Podcasts about solopreneur money

Gabe Nelson is the bestselling author of The Solopreneur's Money Manifesto:  How to Master Your Finances and Create the Life You Want and hosts the popular podcast:  Solopreneur Money.After almost three decades of experience in the financial industry and more than a decade as a small business owner, Gabe realized that his favorite clients were solopreneurs and business owners like himself. He also knew that with more of the workforce becoming self-employed every day, more people could benefit from working with an advisor who knows how to plan for the whole financial picture, including legal, estate, financial, retirement, life, disability, and more.Gabe understands that solopreneurs and independent professionals have specific needs that most financial advisors don't recognize, so he takes his own entrepreneurial spirit and passion for providing a personal touch to focus on helping solopreneurs with their comprehensive money planning needs. Listen to the full episode at richlysuccessful.com/38 to hear more of Gabe's story and his top 3 money tips for solopreneurs.https://www.gabenelsonfinancial.com/Christina Renzelli helps solopreneurs set their businesses up for success with her individualized 1:1 coaching program. The program focuses on the unique goals and needs of each client, and often focuses on helping clients: design a schedule that creates balance and freedom figure out the best networking strategy to find the right clients learn to sell in an authentic way expand their business beyond the time for money model For personalized support, apply for Christina's Signature Program here and she will be in touch to invite you to a free consultation call.Or, if you are stuck and would like some clarity in an area of your business, grab a Strategy Session with Christina here.Download your free copy of 4 Ways to Set Your Solopreneur Business Up for Success here.You may contact Christina with any questions at christina@richlysuccessful.com

f you are stuck somewhere and feel that you can't move ahead, you may need more intentionality. Remember Alee Bly from episode 99? She is back on Solopreneur Money today to discuss her new book, The Sustainable Brain. Listen in to hear how to chart your path with intention to create a sustainable life.  You will want to hear this episode if you are interested in... Aree's story [1:22] The process of writing her book [5:28] What the Sustainable Brain is about [11:16] The Money questions [25:33] My takeaways [32:42] Resources & People Mentioned Episode 99 - Aligning Your Life with Your Vision and Values with Aree Bly Connect with Aree Bly Aree on LinkedIn AreeBly.com BOOK - The Sustainable Brain by Aree Bly Dive into Sustainability course - Use the code SoloMoney24 to access the course for FREE!  Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

For the first time on Solopreneur Money, I have a fellow financial advisor join me. Curious about what we discuss? Listen in to hear Kaitlyn Carlson's take on finances for female solopreneurs. You will want to hear this episode if you are interested in... Kaitlyn's story [1:22] How is working with the one percent different from everyone else [5:58] Who Kaitlyn serves now [9:31] The stumbling blocks her clients have to achieving their goals [15:50] How to build a business while saving [21:20] The money questions [27:35] My takeaways [31:44] Connect with Kaitlyn Carlson TheoryPlanning.com @TheoryPlanningPartners on Instagram Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Sometimes we have clients that just aren't the best fit. Whether they are outside your niche, have unreasonable expectations, or are abusive to you and your team, it's time to let them go. But how do you do that? On this episode of Solopreneur Money, we'll explore how and when to fire your clients. If this issue has ever crossed your mind, listen in to discover what you should do.  You will want to hear this episode if you are interested in... How to know it's time to fire your client [1:22] 2 ways to do it [3:23] Resources & People Mentioned Episode 173 - When to Fire Your Contractors Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com  

As a solopreneur, working with contractors is a fantastic way to expand your business and take a load off your plate without having to hire official employees.  However, there may come a time when you need to part ways. If you are seeing a lack of results or objectives met then it may be time to fire your contractor. In this episode of Solopreneur Money, I'll describe a couple of recent situations where I have had to do just that.  Listen in to learn what you should expect from contractors, how to know when to fire them, and how to go about firing them. You will want to hear this episode if you are interested in... Clearly laying out your scope and expectations from the beginning [1:22] Knowing when to fire your contractors [3:18] How to fire your contractors [4:44] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

If you want to get 2024 off to a good start, you've got to do some planning to make it happen. In this episode of Solopreneur Money, we'll take the information you learned from the last episode about how your year went to plan for next year.  Make sure to start off on the right foot, listen to this episode to hear how. You will want to hear this episode if you are interested in... Considerations as you move forward into the next year [1:22] Use your life wheel to plan for changes [4:21] Review your plan [10:12] Resources & People Mentioned Episode 169 - Solopreneur's State of the Union End of Year Review and Financial Planning Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

George Pieper knows a thing or two about following his dreams. He's been living in Spain for the last two years after retiring in 2021. On this episode of Solopreneur Money, he'll show us how we can retire to another country without losing our minds or our money in the process.  If you're like me and have the itch to go abroad, you won't want to miss this informative episode from someone who has put in the work to do things right. Press play to hear what you can learn from George Pieper about realizing your dream of moving abroad. You will want to hear this episode if you are interested in... George's story [1:52] What is different about living in Spain [12:08] How George feels about living in Spain [16:30] Money lessons [19:19] Logistics [23:44] How to handle taxes [32:46] The money questions [44:28] My takeaways [54:44] Connect with George Pieper Geefab.com Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram:@GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Would you like to find a way to cut the time you spend working on your business in half? Kristen Youngs has found a way to optimize her business systems using automated tools. On this episode of Solopreneur Money, she'll teach us three core systems that we can use to help automate and free up our time. You will want to hear this episode if you are interested in... Kristen's story [1:32] 3 core systems to maximize your business [9:51] How long it takes to set up these systems [29:20] The money questions [32:01] Resources & People Mentioned Pat Flynn's podcast Calendly  Jotform  Help Scout Active Campaign Connect with Kristen Youngs Scale It Solo Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money

We all have assumptions about money and if we let them, those assumptions will define our relationship with money. To change your relationship with money you'll have to face your assumptions.  Tom Rosenak works with clients to expand their business performance by building their relationships, expanding their influence, and improving their communication strategies. Tom is also the author of Your Momentum Playbook which teaches readers how to get unstuck to release greater flow both personally and professionally. On this episode of Solopreneur Money, Tom will show us how to break free from the restraints of our assumptions surrounding money to create clarity and gain freedom and power.  You will want to hear this episode if you are interested in... Tom's story [1:22] The Diamond Acres story [6:08] How to gain momentum by gaining an emotional relationship with money [7:22] How to process the but box [18:35] The money questions [28:26] Contact Tom [36:48] Resources & People Mentioned BOOK - How to Stop Worrying and Start Living by Dale Carnegie BOOK - How to Master the Art of Selling by Tom Hopkins Connect with Tom Rosenak Diamond Mind Enterprises Tom Rosenak on LinkedIn  A Leadership Beyond Podcast  Your Momentum Playbook Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

What are your money and resources even for? How are you aligning your wealth and resources with your purpose in the world? Astrology can help you open your mind, learn more about yourself, and understand your purpose in the world.  Before I met Robin Wald I had never had an astrology reading. You may remember Cosmic Wisdom Coaching's Robin Wald from episode 64. In this episode, Robin returns to Solopreneur Money to perform a reading with me as the test subject. Listen in to hear what she helps me discover. You will want to hear this episode if you are interested in... Robin's story [1:32] The next steps after astrology [9:12] My astrological reading [15:16] The money questions [44:06] Resources & People Mentioned Episode 64 with Robin Wald Connect with Robin Wald RobinWald.com Robin on YouTube BOOK - My Jupiter for Personal Growth and Purpose by Robin Wald Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

They say that everyone has at least one book in them. Are you getting stuck by the common myths and misconceptions that people have about publishing books?  Ben Gioia is a four-time best-selling author who has been on Solopreneur Money before. He is here today to identify and dispel the misunderstandings that stop books from getting finished. If you have had writing a book on your to-do list, listen in to hear how you can get it done. You will want to hear this episode if you are interested in... Ben's story [2:02] The biggest myths and misunderstandings that stop books in their tracks [12:47] Where to go to publish your book [22:40] The money questions [30:42] How to connect with Ben [34:11] Resources & People Mentioned Episode 53 - 5 Weeks to Writing a Bestseller Connect with Ben Gioia  Ben on LinkedIn  Ben on Instagram  InfluenceWithaHeart.com PodcastAndBook.com Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you live your life according to your values? By doing so, you'll not only create a life you love, but a legacy as well! In this episode of Solopreneur Money, Susie Briscoe joins me to tell stories about her long and fascinating life which demonstrate how to live your values. You won't want to miss hearing about being a female ad executive in the 1960s or how Susie got to hobnob with royals. All of these beautiful stories bespeak the fabulous legacy Susie leaves. Listen in to hear how you can build your own legacy. You will want to hear this episode if you are interested in... Susie's story [2:20] How her story has helped her get to where she is today [26:27] How Susie's values guide her life [38:20] Susie's legacy [42:24] The money questions [47:43] Connect with Susie Briscoe Susie Briscoe on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you ever wish there was a road map to financial independence? LaSean Smith has created exactly that. After working both in the corporate world and developing his own business ventures, LaSean has learned from the positives and negatives of both worlds.  In this episode of Solopreneur Money, LaSean shares his life map for a predictable path to financial independence. You won't want to miss out on LaSean's solid advice for attaining financial success. You will want to hear this episode if you are interested in... LaSean's story [1:02] The type of businesses that LaSean invests in [12:03] LaSean's life map [16:55] The money questions [31:38] Connect with LaSean Smith CAGR.com LaSean on LinkedIn  LaSean on Twitter: @lasean LaSean on Instagram: @lasean Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Nobody enjoys considering their passing, but as a solopreneur, you'll need to be extra diligent about your final wishes. In this episode of Solopreneur Money, you'll learn all the areas that you need to consider to get your affairs in order to create an effective estate plan. Press play to learn about wills, trusts, and powers of attorney. Discover what you need to know to plan for your family and your business by gaining knowledge and hearing how I've created my estate plan. You will want to hear this episode if you are interested in... What estate planning is [1:22] Planning your will [2:32] The different types of trusts [4:24] The different types of powers of attorney [8:35] What solopreneurs need to be thinking of [13:10] Learning from my situation [17:22] Writing it all out [21:02] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

We all want our kids to get a good education, but everyday college becomes more and more expensive. This is why it is so important to plan for their education needs in advance.  On this episode of Solopreneur Money, we're going back to basics to help you create the life you want for yourself and your kids. Listen in to explore the various ways that you can set aside funds to use for your kids' college education. You will want to hear this episode if you are interested in... Questions you should be thinking about with funding your kids' education [3:42] Which college savings tool you want to use [8:45] The Coverdell education savings account [12:12] How to start saving for college [17:51] Resources & People Mentioned 100th Episode and 14th Anniversary with Melissa Nelson Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

You probably have an investment portfolio, but have you really thought about the way it is invested? In this episode of Solopreneur Money, we're going back to basics as we explore how to invest. You'll learn the three Ps of investing with some simple comparisons that will help you visualize the mechanics of investing so that you can sit back and watch your money grow over time.  You will want to hear this episode if you are interested in... The purpose of your money [2:32] The process you use to invest [5:19] Understanding diversification [8:02] How an investment portfolio is like a cookie jar [14:56] Comparing investment types to high school kids [19:32] Your call to action [25:21] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you have everything you need to protect yourself in case life gets in the way? It is crucial to protect yourself, your family, and your bank account against the myriad risks that life can throw at you.  In this episode of Solopreneur Money, we'll explore how to protect yourself and your future from life's risks. Tune in to discover what you need to make sure that you and your family are covered. You will want to hear this episode if you are interested in... What risk management is [0:42] Life insurance [2:02] Disability insurance [4:00] Health insurance [6:55] Business liability insurance [8:03] Liability umbrella insurance [9:01] Savings [10:22] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Have you thought about what you'd like to do in retirement? Whatever it is you're planning will require healthy retirement savings.  As a solopreneur, you are responsible for setting up your own retirement nest egg, but the options can seem a bit confusing.  On this episode of Solopreneur Money, we'll review the various types of retirement funds, their limitations, and their benefits, and discuss how you can get a jump start on saving for retirement. You will want to hear this episode if you are interested in... How to reduce your tax bill [3:12] The SEP IRA [9:25] A Simple IRA 10:00 The Solo 401K [11:42] The Roth Solo 401k [14:12] A defined benefit plan [15:20] Your call to action [19:35] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you have enough money set aside for an emergency? Your emergency savings is your ticket to freedom. Having enough money in savings gives you the freedom to run your business the way you want and to live your life the way you want.  In this episode of Solopreneur Money, you'll learn why you need an emergency fund, how much you need, and where you should put it. If you are looking to live life on your own terms, you won't want to miss out on this important step in the financial process. You will want to hear this episode if you are interested in... How an emergency fund makes life easier [2:22] How much you should have [3:14] What you should do with your savings [5:10] Your action item [10:22] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

As a solopreneur, you probably have some preconceived notions about how your business should run. It can be hard to let go of these even after you have been in business for a while.  Melanie Herschorn has been a solopreneur for many years. Although she has had many successes with her businesses, she has also had a number of failures. In this episode of Solopreneur Money, Melanie will teach you how to let go by learning from her mistakes.  Don't make the same mistakes that Melanie did; listen in to learn how to avoid them.  You will want to hear this episode if you are interested in... Melanie's story [1:22] The biggest lesson she learned [10:20] Why mindset is the key [13:25] Relating to difficult personalities [16:06] Learning to trust your gut [18:08] The money questions [20:45] Connect with Melanie Herschorn Check out Melanie's Ultimate Book Marketing Checklist VIPDigitalContent.com Melanie on LinkedIn VIP Digital Content on Instagram VIP Digital Content on Facebook Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Have you been wondering when it will be the right time to transition your side hustle to the main event? Leaving the safety of your 9-5 can be intimidating. John Kelley is in the midst of that transition and is here to share his wisdom. On this episode of Solopreneur Money, John shares what it will take to finally hang up his firefighter's helmet and fully immerse himself in the world of entrepreneurship. Listen in to hear his story.  You will want to hear this episode if you are interested in... John's story [1:22] When does he move to become a full-time entrepreneur [13:16] John's timeline [19:48] The money questions [23:40] Connect with John Kelley Find all John's links at JohnWKelley.com Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Just because you watch TV or surf the internet doesn't mean you know about branding. Nowadays, branding is more important than ever. Everything you do online can be considered marketing, so you must be careful what you post.  Paige Arnof-Fenn is an expert marketer and branding specialist who has been in the marketing realm for over 20 years. In this episode of Solopreneur Money, she shares her simple, yet important advice for solopreneurs. Listen in to learn why your online presence matters. You will want to hear this episode if you are interested in... Paige's story [2:12] The importance of branding and intuition [13:46] Own the real estate in your audience's brains [21:25] The money questions [24:00] Connect with Paige Arnof-Fenn MavensAndMoguls.com Paige on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you wish you had a wildly successful entrepreneur to show you the way to entrepreneurial success? Bryan Clayton is that person. In today's episode, Bryan shares the secrets he learned from his experience building a multi-million dollar landscaping business and then transitioning to becoming a tech entrepreneur. Bryan has amazing insight into building different types of successful businesses and his tips will span any type of business.  You will want to hear this episode if you are interested in... Bryan's journey [1:22] What it was like managing 150 employees [3:53] Where he went to learn more to build his business [6:22] The change from 1-5 million [11:02] Why he sold his landscaping business [12:42] What he learned from becoming a tech entrepreneur [15:24] The money questions [31:35] Final thoughts [38:22] Resources & People Mentioned Warren Buffett Dave Ramsey Marc Andreessen Connect with Bryan Clayton GreenPal Brian on Instagram Brian on LinkedIn Brian on Twitter Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money

Could your business be ruining you financially? That is a scary question to think about.  My guest today is Brandon Green, a serial entrepreneur who has had to consider this question himself. As the co-founder of Alchemy of Money, a financial services coaching subscription for real estate entrepreneurs, Brandon helps subscribers understand their finances. His experiences as an entrepreneur have taught him how to balance investing in himself and his businesses and he shares his strategies with other real estate entrepreneurs.  On this episode of Solopreneur Money, Brandon teaches us how to recognize key areas that could be holding you back from achieving financial freedom.  You will want to hear this episode if you are interested in... Brandon's story [1:22] What Brandon learned from starting his business [9:20] Why Brandon started Alchemy of Money [14:10] Reinvesting too much back into your business [18:23] Why you need to get on the same page with your partner [24:20] Not letting ego get in the way of a bigger goal [26:40] How to advance your net worth [29:22] The money questions [31:55] Resources & People Mentioned Up With People Connect with Brandon Green Alchemy of Money Brandon on Twitter  Brandon on LinkedIn Brandon on Instagram Brandon on YouTube Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

To move on from victimhood and become victorious you'll need to own your $hit. In this episode of Solopreneur Money, Robert Peterson explains how you can take responsibility for your life. Then he provides the actionable steps necessary to move on and take charge to reach your goals.  Robert Peterson is the other half of the Smiling Coaching Couple. His wife Noelle recently joined me to discuss how to replace your limiting beliefs.  If you are ready to get moving in your business and make your dreams a reality, you'll need to take charge of your thoughts to make it happen. Listen to hear Robert Peterson outline the steps you need to take to get there in this episode. You will want to hear this episode if you are interested in... Robert's story [1:22] How to go from victim to victor [13:25] Stepping above the line of courage [18:03] Don't listen to that inner voice [26:12] The money questions [29:35] Resources & People Mentioned Episode 125 with Noelle Peterson Connect with Robert Peterson Robert on LinkedIn Robert on Facebook Robert on YouTube Get your free vision guide! Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Limiting beliefs are like malware for your mindset. To live your dream life you have to first replace the malware and overcome those limiting beliefs.  In this episode of Solopreneur Money, coach and author, Noelle Peterson joins me to discuss what we can do to replace the malware so that we can awaken our dreams and design a path to reach them.  You won't want to miss out on this conversation. You'll hear how Noelle began her path to becoming an author and life coach, what's in the Dream Life Planner, and how to reprogram your malware to live the life of your dreams.  You will want to hear this episode if you are interested in... Noelle's story [1:22] What was going through Noelle's mind as she was in the hospital for 13 days [5:25] How to replace limiting beliefs to live your dream life [7:26] How to replace the malware [12:00] Lessons to learn from her book [14:00] The money questions [18:13] Resources & People Mentioned BOOK - The Dream Life Planner by Noelle Peterson Connect with Noelle Peterson AddValueMindset.com Noelle on LinkedIn Noelle on Facebook Noelle on YouTube Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

  What if there was a way to get what you want with less work and less stress? Luann Horobin wants you to learn from her mistakes so that you can create the life you want. In this episode of Solopreneur Money, Luann will guide us through the 5 steps she uses with her clients to transform their lives. Learn how to increase your self-awareness, integrate new behaviors, and achieve life-altering breakthroughs so that you can turn your dreams into reality.  You will want to hear this episode if you are interested in... Luann's story [1:42] The hurdles she came across [6:37] 5 steps to create the life you want [13:13] Actions you can take now [23:35] The money questions [30:00] Connect with Luann Horobin Luann on LinkedIn  Luann's Website Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Gabe Nelson shares with Robert and Noelle the importance of investing in the community. He is an owner for pre-professional women's soccer team, There goal is to empower women through soccer. Gabe shares a challenge many business owners face in getting caught up in activities that they shouldn't like email, social media and other distractions from doing the thing that you do. Podcast https://solopreneurmoney.com/ Website https://www.gabenelsonfinancial.com/ Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue putting out great content just for you! Share this episode and help someone who wants to connect with world-class people. Get our free gift of 11 Hacks from Successful Entrepreneurs @ AddValue2Entrepreneurs.com. Do you struggle with procrastination? Sign up for a 5 day challenge to help you take more action and make more money in your business AddValue2Life.com/action Need some hope? Get your copy of the Dose of Hope @AddValue2Life.com/dose. Follow us at facebook.com/n2rpeterson, instagram.com/n2rpeterson, linkedin.com/in/robertav2l, youtube.com/channel/UCU1gxHrzesGKUPHJdKLUTLg

As a solopreneur, the search for balance and contentment can feel a bit like searching for a unicorn. However, this doesn't have to be the case.  Gordon Brewer knows quite a bit about being a solopreneur as a licensed therapist and practice consultant. But what's more, Gordon knows what it takes to find balance while juggling multiple businesses and responsibilities. On this episode of Solopreneur Money, he'll teach us how we can find balance and contentment as solopreneurs.  You will want to hear this episode if you are interested in... Gordon's story [1:22] What it was like living in a funeral home as a young person [5:49] Being a solopreneur and a caregiver for a disabled family member [14:38] How to find balance while being a solopreneur and caregiver [16:01] The money questions [28:35] Resources & People Mentioned Full Focus Planner BOOK - Man's Search for Meaning by Viktor Frankl BOOK - Profit First by Mike Michalowicz Connect with Gordon Brewer Gordon on LinkedIn Practice of Therapy podcast  The Kindness and Compassion podcast The PsychCraft network Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Are you ready to buy a home in 2023? After the past few years of the ups (and more ups) of the housing market, you may finally be ready to take advantage of the lull and dip your toes into the market.  As a solopreneur, though, buying a home can be a bit daunting. That's why I invited my friend Kevin Carlson onto Solopreneur Money today. Kevin will help us understand what we need to know to apply for a mortgage. Kevin Carlson has 25 years of mortgage lending experience and is a top-ranked mortgage broker with over 5,000 transactions. If you are getting ready to purchase a home then you won't want to miss this episode.  You will want to hear this episode if you are interested in... Kevin's story [1:32] Checklist for buying a house in 2023 [7:55] What is different about buying a house being a solopreneur [17:59] How bankruptcies affect the mortgage process [22:18] How much you need to have as a down payment [26:08] Things to keep in mind when buying a second home [29:37] The money questions [32:19] Connect with Kevin Carlson PlainsMortgage.com - reach out to Kevin with any questions! Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com  

Mindset is one of the most important keys to creating a successful life. We could have everything perfectly aligned, but without the right mindset, we are doomed to fail.  Tony Broadbent has been fascinated by human potential for over 40 years. He has always tried to understand what makes people tick. His biggest question has been why some people perform so well one day only to fail the next. Tony helps individuals, teams, and organizations perform optimally so they can get from where they are to where they want to be without overwhelm, burnout, or stress. On this episode of Solopreneur Money, Tony shares how the simple act of changing your mindset can help you break through barriers to create a life you love. You will want to hear this episode if you are interested in... Tony's story [1:42] The types of businesses Tony created [19:33] How to develop a mindset to create a life you love [32:02] The money questions [48:44] Resources & People Mentioned Episode 80 - Building Your Mental Wealth Team for Solopreneurs with Mike Pagan Connect with Tony Broadbent Tony on LinkedIn  InspiredLife.io  Tony's LinkTree  Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Transitioning from a W2 employee to starting your own consulting firm doesn't come with an instruction manual. There are many factors to consider. Will Bachman understands just how challenging it is to make that transition.  On this episode of Solopreneur Money, Will breaks down his experience into 4 easy steps to help you make your transition a success. Listen in to learn how Will got started in his business at such a challenging economic time period and discover his secrets to creating a thriving business. You will want to hear this episode if you are interested in... Will's time in the Navy [2:22] What it was like getting started during the financial crisis [6:47] The best time to get started [9:39] Developing and refreshing your skills [12:37] Building a thought leadership platform [15:07] The money questions [19:13] Resources & People Mentioned BOOK - Tribes by Seth Godin BOOK - The Irresistible Consultant's Guide to Winning Clients by David A. Fields Connect with Will Bachmann Connect with Will Bachmann on LinkedIn Umbrex Unleashed podcast Save $500 by registering here to get your FREE guide by using the discount code solopreneurmoney!  Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

This isn't my first episode on mindset. If you've listened to Solopreneur Money before, you know that mindset is a huge part of creating a successful business which is why we are exploring this topic with, health coach and mindset expert, Lisa Burbage today.  Lisa understands the link between health, mindset, and success. As a breast cancer survivor, she had to overcome illness and completely alter her habits and mindset to become healthy. While doing so she realized that she could never return to her previous lifestyle. That stressful, unhealthy lifestyle contributed to her illness.  Learn how to build on small successes, how your decisions affect your goals, and how your mindset leads to success in life and in business on this episode of Solopreneur Money with Lisa Burbage. You will want to hear this episode if you are interested in... Lisa's story [1:22] How long it took Lisa to get her health in line [7:10] Where the name of her company came from [11:40] How mindset leads to success [12:58] Building on small successes [18:04] Trying different things to see what you enjoy [21:02] Becoming aware of how your decisions affect your goals [23:07] Tips to improve your mindset [25:06] The money questions [30:43] Connect with Lisa Burbage WellnessFive.com - Sign up for the biweekly e-health tip Lisa on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com  

Today is a special day for Solopreneur Money and Gabe Nelson Financial. Not only does this mark the 100th episode of Solopreenur Money, but it also happens to be the 14th anniversary of Gabe Nelson Financial. To celebrate this special occasion, my wife, Melissa joins me today. As part of the What's Next series, Melissa is here to discuss how we came to our What's Next. Together we'll walk through the process we used to decide what should come next for us. Listen in to hear how we decided what to do next and how we learned to manage our new endeavor.  You will want to hear this episode if you are interested in... Melissa's story [2:22] Why Melissa decided to resign from her job [7:26] Their team's mission [12:55] Melissa's biggest takeaway from starting a professional soccer team [14:48] How we learned how to start a professional soccer team [18:18] What it was like for Melissa when I started Gabe Nelson Financial [22:30] The money questions [24:05] Resources & People Mentioned BOOK - High Performance Habits by Brendan Burchard Connect with Melissa Nelson Sioux Falls City FC Sioux Falls City FC on Facebook Sioux Falls City FC on Instagram Sioux Falls City FC on Twitter Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Have you aligned your life to support your vision and values? You would be surprised at how everything can change once you do. As solopreneurs, we are in a unique position where we can ensure our businesses sustain our vision and values.  Today, Alignment Ally, Aree Bly joins me on Solopreneur Money to discuss how to align life with your vision and our values. As an actuary turned coach, Aree has first-hand experience in completing a dramatic life and career transformation.  Listen in to hear Aree describe her own transition and how she now helps others recognize how to follow their passions and live a life in agreement with their values.  You will want to hear this episode if you are interested in... Aree's story [1:32] What an actuary is [7:19] Aree's biggest challenge as she transitioned from corporate [9:11] How to align our life with our vision and our values [10:50] An example [15:50] How to start to make the shift [18:30] The money questions [22:39] Resources & People Mentioned BOOK - Halftime by Bob Buford BOOK - Beyond Halftime by Bob Buford Connect with Aree Bly Aree on LinkedIn AlignmentAlly.com  Email: Aree@AlignmentAlly.com Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you know your strengths? Do you know how to capitalize on them to improve your business and your life?  Anna Nelson is an executive coach who helps business owners maximize the impact they have in the world. Anna is here on Solopreneur Money today to demonstrate how you can use a strengths assessment to improve not just your business, but your life as well. Anna and I discuss goal setting, her coaching business, and how to learn what you are best at so that you can love what you do. Press play to join us for this conversation. You will want to hear this episode if you are interested in... Anna's story [1:02] How goal setting (at any age) can make dreams happen [7:46] How Anna works with her clients to unlock their potential [13:50] Using a strength assessment to improve your business and life [17:12] How to use the Clifton Strengths assessment to improve your business [31:43] The money questions [38:11] Resources & People Mentioned BOOK - Now Discover Your Strengths by Gallup Clifton Strengths Test Connect with Anna Nelson Anna's website  @AnnaYNelson on Instagram  Anna on Facebook  @AnnaYNelson on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you want to win the tax game? If so, you may want to consider doing Roth conversions. On this episode of Solopreneur Money, you'll learn what a Roth conversion is, why you might want to do one, when you might want to do one, and how to do a Roth conversion. If you have been wondering what all the hype about Roth conversions is, then make sure to press play to find out. You will want to hear this episode if you are interested in... What a Roth conversion is [1:02] How to win the tax game [6:30] When to do a Roth conversion [11:28] How to do a Roth conversion [15:18] Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you realize that you have giant potential but aren't quite sure how to unlock it? Nicholas Townsend Smith is a performance coach and author of the book, The Giants and the Smalls and cofounder of the Wake Up With Giants program. He joins me on this episode of Solopreneur Money to teach us how we can all live a giant life.  Nick helps individuals see the gaps in their performance and create a clear path to change. By helping leaders and individuals navigate twelve journeys, he has taught them to unlock unlimited growth to live a Giant life.  You will want to hear this episode if you are interested in... How Nicholas got started with the life he lives today [1:22] How the book is written [10:26] Journey of unconsciousness [13:43] How depression can increase your awareness [17:56] Trust your vision [26:32] Collaboration increases our capacity [30:25] Abundance feeling good and giving back [35:36] The money questions [40:24] Resources & People Mentioned Steve Hardison BOOK - Who Moved My Cheese? By Spencer Johnson  BOOK - The Ultimate Coach by Alan Thompson and Amy Hardison BOOK - The Happy Pocketful of Money by David Cameron Gikandi BOOK - The Black Swan by Nassim Nicholas Taleb BOOK - Man's Search for Meaning Victor Frankl BOOK - Yes to Life by Victor Frankl BOOK - Dare by Barry McDonagh Connect with Nicholas Smith BOOK - The Giants and the Smalls by Nicholas Smith  The Giants and the Smalls on YouTube Tribe of Giants on Facebook Wake Up with Giants TV on Facebook The Giants and the Smalls on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Are you ready to get your product or service out to the masses but don't know how to start publicizing it? If so, this is the right episode for you.  On this episode of Solopreneur Money, Susan Harrow, author of Sell Yourself without Selling Your Soul, joins me to show us how to create the perfect message that the media will love. You'll learn how to package your story in ways that make great soundbites and promote yourself with integrity so that you create connections with potential clients.  You will want to hear this episode if you are interested in... Susan's story [1:32] Susan's ideal clients [6:32] Creating messages so the media will love you [10:35] Creating a repeatable pattern [17:25] What's next [23:24] How Susan works with people to create their stories [28:43] The money questions [31:10] Connect with Susan Harrow Check out all the goodies that Susan has on PRSecrets.com BOOK - Sell Yourself without Selling Your Soul by Susan Harrow Susan on Facebook Susan on Twitter Susan on Pinterest Susan on Instagram Susan on LinkedIn Connect With Gabe Nelson BOOK – The Solopreneur's Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Doc Wright fell into entrepreneurship and he has been taking chances ever since.  On this episode of Solopreneur Money, you'll hear how Doc got started making gorgeous live edge wood furniture and art, how he consistently grows by taking chances, and how he learned to trust his decisions. Before you start listening, first, check out Doc's website TheWrightEdge.com to see his amazing live edge wood pieces, and then press play to learn how he found this niche. You will want to hear this episode if you are interested in... How Doc got started with his artwork [2:35] What were the first steps that he took to get his business started [7:30] Biggest challenges of becoming a solopreneur [13:40] The best job and worst job he had were one and the same [17:49] How he dealt with Covid in his business [24:10] The money questions [28:30] Resources & People Mentioned Episode 49 - How to Have Great Content with Rai Hyde Cornell  Hooked On Code Connect with Doc Wright TheWrightEdge.com @thewrightedge on Instagram @thewrightedge on Facebook Doc Wright on LinkedIn  Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Gabe Nelson is the owner operator of a registered investment advisory firm, a fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients. In today's episode, Gabe talks about the important details of financial planning for solo entrepreneurs.   Access Gabe's book, The Solopreneurs Money Manifesto on Amazon, listen to his podcast, Solopreneur Money, or visit his website, GabeNelsonFinancial.com.   Key points include: 04:22: The services of a financial advisor 10:16: Insurance planning 20:27: Retirement accounts 31:38: Tax changes for an S corporation Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Do you have a brilliant idea that you haven't had a chance to make work? Are you trying to discover how you can be your best self? If you have been asking either of these questions, then you won't want to miss this interview with Sarah Fruehling.  Sarah Fruehling is the Founder and CEO of Fruehling Coaching and Facilitation. Her area of expertise is helping her clients find their best selves. Sarah is on a mission to help impact leaders transform themselves so that they live in their zone of genius and can experience an upward spiral of evolution and growth. Listen to this episode of Solopreneur Money to discover how you can unlock the joy and passions that are buried deep inside you.  You will want to hear this episode if you are interested in... Sarah's journey toward self-actualization [1:22] What Sarah means by pathologization [5:51] Who Sarah works with and how she helps them transition into their best selves [12:24] How Sarah creates a sacred space for her clients to be able to unburden [19:41] The science of happiness [20:48] How to use the whispers to increase your happiness [25:12] The money questions [32:35] Resources & People Mentioned BOOK - The Happiness Advantage by Shawn Achor BOOK - Big Magic by Elizabeth Gilbert Connect with Sarah Fruehling Fruehling Coaching Fruehling Coaching on LinkedIn Fruehling Coaching on Facebook @Fruehling Coaching on Instagram  Sarah's YouTube channel Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Gabe Nelson is the bestselling author of The Solopreneur's Money Manifesto: How to Master Your Finances and Create the Life You Want, and hosts the popular podcast: Solopreneur Money.In this week's episode, Gabe shares:1:28 - Gabe's background that brought him to where he is today;2:47 - Why Gabe serves solopreneurs;6:52 - How Gabe believes we set our lives up for success;11:19 - The power of mindset;14:55 - Creating the right goals and habits;20:14 - Gabe's morning routine that sets him up for success;25:37 - The one mindset shift you can make today to master your finances;Prefer to watch the video? Click here to watch it by visiting our YouTube channel. Remember to subscribe to our channel so you get notified of future videos.Connect with Gabe!LinkedIn: https://www.linkedin.com/in/gabenelsoncfp/Website: https://www.gabenelsonfinancial.com/ Solopreneur Money Podcast: https://www.gabenelsonfinancial.com/podcast-guest/ Book: The Solopreneur's Money Manifesto: How to Master Your Finances and Create the Life You WantGabe's first No Frills VA Podcast episode: Hiring Specialist Rockstar Virtual Assistants Like the podcast? Want more with VAs like yourself? Join the AVA when we open membership again! We're at associationofvas.com. We'd also love for you to share! You can tag us at @associationofvas on social media.

Many people begin retirement with the question: what's next? That question can plant the idea of starting a second chapter whether it be a new business, a side hustle, a passion project, or a consulting business. The question then becomes, how to get started?  Gabe Nelson, the host of the Solopreneur Money podcast, is here to discuss how you can start a business in retirement. In this episode, you'll learn tips on how to get started, how to decide what to charge, how long it should take to become profitable, and so much more.  Outline of This Episode [1:58] What are some tips for someone that wants to start a business in retirement? [5:28] How to keep track of expenses [7:00] At what point does the business have to become profitable? [11:30] How to move from employee to employer [14:00] The kinds of clients that Gabe works with [16:42] Gabe never plans on retiring Resources & People Mentioned QuickBooks Connect with Gabe Nelson SolopreneurMoney.com BOOK - The Solopreneur's Money Manifesto by Gabe Nelson Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Do you have what it takes to be a healthy, happy human or are you lacking in some areas? Many of us struggle to find happiness but don't understand why. Dr. Renee Thornton from Pathfinder Resilience is here to teach us how to navigate adversity and achieve total wellness. She came up with the 8 wellness dimensions after powering through a lifetime of struggle with the grit and determination that it takes to succeed. There is so much to learn from Renee's story so don't miss out. Grab your AirPods and press play now.  You will want to hear this episode if you are interested in... How Renee got where she is today [1:32] Where her resilience came from [19:02] What wellness encompasses [24:01] How to build up capital in each area [32:12] The money questions [37:38] How to find Renee [52:05] Connect with Renee Thornton Pathfinder Resilience use the code Solopreneur Money to get a discount on  Renee on Facebook Navigating Adversity on Facebook Renee on Instagram Renee on LinkedIn Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Gabe Nelson is a Certified Financial Planner professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money, and is the best-selling author of The Solopreneur's Money Manifesto.

Gabe Nelson is a Certified Financial Planner professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money, and is the best-selling author of The Solopreneur's Money Manifesto.

The key to success lies in making good decisions. As solopreneurs, your decisions affect every part of your life and can lead to the success or failure of your business. Enhancing your decision-making skills can improve not only your life but your business as well.  Danute Debney Shaw brings her unique perspective to teach her broad approach to decision-making. On this episode of Solopreneur Money, Danute will teach us how to expand our perceptual awareness to our decision-making skills so that we can make better choices.  You will want to hear this episode if you are interested in... Danute's story [1:32] Believe in your own subjective awareness [5:45] An example of subjective awareness [9:18] How using an intuitive process can help you make good decisions [14:48] A story of awakening [19:45] Trust being responsive rather than reactive [23:33] Grounding vision and ideas [27:02] What do people come to Danute for [34:22] The money questions [38:35] Danute's background has led her to where she is today Danute Debney Shaw is a consultant, facilitator, speaker, and writer who focuses on bringing innovative thinking strategies to process development. Her background includes over 25 years of experience in management, organization, and law which spans broadcasting, corporate, governmental, aviation, and not-for-profit organizations.  With her diverse cultural background and complex skill sets, Danute teaches others how to draw upon their inner resources to improve their decision-making skills. She has facilitated workshops in leadership, management, and personal resilience development across the United States and England.  We lose our natural decision-making skills in childhood Parents want their children to grow up to be successful in the world. Unfortunately, that means teaching children to accept the knowledge that is given to them from the outside world without much prior thought. This blind acceptance leads to problems with discernment. People don't learn to trust the voice inside themselves and or understand how to deal with the information they are given. As solopreneurs, we need to learn how to move beyond our upbringing to follow our intuition so that we can make better decisions. Discerning information and improving the way you analyze decisions are keys to being successful solopreneurs.  Trusting your intuition is the first step to improving decision-making skills Solopreneurs face so many decisions every day. Since there are tremendous challenges to making good decisions, we must use every resource available to us, both within ourselves and through reputable outside resources. Strengthening our awareness of opportunities, choices and challenges is the first step in developing dynamic outcomes and resolutions which will ultimately build the necessary resilience that all solopreneurs require. Learning to trust your intuition is a skill that can be built and practiced like any other. Stay in the present  After learning to trust your intuition it is important to learn to be present in any situation. If you are fully focused on what is happening, you'll learn to engage consciously. Staying in the present means avoiding distractions.  You can bring in your own subjective awareness once you are able to consciously engage fully in each situation. Conscious engagement will help you to appreciate your challenges, maximize your opportunities, and build your resilience.  Danute offers us so much information on how we can enhance our decision-making. Learn what you can do now to improve your life and business by improving your decision-making skills. Connect with Danute Debney Shaw www.CelaPhontus.com BOOK - How the Tin Man Found His Brain by Danute Debney Shaw Danute on Instagram @CelaPhontusLLC Facebook @CelaPhontusLLC Danute on Linkedin @DanuteDebneyShaw Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Daniel Olexa coaches dead people. When I read that I had to do a double-take!  On this episode of Solopreneur Money, Dan explains what he means by that in addition to teaching us how slowing down can help us make better decisions and change the world. If you are looking for ways that you can not just improve your life but change the world, then you won't want to miss this interview.  You will want to hear this episode if you are interested in... How Daniel coaches dead people [1:32] How did Daniel get to where he is today [5:02] How can we slow down and change the world [19:38] What makes Daniel different from other coaches [28:16] The money questions [30:30] Are you one of the walking dead? Are you one of the living dead that wanders through life on autopilot? So many of us are stuck in the grind of everyday life: moving from one meaningless task to the next and counting the hours until the weekend when we can finally unwind. Wouldn't you like to come back to life to experience life beyond the day-to-day minutiae? Dan specializes in bringing the dead back to life. He has a unique ability to create a space for his clients to allow them to revive themselves and lead a life worth living.  Dan's clients follow his steps so that they can begin to intuitively and substantially experience life. He brings his clients beyond the soul-sucking grind of day-to-day life to pursue a life filled with freedom and purpose.  Slow down and root yourself Most of us are living frenzied, ungrounded lives that are raging out of control like a feather in a tornado. We often wear our busyness like a badge of honor. But having all of those plates spinning only leads to fear and stress.  To break free from the fear and stress you need to slow down and listen. When you intentionally slow down you can ground yourself and distance yourself from the effects of the whirlwind that has become the typical American lifestyle.  How to slow down  Telling someone to slow down and actually doing it are two different things. Which is why I asked Dan, how? What can we do to effectively slow down in our busy lives?  One thing you can do to unbusy yourself is to schedule personal time for yourself. Rather than filling your calendar for other people, save some time to schedule dates for yourself.  During this scheduled meeting with yourself take the time to recharge. Think about how you recharge your batteries. Take a walk, read a book, do yoga, create art; whatever it is that you can do to care for yourself, do it and do it from a clear space of being. After your date, you should have a clear head to be able to make informed decisions that are in alignment with your authentic self. You'll be able to listen to your soul.  Take action! Listen in to get more tips from Dan on how you can slow down to align yourself to make better decisions and create a better world. You can also head on over to Dan's website DanielOlexa.com to get his FREE ebook! If you're in the mood to read, check out my book, The Solopreneur's Money Manifesto, which is now available on Amazon. In it, I give concrete action items so that you can master your finances to create the life you want. Resources & People Mentioned Steve Hardison - The Ultimate Coach BOOK - Blue Zones by Dan Buettner BOOK - Black Hole Focus by Isaiah Hankel BOOK - Thursday Is the New Friday by Joe Sanok Connect with Daniel Olexa DanielOlexa.com Grab your FREE ebook! Daniel on Facebook  Daniel on Instagram Daniel on LinkedIn  YouTube: Sue Talk - There are no accidents in the Universe  Connect With Gabe Nelson BOOK - The Solopreneur's Money Manifesto www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you find that the pressure of your daily work zaps your energy and ruins your mental clarity? If so, you may have an aversion toward the processes, structures, routines, and systems that are needed for emotional regulation. An ungrounded sense of self, imposter syndrome, and self-doubt can funnel people into a scarcity mindset which can cause many fears that affect business.  Loraine Van Tuyl, PhD, is a licensed clinical psychologist and shamanic ecopsychologist who offers sensitive souls and intuitive empaths who are overwhelmed by modern-day life tools they need to protect and funnel their energy into the structures that support their biggest visions and missions. In this episode of Solopreneur Money, you'll learn how to ground yourself and ground your energy so that you can boost your productivity. You will want to hear this episode if you are interested in... What is a soulpreneur? [3:12] Loraines entrepreneurial journey [7:10] Making sure you don't become a longer, stronger caterpillar [17:32] How Loraine created her own cocoon [22:21] How to ground your energy to boost your productivity and your life [26:10] Check for disharmony and imbalance [32:25] The money questions [40:12] How did Loraine become a shamanic ecopsychologist? Loraine grew up in the rainforest of Suriname, a small country in northern South America. Growing up, she had a hard time managing her emotions and often got caught up in others' conflicts. As an empath, she had trouble articulating her emotions. She understood that she felt more aligned in nature, but she suffered energy imbalances that took decades to identify and heal.  She thought that studying clinical psychology would help heal her own energy and emotions but quickly discovered that wasn't the case. That is when she began to incorporate shamanic work into her studies. After spending decades healing herself, Loraine was drawn to help others come into their own alignment. She now uses energy healing to help empaths and other sensitive souls clear their energy and make the most of their lives.  Loraine's why Loraine feels that the mystery of nature is the wellspring, gold mine, and holy grail that we've been after in our quests, big and small, for centuries, and that it's been hiding right under our noses and we keep ignoring its sirens and wisdom. She senses that the time of reckoning has arrived and we're all being called to step up. She believes that only by rediscovering our true nature and sharing our buried gifts with one another we will be able to leave the world in a better place for our children and future generations. What is a soulpreneur? As you listen to this episode you'll hear Loraine talking to soulpreneurs, notice this isn't the same as the word solopreneur that I use. Loraine's reference is to people such as writers, artists, teachers, and people interested in improving energy.  Energy and soul have roughly the same meaning in this context. These words reference the spirit and the spiritual which brings to mind the meaning, the wonder, and the magic of the sacred. Soulpreneurs have an interest in promoting these things. Soulpreneurs look to align the mind, body, and spirit. Are you a soulpreneur-solopreneur? Are you taking aligned action or blind action to further your business? Learn how to stay aligned with your true self. Listen to hear tips on how you can start a practice of grounding yourself by reconnecting with something that you've already done. By giving yourself space and grounding yourself you'll learn how to transform your fear into courage.  Resources & People Mentioned BOOK - The Subtle Body by Cyndi Dale PODCAST - Episode 398 The Uphill Battle of Being Your Own Boss with Amy Porterfield BOOK - Donut Economics by Kate Raworth Connect with Loraine Van Tuyl The Sacred Healing Well - Check out Loraine's FREE energetic boundaries course! Don't miss out on Loraine's Soul Authority course! Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Gabe Nelson Financial, Inc. is a Registered Investment Advisory firm, based in Sioux Falls, offering fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients. Our clients receive personal attention from a financial planner dedicated to helping them reach short and long term financial goals with specialized insight into the particular challenges and opportunities that arise in entrepreneurship. We know what it's like to be in business for yourself. We have over a decade of firsthand, in-the-trenches experience as a business owner serving other business owners. Also, Gabe is the host of the podcast is Solopreneur Money. .You are invited to connect with Gabe at his website at www.gabenelsonfinancial.com/

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Gabe Nelson is a CERTIFIED FINANCIAL PLANNERTM professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money. Gabe lives in Sioux Falls, South Dakota, with his wife, Melissa, and their three daughters, Lauren, Avery, and Lydia.   Links: www.gabenelsonfinancial.com Solopreneur Money Podcast Gabe Nelson Financial, Inc. Youtube Channel Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In the wake of COVID, people have started their own businesses, evolving into solo entrepreneurs. What questions keep these solopreneurs up at night? Are there financial land mines I'm missing? Am I paying too much in taxes? Should I save more? Will I ever be able to retire?As your own boss and sole employee, it's easy to feel anxious and unsettled, even when you're making a profitable income. Maybe your goal is to grow your business. Perhaps you just want to enjoy life. No matter what your priorities are for the future, you can take steps now to guarantee peace of mind and control your happiness. In The Solopreneur's Money Manifesto, CERTIFIED FINANCIAL PLANNER™  professional and independent small business owner Gabe Nelson helps solopreneurs secure a financial plan for the future and gain the freedom to build the life they've always wanted. He walks you through the steps that others have taken to ensure their business—and personal finances—are on track. From the questions, you should be asking to the evaluation that will help you see your unique situation clearly.Author Bio Gabe Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money. Gabe lives in Sioux Falls, South Dakota, with his wife, Melissa, and their three daughters, Lauren, Avery, and Lydia.Support the show (https://paypal.me/sidehustlecity)

I love writing thank you notes. They are a fantastic way to express your gratitude to someone for something you appreciate. Many business owners write them to their clients, but have you ever thought about writing a thank you note to yourself? I was recently working with my coach when she suggested working through this exercise to help me express my gratitude for the events that took place over the course of this year. Listen to this episode of Solopreneur Money to hear how I worked through this process and how you can use this activity to help prepare you for the upcoming year.  You will want to hear this episode if you are interested in... Have you ever written a thank you note to yourself? [0:42] How I work through this exercise [2:20] Creating your thank you note [4:54] Use your lessons as your guide for next year [6:57] Take some time to pause and reflect on your accomplishments As solopreneurs, we are always moving forward and looking ahead. We rarely take the time to look back to see what we have accomplished. By pausing for a moment to think about the year that has passed, you can take this as an opportunity to think about what you have overcome this year.  The first step in this process is to grab two sheets of paper. I like to make the first one a mind map. Think through the year month by month and think about the biggest accomplishment, the biggest mistake, and the biggest challenge you had each month of the year. By working through this activity you'll be able to think about the lessons that you learned from each of these. What have you learned from the past year? Expressing gratitude can help you plan ahead On the second sheet of paper you'll write your thank you note. This can be a letter thanking yourself or thanking the year itself. In my note, I expressed thanks for learning to love travel, for learning that if I keep plodding along I can accomplish anything, and for learning to keep a cool head.  After expressing gratitude for what you've learned you'll probably notice some themes that arise that you were thankful for. Now it is time to plan the year ahead based on what you have learned.  You can take the lessons that you learned to help you set your goals for the upcoming year. From those goals, create action items that you will do based on what you learned over the year  Check out my YouTube channel to see my mind map and thank you note. How will you structure your mind map and write your note? Resources & People Mentioned Check out the video of my mind map on my YouTube channel Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

If you have ever had a tech issue in your business, you know that IT influences every aspect of business. Since IT is so integral to businesses these days, it is important to rely on an IT consultant you can trust.  Barbara Wittmann makes IT simple, sage, and strategic by working with leaders and their teams. On this episode of Solopreneur Money, you'll learn what you can do to improve the role of IT in your business by becoming a better leader. IT problems aren't always what you think. Learn the best way to solve them by listening to this episode of Solopreneur Money.  You will want to hear this episode if you are interested in... How Barbara got here [1:22] What she is doing now [9:55] Barbara's IT wisdom [11:22] How Barbara got to Death Valley [17:58] The money questions [20:17] How did starting a business in the US differ from in Germany? Barbara Wittmann was a successful entrepreneur in Germany before moving to the US in 2016 to marry the love of her life. In Germany, she was an expert in innovation consulting and was known as a professional in her field.  Upon moving to the US, she knew that she would start a new US-based business, but she had to learn how to navigate the unfamiliar rules and business structures that come with moving to a different country.  Barbara went from being an entrepreneurial expert to becoming a novice. While it was interesting to learn new ways of doing things, at the same time, learning the ropes was a bit frustrating. She feels that the biggest differences between owning a business in Germany and the US are in banking and healthcare.  What does Barbara Wittmann do? Barbara makes IT simple, sage, and strategic by bringing out the best in the leader and the team she is working with. As a trusted CIO advisor she is able to synthesize everything she knows as an entrepreneur, leadership coach, and IT consultant.  Since she had her fill in the limelight, Barbara now enjoys working in the background of the companies she assists. Barbara helps her clients establish structures that will help them become innovation leaders within their companies. She also helps her clients make difficult, strategic decisions.  Do you have an IT solution overload? Solopreneurs sometimes have an overload of IT solutions. They often buy everything they can to avoid having tech issues. This can lead to a number of subscriptions that they don't really need and these costs can add up over time. As a solopreneur, you don't have money to throw away. So take a step back and consider if you use everything that you are paying for each month. There may be many subscriptions that overlap or you simply don't need Walk your talk You know that IT influences every part of your business because when something goes wrong everything can fall apart. One way to solve IT problems is by becoming a better leader.  It is important to be an authentic leader by stepping out of the role of the typical CEO and getting back to your values. When you explore your personal values you can become an authentic leader. Being authentic means walking your talk and not leaving your values behind to chase money.  Listen in to hear Barbara's unique approach to solving IT problems. Learn how you can make business, life, and IT come together by creating synergies around you.  Resources & People Mentioned Listen to the Building Your Band series by starting here Connect with Barbara Wittmann The IT Zeitgeist Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

You may be aware of the benefits of having a gratitude practice, but have you ever heard of the idea of compulsive gratitude? My guest today is B.T. Harman, a freelance content creator, speaker, and podcaster, who has a fascinating gratitude practice that we can all learn from. B.T. also shares his practice of self-mapping, which is an innovative activity that can help you better understand yourself by defining your strengths and weaknesses. You'll love hearing this intriguing conversation with B.T. on a variety of topics.  You will want to hear this episode if you are interested in... BT's pilgrimage [1:22] What does BT Harman do? [7:58] The hardest thing about striking out on his own [11:24] How he manages time [14:28] How he uses gratitude to reframe his lens [16:37] Learning how BT uses self-mapping to fine-tune his life [22:29] How to spin all the plates [30:34] The money questions [36:08] What does B.T. Harman do?  B.T. Harman is a former marketing executive turned creative strategist, podcaster, and speaker. His time in the corporate world was fruitful and full of learning and growth. The bulk of his career was spent at an amazing, values-based organization with a positive company culture.  B.T. isn't the typical solopreneur that couldn't wait to get away from his tedious corporate life; he actually had a hard time walking away from his career. Despite all the positive trappings of his traditional job, in 2016, B.T. chose to resign to become a solopreneur who consults on storytelling and brand strategy. Disengaging from the structure of his career in the corporate world allowed him to enjoy the randomness and variety of solopreneur life. B.T. states that this was the best decision he ever made.  Compulsive gratitude has rewired B.T.'s brain  Mental and emotional health are important to good leadership, and one way to get to a mentally healthy place is through regular gratitude practice. B.T. describes his form of gratitude as compulsive gratitude. He reframes every thought he has through a lens of gratitude. This has helped rewire his brain to find positive outcomes, and, thus, his gratitude practice has increased his happiness. Compulsive gratitude has helped unshackle him from toxic emotions.  The way he has achieved this rewiring is by using a comparing down strategy. Everyone knows that comparing yourself to others is a quick way to unhappiness; however, using the compare down strategy has led B.T. to feel a deep sense of thankfulness. He constantly thinks about his life in the context of those who are disadvantaged which helped him create an abundance mindset. How B.T. uses self-mapping to increase his self-awareness B.T. realizes that he is his greatest asset. With this realization, he recognizes how important it is to deeply understand himself. To help him interpret the inner workings of his mind, B.T. uses a strategy that he describes as self-mapping. Essentially, what self-mapping entails is relentless attention to oneself. He takes careful notes on anything he notices about what he enjoys or doesn't and what he is good or bad at. This way he understands his strengths and weaknesses and he can learn how to work around them. B.T. is careful to review the notes he takes regularly to make the most of what he has learned. B.T. and I cover a lot of ground in this engaging conversation. Learn about his recent pilgrimage across northern Spain, how he handles so many tasks, and how he maintains his positive mindset by pressing play. Make sure that you never miss an episode of Solopreneur Money by hitting the subscribe button at the bottom of your favorite podcasting app.  Resources & People Mentioned BOOK - The Daily Stoic by Ryan Holiday Connect with B.T. Harman BTHarman.com B.T. on Instagram @BT_Harman  B.T. on LinkedIn Harbor Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

It's not enough to simply generate ideas to improve your business. To ensure that your business grows you must execute those ideas. Today's guest, Kevin Gainey, is here to teach us about effectiveness and execution. You'll learn how to become more intentional so that you can become the person that you want by doing the things you need to do to reach your goals. Listen in to learn how to become more intentional, gain clarity, and be consistent.  You will want to hear this episode if you are interested in... The events that changed Kevin's life [1:22] The actions he took once he got better [6:40] Effectiveness vs. execution [11:17] Tactics to use to improve effectiveness [14:44] The money questions [18:20] How to find Kevin [24:15] A medical event changed his life I meant to have Kevin on an earlier episode of Solopreneur Money, but last spring he had a major health emergency that caused him to reevaluate his life. After experiencing an odd pain in his chest, Kevin decided not to ignore it like he normally would. That decision saved his life.  Within hours Kevin was undergoing open-heart surgery and was unconscious for 6 days. His heart problem wasn't a typical heart attack or another lifestyle-based issue; it was completely random. Kevin was lucky that he paid attention to his body at the right time, because of that and the excellent medical staff he is still here today.  Kevin isn't squandering his second chance at life Naturally, a health emergency such as the one Kevin had, causes one to reassess their life, but the words of a nurse caused him to dig even deeper. The nurse told him that this second chance to live was given to him for a reason and that he shouldn't waste it. Those words struck home and Kevin has been intentional about his life decisions ever since. Listen in to hear Kevin explain how this health emergency changed his life.  Restructuring his business caused Kevin to enjoy a newfound freedom Everything that Kevin does now is done with purpose. He wants to make the most of his second lease on life. This newfound intentionality led him to analyze his commitments, how his business was structured, and how he spends his time.  Kevin assessed how to streamline the systems and processes in his business so that he could spend more time in his business rather than on his business. This action gave him a sense of freedom to pursue the work that truly fills him and to spend more quality time with his family doing the things they enjoy.  Effectiveness and execution require consistency To become the person you want to be you must do the things that person does. So if you want to become a writer you must write every day. Consistency is key to becoming the person you want to be. This means that you need to execute--to do things you need to do on a daily basis. Just like investing $100 a month every month will get you further than $1,000 sporadically, consistency is key. Consistency defines who you are and who you will become.  Kevin is presenting you Solopreneur Money listeners with a special offer to improve your execution and effectiveness by working on mindset and improving tools and systems in your business. Enjoy the first month of Kevin's workshop for FREE by using the coupon code SOLOMONEY. Signing up for Kevin's workshop is a great way to take action on becoming more intentional.  Resources & People Mentioned BOOK - The Slight Edge by Jeff Olson Connect with Kevin Gainey Kevin Gainey.com--Use the coupon code SOLOMONEY to receive a FREE month of Kevin's mindset and tactical training TheBeingnessCoach.com Kevin on Instagram @beingnesscoach and @kwgainey Kevin on LinkedIn  Kevin on Facebook  Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you know anything about astrology? I didn't know anything about it until I met today's guest. Robin Wald is not only a certified life coach and certified yoga and meditation teacher, she is also a professional consulting astrologer and spiritual educator. Her company, Cosmic Wisdom Coaching, is the vehicle by which Robin supports her clients' success, growth, and well-being through her expertise and integrated wisdom. In this episode of Solopreneur Money, Robin shares how she uses astrology to help her clients explore their goals and values to find their true purpose. Are you ready to learn how astrology can help you find your purpose? Press play now. You will want to hear this episode if you are interested in... Robin's story [2:32] How long it took Robin to reassess her life's calling [11:02] How did she understand how to begin to build this business [14:35] Astrology 101 [23:27] What causes people to ask for her help [27:52] How people work with her [38:31] How she learned how to work with couples [41:22] Finding your purpose is always the starting point [43:37]  The money questions [48:05] Robin learned how to take all her talents and turn them into a business Robin Wald wasn't always a certified life coach, she wore many hats before finding her true calling. After graduating from college, Robin worked in civil engineering. When she wanted a change in scenery she got a master's in nutrition and became a nutrition counselor. While helping her husband with his business over many years, Robin also became a yoga and meditation instructor. This is when she discovered that she loved teaching teenagers and introducing them to spirituality. After she and her husband divorced, Robin recognized that she had to recalibrate her life. Her goal was to figure out how to take her talents and turn them into a business, and that is exactly what she has done with Cosmic Wisdom Coaching.  Astrology can help you better understand yourself  Robin has always had an interest in astrology and continued to learn more about it and develop her skills throughout her life. Astrology was one way that helped her make sense of the world around her. Robin mentions that astrology isn't as woo-woo as people think; it is actually quite mathematical.  Astrology can help you map your potential by giving you the psychological and archetypical language to help you understand yourself. Many people are searching for their highest calling so that they can better understand what they should be doing with their life. Astrology can be used to help answer that question.  Not everyone expects to become a solopreneur Becoming a certified coach helped Robin integrate all of her skills so that she could not only support herself but she could help others by using her natural gifts. It had never occurred to her that she could use her gifts to become a solopreneur. Her previous professional roles have always been in the background in support of others. She never had the ambition to be out front, but life changes caused her to reassess her situation. As a solopreneur, she has been able to create her own rules and structure her business the way that makes the most sense to her. Could astrology help you find your purpose in life? Has Robin piqued your interest in astrology? You can learn more with a Comprehensive Natal and Transit Astrology Session or Cosmic Wisdom Coaching Session. Head over to Cosmic Wisdom Coaching and use the coupon code SOLOMONEY10 to receive 10% off a session.  Is your business in line with your purpose? Find out how astrology can help you explore your values to find your true purpose so that you can trust yourself and your own wisdom by listening to this interview with Robin Wald.  Connect with Robin Wald RobinWald.com Use the coupon code SOLOMONEY10 to receive 10% off of a Comprehensive Natal and Transit Astrology Session or Cosmic Wisdom Coaching Session Robin on Instagram @robinwaldcosmicwisdom Robin on Facebook @robinwaldcosmicwisdom Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Is your life filled with purpose and intentionality? If you are like most people, it's not. My guest today is Alex Bunyan who has spent his working career interviewing and assessing thousands of professionals. That work has taught him that the majority of even the most successful people are floating adrift in their professional lives.  Alex became an executive coach to help leaders find clarity and purpose so they can realize their true potential and live an intentional life. You won't want to miss Alex's golden nuggets of wisdom that he dishes out on this episode of Solopreneur Money. Grab your AirPods and be prepared to dig deep when you press play. You will want to hear this episode if you are interested in... Alex's story [2:12] How Alex lost his way and found it again [22:41] The biggest challenge in building Alex's business [30:37] The role that purpose plays in your life [36:45] The role that intentionality plays in your life [46:45] The money questions [51:07] Alex Bunyan bet on himself to pursue a life of purpose Alex Bunyan grew up as the son of an RCMP officer in Canada. His upbringing was similar to the typical Army Brat lifestyle--moving every 2 years, always being the new kid, and constantly the outsider. While It may not have been easy to grow up in small, rural communities as the son of the local cop, Alex's childhood taught him how to adjust to new situations and how to read people.  Alex always thought he would become a high school English teacher, but a leadership opportunity in retail came along first and provided him with great money, plenty of freedom, and a wealth of learning opportunities.  When Alex was let go in a restructuring event at the bank he worked at, he chose to take the opportunity to gain clarity and find his purpose. When he looked deep into himself he realized that becoming a leadership and career coach was the best way for him to live an intentional life.  Are you sure you are following your passion? Many solopreneurs have heard the advice “follow your passion,” but this advice is often misunderstood and poorly executed. This is because people fail to dig in and explore what their true purpose is. As a coach, Alex helps others explore this question and tease out their own answers.  It is important not to confuse your job title with your passion. Your passion is about more than what you do for a living. Passions live beneath the functions of your work.  Have you explored what motivates and inspires you? Are you living a purpose-filled life? The next step is to get intentional After you discover your true purpose it is important to take deliberate steps to live a purpose-filled life. This is where intentionality comes in. Intentionality is the follow-through that comes after finding your true purpose. Acting on the steps you need to take to structure your life around your purpose is being intentional. Have you thought about whether your life and business are in line with your purpose? Do you live an intentional life?  Listen to this insightful interview with Alex Bunyan to hear how you can ensure that you create an intentional business and live out your purpose.  Connect with Alex Bunyan ShiftCo Alex on LinkedIn Email: Alex (at) ShiftCo.ca Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money

Do you feel like your business isn't as successful as it could be? Are you treating your business more like a side hustle or as a legitimate business? On this episode of Solopreneur Money, you'll learn why it is so important to get legit so that you can succeed in your business. Gordon Firemark helps business owners set themselves up for success by making sure they have all their ducks in a row. As an entertainment lawyer, he understands exactly what it takes to create a successful business since he has seen so many businesses thrive and fail. Today he shares what he has learned from his work with business owners, and he will teach you how to do the things that professionals do to achieve the results that professionals achieve. Press play to learn how to get legit and go pro. You will want to hear this episode if you are interested in... How Gordan became the podcast lawyer [2:02] What he works on now [11:03] How to get legit and go pro [13:08] The money questions [19:10]  How Gordan became the podcast lawyer Gordon became interested in the entertainment industry early in life. As a child, he frequently went to the theater with his family and even majored in theater in college. He wanted to go into the film industry, but his interests shifted after a teacher mentioned that he would make a great entertainment lawyer.  After college, he applied to a grad school program and to law school. The future became clear when he only got accepted to law school. Although Gordon never envisioned himself as a lawyer, he has found his niche in the entertainment industry working with theater, film, and podcasts.  How to become legit and go pro In Gordon's years of experience as an entertainment lawyer, he has seen business owners succeed and fail. This has provided him with a unique perspective to be able to analyze what it takes to succeed in business.  Gordon noticed that the business owners who had a professional mindset from the beginning were more apt to succeed in their business. Rather than waiting for a certain milestone to legitimize their business, they did so from the get-go. His advice to solopreneurs is to think legit, plan legit, and behave legit.  Have a plan Once you get into a professional mindset then you can develop your plan for success. It is much easier to follow a plan than it is to figure everything out as it comes to you. Advance planning will help you to anticipate roadblocks and hurdles that come at you so that you can prepare your response ahead of time. When you work without a plan then you spend much of your time putting out fires.  Think about how you can sketch out your plan for your systems and strategies, how you will make your money, and how you can structure a team of professionals so that your business can thrive.  Create the right mindset Success comes from creating the right mindset. Your business won't be able to prosper until you change your mindset to one of success. Create the right attitude, vision, and execution to take your business to the next level. When you think that you are a legitimate business owner you'll be able to plan like a legitimate business owner and behave like a legitimate business owner.  In this episode, Gordon provides plenty of insights for solopreneurs and he even has FREE resources to share. Check out his FREE ebook and FREE guest release form for podcasters. Listen in to hear why it is so important to have your guests sign a release when they appear on your podcast.  Connect with Gordon Firemark GordonFiremark.com Get your FREE podcast guest release form! Don't miss Gordon's FREE ebook - 5 Steps to Protect Your Online Business Podcast - Entertainment Law Update  Podcast - More, Better, Faster Blog - Firemark.com The Podcast Lawyer on Facebook Gordon on LinkedIn Gordon on Instagram Firemark.tv on YouTube Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you wait until tax time to do your tax planning? If so, then stop what you're doing and listen to this episode of Solopreneur Money. Tatiana Tsoir, CPA and founder of Linza Advisors is here to explain how you can save money on your taxes with just a bit of 4th quarter tax planning. She'll also walk through the highlights of her book, Dream Bold, Start Smart, which is written for solopreneurs like you. The tips that Tatiana shares in this episode are pure gold. Don't let another year go by without some advanced tax planning. Listen in to hear Tatiana Tsoir explain how you can save money on taxes and start your business off right.  You will want to hear this episode if you are interested in... How Tatiana got started as a tax professional [2:12] What Tatiana's book can teach you [6:45] Why Tatiana has such a strong opinion about partnerships [11:01] Starting your business smart [13:58]  How the Dunning Kruger effect can affect your business [20:53]  The power of 9 and the power of 7 [23:45] 4th quarter tax planning tips for solopreneurs [26:35]  An income-shifting strategy to save on taxes [31:15] Separating your business and personal accounts [37:02] The money questions [39:49] How Tatiana became a CPA and author Tatiana Tsoir grew up in Eastern Europe and moved to the United States to attend university. She realized that her facility with numbers and the experience she had as a bookkeeper would make her a great accountant.  Today, Tatiana is not only a CPA and founder of Linza Advisors, she is also an author. After helping many solopreneurs clean up the mess they made of their accounting at the start of their businesses, Tatiana realized that she could share her experience and help entrepreneurs by writing a book. Her book provides a framework that budding solopreneurs need to start and sustain a profitable business in a responsible way.  Don't fake it until you make it So many solopreneurs start their businesses on hope and little else, but this is a recipe for disaster. The fake it til you make it attitude will only get you into bankruptcy. Tatiana advises becoming a cash flow master. You need to have an understanding of how much you bring into your business and how much flows out of your business accounts each month. Know your numbers so that you can ensure that you always have enough to pay your bills.  Don't wait until the year ends to do your tax planning Most solopreneurs wait until the year is over to do any tax preparation, but this doesn't do anything to help you prepare for the tax bill to come. By bringing your profit and losses up to date you won't be shocked come April.  Once you reach the end of the year there's not much you can do to save on taxes. You can contribute to your HSA and retirement savings, but the real tax-saving strategies must be taken during the course of the year.  4th quarter tax-saving strategies for solopreneurs Before the end of the year, there are several strategies that you can implement to save on taxes. One little-known strategy is called income shifting. This strategy can allow you to shift income to other members of your household to lessen the income tax that you owe. This is not a strategy to try on your own; make sure to have a professional help you. Before the end of the year, you can change from an LLC to an S corporation to ensure that you are taking advantage of the tax savings that an S-corp can provide. Listen in to hear more tax-saving strategies and to learn how Tatiana's book could help you and your small business. Tatiana provides us with helpful nuggets that can help you with not only your tax preparation but also in planning your business expenses as well.  Connect with Tatiana Tsoir BOOK - Dream Bold, Start Smart by Tatiana Tsoir TalkToTatiana.com Linza Advisors Tatiana on Instagram @TatianaTsoir.Author Tatiana Tsoir on Facebook Tatiana on Twitter @Tatianaacct Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Do you include everything you need to in your contracts with your clients? As solopreneurs, we can often get wrapped up in everything else that our business entails and forget how important it is to have a solid contract in place. A contract not only protects you and your client but it can also make a powerful first impression.  On this episode of Solopreneur Money, William Warren joins me to discuss the importance of creating contracts. You'll learn why it is important to have a contract in place as well as what you should include in your contracts. You will want to hear this episode if you are interested in... How William Warren became a solopreneur [2:32] The biggest challenges William suffered as a solopreneur [7:49]  What William did to grow his business [10:38] The 3 purposes of a contract [14:50]  8 things you need to learn to write a contract [18:49] The money questions [34:00]  William learned that starting a business wasn't as scary as he thought William Warren is the founder and CEO of The Sketch Effect, a creative services company that delivers animated and illustrated communication products to a wide range of clients. When William struck out on his own to build his business he had no experience or training in the business world. He had to figure out the businessy stuff all on his own. Once he got over the initial fear of starting his own business he realized that becoming an entrepreneur wasn't as hard as he thought it would be and doing what he loves for a living is fun.  3 reasons to use a contract Contracts are one of the areas of business that many creatives shy away from. They may think that they don't need one or that they are too hard to create, so before we discuss how to write a contract let's first understand why we need one.  The first reason to create a contract is the most obvious. A contract defines the scope of the work and the price. The client learns what they are getting and how much it costs.  The next reason to use a contract is to set protections or limits. By establishing your limits you will prevent scope creep so that clients won't continue to ask you to do 'just' one more thing.  A contract also helps you to seal the deal with your client. A well-made contract will turn a potential client into a client.   8 important things to include in your contract Be abundantly clear about the scope of work. Describe what the client is getting, but also make it clear what they are not getting. Make sure to recap the deliverables in plain English.  Explain your process. What steps will you take to deliver the product? Establish your process upfront to set expectations.  Define when the client will receive the service. This not only gives limitations but it establishes clear boundaries around the time spent on your service.  Define the clients' rights, usage, and exclusivity. State how the client can use the product or service and when they can and can't use it.  Be clear on how much the client will pay and be sure to charge according to your value. Explain how they will pay you.  Establish when they will pay you Create a space to sign and date the contract. It is also important to make your contract look polished so that the client understands that they are working with a professional. A clear, well-made contract will entice future clients to sign and bring in more business.  William Warren shares so much value in this interview. You won't want to miss all that he has to say. Make sure to listen in to learn from his experience. If you found this episode helpful make sure to share this podcast with other solopreneurs to keep it growing. Resources & People Mentioned BOOK - The Clockwork by Mike Michalowicz Bob Lewis - Lewis Leadership Connect with William Warren The Sketch Effect: The Sketch Effect on Instagram: @thesketcheffect William Warren on LinkedIn TheConqueringCreative.com sign up for the email list to receive FREE Custom Business Model Canvas and User Guide The Conquering Creative on Instagram @theconquringcreative Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

I don't know about you guys, but I'm still confused about this whole marketing thing. Have you been trying to make content marketing work for your business? Mark Henderson joins me on this episode of Solopreneur Money to teach us how to take the confusion out of content marketing and make this valuable form of marketing work for our businesses. Mark is the founder of Clixable, a content agency that can help you clarify your message, share your story, and grow your business.  Are you ready to learn how to tell your story in an organic way without solely relying on paid media? Press play now to discover how to up your marketing game.  You will want to hear this episode if you are interested in... Mark's journey to content marketing [2:22] Learning how Clixable was born [8:32]  Pulling your story out to tell it to the world [11:48] The challenges that Mark has faced starting his business [13:24] How Clixable helps its clients [17:55]  Tips to improve your organic marketing efforts [25:12] How often to post on social media [30:35] The money questions [32:15] Mark's journey to creating Clixable  After working for more than 20 years in corporations, mid-sized agencies, and startups, Mark Henderson noticed that solopreneurs have a hard time telling their stories to their audience. He saw these small business owners spending thousands of dollars on web advertising campaigns and he knew that there was a better way to improve these companies' marketing campaigns.  Mark's passion for helping businesses grow, thrive and make an impact on the world is what drove him to strike out on his own and start Clixable. Mark helps small business owners define who they are and what makes them unique in their space. Once they have defined their place in the world, then Mark helps his clients create strategies and tactics to tell their stories in compelling ways.  How to make content marketing work for any business It is important to understand that content marketing is a long-term brand investment. You should expect a minimum of one year and an average of 3-5 years to see a return on your investment.  The idea of content marketing is to create rich content to help drive traffic to your website. Weekly blog posts can be turned into white papers or you can pull out nuggets of information to use on social media to drive traffic back to your website.  Tips to improve your organic marketing efforts If you are interested in getting the most out of your organic marketing efforts it's important to be authentic. You shouldn't look at your posts as a form of advertising; if you do, your audience will see right through you and scroll right past your posts.  Don't be afraid to be vulnerable. People appreciate that. You don't have to create the most polished piece of writing or content. Part of creating that authenticity is keeping it real.  Don't try to sell your product right away. Rather than trying to sell to your audience try to help them instead. By providing potential clients with value you will build their trust so that they will come to you when they are ready to buy. The point of content marketing is to build trust and build your brand by educating and informing your potential clients.  Mark dishes out so much helpful information on content marketing. If this area has been a mystery to you then you won't want to miss this episode of our marketing series. Make sure to share this episode with a solopreneur friend so that they can learn to organically grow their business too.  Connect with Mark Henderson Click here to schedule your FREE 15-minute consultation with Mark! Email Mark at: mark@clixable.com Clixable.com @clixable on Instagram @clixable on Facebook TheInspiredLegacy.com @TheInspiredLegacy on Facebook @TheInspiredLegacy on Instagram Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Small business owners spend so much money on marketing their businesses, but the most powerful way to grow a business is through referrals. John Barron has a powerful plan to help you develop referrals which is why I have invited him back onto the Solopreneur Money podcast.  If you listened to episode 50 you heard John talk about the sales continuum and you learned how to implement an effective process that turns leads into paying clients. Today John is here to teach you how to grow your business through the referral engine. The referral engine is an ingenious plan that utilizes the way we naturally refer people to businesses.  You know the best clients come from referrals, so make sure to press play to hear how to increase your customer base by creating a referral system.  You will want to hear this episode if you are interested in... When to ask for a referral [2:32] 3 reasons someone wouldn't refer people to you [5:28] Referral engine success stories [13:39]  The money questions [17:01]  When should you ask for a referral? Business owners often wonder when the best time to ask a customer for a referral is. The answer is never. You might be shaking your head in surprise. Never? Well then, how are you supposed to get new clients? Just because you shouldn't directly ask for referrals doesn't mean you shouldn't go out of your way to encourage people to recommend your business; it means you should understand the referral relationship. Why we shouldn't ask clients for referrals If asking clients for a referral feels weird and uncomfortable that's because it is weird and uncomfortable! And it's weird and uncomfortable because of the nature of referrals. You don't want to put yourself or someone else through the awkwardness of directly asking for a referral. That doesn't mean that people don't enjoy referring their friends and family members to fabulous companies; everyone loves to recommend a fantastic company to a friend. However, it is important to understand that people don't recommend businesses to their friends to help the business; they do it to help their friends. To understand how the referral engine works it is important to understand why someone wouldn't refer potential clients to a business. 3 reasons someone wouldn't refer potential clients to your business People often don't recognize an opportunity for you. They don't know your target market. People don't know how to talk about you; they may not know why you are so great at what you do. They don't know all the services that you provide. There is a risk that comes with referring someone to a business. The referrer puts their reputation on the line.  How to get these obstacles out of the way The first two obstacles to overcome are educational. You can overcome these by simply educating your network about what you do and who you serve. One way to do that is by writing a letter--not an email, a physical letter. Listen in to hear what you should include in this letter. You'll be blown away by how simple this plan is. It is easy to implement and effective.  Every person you meet is either a potential client or a potential referral. Learn how to utilize your network to get your referral engine started.  Resources & People Mentioned Episode 50 - Sales Continuum Connect with John Barron Apollo Coaching John Barron on LinkedIn Email: apollocc.jpb@gmail.com Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Does the thought of creating content for your business give you a headache? Many of us can't stand the thought of sitting down and producing content even though we know it will help our business grow. That's why I've invited Kris Hughes, a content strategist for solopreneurs, onto the Solopreneur Money show today.  Kris helps small business owners lower their customer acquisition costs, tell their brand story, and win back their content strategy. He's here to teach us how to tackle content strategy, overcome roadblocks, and gain traction to ensure that all that hard work will pay off in the end. Press play now so that you don't miss out on another day of content marketing.  You will want to hear this episode if you are interested in... Kris's story [3:22] What caused his transition [6:45] Biggest lessons learned from building his business [9:40] Mastering your content strategy in 30 min a day [11:22] The biggest roadblocks [15:25]  What is Clubhouse [16:33] What does it take to get traction [20:53] Finding your voice [25:52] The money questions [29:01] Landing that first client is the hardest part of starting a business After years of writing and working for others, 15 months ago Kris Hughes decided to strike out on his own and create a business helping solopreneurs learn from his expertise as a content creator.  Kris believes that the hardest part about starting his company was landing that first client. Kris isn't a natural salesman, so direct selling and outreach were tricky for him to get used to. He prefers creating organic content and expanding his network naturally which is why he teaches content marketing to other solopreneurs. What Kris has learned from building his business  There is a learning curve that comes with building a business and Kris has discovered a few takeaways after his first year out on his own. The first one is to make sure that to have a foundational client to provide a baseline income and gain traction as the business grows.  Another lesson Kris has learned is how to say no. Solopreneurs have a tendency to say yes to every client that comes along as they build their business, but not every client is a good fit. His advice is: if you recognize that someone may not be your ideal client, then just say no. He thinks it's important to think about the return on investment of your time. Ask yourself if this client is really worth your time.  Overcoming the obstacles to creating content Kris works with all kinds of clients and what he has seen is that most solopreneurs wear many hats. Solopreneurs are the CEO, CTO, CFO, COO and so much more in their company. Most of the time they feel like there's just no way they can create effective content on top of everything else that they do.  He has a few solutions to this problem. The first is to delegate. Rather than creating content on your own, you could hire someone else to do it. There are many spaces where you can find freelance writers to help create fantastic content so that you can concentrate on running your business. Contracting a freelance writer can help you publish consistent content and create a voice for your business. Listen in to hear where the best places and worst places to find freelance writers are. Another way is to dedicate 30 minutes per day to create the content that would best serve your business. Choosing the type of content depends on your business, your niche, and your personality. Once you find out what kind of content you want to create then keep at it. Content creation will not show results overnight. Just like your money, content creation creates compounding returns over time.  Kris provides us with so much information in this episode. You won't want to miss his tips on how to get started, how you can delegate, and how you can find your company's voice. Resources & People Mentioned Episode 20 - How to Take the Stress Out of Firing a Client ClubhouseGuide.com Gumroad Connect with Kris Hughes KrisHughes.com Leap Frog Collective Kris Hughes on LinkedIn @Kris_Hughes on Twitter @KrisHughes on Clubhouse Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

If you are like most people, you have spent the year running like crazy without looking back. On this episode of Solopreneur Money, I encourage you to stop and think about where you have been and where you are going. At the time of this recording, it is July, and that means it's a fantastic time to complete a mid-year review of your life and business. Listen in to discover a system that you can follow to complete a mid-annual review so that you can take stock of where you are and where you are going.  You will want to hear this episode if you are interested in... Your vision for your life and your business [2:12] Living the life you set out for yourself [6:20] Meeting your business goals [7:35] Checking in with your financial plan [10:52] Changes you can make to get you closer to your vision [14:53] 6 areas to review to stay on track to meet your goals There are 6 areas of your life that are important to review to ensure that you are on track to meet your goals. Consider each of these areas when completing your mid-year vision review.  Vision - Start with the end in mind. Where do you want things to go from here? Do you have a vision for your life and business? If so, then now is a great time to revisit it. If you haven't written it down, now is the time to start. I read my vision daily. This helps me stay on track to work toward my goals. I use this vision as a compass to guide me. Listen in to hear what you need to consider when creating your vision.  Life - Are you living the life you set out to at the beginning of the year? Are you taking the vacations you want? Are you working the hours you want? Are you spending enough time with your family? There are so many components to a happy life. Take a moment to consider each aspect. Think about the small changes you could make to optimize your life.  Business - Are you on track to meet your business goals? If not, why? Consider your expenses, profits, staffing, and systems. What do you need to change to meet those goals? What one thing should you focus on over the next 6 months to help you reach your goals? Remember, always begin with the end in mind.  Financial plan - How is your cash flow in your business and personal life? Has anything changed over the past 6 months? Have you made any large purchases? Have you paid off any debts or accrued any new debts? Do you have 6 months of emergency savings set aside? Are you on track to fund your retirement? There are many considerations to ensure that your financial plan is well-rounded. Listen in to hear them all.  Changes - What changes need to be made over the next 6 months? Layout your next steps.  Take action - Time to get started on the second half of the year. Put your plan into action and focus on one thing at a time to ensure that you stay on track to meet your goals.  Are you creating the life you really want? Schedule a time to meet with yourself every 6 months to work on this mid-annual review. When you do, be sure to listen to this episode again so that you don't miss a thing. I created this solopreneur podcast so that you could master your finances to create the life you want. If you think I have been helping with that, please leave a 5-star review on your favorite podcast app.  Resources & People Mentioned Episode 40 - Estate Planning for Solopreneurs Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

A few months ago, I had the opportunity to make a guest appearance on the leadership series of my friend Tim Croll's B2B Made Simple podcast. In that episode, we discussed 10 ways in which numbers can provide clarity to you and your business. You've heard Tim Croll on the Solopreneur Money podcast before on episode 28.  Today we're going to flip this solopreneur podcast around. In this episode, you'll hear Tim interviewing me. Listen to this episode to learn 10 financial tips to improve your business and you'll hear Tim ask me about leadership and money.  You will want to hear this episode if you are interested in... A bit of my backstory [1:22] 10 financial tips to improve your business [9:38] Improving your financial outlook if you are struggling in your business [19:44] Not letting your ego get in the way of success [29:29]  Taking time to think [34:39] 10 financial tips to improve your business Start with vision. Before you even begin looking at your numbers you have to have a vision. You need to have the vision to understand where you are going with your business. Once you have determined your vision, this will help you define where your money is going.  Stop commingling your business and personal expenses. You need to have separate accounts for business and personal expenses.  Run an annual budget. We all hate to budget, but it is important to understand the flow of your money. Look back over the past 24 months and look for trends. Having a budget in place will give you clarity and focus.  Understand your revenues. What were your revenues over the past 2 years? Were there spikes and dips? Once again, look for trends.  Pay your quarterly tax estimates. Creating a separate tax account will reduce the stress of paying taxes.  Save for retirement. Not only will this help you prepare for the future, but saving for retirement provides you and your employees with tax-saving opportunities. Remember, hope is not a retirement plan.  Build an emergency savings fund for your small business. Do you have 6-12 months' worth of savings? This takes us back to step 3; knowing your numbers will help you get started. Having 6-12 months of expenses in an emergency fund will reduce stress. Automate your expenses. If you have your expenses automatically deducted when possible this will reduce the busy work that comes with paying bills. Seek advice. Financial advice from a CPA or financial advisor is invaluable to solopreneurs. They can help you avoid financial pitfalls that you may not see.  Revisit your numbers quarterly. Scheduling time to check in with your budget on a quarterly basis will allow you to gain an understanding of where you are and where you need to be. How to improve your financial outlook if your business is struggling These tips are great for anyone starting out or already succeeding in their business, but how can solopreneurs who are struggling to make ends meet do all of these things on top of running their business?  If you are having trouble staying afloat, there are 4 things that you can do. The most important thing to start with is by saving money. Even if it is only $50 per week or month, any little bit will help. As a business owner, life can throw you into perpetual chaos. Having a bit of savings behind you can ease your worries. The next thing you'll want to do is to begin to tackle your debt. Try taking advantage of the historically low-interest rates to refinance debt. Before you get to the last step you'll want to know your costs. What does it cost you to do your work? What is your cost per unit? This may come as a surprise, but the last step is to raise your fees. This is the quickest way to raise your revenues. Study your market to see if you can increase your rates. This is why it is so important to know your numbers. Once you understand your cost per unit or cost per client then you can follow the ⅓ rule. Tune in to find out what that rule is and how it can help you improve your business.  Resources & People Mentioned Leadership 17: Ten Ways Numbers Bring Clarity to Leaders w/ Gabe Nelson Aeropress BOOK - Profit First by Mike Michalowicz BOOK - Bet On Talent by Dee Ann Turner Connect with Tim Croll TimCroll.com Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Welcome back to the financial planning basics series. This is a series that I have created within the Solopreneur Money podcast to help you master the basics of finance so that you can live the life of your dreams.  If you have reached a certain level of financial success, you may have been asked this question: can you cosign a loan for a family or friend? Would you know what to do if this question comes up? Press play if you are interested in hearing my client's story and learning what questions to ask if someone you care about asks for your financial help.  You will want to hear this episode if you are interested in... Statistics on small business success [3:02] Alternatives to cosigning to help a friend get started [5:23]  Questions to ask [7:36] Should you cosign on a friend's business loan? You know how hard it is to start a successful business because you've already put in the work and done it. Now that you have achieved a level of success, those around you want some of what you have. Many of us have been approached by friends and family asking for help to start their own business.  Even though you know how hard you have to work to make your business a success, it may help you to consider some statistics before you help someone else get started. 20% of new businesses don't make it past the first year. 30% don't make it past the second and 50% won't make it 5 years down the road. 70% of all small businesses don't last for more than 10 years. The numbers don't lie. Cosigning on a business loan is a bad idea.  What are some alternatives that you can use to help? If you have realized that cosigning on a friend's business loan is a bad idea but you still want to help, there are ways to help them get started on their business without putting your name on the line. You could loan them the money outright by using cash that you have on hand. You can lend them money by using the home equity that you have. Or you could help them come up with other ways to get the money they need. I still don't recommend any of these alternatives, but they are slightly better than cosigning on a business loan.  Questions to ask If you are still considering cosigning for their business loan, you need to go into it with your eyes wide open. You can do this by asking plenty of questions. How much will you be on the line for? What would happen if you get stuck with the loan? Do you really want this business if you end up getting stuck with it? Would you want collateral from this person? Before you sign any papers, make sure that you consult with an attorney.  Schedule an introductory meeting If you need help answering any of these questions go to my website and hit start here to schedule an introductory call. I want to make sure that you are on track to achieve your goals. It is my job to ensure that my clients are prepared for the unexpected and to help them reduce unnecessary risk. I help my clients achieve their financial goals so that they can live the life they deserve.  While you are visiting my website, click on the resources tab to subscribe to my newsletter. When you do so, you'll receive access to worksheets and templates created by my team to help you master your finances and better your life. Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

So, you sold your business, now what are you going to do? Have you thought about what you would do with the proceeds from the sale? If you have considered selling your business you won't want to miss this episode. I'll walk you through the steps I took with my clients, Lloyd and Elaine, as they sold their business. I helped them make sure that they were using the money to further their financial goals. Learn how to maximize the funds to ensure that you stay on track to achieve your financial goals so that you can live the life you want.  You will want to hear this episode if you are interested in... Lloyd and Elaine's story [2:22] Learning how to keep updating your goals [5:14] Creating a plan for the proceeds of your business [9:00] Lloyd and Elaine came to me with a goal  Lloyd and Elaine hired me about ten years ago to help them create a plan to achieve financial freedom so that they could live the life of their dreams. Initially, they came to me with more debt than assets. They were sick of working too much and having nothing to show for it. So I helped them create a plan to pay off their debt, create an emergency fund, and build up their assets.  What came next after achieving their objectives? Every year I met with Lloyd and Elaine to revisit their plan and make sure they were on track. It took them 4 years to achieve their goals and once they did they wondered what they should do next. After ensuring that they were financially secure, they turned their focus to preparing for retirement. We planned this by creating a simple IRA and a Roth IRA for both of them. Then we set up a process so that they could set a pace to retire when they wanted.  They sold their business, now what? When Lloyd called me this year to tell me he sold his business I was thrilled for them. He wanted to know what he should do next. We discussed the sale structure so that we could best figure out how to reduce their taxes and ensure the proceeds would further their goals. Listen in to learn how Lloyd and Elaine were able to keep their S-Corp open for the year to utilize tax savings strategies and max out their IRAs. You'll also learn what you could do with the rest of the proceeds from the sale of your own business.  Keep in touch! Did you enjoy this story? Let me know! Send me a message through your favorite social media platform or send me an email. If you would like to keep up with the latest Solopreneur Money happenings head on over to GabeNelsonFinancial.com and subscribe to the newsletter. This will ensure that you have access to all the worksheets and templates that we provide to help you master your finances to live the life you want.  Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Nobody likes to think about their own mortality, but it is important to be prepared for anything. As a solopreneur, you are the captain of your own ship, so it is even more important that your heirs are cared for in any situation.  On this episode of Solopreneur Money, you'll learn exactly what you should be thinking about as you draw up an estate plan. Make sure to listen until the end so that you can find out how to get a FREE worksheet to help you organize your wishes to ensure that you don't leave anything out.  You will want to hear this episode if you are interested in... The 5 topics you need to cover in your will [2:52] Learning how I planned my estate [6:38] Do you have an estate plan? Do you have a plan for your kids and your belongings in the event of your death? Do you know who will make decisions for you if you become incapacitated? Do you have a last will and testament in place? I ask these questions of all of my new clients. However, most people aren't prepared for an unforeseen event that could incapacitate them or cause their death. Why? Because most people don't like to think about their own mortality.  5 considerations when you draw up your will You know you need to have a will in place, but do you know all the pieces you should consider when drawing one up? You can create your own last will and testament by using an online template, but I think it is worth the $500-$1000 you will spend to have an attorney get it done right. Consider each of these 5 areas so that when you draw up your will it will go quickly and smoothly.  Kids - It is important to discuss this with your spouse. You will want to decide together who will raise your kids if you both pass. Make sure to consider if the person you choose is up for the task. You'll also want to think about whether the kids would have to move to a different city and if you would need to provide additional funds to help with the transition.  Money - You may want to draw up a trust for your heirs. There are 2 types of trusts. An inter vivos trust is a living trust and can be established during your lifetime. A testamentary trust is a trust that will be established upon the event of your death.  Power of attorney - Who will handle your affairs if you become incapacitated. It is important to remember that there are 2 types of power of attorney. An attorney in fact is created for the present and will go into effect as soon as the document is signed. A springing durable power of attorney goes into effect only in the event that you are deemed incapacitated by a doctor. Healthcare power of attorney - I call these the pull the plug orders. You should also consider whether you would like to be an organ donor. Discuss your wishes with your spouse and get them down on paper.  Beneficiaries - Check the primary and secondary beneficiaries on your accounts periodically. Are they up to date? Make sure your current wishes are stated on all of your retirement accounts.  Download this FREE worksheet to get started Listen in to hear how Melissa and I have planned out our own situation for our family. Thinking about this now will reduce the stress during an untimely event. To get you started I have created a worksheet that will help you get the ball rolling. You can download this worksheet at https://www.gabenelsonfinancial.com/resources/. While you are there at the resources page of my website, make sure to subscribe to the newsletter to get all the latest worksheets and templates that we create. These will help you get a handle on your financial situation so that you can create the life you want.  Resources & People Mentioned Download the FREE estate planning worksheet here: https://www.gabenelsonfinancial.com/resources/ Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

You probably have investments but do you really know what they are? How well versed are you in the basics of investing? As a solopreneur, you must rely on yourself to create a paycheck, and you should also understand the basics of investing to ensure that your money is working to help you achieve your goals.  On this episode of Solopreneur Money, you’ll learn about stocks, bonds, and mutual funds by way of cookie jars, high school students, and auto purchases. These analogies may sound a bit strange, but after listening to this solopreneur podcast you’ll have a better understanding of what these investment vehicles are.  You will want to hear this episode if you are interested in... Learning exactly what you are investing in [2:42] How high school students are like mutual funds [4:24] Discovering how bonds are like financing a car [7:40] How a mutual fund is like a cookie jar Did you ever have a cookie jar in your kitchen when you were a kid? When I was growing up our cookie jar had all kinds of different cookies. You never knew what you were going to get.  When you own a mutual fund you own pieces of different companies--different stocks. So I like to compare mutual funds to cookie jars. Like my childhood cookie jar, a mutual fund contains many types of goodies inside. Do you know what’s in your cookie jar? How stocks are like high school students Stocks are classified in several ways. It can be confusing to understand the various ways that stocks are classified but comparing them with high school students can help. Just like high schools have freshmen, sophomores, juniors, and seniors, stocks are also separated into different categories.  Small-cap stocks can be compared to freshmen. They aren’t established yet and can be volatile. Their success or failure is yet to be determined.  Mid-cap stocks are like sophomores--they are no longer as volatile as freshmen. Mid-caps are a bit more mature and less risky than small-cap stocks.  Large-cap stocks are similar to juniors in high school. They are on the path to seniority.  Just like seniors, mega-cap stocks are well established and looking ahead toward the future.  Did your high school have foreign exchange students? Those foreign exchange students can represent international stocks.  Bonds are like car loans Now that you know what stocks are let's move on to bonds. Bonds are debt issued by a company and are essentially a loan that you are giving that corporation. The last time you bought a car you probably financed it. If you have good credit you got a low-interest rate but if your credit isn’t the best then, chances are, you had to settle for a high-interest rate. The same is true for bonds. Bonds with low-interest rates have good credit and they can pay back their loan over a short period of time. If the company has poor credit the bonds they issue are called junk bonds and these have a high-interest rate.  Learn to master your finances It's time to take stock of what's in your cookie jar. Take a look at your investments to see where you stand. Do you have same-aged students or same-aged loans? It is important to have a varied portfolio. You'll learn more about diversification in future episodes, so be sure to subscribe so that you can have the latest Solopreneur Money in your inbox. If you need help mastering your finances shoot me an email so that we can get started creating freedom so that you can build the life you want.  Connect With Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com