5 Step 5 min Close any Deal Method (5 Lakh Per month Retainer System): https://askaviarya.com/goldmine/ Craft Your Own HERO Story: https://askaviarya.com/story Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRu Order 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0 Follow Our Whatsapp Channel: https://whatsapp.com/channel/0029VaokF5x0bIdi3Qn9ef2J Subscribe To Our Other YouTube Channels:- https://www.youtube.com/@rajshamaniclips https://www.youtube.com/@RajShamani.Shorts

In this episode of "Rich in Relationship," host Rich Heller explores the deep and often hidden meanings behind our financial behaviors through the concept of Money Maps, as introduced by Dr. John Gottman. The episode dives into how our personal histories—shaped by childhood, teenage, and adult experiences—create unique Money Maps that guide our relationship with money throughout life. Rich uses a detailed case study of a couple, Lisa and Mark, to illustrate how differing Money Maps can lead to conflicts in relationships. Lisa, who grew up in a financially unstable household, views money as security, while Mark, raised in an affluent environment, sees money as a means of freedom and enjoyment. Their differing perspectives create tension and misunderstandings, especially when it comes to spending and saving. Throughout the episode, Rich emphasizes that financial conflicts are rarely about the money itself. Instead, they are deeply tied to our emotions, identity, and the meaning we attach to money. He encourages listeners to explore their own Money Maps and those of their partners, offering strategies for understanding and harmonizing these different perspectives. By the end of the episode, listeners will gain a deeper understanding of the emotional landscape of finances in relationships and how to navigate money conflicts with empathy and mutual respect. Tune in to discover how understanding your Money Map can transform your financial conversations and strengthen your relationship. Go to richinrelationship.com for free marriage resources to help end fighting and divorce as well as recover from infidelity. Follow us on social media for more relationship advice: Facebook -https://www.facebook.com/richinrelationship/ Instagram - ttps://www.instagram.com/richinrelationship/ Pinterest - https://www.pinterest.com/richinrelationship/_created Tiktok - https://www.tiktok.com/@richinrelationship LinkedIn - https://www.linkedin.com/company/rich-in-relationship Website - www.richinrelationship.com

In this episode of "Rich in Relationship," host Rich Heller explores the deep and often hidden meanings behind our financial behaviors through the concept of Money Maps, as introduced by Dr. John Gottman. The episode dives into how our personal histories—shaped by childhood, teenage, and adult experiences—create unique Money Maps that guide our relationship with money throughout life. Rich uses a detailed case study of a couple, Lisa and Mark, to illustrate how differing Money Maps can lead to conflicts in relationships. Lisa, who grew up in a financially unstable household, views money as security, while Mark, raised in an affluent environment, sees money as a means of freedom and enjoyment. Their differing perspectives create tension and misunderstandings, especially when it comes to spending and saving. Throughout the episode, Rich emphasizes that financial conflicts are rarely about the money itself. Instead, they are deeply tied to our emotions, identity, and the meaning we attach to money. He encourages listeners to explore their own Money Maps and those of their partners, offering strategies for understanding and harmonizing these different perspectives. By the end of the episode, listeners will gain a deeper understanding of the emotional landscape of finances in relationships and how to navigate money conflicts with empathy and mutual respect. Tune in to discover how understanding your Money Map can transform your financial conversations and strengthen your relationship. Go to richinrelationship.com for free marriage resources to help end fighting and divorce as well as recover from infidelity. Follow us on social media for more relationship advice: Facebook -https://www.facebook.com/richinrelationship/ Instagram - ttps://www.instagram.com/richinrelationship/ Pinterest - https://www.pinterest.com/richinrelationship/_created Tiktok - https://www.tiktok.com/@richinrelationship LinkedIn - https://www.linkedin.com/company/rich-in-relationship Website - www.richinrelationship.com

This week, our host Anjel B Hartwell sits down with the remarkable Ali Katz to delve into an insightful conversation about redefining our relationship with competition, finance, and ultimately, financial liberation. This episode will offers you valuable perspectives and actionable advice. Ali shares her riveting journey from law school competition to redefining financial success in our rapidly evolving world of late-stage capitalism. Make sure to listen, rate, and review this episode. What You Will Learn  1. How did the culture of competition in law school shape Ali's professional journey, and what can we learn from her approach to managing competition in our careers? 2. How do the concepts of "financial liberation" versus "financial freedom" differ, and why is financial liberation a more sustainable and fulfilling approach according to Ali Katz? 3. Ali Katz critiques the traditional financial planning model that focuses on passive income driven by scarcity. What are the key flaws she identifies with this model, and how can her vision for resource use create a more balanced financial reality? 4. What does it mean to make decisions from a place of awareness and information, and how can this shift affect our financial outcomes? 5. What are the components of the Money Map, and how does it assist entrepreneurs in improving their financial situations? 6. What alternatives does Ali propose for creating a stable financial future? 7. How do Ali Katz's experiences shape her unique approach to estate planning? 8. How does the practice of putting one's financial numbers on paper contribute to psychological, spiritual, emotional, and physiological well-being? 9. What are some common false beliefs about money, and how can overcoming them lead to a healthier financial mindset? 10. How does the "Eyes Wide Open Mentorship" community support entrepreneurs in navigating financial decisions, and what are the potential benefits of being part of such a community for someone striving to align their financial practices with personal values? Connect with Ali Katz Visit alleycats.com for more information on the "Eyes Wide Open" mentorship and membership programs. Ali Katz on LinkedIn Resources Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women on X Wickedly Smart Women on Instagram Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic The Wealthy Life Mentor The Wealthy Life Mentor on Facebook Listener Line (540) 402-0043 Ext. 4343  Email listeners@wickedlysmartwomen.com

In this episode of the NewLaw Podcast for Entrepreneurial Lawyers with Ali Katz, we follow entrepreneurial lawyer Susan. Despite her dedication, Susan struggles to allocate her time effectively, feeling overwhelmed with a growing client base and lingering litigation cases. Through Ali Katz's coaching, Susan learns to transition her business model, prioritize time management, and adopt a recurring revenue strategy. Ali introduces tools like The Money Map to help Susan achieve clarity on her financial needs and align her daily decisions with her long-term goal of selling her practice in 10 years. Key Takeaways: Time Management: Prioritize and take control of your calendar to reduce overwhelm and focus on high-impact activities. Recurring Revenue Model: Shift from a billable hour model to a recurring revenue model for sustainable growth and better workload management. Financial Planning: Use tools like The Money Map to determine minimum financial needs during business transitions and plan cash flow efficiently. Strategic Decision-Making: Make intentional choices based on long-term goals, even if it means turning down immediate revenue opportunities. Building a Sellable Practice: Invest in systems and staff to create a business that can operate independently and be attractive to potential buyers. Ali's coaching session with Susan emphasizes the importance of intentional planning and disciplined time management. By implementing these strategies, Susan can move towards her goal of creating a sellable, sustainable law practice. 02:29 Susan describes feeling overwhelmed with increased consultations and clients, despite stopping litigation work for the past six months. 06:44 Ali shares her personal shift from handling private clients to building a saleable business, emphasizing the importance of focusing energy on creating systems and structures. 08:47 Ali highlights the importance of understanding the minimum financial needs during a business transition to ensure future growth and sustainability. 11:30 Ali outlines the importance of restructuring Susan's calendar to ensure only necessary billable hours are scheduled, which can aid in better time management and future planning. 16:42 Ali talks about her challenges and decisions in letting go of private clients and personal events to focus on building her business, encouraging Susan to make similar tough choices.

In an interview with Maurice, Marie, the founder of the Profit Lab and a certified public accountant, shared her expertise on business planning and finance. She underscored the necessity of understanding the target audience, addressing their needs, and staying true to the purpose of the business. Emphasizing the foundational “why” of a business plan, Marie advised that financial strategies should align with the company's overarching goals and highlighted the importance of entrepreneurs focusing on finances early on, considering costs, revenue sources, and budgeting for marketing. VISIT https://www.theprofitlab.biz/ FOLLOW https://www.linkedin.com/in/marietorossianyour10xcpa/

If you have argued many times with your partner about money you need to listen to this. We have Melissa Leong, author of Happy Go Money, join us to talk about how to reduce financial conflict in relationships and how to make a “Money Map” for a smoother journey in love and finances. Find out more at melissaleong.com and connect on Instagram.

Newcomers and the financial barriers they face.  Tonie Chaltas, CEO of Achēv, takes us through some of them. Then, navigating the job market as a newcomer. Indeed Canada's Chief Economist Brendon Bernard shares his insights on foreign job seeker interest and what it means for the economy. And, ways to reduce financial conflict in your relationship. Melissa Leong, author of Happy Go Money, shares her tips and tells us how to create a “Money Map”. Plus, how Gen Z can prepare for their financial futures. Erin Bury, CEO and co-founder of Willful, tells us how this generation is thinking about estate planning. To find out more about the guests check out: Tonie Chaltas: achev.ca | X(Twitter) | LinkedIn Brendon Bernard: hiringlab.org | X(Twitter) Melissa Leong: com | Instagram Erin Bury: willful.co | Twitter| LinkedIn | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Listen in on talk Pat gave over Zoom entitled Your Fitness Money Map For Pat's Free Bundle of Best Selling Books: https://patrigsby.com/podgift/ ----- Want a surge of new clients and revenue over the next 6 Weeks with ZERO FEE and no obligation to continue? If you're a current business owner who wants to add 50K or more in annual revenue over the next 12 month, you can Test Drive our coaching program for 6 Weeks with no fee or even an obligation to continue as a way to demonstrate how we can help you grow your business. No strings attached. No obligation. You get our best coaching and tools...and hopefully, you'll love it enough that you want to keep working together.   Learn more here: https://patrigsby.com/iba-six-weeks - Complete Your Ideal Business Scorecard. There is a proven framework to creating your Ideal Business. Find out how you score across the 8 Ideal Business Rules - https://patrigsby.com/scorecard -- Join Fitness Lead Academy. If you'd like to get more leads and clients but don't want to pay for an Agency to run your ads...visit http://fitnessleadacademy.com/ ...we'll be opening territories again soon and those who reply will go to the front of the line.

Do you ever feel like there's something you want to do or say but then fight yourself, judge your thoughts, and end up going with the flow, even if it's not your flow? This leads to an important question that came up in today's episode… “What are you tolerating?”Today, we're talking with Business coach Maria Tan about embracing your natural self, setting boundaries to honor yourself, and building wealth by BEING yourself.In this episode, you'll learn:Why Maria specialized on misfitsMoney may not buy you happiness, but it buys you optionsThe intersection of boundary, wealth, and authenticityOwning who you are and leaning into what makes you differentFocus on what you eat to release self-judgmentThe importance of knowing exactly who you are and how you operateBuild wealth YOUR wayShift the narrative around money from “make” to “receive”Known as THE Business Coach for Misfits and the Creator of the "Manifest & Multiply" Money Map, Maria empowers non-conformists across the globe to embrace the magic of running your own business, and create success tailored to their lifestyles. Maria's 1000+ clients range from side hustlers to new entrepreneurs to seasoned entrepreneurs.Resources from this episodeMind Fuckery: 5-day Live Workshop - If you are ready to learn how to get out of your head so you can make progress AND feel good doing it, then be sure to register for the next session of the Mind Fuckery Workshop. The class will run from September 11 to September 15, from 7 to 8 PM EST and you can sign up here – registration closes on September 8.Take Maria's Free Business Mindset Quiz to discover whether you are running your business like an employee or a CEO and what to do about it. Join the Gutsy Collective - a community of energetically driven female entrepreneurs + visionaries who desire meaningful growth . Join us online or in-person for monthly mentorship.Get the support you need and feel alive again! - Whether you are a brand new entrepreneur, you have a growing small business, or you are an expanding CEO ready for your next level of success, I've got your back! Click here to learn about the 3 ways I can support you and your business.Connect with Maria TanFacebook: @iammariatanInstagram: @maria_k_tanWebsite: maria-tan.comConnect with LauraAuraFacebook: @thatlauraauraTikTok:  @thatlauraauraInstagram: @thatlauraauraWebsite: LauraAura.comSupport the showTHANK YOU, GUTSY TRIBE!We love, love, love to read your comments, feedback, and reviews. If you haven't yet, drop us one below! Your review might even get highlighted within one of our gutsy love posts or on our website.https://podcasts.apple.com/podcast/the-gutsy-podcast/id1445481970

On this episode of The Robyn Ivy Podcast, we delve into the complex and often challenging relationship that many adults have with money.  Our guest, Bari Tessler, a financial therapist, expert in somatic psychology, and online mentor, who runs her successful online program “The Art of Money”  joins us to share valuable insights and practical strategies to help you navigate your financial journeys. Bari's expertise extends beyond traditional financial planning and therapy. She discusses the importance of incorporating somatic psychology into money moments through body check-ins and shares personal stories to present a holistic and inclusive approach to healing our money wounds.  She says it is common for individuals to feel overwhelmed or stuck when dealing with money matters and emphasizes the importance of creating a supportive environment for oneself, taking time for self-reflection and being present to your emotions before addressing financial issues.  We talk about the role that shame can play in our struggles with money and Bari encourages listeners to understand their beliefs and attitudes about finances. Throughout the episode, she  introduces various exercises and techniques to help listeners improve their relationship with money.  By the end of the episode, you will have gained valuable insights into building a healthier relationship with money. Bari's unique blend of expertise in finance, psychology, and somatic training offers a fresh perspective on navigating the world of money and personal worth. Tune in to this thought-provoking episode of The Robyn Ivy Podcast to discover the art of money and how it can transform your life." Join us as we explore: How the formation of financial identities develop during childhood and teenage yearsBari's  “Money Map” exercise where individuals explore their basic needs and desires for financial abundance.Understanding the powerful influence emotions have on financial decisions How noticing physical sensations, emotions, and breathing patterns, can help you make adjustments to feel more present and at ease in your bodyThe Importance of Feminine Wisdom in Conversations about MoneyTools and practices to go from money healing to usable money practices and beyond. Connect with Bari Tessler Website:: https://baritessler.comInstagram: https://www.instagram.com/baritessler/ Quick note, I just want to say thank you for listening to this episode. I know it means a lot to myself and my guests.  If you enjoyed this episode, you will also like: Episode #40: Leisa Peterson: The Mindful Millionaire Maker Episode #55: Jerry Colonna: Leading with Kindness Episode #71: Brandon Hatton: Conscious Wealth MORE ABOUT BARI TESSLER Bari Tessler, M.A. is a Financial Therapist and Founder of The Art of Money, a year-long money school, and a Mentor program for therapists, coaches and financial professionals. Bari trained as a Somatic Therapist and received her Masters degree from Naropa University in 1998. She then ran a bookkeeping business for therapists and artists. In 2001, she merged all her training and created a somatic-based Financial Therapy methodology that she has been teaching for 20+ years. Bari is the Author of The Art of Money: A Life-Changing Guide to Financial Happiness and The Art of Money Workbook. Her work has been featured on Oprah.com, Inc.com, US News & World Report, Reuters Money, The Fiscal Times, USA Today, The Cut, Girlboss, Nerd Wallet, Real Simple, MindBodyGreen, and REDBOOK. She has also been featured on the cover of Experience Life and Mindful. Bari loves to read, dance and enjoy dark chocolate. She lives in Boulder, CO with her husband, son, many cats + a big puppy. You can find her here: baritessler.com

Different stages of life bring different challenges, and people nearing retirement often make some of the same mistakes with their money time and time again. As a pre-retiree, it's important to understand that your financial plan needs to be tailored around the goals you have for retirement. Let's take a look at some of the classic mistakes we see people make.   Here are some of the things we discuss in this episode: 1:05 – How is our financial life like a closet? 2:56 – What are the first steps you can take to start getting organized? 5:56 – Money Map retirement review details 7:34 – On the Case with Heath: When refinancing doesn't make sense 12:49 – Still investing like you were 20 years ago 14:20 – Starting Social Security without a strategy 16:45 – Mythbusting with Matt: Financial planning is much easier today   20:48 – Mailbag question on managing an old 401(k)   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/     

What does butterscotch have to do with entrepreneurial success? In this 137th episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger explores the arena of restlessness and multi-tasking.  Listen in as Erica shares:• The downside of multi-tasking.• The lies of the Restless Saboteur promise one thing and deliver another.• How, once again, “coming to our senses” helps us focus.• The essay “Butterscotch Candy” from her book 7 Sacred Attitudes and its relevance in today's frenzied world.• An invitation to join her in the next Masterclass, “Awaken the Sage.” Email her for dates, details and registration: tapwitherica (at) gmail (dot) com  BONUS:• Download Erica's free Entrepreneur's Wealthkit and Mini-Course, including a customized Money Map, at http://www.EricaRossCoach.com/toolkit  Related Episodes:Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35Episode 122: “Trust Your Inner Sage”: http://EricaRossCoach.com/122  • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • LINKEDIN:https://www.linkedin.com/in/ericarosscoach/ • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach • EMAIL:tapwithErica (at) gmail (dot) com   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks and “Stop the Struggle,” that is keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of struggle-free success and wealth as they define it. Erica's wide range of educational achievements includes a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

In this short and inspiring episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger discusses the need for exploring “the INvisible.” With all the buzz around getting “more visible,” join Erica as she delves into a necessary first step.  Listen in as Erica shares:• The powerful quote that inspired this episode.• What the youngest generation of entrepreneurs can teach us.• Why we must go to the INvisible before we get more visible.• A challenge for you of “going to the invisible” for the week.• An invitation to join her in the next Money & Abundance Mindset Makeover where you'll “Tap into Visibility.” Email her for dates, details, and registration: tapwitherica (at) gmail (dot) com BONUS:• Download Erica's free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit) Related Episodes:Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35Episode 122: “Trust Your Inner Sage”:http://EricaRossCoach.com/122   Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • LINKEDIN:https://www.linkedin.com/in/ericarosscoach/ • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks and “Stop the Struggle,” that is keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of struggle-free success and wealth as they define it. Erica's wide range of educational achievements include a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

In this short and inspiring episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger reveals her “5-Step Procrastination Hack.” She also invites you to participate in a drawing for a $500-value gift. Listen in as Erica shares:• Why harsh self-judgement of our procrastination and avoidances only locks the patterns in place. • How to use a simple Positive Intelligence® practice to help intercept our harsh judgements.• Why breaking things down into chunks helps get the ball rolling.• How “lather, rinse, & repeat” of the 5 steps can help the avoidance and procrastination that can pop up over the entrepreneurial lifetime. • An invitation to be eligible for a gift of a 45-minute coaching session (value $500.) Email 3 Topic suggestions to: tapwitherica (at) gmail (dot) com  2 BONUSES:• Download Erica's free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit)• Join Erica's next free Masterclass “Stop the Procrastination Struggle,” to help you easily shift into clear-headed, laser-focused action. You can learn more by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe  Book/website mentioned: Tiny Habits by BJ Fogg, http://tinyhabits.com Related Episodes:Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35Episode 108: “The 9 Entrepreneurial Superpower Types”http://EricaRossCoach.com/108Episode 122: “Trust Your Inner Sage” http://EricaRossCoach.com/122  • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • LINKEDIN:https://www.linkedin.com/in/ericarosscoach/ • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks and “Stop the Struggle,” that is keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of struggle-free success and wealth as they define it. Erica's wide range of educational achievements includes a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

In this inspiring episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger reveals that the key to entrepreneurial success is recovery time.  Listen in as Erica shares:• How recovery time differentiates: star athletes from other athletes; top performing CEO's from mid-performing CEO's; and successful entrepreneurs from those who struggle.• How using Positive Intelligence® principles and practices help speed up our entrepreneurial recovery when mishaps and glitches occur.• How Saboteurs react within us when we encounter setbacks and how they prolong our mental, and actual, performance recovery time.• How financial setbacks can be the source of longer recovery times if Saboteurs are in charge...and how a Sage response is possible.• An invitation to join her in the free Masterclass “Stop the Money Struggle,” to help you easily shift your money-mindset and speed up recovery time following financial challenges. You can learn more by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe BONUS:• Download Erica's free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit)  Related Episodes:Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35Episode 108: “The 9 Entrepreneurial Superpower Types” http://EricaRossCoach.com/108Episode 122: “Trust Your Inner Sage”: http://EricaRossCoach.com/122   • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • LINKEDIN:https://www.linkedin.com/in/ericarosscoach/ • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks and “Stop the Struggle,” that is keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of struggle-free success and wealth as they define it. Erica's wide range of educational achievements include a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

Retirement brings with it an exciting time of life, but also the challenge of figuring out how to make ends meet in retirement. Retirement income is an important factor in planning for retirement and there are many options available to ensure that retirees have the funds they need. From Social Security, pensions, and lump sums, you need to know how it all fits together in the most tax-efficient way possible.   Here are a few of the things we discuss in this episode: 0:14 – Should I retire in 5-6 with a pension or retire now with a severance package and pension buyout? 1:32 – I'm retiring this year and will have about 18 weeks of vacation and sick leave to get paid out for. Should I wait an extra month and retire in January instead of December for tax reasons? 2:45 – We're building our dream home and will move in the next year or two. Should we keep our current house as a rental property or sell it and invest the cash? 4:50 – Will gold rise dramatically in a short period of time? 9:16 – Get your questions answered through your Money Map review   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/ 

In this inspiring episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger reveals why the entrepreneurial “Struggle” is unique to each of us and is truly a physiological event. Erica's listeners and clients have currently been requesting that she address this topic and share her perspective. She gets right to the heart of the issue and shows us how to use Positive Intelligence® principles and practices to stop the entrepreneurial struggle. Listen in as Erica shares:• The top lies our inner Saboteurs tell us, including the common one that has us believe that “struggle is necessary.”•  An exercise to have you experience the way you do your unique brand of “struggle”• The value of looking at the way you “struggle” so that you can undo it.• How neuroscience-based inner work paves the way for easier and automatic mindset shifts “From Struggle to Sage.” (Which is also a key part of her free upcoming Masterclass.)• An invitation to join her in her free Masterclasses: “From Struggle to Sage” and “Stop the Money Struggle,” to help you easily shift your own mindset. You can do so by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe BONUS:• Download Erica's free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit)  Related Episodes:Episode 88: “The Gifts of Overwhelm”http://EricaRossCoach.com/Ep88 Episode 45: “The Power of Pitstops”http://EricaRossCoach.com/Ep45 Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35   • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • LINKEDIN:https://www.linkedin.com/in/ericarosscoach/ • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks and “Stop the Struggle,” that is keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of struggle-free success and wealth as they define it. Erica's wide range of educational achievements include a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

Do you need a push to start saving more? Would a challenge be just what you need to make it happen? Listen to these fun saving ideas and start putting  little more away each month. Thanks to Clever Girl Finance, Experian, and Mom's Money Map for these ideas!Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.Want to start your own podcast? Check out Buzzsprout here!https://www.buzzsprout.com/?referrer_id=819454.I went to school so you don't have to!Thanks for listening!

On today's episode, we'll dive into the mailbag to answer a few financial questions that we've been asked recently. The topics we'll tackle today are what to do with old IRAs, rolling over retirement accounts, and Social Security benefits for ex-spouses. If you've been curious about any of these financial planning items, then you'll want to listen to this show.   Here are a few of the things we discuss in this episode: 1:55 – Mailbag question 1 – Should I cash out an old IRA? 3:22 – More accounts doesn't mean more diversification 5:02 – Mailbag question 2 – Is it okay to do a rollover now and in the near future or all at once? 6:48 – Mailbag question 3 – Can I collect on my ex-husband's Social Security benefit? 7:40 – Why you want to get the Money Map retirement review    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/   

In this encore episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger reveals why the subtitle of this podcast (“Creating True Wealth from the Inside Out”) is so important to her and for all entrepreneurs. This episode is a fan favorite and the perfect inspiration for the beginning month of the New Year. Erica gets right to the heart of how money can be a mirror for our entrepreneurial journeys.  Listen in as Erica shares:• Common questions listeners ask her about the emphasis here on money.•The top books on money, abundance, and prosperity that she recommends.• The value of looking at our relationship with 5 types of money.• How neuroscience-based inner work paves the way for easier and automatic mindset shifts. (Which is also a key part of her free upcoming Money Mindset Challenge.)• A challenge to download her free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit)• An invitation to join her in her free Money Mindset Challenge to help you easily shift your own mindset. You can do so by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe  Related Episodes:Episode 12: “Wealth Chat #1: Clear This Clutter to Attract Wealth” http://EricaRossCoach.com/Ep12Episode 27: “Wealth Chat #4: Strengthen Your Relationship with Money”http://EricaRossCoach.com/Ep27Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35  • Books Mentioned:The Tao of Abundance by Laurence G. BoldtSeven Stages of Money by George KinderThe Soul of Money by Lynne TwistTapping Into Wealth by Margaret LynchThe Prosperous Heart by Julia CameronA Course in Creating Abundance (3 books) by Holly Alexander • TURNKEY PODCAST PRODUCTIONS – PODCAST LAUNCH COURSEhttps://ericarosscoach.com/Turnkey  • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach   Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6 & 7-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks that are keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of wealth as they define it. Erica's wide range of educational achievements includes a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products, and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.

Today we are talking to National Guard spouse Olivia. Olivia is a financial life coach.She shares her career pivots from child development major to life coach to finance coach. We talk about her program called the Military Money Map. Olivia shares the 3 biggest money mistakes she sees military families making. She shares some statistics on finance and marriage and predictors for divorce. Finance is right up there for both men and women!Olivia then tells us her best advice for military families. I appreciate your patience with the audio this week

If you feel like your doing everything to grow your business, but not making any progress. This is the video for you.    I will be teaching you how to start your fitness business and what direction you NEED to take to reach the goals you want. I'll be going over how to get clients, how to get leads, and how to set up a coaching program, but most importantly I will be giving you a timeline of when procedures need to be implemented to result in the most successful business.    You do not want to be in the time-for-money trap. Value your time, it is not worth trading it for money. Live a life of freedom to be able to have fun and be a good friend/family member to your loved ones.    Here is the 11-step $10k Money Map, enjoy

Financial planning is one of the most important aspects of life. If you don't have your finances in order, it can be very difficult to achieve your goals. That's why it's important to ask questions when you're unsure about something. On this podcast, we will answer three great questions about investing, supporting grandchildren, and Social Security.   Read more and get additional financial resources: http://johnsonbrunetti.com    Here's what we discuss in this episode: 0:24 – Mailbag question on the stock market 3:47 – Mailbag question on helping support grandchild 6:52 – Mailbag question on Social Security 8:47 – How the Money Map review process helps these  

Do you find yourself struggling to save money? Do you feel like you are constantly at war with your finances? If so, you are not alone. A lot of people have a hard time managing their money because they let mental blocks get in the way. In this podcast, we will discuss some of the most common mental blocks when it comes to money and how to break free from them.   Read more and get additional financial resources: http://johnsonbrunetti.com    What we discuss in this episode:  1:37 – The IKEA Effect 4:35 – Extreme optimism 6:10 – Extreme pessimism 7:45 – Bike shedding 10:13 – The Status Quo Bias  12:05 – How the Money Map review process helps this

Click Here to Get All Podcast Show Notes!Every entrepreneur, business owner, or CEO must regularly evaluate their business condition. Unfortunately, you may not immediately see any issues if you're not doing a regular review, so you need an efficient way to find out where you're leaking money. In this episode, Sharran talks about the three things you need to do to follow the money. Don't miss this opportunity to get the 3-step process to diagnose your business, figure out where the holes are, instantly fix them, and dramatically improve your profitability. If you're curious about how Sharran's Partner Program works, go to: https://www.highlandprime.com/Join the 10K Wisdom Private Partner Podcast, now available to you for free: https://www.highlandprime.com/optin-10k-wisdom“We need a friction-free gateway for people to go deeper with us.”- Sharran SrivatsaaTimestamps:00:00 Introduction02:34 3 Parts of the Puzzle03:01 Why is this topic important?04:58 #1: Leveraged Experience Platform09:16 How to leverage the One-to-Many platform11:28 The question you should ask yourself right now13:41 #2: Friction-Free Gateway16:45 What are some easy ways to get people into your world?21:38 #3: Tight Conversion Mechanism24:57 Which of the three things do you need to work on?25:31 The reason Sharran is sharing all of these27:54 Here's a quick recap Resources: - Sharran's Partnership Program - Join the 10K Wisdom Private Partner Podcast, now available to you for free - Grab Sharran's 4-Week MBA for Free Connect with Sharran:- Facebook - Instagram - Twitter - LinkedIn - YouTube

Ready to raise your prices, but worried about losing your clients and customers? Listen in on this exclusive preview of The Money Map course where I walk you through what you need to do to raise your prices with confidence (and without the bat of an eye from your clients)! Let's get started. SHOW NOTES: https://darcybenincosa.com/money/how-to-raise-your-prices

In this episode, your podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger is interviewed by Doug Sandler, CEO of Turnkey Podcast Productions, during the recent virtual Summit: “The Power of Podcasting.” In the interview, Erica gets right to the heart of how podcasting has helped her business and enriched her entrepreneurial journey. Listen in as Erica shares:• The main way she's able to bring her full wealth of experience to her podcast.•  The surprise gifts that podcasting has brought her.• The top tips she has for new podcasters.• How Turnkey Podcast Productions helps her focus on her superpower.• A challenge to download her free Money Map and do the work for 21 days. (Available inside her free Entrepreneur's Wealth Toolkit at http://EricaRossCoach.com/toolkitDS)------Invitation:• Join Erica in her in her free Money Mindset Challenge to help you easily shift your own mindset. You can do so by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe  Complementary Episodes:Episode 27: “Wealth Chat #4: Strengthen Your Relationship with Money” - http://EricaRossCoach.com/Ep27Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35  • TURNKEY PODCAST PRODUCTIONS – PODCAST LAUNCH COURSEhttps://ericarosscoach.com/Turnkey  • Connect with Erica Ross-Krieger:• For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/ToolkitDS • WEBSITE:http://EricaRossCoach.com • FACEBOOKGROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach • TWITTER:https://twitter.com/EricaRossCoach  Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert. 6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks that are keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of wealth as they define it.  Erica's wide range of educational achievements include a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.        Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide. Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.

In this episode, podcast host, Master Business Coach, and Mental Fitness Expert, Erica Ross-Krieger reveals why the subtitle of this podcast (“Creating True Wealth from the Inside Out”) is so important to her and for all entrepreneurs. Erica gets right to the heart of how money can be a mirror for our entrepreneurial journeys. Listen in as Erica shares:• Common questions listeners ask her about the emphasis here on money.•The top books on money, abundance, and prosperity that she recommends.• The value of looking at our relationship with 5 types of money.• How neuroscience-based inner work paves the way for easier and automatic mindset shifts. (Which is also a key part of her free upcoming Money Mindset Challenge.)• A challenge to download her free Money Map and do the work. (Available inside her free Entrepreneur's Wealth Toolkit at http://www.EricaRossCoach.com/toolkit)• An invitation to join her in her free Money Mindset Challenge to help you easily shift your own mindset. You can do so by jumping into her Facebook group: https://www.facebook.com/groups/TheECafe Related Episodes:Episode 12: “Wealth Chat #1: Clear This Clutter to Attract Wealth” http://EricaRossCoach.com/Ep12Episode 27: “Wealth Chat #4: Strengthen Your Relationship with Money”http://EricaRossCoach.com/Ep27Episode 35: “Why Mental Fitness is the X-Factor in Entrepreneurial Success” http://EricaRossCoach.com/Ep35 Books Mentioned:The Tao of Abundance by Laurence G. BoldtSeven Stages of Money by George KinderThe Soul of Money by Lynne TwistTapping Into Wealth by Margaret LynchThe Prosperous Heart by Julia CameronA Course in Creating Abundance (3 books) by Holly Alexander • TURNKEY PODCAST PRODUCTIONS – PODCAST LAUNCH COURSEhttps://ericarosscoach.com/Turnkey • Connect with Erica Ross-Krieger: • For the free Entrepreneur's Wealth Kit and Mini-Course:http://EricaRossCoach.com/Toolkit • WEBSITE:http://EricaRossCoach.com • FACEBOOK GROUP: (where we carry the podcast episodes into conversations.)https://www.facebook.com/groups/TheECafe • FACEBOOK PAGE:https://www.facebook.com/EricaRossCoach • TWITTER:https://twitter.com/EricaRossCoach  Erica Ross-Krieger, M.A., BCCErica Ross-Krieger, M.A, is a nationally acclaimed Business and Success-Mindset Mastery Coach, Positive Intelligence coach, author of the inspirational book, Seven Sacred Attitudes®—How to Live in the Richness of the Moment, and an EFT (Tapping) Expert.6, 7, & 8-figure entrepreneurs hire Erica to help them identify and clear the inner mindset blocks that are keeping them from new levels of wealth. The founder of New Attitudes Corporation, Erica works with entrepreneurs throughout the world, inspiring them to come to life more fully and helping them attain these new levels of wealth as they define it. Erica's wide range of educational achievements include a Master's Degree in Organization Development, certifications in EFT (Tapping), Positive Intelligence®, and Nutrition Education, as well as a national research grant to study and publish results on “Principles of Chinese Medicine and How They Relate to Organizational Well-Being”, and post-graduate training as an Art Therapist.Erica blends her extensive professional background with her personal life experiences to offer powerful and transformative programs, services, products and the Entrepreneur's Café Podcast, rich with multi-faceted wisdom—in doing so, her work fosters a sense of well-being for clients, readers, and podcast listeners worldwide.Erica lives in Northern California with her husband, Steve, and a garden of lavender that soothes her soul.