Helping You Understand and Improve Your Finances

• Essential Elements of a Partnership Agreement

  Business Planning | 08.05

  Question of the Week Essential Elements of a Partnership Agreement Happy Friday, all! I’ve had several conversations this week about Partnership or Shareholder agreements, so it seems like the perfect…

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• Your 2022 Mid-Year Review

  Business Planning | 07.29

  Question of the Week Your 2022 Mid-Year Review Happy Friday, all! It’s that time again! I got such great feedback from last year’s MDB podcast mid-year review that I’m doing…

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• What Would You Do If You Won the Lottery?

  Fundamentals | 07.22

  Question of the Week What Would You Do If You Won the Lottery? Happy Friday, everyone! I hope you had a lovely week. You’ve likely heard that the Mega Millions…

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• The Benefits of Being Unafraid And Unapologetic

  Business Planning | 07.15

  Question of the Week The Benefits of Being Unafraid And Unapologetic Happy Friday, all! I hope you had a lovely week. I have another great MDB episode for you. I…

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• Hot Entrepreneurship Tips

  Business Planning | 07.08

  Question of the Week Hot Entrepreneurship Tips Hey all! Happy Friday. I’m sorry I missed you last week. And I appreciate those of you that checked on me. I love…

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• Pride is a Protest!

  LGBTQ Finance | 06.24

  Question of the Week Pride is a Protest! Happy Friday and Happy Pride, everyone! I imagine many of you feel more fearful than cheerful, given the Supreme Court overturning Roe…

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• Former Inmate to Business Magnate

  Business Planning | 06.17

  Question of the Week Former Inmate to Business Magnate Happy Friday, all! I have an inspirational Mission Driven Business podcast for you this week. I chat with Coss Marte –…

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• Don’t forget Estimated Tax Day

  Business Planning | 06.10

  Question of the Week Don’t forget Estimated Tax Day Happy Friday, everyone! I hope you had a good week. Next Wednesday (6/15)  is the 2nd quarter estimated tax deadline. It’s…

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• Reasonable Compensation for S-Corps

  Business Planning | 06.03

  Question of the Week Reasonable Compensation for S-Corps Happy Friday, all! I’m having a lot of business structure conversations this week. The vast majority of my clients are S-Corps, so…

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• Redefining Disability

  Business Planning | 05.27

  Question of the Week Redefining Disability Happy Friday, all! A fascinating discussion on the Mission-Driven Business Podcast this week. I chat with Hannah Olson, an advocate for people with disabilities…

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• Why Niching is Critical For Your Business

  Business Planning | 05.20

  Question of the Week Why Niching is Critical For Your Business Happy Friday, all! I hope you’ve had a fantastic week. I’ve had a lot of conversations around growing income…

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• Redefining Success

  Business Planning | 05.13

  Question of the Week Redefining Success Happy Friday, all! Another MDB drop this week! I chat! with Danika Waddell, founder of Xena Financial Planning. As a certified financial planner, registered…

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• Bank Reconciliation 101

  Business Planning | 05.06

  Question of the Week Bank Reconciliation 101 Hey all! Happy Friday. After the first tax deadline, I’m finally starting to get my feet back under me and have been doing…

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