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Category: Business Planning

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  • Stop Guessing, Start Deciding

    Business Planning | 03.20

    Happy Friday, all! This week, I wrapped up our budgeting series on the podcast with the final (and most important) piece: action. Because awareness and acceptance are powerful—but without action,…
  • The Power of Niching Down With Authenticity

    Business Planning | 03.13

    Happy Friday, all! This week on the podcast, I had the pleasure of speaking with Kayla Lacey, an EMDR-trained yoga psychotherapist and founder of The Well Healing. Our conversation centered…
  • The Missing Piece in Your Budget: Acceptance

    Business Planning | 03.06

    Happy Friday, all! This week on the MDB Podcast, I continued our budgeting series by exploring something that often gets left out of financial conversations: acceptance. Most entrepreneurs assume budgeting…
  • Awareness Before Action

    Business Planning | 02.27

    Happy Friday, all! I hope you had a good week. If you follow me on Instagram, you’ve likely seen a lot of clips of me podcasting. On my own podcast,…
  • Service, Identity, and Building With Purpose

    Business Planning | 02.20

    Happy Friday, all! I’ll be honest — when I was first introduced to Julie and Matt, two veterans turned entrepreneurs, I felt… cautious. Given my own experiences and what many…
  • Performing Your Annual Client Audit

    Business Planning | 02.13

    Happy Friday, all! This week on the podcast, we explored something that can feel a little uncomfortable—but incredibly powerful: conducting an Annual Client Audit. When most business owners hear the…
  • Reclaiming Your Time

    Business Planning | 02.06

    Happy Friday, all! This week on the podcast, I shared a solo episode that feels especially timely: Reclaiming Your Time with Boundary Setting. And if there’s one thing I want…
  • Reminder: How to Stay Visible When It Feels Safer to Hide.

    Business Planning | 01.30

    Happy Friday, all! With so much happening in the world — protestors being senselessly killed, wars seemingly on the horizon, reporters being arrested for doing their jobs — it’s no…
  • 1099-NEC Filing Tips

    Business Planning | 01.23

    Happy Friday, all! We’re deep in the season of spreadsheets, W-9s, and last-minute email chains—aka 1099 time. If you’re a business owner who works with contractors, now is the time…
  • Welcome to 2026: A Fresh Year, A Fresh Start

    Business Planning | 01.09

    Happy Friday, all — and happy start of 2026! I hope your holiday season gave you space to rest, reflect, and reconnect with what matters most. As we step into…
  • Goodbye, 2025!

    Business Planning | 12.19

    Reflection of the Week Happy Friday, all! As we wrap up 2025, I want to take a moment to pause with you. This time of year always invites reflection, and…
  • How to Define Your Niche

    Business Planning | 12.12

    Happy Friday, all! This week’s podcast episode is especially close to my heart. I had the joy of sitting down with Theresa Pablos, CFP®, who many of you might not…
  • You Can’t Change What You Don’t Track

    Business Planning | 12.05

    Happy Friday, all! I’ve always had a bit of a love affair with spreadsheets. Whether it’s tracking my sleep, health stats, coffee brands, or money, I find clarity in the…
Brian Thompson

Brian Thompson Financial

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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.