A money podcast
made just for you
Finally, a money podcast made for consultants just like you. If you’re a solo consultant (or mostly solo) with annual revenue between $20K and $1M and need answers to money questions in plain English, you’re in the right place!
Join me every other Tuesday as we dive into all the business money questions (and maybe a little personal money stuff too).
Past Episodes:
Ep52 -Navigating the Transition: Starting A Private Practice as a Mental Health Professional
If you're feeling overwhelmed and unsure about how to start or grow your private practice, constantly second-guessing yourself and your strategies, then you are not alone! Many mental health professionals in their careers' early stages face overwhelming challenges.
But tune in for some encouragement and practical tips!
Ep51 -Planning 2024 as a $1M Agency Owner
Today I’m speaking to those professional-service business owners who may have turned the corner and are planning for (or already have) a $1M business. (And if you’re not there yet, you may want to listen anyway, so that you’re prepared for the future!)
Considering revenue, Human Resources, travel plans, taxes, etc, I run through a handful of questions to consider as you plan for a successful 2024.
Ep50 -How Data Drives Revenue with Sarah Walton
Entrepreneur Sara Walton is deeply passionate about empowering women to take control of their finances. In this interview, she explains how the power of exploring and analyzing data can boost your bottom line. And if the idea of data seems daunting to you, you'll be delighted to learn about some non-traditional ways to uncover it!
Ep49 -The Zero-Tax Myth
While the goal of some business owners might be to pay NO taxes, that’s truly an unrealistic - and impractical - goal. Erica explains the ONLY way that you can do that legitimately and outlines 3 specific strategies you can use to minimize them.
Ep48 -Blending Business Models with Sales Maven, Nikki Rausch
Sometimes you don’t know what you don’t know. And, as business owners, that can apply to how we set up our own businesses.
Erica does a deep dive with guest Nikki Rausch, about her unique blended business model and programs. If you’re confused about how to set up your own business and what type of platforms to use, take a listen. They talk about how she got to where she is today, and you’ll be inspired to assess your own model and be open to change!
Ep47 -Business Money 201: Charitable Giving
As Erica continues to talk about developing habits of consistency in your business, she discusses the important concepts of giving back and charitable giving. Take time to think about the questions she poses at the end!
Make sure you subscribe so you don’t miss any of the series - and remember to enter the giveaway!
Ep46 -Business Money 201: Paying Yourself
You started a business, not a hobby, so you know how important it is to pay yourself consistently. In this final episode of the Business Money 201 series discover business planning strategies that will help you do just that.
Make sure you subscribe so you don’t miss any of the series - and remember to enter the giveaway!
Ep45 -Business Money 201: Paying the IRS
Episode 2 of the Business Money 201 series contains information on how to figure out how much you need to set aside for the IRS in your business - and how to get it to them.
Make sure you subscribe so you don’t miss any of the series - and remember to enter the giveaway!
Ep44 -Business Money 201: Cashflow Consistency
Over the next few weeks, I’ll be building on the information that was presented in the Business Money 101 series.
Discover a roadmap of what you need to do - and when - to make the money run smoothly in your business and your life!
Ep43 -How Do I Roll Over an Old 401k?
Info on what to do with an old investment account you may have had through your old, corporate job, now that you're self-employed and on your own.
Ep42-Bonus-Happy Hour Book Review - Die With Zero, by Bill Perkins
Another Bonus interview with the debit to my credit, fellow CPA Ben Goode.
We’re talking about the book Die With Zero: Getting All You Can From Your Monday and Your Life, by Bill Perkins, while enjoying a cold one from the Grand Teton Brewing Company
Ep41 -Tax Credit for Summer Camp
Info on how to use the Child & Dependent Care Tax Credit to save money on your taxes when you send your kid to summer camp. The link to the IRS info page is included in the show notes!
Ep40 -$1,200 Tax Credit for Home Improvements
Listen in for info on the new Energy Efficient Home Improvement Credit worth $1,200 each year for the next 10 years. Important links are included in today’s show notes!
Ep39 - Taxes & Running Your Business Abroad with Laurie Marson, CPA
In her role of helping international clients with their tax returns, Laurie Marson breaks down the complexities of working as a self-employed expatriate and the importance of researching tax laws in foreign countries.
There’s quite a bit to the “laptop lifestyle”!