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Is your "I'll do the bookkeeping later" approach quietly sabotaging your business success?
Maria discovered her retail shop was hemorrhaging $28,000 on an unprofitable product line. Never didn't realize it earlier because she couldn't see the numbers clearly.
In this practical episode, we share the simplest bookkeeping system that actually works for busy entrepreneurs. You'll discover:
The "Daily 5-Minute Money Check" that transformed Maria's business finances Which tools are essential versus nice-to-have for businesses at different stages How to set up a system you'll actually use (instead of avoiding) The unexpected ways good bookkeeping leads to better business decisionsKey Quote: "The perfect bookkeeping system you'll use 'someday' isn't nearly as valuable as a good-enough system you'll actually use today."
Listen now to learn how you can transform financial chaos into clarity with just 5 minutes a day.
Get your free "5-Minute Money Check Success Kit" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.
00:00 Introduction to Bookkeeping Challenges
00:45 Welcome to Wealth Wisdom Financial Podcast
01:23 The Importance of Clean Books
03:58 The Daily 5 Minute Money Check
06:41 Tools for Efficient Bookkeeping
10:53 Maria's Story: The Cost of Neglecting Bookkeeping
12:37 Conclusion and Resources
Watch on YouTube Here: https://youtu.be/abi1Pm-FchQ
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Are your tax deductions putting your business at risk? Meet Toni, a wedding photographer who nearly lost everything over $12,000 in questionable deductions that triggered an IRS audit.
In this episode, we unpack the most common tax mistakes small business owners make and how to avoid them. You'll discover:
Three legitimate deductions many business owners miss completely The dangerous deductions that put Toni in the IRS crosshairs Why "but my friend's accountant lets them do it" isn't a defense Simple systems to keep your business audit-resistantKey Quote: "The most expensive tax mistakes aren't usually from missing the big obvious deductions. They come from either missing lots of small legitimate deductions because they seem too simple to count, or from claiming questionable deductions because 'everyone does it.'"
Listen now to learn how to claim what you're entitled to while keeping your business safe from costly audit troubles.
Get your free "Small Business Deduction Checker" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.
00:00 Introduction: Avoiding a $12,000 Tax Mistake
00:47 Welcome to Wealth Wisdom Financial Podcast
01:25 Tony's Tax Troubles: A Cautionary Tale
03:08 Commonly Missed Deductions
05:51 Deductions That Can Get You in Trouble
09:51 The Importance of Proper Tax Planning
13:50 Conclusion and Resources
Watch on YouTube here: https://youtu.be/kCpv4boE5zI
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Saknas det avsnitt?
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Are you making these common tax mistakes in your small business? Most owners making under $1M are either overpaying in taxes or putting themselves at risk with the IRS - and they don't even know it.
In this episode, we unpack three key tax strategies specifically designed for businesses with under $1M in gross revenue. You'll discover:
Why playing "small" to save on taxes might be costing you big opportunities The three tax "buckets" every business owner needs to understand Which complex tax strategies you can safely ignore (and what to focus on instead) How to make taxes work for your business growth, not against itKey Quote: "Smart tax planning isn't about zeroing out your profits - it's about optimizing them. Every dollar in taxes means multiple dollars kept in profit."
Listen now to learn how you can build a tax strategy that helps your business grow while keeping you in the IRS's good graces.
View the Small Business Tax Strategy Checklist in the Wealth Wisdom Financial Community here: wealthwisdomfp.com/community
00:00 Introduction to Smart Tax Strategies
00:34 Welcome to Wealth Wisdom Financial Podcast
01:12 Importance of Smart Tax Planning
04:20 Strategy 1: Strategic Timing of Income and Expenses
09:00 Strategy 2: Maximizing Qualified Business Income Deduction
13:10 Strategy 3: Building a Tax Diversified Retirement Strategy
19:42 Simplifying Tax Strategies for Small Businesses
22:30 Conclusion and Next Steps
Watch Here: https://youtu.be/8hMHq_Hq0-U
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Could your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about.
In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention.
Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough to plan for their future. That's what builds real loyalty."
What You'll Learn:
How to identify and protect your business's most valuable team members Creative ways to structure protection that actually help retain top talent Real examples of how small businesses are using key person strategies Practical steps to start protecting your business todayWant to make sure your business is ready for anything? Get our Key Person Protection Planning Guide at wealthwisdomfp.com/community. Join a community of business owners who are building resilient, sustainable businesses.
Don't wait for a crisis to start thinking about protection. Listen now to discover how smart protection strategies can strengthen your business today while securing its future!
00:00 Introduction: The Importance of Key Person Protection
00:50 Meet Your Hosts: Brandon and Amanda
01:27 The Story of Marcus and Sarah
02:09 The Vulnerability of Losing Key Employees
03:46 Three Critical Aspects of Key Person Protection
06:30 How Key Person Insurance Works
09:13 Marcus's Success Story
10:16 Conclusion: Protecting Your Business's Future
Watch on Youtube Here: https://youtu.be/rFjUyVtNg-8
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Want to offer better employee benefits but think your small business can't afford it? Think again!
This episode breaks down creative ways to provide meaningful benefits that can help you attract and retain top talent - without breaking the bank. We'll show you how small businesses can actually have an advantage over big corporations when it comes to flexible benefits.
Key Quote: "Building a strong benefits package isn't about matching big corporations dollar for dollar - it's about creating flexible solutions that meet your team's real needs."
What You'll Learn:
Why traditional retirement plans might not be the best fit for your team How to use Section 162 Bonus Plans to create flexible benefits Creative ways to structure benefits that serve both current and future needs Real examples of small businesses winning the talent war with smart benefit strategiesWant to dive deeper into implementing these strategies? Get our free Bonus Plan Details and Implementation Guide at wealthwisdomfp.com/community. Join a community of business owners who are revolutionizing how small businesses approach benefits.
Don't let limited resources stop you from building a competitive benefits package. Listen now to discover how to create benefits that actually work better for your team than traditional corporate offerings!
00:00 Introduction to Smart Employee Benefits
00:45 Welcome to Wealth Wisdom Financial Podcast
01:26 The Story of Jen: Struggling with Employee Retention
02:08 The Importance of Appreciation in Retention
03:42 Three Core Principles for Retaining Top Talent
03:58 Professional Development Opportunities
06:27 Building Meaningful Connections at Work
08:40 Showing Value to Your Team
10:34 Financial Recognition and Bonuses
13:16 Introducing the Section 162 Bonus Plan
16:39 Jen's Success Story and Final Thoughts
18:11 Join the Wealth Wisdom Financial Community
18:46 Conclusion and Call to Action
Watch on YouTube: https://youtu.be/R5_57qf7OlM
SmallBusiness #EmployeeBenefits #BusinessGrowth #TeamRetention -
Wondering if real estate notes might be a smarter investment than managing rental properties?
In this interview, we dive deep with Kevin from Pine Financial Group, who's managed over $1 billion in real estate deals. He shares why some investors are choosing debt over property ownership, and how this strategy could protect your wealth in uncertain times.
Key Quote: "Real estate debt is the only true passive investment in real estate. Even if you hire a management company for rental properties, you have to manage the manager."
What You'll Learn:
Why real estate notes remained stable during the 2008 crash while property values dropped How lenders really evaluate borrowers (it's not just about the down payment) Smart ways to use your existing assets to qualify for loans Why current economic policies might keep interest rates higher than many expect The surprising differences in tax benefits between owning properties vs notes00:00 Welcome to Wealth Wisdom
00:17 Introducing Our Guest: Kevin
01:19 Diving into Financial Chaos
03:32 The Importance of Diversification
05:26 Real Estate Debt Stability
09:08 Owning vs. Lending in Real Estate
14:10 Short-Term Bridge Lending Explained
20:50 Smart Borrowing Practices
22:16 Hard Money Lending Strategies
23:57 Client-Focused Lending Approach
28:35 Economic Predictions and Real Estate
32:45 Inflation and Asset Ownership
37:18 Closing Thoughts and Resources
Want to learn more about market conditions? Get Kevin's free analysis report at www.ThePineReport.com
Ready to dive deeper? Check out Kevin's podcast "Real Estate Educators" for more investing insights and strategies.
Want to explore if real estate notes are right for you? Schedule a discovery call at: www.wealthwisdomfp.com/call
Watch on YouTube: https://youtu.be/1Nnzn3S7BX8
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Do you think building a great company culture means having a massive budget for fancy perks? Think again!
This episode shatters the myth that meaningful company culture is only for big corporations. We explore how small businesses can create thriving workplace environments. These strategies attract and retain top talent—without breaking the bank.
Key Quote: "How we treat our team is how our team will treat our customers."
What You'll Learn:
Why profitability is the foundation of a strong company culture Creative ways to share profits beyond traditional 401(k) plans Practical strategies for building a positive work environment on a budget How to create self-reinforcing cycles of success in your businessReady to build a culture where your business and people can thrive? Listen now. Discover why small businesses often have an advantage when creating meaningful workplace cultures.
Want more resources for building a profitable business culture? Visit wealthwisdomfp.com/community to get our Profit-Sharing Strategy Guide. Join a community of business owners building sustainable, profitable cultures.
00:00 Introduction: Company Culture for Small Businesses
01:05 Welcome to Wealth Wisdom Financial Podcast
01:43 Debunking Myths About Company Culture
03:24 The Importance of Profitability in Company Culture
05:25 Creative Profit Sharing Strategies
07:26 Flexible Scheduling and Professional Development
12:28 Recap and Final Thoughts
14:03 Join the Wealth Wisdom Financial Community
Watch on YouTube: https://youtu.be/Um0T1LmzXGA
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Thinking about hiring your first employee but worried whether your business can really afford it?
We've got you covered! In this episode, we talk about what really matters before you hire - getting your money in order. While lots of experts focus on finding the right person, we'll show you why having strong business finances is just as important as picking the perfect candidate.
Key Quote: "It's better to have an employee come into a profitable business and make it more profitable than to think your hire is the magic pill to make your business profitable."
What You'll Learn:
What you need to set up financially before you start looking for employees
How to do a simple "practice run" to make sure you're ready to hire
When it's okay to move forward even if everything isn't perfect
Smart ways to get help if you're not quite ready for a full-time employee
Want help building a great team? Check out Brian Alexander from Ready, Aim, Climb at readyaimclimb.com.
Ready to take the next step? Get our free Hire Readiness Checklist at
wealthwisdomfp.com/community. You'll also find a whole community of business owners who are working on the same challenges.
Don't wait until you're overwhelmed to start planning for your first hire. Listen now and learn how to make your first hiring experience a success!
00:00 Introduction: Hiring Your First or Hundredth Employee
00:54 Welcome to Wealth Wisdom Financial Podcast
01:32 Our First Hiring Experience
02:56 Financial Structure and Hiring
04:34 Profit First: Essential Financial Foundation
10:06 The Vault: Testing Payroll Capacity
15:04 Reality Check: When You Can't Wait
20:07 Audition Instead of Interview
22:09 Join the Wealth Wisdom Community
23:03 Conclusion and Final Thoughts
#BusinessGrowth #SmallBusiness #Hiring #FinancialFoundation #TeamBuilding
Watch on YouTube: https://youtu.be/qKwtYe6OYUc
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Ever feel like your business goals are more like wishful thinking than an actual plan? You're not alone. Many entrepreneurs struggle with conventional goal-setting approaches. Conventional goal-setting doesn't account for the dynamic nature of business.
In this episode, we share a revolutionary framework for setting business goals that actually work. Our MTO approach helps you stay motivated and growing. They do best when things don't go exactly as planned. You'll discover:
How to set "minimum goals" that help you sleep at night
The sweet spot for "target goals" that stretch you without breaking you
Why "outrageous goals" matter (even if you never hit them)
A practical way to break these down into actionable quarterly, monthly, and weekly metrics
Ready for a flexible framework for setting goals that drive real growth while maintaining your sanity? Jump into this episode now.
🔑 Key Quote: "Think of these goals like different zoom levels on a map. Your minimum goal is your current location. Your target goal is the next major city. Your outrageous goal is crossing the country. You might not make it across the country this year, but you'll certainly go farther than if you'd only planned to drive to the next town."
Ready to transform how you set business goals? Want the MTO spreadsheet we use with our clients? Get it in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community
Remember: Goals aren't about predicting the future - they're about giving you meaningful reference points as you navigate it. Are your current goals serving this purpose?
Watch on YouTube: https://youtu.be/8qKIig1zmyY
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Ever feel like success is draining your bank account? You're not alone. Many business owners discover that growing revenue doesn't automatically mean better cash flow.
In this episode, we reveal the 5 most common cash flow surprises that blindside business owners. More importantly, we share how to handle them like a pro. You'll learn:
How to navigate seasonal ups and downs without stress Why growth can actually create cash flow problems (and what to do about it) Smart strategies for handling delayed payments How to prepare for unexpected opportunities The tech upgrade trap and how to avoid itStruggling with seasonal swings or rapid growth? Practical systems can manage your cash flow challenges. Make those challenges into opportunities for sustainable business growth.
🔑 Key Quote: "It's not the expected that derails your business - it's the unexpected. But here's the good news: most 'unexpected' cash flow situations follow predictable patterns. Once you know these patterns, you can prepare for them."
Ready to stop reacting to cash flow surprises and start navigating them with confidence? Get our Pre-Decision Framework in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community
Remember: The goal isn't to predict every possible cash flow challenge. The goal is to build systems that help you handle whatever comes your way. Turn your business's financial roller coaster into a steady journey toward growth.
Watch on YouTube here: https://youtu.be/JYPKHZ8D5tA
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Ever feel like your business systems aren't keeping up with your growth? Many entrepreneurs hit a ceiling not because of their products or market. They plateau because their financial systems can't scale.
In this episode, we reveal 3 critical financial systems. These systems separate 6-figure businesses from 7-figure empires. You'll discover:
How to structure powerful twice-monthly money meetings that actually save you time The exact framework for quarterly deep dives that keep you ahead of problems Why semi-annual strategy sessions are crucial for sustainable growth Simple ways to get your team aligned with your financial rhythm🔑 Key Quote: "Even if all you do is become more aware of what's really happening in your business, that's a huge win. You've heard you need time to work ON the business, not just IN the business. What about time to think ABOUT the business?"
You may be starting out or further along. Regardless, this episode reveals financial systems to support your next level. Plus, these systems won't overwhelm you or your team.
Want the agendas we use for our financial meetings? Get them in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community.
Remember: The financial systems that got you to now may hold you back from reaching the next level. Time to upgrade your approach?
Watch on YouTube here: https://youtu.be/tTicmdLhhMM
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Do you keep making budgets that never work in real life? Like many business owners, you might find that old-school budgeting just doesn't fit how you run your business.
In this episode, we share simple ways to make your budget work better for you. You'll learn:
How to think of your budget more like a GPS that helps you, not a strict diet that makes you feel bad Ways to make smart money choices without guilt when things change How to plan for big bills that don't come every month A new way to protect your profits using special accountsWhether you're just starting or looking to refine your existing business budget, this episode will give you practical steps to create a financial system that works with your entrepreneurial spirit, not against it.
🔑 Key Quote: Consider it this way: When you get to December 2025, do you want to be proud of (a) sticking to numbers your January-self set up no matter what happened in the business? Or (b) adapting to fit circumstances as the year changed to be in a better spot than your January self thought possible?
Links mentioned in the show:
Join the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community Implement Profit First in 12 Easy Steps: https://www.wealthwisdomfp.com/profit Set up YNAB to be Profit-First friendly (and more): https://www.wealthwisdomfp.com/ynab Unlock the power of Bank On Yourself: https://www.wealthwisdomfp.com/boy Not Your Average Financial Podcast Episode 368: A Better Way to Profit First with Mike Michalowicz: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/Watch on YouTube here: https://youtu.be/51Fi0XIbxsQ
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Ever feel overwhelmed by traditional New Year's resolutions? What if there was a simpler way to shape your 2025? Could you start by focusing on how you want to feel rather than just what you want to achieve?
This special New Year's episode explores a refreshing approach to planning your year. It's the perfect episode to listen to while reflecting on your hopes for 2025.
Key Quote: "Before you plan what you'll do, decide how you'll be."
In this episode, you'll discover:
Why choosing an emotional theme can be more powerful than traditional goal-setting How to identify your personal emotional "North Star" for 2025 The connection between emotional well-being and financial success Simple practices to cultivate your chosen emotional state Why patient trust might be more valuable than aggressive actionPlus, learn a practical exercise for embodying your emotional theme throughout the year.
Set your intentions for 2025. Start your year with clarity and purpose.
Next steps: Ready to grow with intention in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at www.wealthwisdomfp.com/community
Watch on YouTube: https://youtu.be/XV5VyihfwVY
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Do you ever wonder if you're learning from your experiences or just living them? Want a simple way to extract wisdom from your year? Want to review without getting lost in complicated reflection exercises?
This is a quick but powerful episode. Discover a clever exercise transforming how successful entrepreneurs review their years for nearly two decades. Listen while enjoying that holiday beverage or stealing a quiet moment between festivities.
Key Quote: "What if we stopped seeing December 31st as a deadline and started seeing it as a chance to honor how far we've come?"
In this episode, you'll learn:
A simple two-step process for meaningful year-end reflection
How to identify patterns you might be missing in your business
The secret to turning experiences into actionable wisdom
A practical way to document your year that survives even floods
Plus, hear real examples of lessons learned, both personal and professional. Shape your approach to 2025.
Next steps: Ready to grow and learn even more in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at https://www.wealthwisdomfp.com/community.
Watch on YouTube HERE: https://youtu.be/ZnfMuWYue0Q
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Ever find yourself panic-purchasing business tools at 2 AM during the holiday season? Or maybe you're wondering if that end-of-year equipment purchase is really about growth – or just about taxes? In this episode, we dive deep into the psychology behind those year-end money decisions that can make (or break) your business's financial future.
Key Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is."
In this episode, you'll discover:
The truth about December 31st deadlines (and which ones you can safely ignore) Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage) How holiday stress can trigger "doom spending" in your business A practical 72-hour rule for making better financial decisions during the festive season The "December Decision Framework" that transformed one client's year-end planningPlus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year.
Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic.
00:00 Introduction: Year-End Financial Pressure
00:57 Welcome to Wealth Wisdom Financial Podcast
01:34 Understanding Year-End Financial Moves
03:11 Psychological Triggers: December Deadline Effect
06:51 Psychological Triggers: Clean Slate Syndrome
11:33 Psychological Triggers: Social Comparison Search
15:22 Creating a December Decision Framework
20:03 Join the Wealth Wisdom Financial Community
21:34 Conclusion and Final Thoughts
Next steps: Ready to make intentional money moves in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Get access to our complete library of financial resources, monthly group coaching sessions, and our success dashboard mini-course. Join at wealthwisdomfp.com/community.
Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process.
Watch on YouTube: https://youtu.be/J23X36gUSDg
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Ever wonder why some people attract financial abundance while others stay stuck in scarcity? Even with similar incomes? In this episode, we dive deep into the psychology behind your relationship with money. Join us to explore how to transform your mindset from scarcity to abundance as we head into 2025.
Key Quote: "Money is important - but it's important in the same way oxygen is important. You need it to live, but having more oxygen doesn't make you a better person. Your worth as a human being is inherent, unchangeable, and completely separate from your financial situation."
In this episode, you'll discover:
The three mindset traps that keep people stuck in scarcity thinking Why traditional budgeting often reinforces negative money patterns How to break free from the "never enough" loop A practical framework for shifting from scarcity to abundance thinking Real client stories of transformation (and the exact steps they took)Plus, learn a simple daily practice that can begin rewiring your money mindset today.
Perfect for listening while wrapping presents or stealing a quiet moment during the holiday rush. Ready to write a new money story for 2025? Don't miss this episode.
Next steps:
Ready to take your money mindset transformation to the next level? Join our Wealth Wisdom Financial Community for just $97/year. You'll get access to our complete library of money mindset resources. Plus, join us for monthly group coaching sessions. Every premium members gets our success dashboard mini-course. Join at wealthwisdomfp.com/community. Let's make 2025 your breakthrough year.Coming up next week: "The Psychology of Your Year-End Money Moves." Don't miss our deep dive into making strategic financial decisions during the holiday season.
Watch on YouTube: https://youtu.be/jdNULIRYGjc
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Ever look at your business bank account and feel successful? Then, you glance at your personal accounts and wonder where all the money went? You're not alone.
Join us as we explore the hidden disconnect between revenue and wealth. The Revenue-Wealth Gap trips up even the most successful entrepreneurs.
Discover why making more money isn't the answer (and what actually is), plus:
Why traditional investment advice often fails business owners The "Wealth Trifecta" that successful entrepreneurs use instead How to stop hoping you'll "figure it out someday" and start building real wealth todayReady to bridge your own revenue-wealth gap? Don't miss the special and *urgent* announcement about Wealth Wisdom Week at the end of the episode!
🎯 Key Quote: "The gap between revenue and wealth isn't bridged by making more money. It's bridged by having the right system to transform that revenue into lasting wealth."
Learn more and register for Wealth Wisdom Week at wealthwisdomfp.com/seminar
Links mentioned in the show:
Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/communityWatch on YouTube: https://youtu.be/Ak0UqheDxIs
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Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not.
In this episode, we reveal:
The #1 reason businesses fail (hint: it’s not a lack of passion or a bad product). Why your business shouldn’t be your only retirement plan. The power of margins in life and business—how to create space for financial security and joy. Our personal story of making a crucial mistake early on and how we pivoted to build lasting personal wealth. How a parallel growth strategy can help you thrive in both business and personal finance.This episode is perfect for entrepreneurs who want to build wealth beyond their business. Whether you’re just starting out, looking to diversify your income, or preparing for a secure retirement, this episode will show you how to protect your financial future without sacrificing your business goals.
Listen now to learn how to create a personal financial safety net, avoid burnout, and achieve long-term success. And keep an ear out for a fun nerd reference that ties everything together!
00:00 Introduction: Beyond Business Success
01:30 The Importance of Personal Wealth
02:43 Understanding Margins in Life and Business
05:06 Real-Life Examples and Lessons
07:28 Parallel Growth Strategy
10:01 Addressing Common Objections
13:15 Conclusion and Next Steps
Links mentioned in the show:
Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/communityWatch on YouTube here: https://youtu.be/kKDZfCXOEqs
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Discover why 45% of businesses fail in the first 5 years (hint: it's not about your product or service) and learn the revolutionary system that's helping entrepreneurs break free from the feast-or-famine cycle.
In this episode, we reveal:
Why traditional budgeting is setting you up for failure A counterintuitive approach that makes profit inevitable, not optional The simple 5-account system that eliminates financial anxiety Our personal journey from financial stress to confidence using this methodPerfect for: Business owners who hate budgeting but know they need better financial control. Whether you're barely making ends meet or ready to scale, this episode shows you how to finally master your numbers without becoming an accountant.
Listen now to transform your relationship with business finances and break free from the failure statistics. Be sure to catch the Star Trek reference!
00:00 Introduction to Financial Freedom
00:28 Debunking Profit First Misconceptions
01:25 Welcome to Wealth Wisdom Financial Podcast
02:03 Celebrating Small Businesses
02:57 The Importance of Simple Financial Systems
03:41 Understanding Profit First
07:27 Applying Profit First Principles
16:53 Overcoming Common Objections
24:37 Join the Profit Planning Network
26:02 Wealth Wisdom Week Announcement
27:13 Conclusion and Call to Action
Links mentioned in the show:
Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/communityWatch on YouTube here: https://youtu.be/Cz1pNz_hl40
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Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny?
In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to profitability. Spoiler alert: it's about way more than just cashing those checks.
Now, we know what you're thinking - "But what about the bottom line?" Don't worry, the Wealth Wisdom crew has got you covered. They're here to show you that purpose and profit are not mutually exclusive. In fact, when you're truly aligned with your calling, you're more likely to persist through challenges and find innovative ways to be profitable.
So, are you ready to decode your financial DNA and build a business that truly reflects who you are and what you're meant to do?
00:00 Introduction: Aligning Business with Life's Calling
00:47 Welcome to Wealth Wisdom Financial Podcast
01:26 Celebrating Small Businesses
01:48 Decoding Your Financial DNA
04:23 Recognizing Your Calling
05:23 Decoding Your Money Story
05:42 Pursuing Profitability
08:08 Personal Story: Going All In
11:59 Purpose AND Profit
13:00 Profit Planning Network
14:55 Conclusion and Call to Action
Links mentioned in the show:
Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/communityWatch on YouTube here: https://youtu.be/bkrvFhViI80
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