In this episode, I discuss the framework for actually building a financial plan. This is the third part of a four part series on how to create your own financial plan.

In this episode, I discuss how to assess your current financial situation. This is the second part of a four part series on how to create your own financial plan.

In this episode, I discuss how to clarify your money vision which is the first building block to creating a financial plan.

In this episode, I sit down with Rebecca Driscoll, CPA to discuss S Corporations.

She's the founder of Conscious Accounting, and helps business owners with bookkeeping & taxes to help grow their businesses!

In this episode, I sit down with Rebecca Driscoll, CPA.

She's the founder of Conscious Accounting, and helps business owners with bookkeeping & taxes to help grow their businesses!

In this episode, we sit down with Dr. Kassie Dewitt, an occupational therapist and pelvic floor expert who has created a successful online course called Urine Good Company.

Let’s throw it back to three of the top listened to conversations on the show around how to improve your mindset.

One of the biggest issues I run into for successful business owners is that they have TOO much cash and either don't know what to do with it or lack the confidence to make a decision.

As a financial planner & CFO for online coaches, I see behind the scenes of what's really going on in their bank accounts & balance sheets.

It's often not as pretty as it might appear on the outside. Here's the biggest mistakes I see.

Founders of Optimal Agency, Patrick Cummings and Jon Gilson, discuss the intersection of wealth, health, and time.

They assert that agency is all about personal autonomy, and optimal agency empowers individuals to take control of their lives in these three domains.

In this episode, I roll solo and I want to talk to you about how you should be preparing for taxes in 2023! As a business owner, it's always tax season! So while we might have just wrapped up 2022 tax season, it's time to start thinking about your 2023 taxes.

• The reason for life insurance

• What type of life insurance I purchased

• What the process of getting life insurance looked like