A Guide to Your Mid-Year Business Review
Question of the Week A Guide to Your Mid-Year Business Review Happy Friday and Happy July! It’s hard to believe the year is officially halfway over. Life has changed since…
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Helping You Understand and Improve Your Business
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Systems and Self-Care
Question of the Week Systems and Self-Care This week on the podcast, I chatted with Emlen Miles-Mattingly, the founder and CEO of Gen Next Wealth, a financial planning firm focused… -
The Key to Closing the Racial Wealth Gap
Question of the Week The Key to Closing the Racial Wealth Gap Happy Friday, all! We had a historic week this week as Juneteenth became a federal holiday. Juneteenth (short… -
Launching a family-run business
Question of the Week Launching a Family-Run Business Happy Friday! This week we dropped another great Mission Driven Business podcast episode. I interview entrepreneurial couple Chantel Valentene and Brian Mackin.… -
Happy Pride!
Question of the Week Happy Pride! Happy Friday and Happy Pride, everyone! June is LGBTQ Pride Month across the country. I love this time of year — the Pride parties,… -
Why I Started My Mission-Driven Business
Question of the Week Why I Started My Mission-Driven Business This week we released a very special episode of the Mission Driven Business podcast, where I open up like never… -
Last-Minute Tips for Monday’s Tax Deadline
Questions of the Week Last-Minute Tips for Monday’s Deadline Happy Friday, all! Here we are again. Just a day away from another tax deadline. For those who still need to… -
Making The Most Out Of Business Travel
Question of the Week Making The Most Out Of Business Travel With a first or second shot in our arms, many of us are starting to feel an unaccustomed optimism… -
Eradicating Entrepreneurial Poverty
Question of the Week Eradicating Entrepreneurial Poverty This week on the Mission Driven Business podcast, I chat with Ron Saharyan, co-founder and managing partner of Profit First Professionals, an exclusive… -
Travel is Back!
Question of the Week Travel is Back! Happy Friday all! It my conversations with clients this week, it seems that a lot of you are feeling some hope around getting… -
Why Running A Business Mostly Sucks
Question of the Week Why Running A Business Mostly Sucks Happy Friday Everyone! This week we dropped another great episode of the Mission Driven Business podcast. I talk with Pamela… -
Incorporating Sustainable Investing Into Your Portfolio
Question of the Week Incorporating Sustainable Investing Into Your Portfolio Happy Friday Everyone! I’m finding now more than ever that clients want to incorporate their values into their investing portfolio.… -
More Tax News
Question of the Week More Tax News Happy Friday all! As if there weren’t already enough tax news these past couple of weeks, here is a couple of more things…