Helping You Understand and Improve Your Finances

• My Year in Reflection

  Business Planning | 01.07

  Question of the Week My Year in Reflection Happy Friday, and Happy New Year, Everyone. I hope you’re having a fantastic start to the year. And while the new year…

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• Developing an Entrepreneurial Mindset

  Business Planning | 12.17

  Question of the Week Developing an Entrepreneurial Mindset Happy Friday, all! This week on the Mission Driven Business podcast, I chat with Mark Suh, a serial entrepreneur and founder and…

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• Your Year-End Checklist

  Fundamentals | 12.10

  Question of the Week Your Year-End Checklist Happy Friday, all! The end of 2022 is here. And for many of you, 2022 couldn’t come any sooner. So before we get…

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• Defining Your Niche

  Business Planning | 12.03

  Question of the Week Defining Your Niche Happy Friday, all! On the latest episode of the Mission Driven Business Podcast, I chat with River Nice, the owner and financial planner…

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• What are you thankful for?

  Fundamentals | 11.26

  Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…

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• Humane Marketing

  Business Planning | 11.12

  Happy Friday, All! This week on the Mission Driven Business podcast, I chat with Sarah Santacroce, a LinkedIn guru turned humane marketing revolutionary. Sarah opens up about the breakdowns and…

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• Why Credit Card Points Don’t Save You Money

  Fundamentals | 11.05

  Question of the Week Why Credit Card Points Don’t Save You Money Happy Friday, all! I had a great conversation with some clients this week that I wanted to share.…

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• Social Enterprise for Literacy

  Business Planning | 10.29

  Question of the Week Social Enterprise for Literacy Happy Friday, all! An exciting Mission Driven Business episode this week. I chatted with Brian Floriani; a golf professional turned literacy advocate…

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• Happy Self-Care Weekend!

  Fundamentals | 10.22

  Question of the Week Happy Self-Care Weekend! Happy Friday, everyone! With the income tax extension deadline last Friday, I talked to many stressed clients and was a bit stressed myself.…

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• Success on the Second Try

  Business Planning | 10.15

  Question of the Week Success on the Second Try Happy Friday, all! I have a compelling conversation to share with you this week on the Mission Driven Business podcast. I…

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• 8 Tasks to Start Your Business Right

  Business Planning | 10.08

  Owning your own business is a fantastic adventure, full of extreme highs and lows. It can be risky. But as with building a house, setting the proper foundation for your…

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• Running a Successful Retail Business

  Business Planning | 10.01

  Question of the Week Running a Successful Retail Business Happy Friday, everyone! I had some special guests on the Mission Driven Business Podcast this week. I talk with friends and…

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• Four Steps That Can Improve Any Situation

  Fundamentals | 09.24

  Question of the week Four Steps That Can Improve Any Situation As most of you know, I was visiting family earlier this month. I got to see my oldest niece,…

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