• Breaking the Failure Cycle: Mastering the Numbers Game in Small Business
    Nov 20 2024

    Discover why 45% of businesses fail in the first 5 years (hint: it's not about your product or service) and learn the revolutionary system that's helping entrepreneurs break free from the feast-or-famine cycle.

    In this episode, we reveal:

    • Why traditional budgeting is setting you up for failure
    • A counterintuitive approach that makes profit inevitable, not optional
    • The simple 5-account system that eliminates financial anxiety
    • Our personal journey from financial stress to confidence using this method

    Perfect for: Business owners who hate budgeting but know they need better financial control. Whether you're barely making ends meet or ready to scale, this episode shows you how to finally master your numbers without becoming an accountant.

    Listen now to transform your relationship with business finances and break free from the failure statistics. Be sure to catch the Star Trek reference!

    00:00 Introduction to Financial Freedom

    00:28 Debunking Profit First Misconceptions

    01:25 Welcome to Wealth Wisdom Financial Podcast

    02:03 Celebrating Small Businesses

    02:57 The Importance of Simple Financial Systems

    03:41 Understanding Profit First

    07:27 Applying Profit First Principles

    16:53 Overcoming Common Objections

    24:37 Join the Profit Planning Network

    26:02 Wealth Wisdom Week Announcement

    27:13 Conclusion and Call to Action

    Links mentioned in the show:

    • Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar
    • Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/Cz1pNz_hl40

    Show more Show less
    28 mins
  • Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose
    Nov 13 2024

    Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny?

    In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to profitability. Spoiler alert: it's about way more than just cashing those checks.

    Now, we know what you're thinking - "But what about the bottom line?" Don't worry, the Wealth Wisdom crew has got you covered. They're here to show you that purpose and profit are not mutually exclusive. In fact, when you're truly aligned with your calling, you're more likely to persist through challenges and find innovative ways to be profitable.

    So, are you ready to decode your financial DNA and build a business that truly reflects who you are and what you're meant to do?

    00:00 Introduction: Aligning Business with Life's Calling

    00:47 Welcome to Wealth Wisdom Financial Podcast

    01:26 Celebrating Small Businesses

    01:48 Decoding Your Financial DNA

    04:23 Recognizing Your Calling

    05:23 Decoding Your Money Story

    05:42 Pursuing Profitability

    08:08 Personal Story: Going All In

    11:59 Purpose AND Profit

    13:00 Profit Planning Network

    14:55 Conclusion and Call to Action

    Links mentioned in the show:

    • Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/bkrvFhViI80

    Show more Show less
    16 mins
  • STRENGTH IN NUMBERS Means BIG Wins for Small Business!
    Nov 6 2024

    Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration.

    Small businesses are the backbone of the American economy, but the statistics are sobering - 45% fail in the first 5 years, and over half don't make it to the 10-year mark. The good news? We've uncovered a game-changing piece of advice from successful business owners: "Never do anything alone."

    When you team up with mentors, fellow entrepreneurs, and even your target customers, the burden gets lighter, the ideas get bigger, and the chances of success skyrocket. Just ask us - we managed to cut our startup costs in half by leveraging our "Set Up Shop Committee"!

    And if you're not a small business owner yourself, don't worry. We're serving up all the juicy details on how you can support your local entrepreneurial community in ways that create a win-win for everyone.

    This episode is about to shift your small business mindset from stressed and isolated to empowered and connected.

    Whether you run a mom-and-pop shop or just want to champion the entrepreneurial spirit in your neighborhood, you won't want to miss these must-try strategies for harnessing the power of collaboration. Trust us, your business (and your sanity) will thank you.

    00:00 Introduction: The Power of Collaboration

    00:25 Small Business Saturday: Mark Your Calendars

    01:18 Welcome to Wealth Wisdom Financial Podcast

    01:56 Celebrating Small Businesses: You Don't Have to Go It Alone

    02:45 The Reality of Small Businesses in the US

    04:53 The Importance of Collaboration in Entrepreneurship

    05:45 Our Personal Journey: From Isolation to Collaboration

    09:40 How Non-Business Owners Can Support Small Businesses

    13:54 Challenge: Strengthening Community Through Support

    14:36 Join the Profit Planning Network

    15:49 Conclusion: Building Wealth and Wisdom Together

    Links mentioned in the show:

    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube: https://youtu.be/GuCsvW08WVQ

    Show more Show less
    16 mins
  • Smarter Generosity Made EASY!
    Oct 30 2024

    Have you ever felt torn between your desire to give generously and your need to maintain financial stability?

    Watch as we unpack how combining strategic giving with sound financial practices creates a powerful formula for lasting impact and personal stability.

    Are you ready to revolutionize your approach to generosity? It's time to learn how pre-decisions, boundary setting, and high-impact giving strategies could be the missing pieces in your giving puzzle.

    Don't let your generous heart lead to financial strain - join us for this transformative episode that goes beyond basic charitable giving tips!

    Your legacy of generosity (and your financial future) might just depend on it! 🌟

    00:00 Introduction: The Balance Between Generosity and Self-Care

    01:56 Personal Story: Lessons in Generosity

    03:38 The Big Idea: True Generosity Starts with Self-Care

    04:59 Practical Tips for Sustainable Giving

    07:24 Take the Next Step: Financial Freedom Awaits

    09:06 Setting Financial Boundaries

    11:55 Giving Time and Skills

    13:51 Generosity and Self-Care: A Symbiotic Relationship

    15:14 The Flow of Money

    17:06 Conclusion and Next Steps

    Links mentioned in the show:

    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for our 15 Generosity + Self-Care Affirmations and more practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Show more Show less
    18 mins
  • Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth
    Oct 23 2024

    Is your legacy plan secretly working against your family's future?

    Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure!

    Have you ever wondered why some families maintain their wealth for generations while others lose it all by the third generation? The answer is not luck — it's strategic legacy planning.

    Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future.

    Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning.

    Your family's future harmony might just depend on it! 🌟

    00:00 Introduction

    02:26 The Great Wealth Transfer

    04:27 The Case for Leaving a Legacy

    07:34 Finding a Middle Ground

    08:56 Planning for Your Financial Future

    09:37 Top Considerations for Legacy Planning

    12:25 Common Mistakes in Legacy Planning

    14:08 Tailoring Your Legacy Plan

    14:51 Resources and Final Thoughts

    Links mentioned in the show:

    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR
    • Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/b7D4qTO5RqA

    Show more Show less
    17 mins
  • Compounding Kindness: Unlikely Stress-Reducing Financial Concepts
    Oct 16 2024

    Have you ever considered that the secret to easing financial stress could be rooted in kindness?

    Join us as we reveal how combining four unconventional financial strategies can create a compounding effect of kindness and reduced stress. (kind of like how compound interest grows wealth over time)

    Are you ready for a masterclass in financial wisdom? It's time to learn how every small action can have massive results.

    Let's transform your finances and the world around you with kindness and simplicity. Don't miss this game-changing episode!

    00:00 Introduction to Financial Strategies for Reducing Stress

    02:23 Understanding the Power of Compounding

    06:46 Unconventional Financial Concepts for a Better World

    10:18 Introducing the Gratitude Bank

    12:02 Integrating Financial Strategies

    13:38 Addressing Skepticism and Concerns

    16:32 Cultivating Gratitude in Stressful Times

    19:41 Conclusion and Next Steps

    Links mentioned in the show:

    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube: https://youtu.be/nWKPoazYS_E

    Show more Show less
    21 mins
  • How Bank On Yourself, Profit First, EOS, YNAB and STILL Combine for Financial Success
    Oct 9 2024

    What if we told you that your financial strategies are working against each other, sabotaging your wealth-building efforts? (Spoiler alert: For many, they are!)

    Watch as we reveal how combining 5 powerful financial concepts can create a synergy that supercharges your personal and business finances.

    Have you ever wondered why some entrepreneurs seem to effortlessly grow their wealth while others struggle? Or why your colleague Mark's business is thriving while everyone else is barely staying afloat? It's not luck - it's strategy.

    Are you ready for a masterclass in financial integration? It's time to learn how Bank on Yourself, Profit First, EOS, YNAB, and the STILL Method could be the missing pieces in your financial puzzle. Understanding and implementing these crucial elements lets you take control of your money like never before!

    PS: For a limited time, get our book "Five Smooth Stones" at 50% off to jumpstart your journey with the STILL Method. Use code OCTOBER at our shop (link below). Hurry, offer ends October 14th at midnight! Our shop (for the book deal): https://www.wealthwisdomfp.com/shop

    Links mentioned in the show:

    • Our shop (for the book deal): https://www.wealthwisdomfp.com/shop (use code OCTOBER)
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community
    • Learn more about how Profit First and Bank On Yourself works together: on our show here https://youtu.be/ll98hpdj_ZI and on another show here: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/

    00:00 Introduction: Combining Financial Strategies for Success

    01:21 Welcome to Wealth Wisdom Financial Podcast

    02:14 The Problem with Disjointed Financial Strategies

    03:31 Overview of Key Financial Concepts

    06:22 Combining Financial Strategies for Maximum Impact

    10:03 Addressing Common Concerns and Implementation Tips

    15:37 Special Offer and Conclusion

    Watch on YouTube here: https://youtu.be/Nqri8fihmSE

    Show more Show less
    19 mins
  • Planning Your Financial Future: Why Money Isn't the Only Factor!
    Oct 2 2024

    What if we told you that your bank balance is lying to you about how rich you really are? (Spoiler alert: For many, it is!)

    Watch as we pull back the curtain on the 5 crucial puzzle pieces of true wealth that are helping savvy individuals live richer, more fulfilling lives.

    Have you ever wondered why some people seem content despite modest bank accounts? Or why your neighbor Sarah is thriving while everyone else is chasing the next dollar? It's not luck - it's strategy.

    Are you ready for a crash course in redefining wealth? It's time to learn how health, relationships, purpose, personal growth, and time could be the missing pieces in your wealth puzzle. Understanding and planning for these crucial elements lets you take control of your life's true riches!

    ps: Next week's episode we'll show you how to align your finances with these 5 puzzle pieces. Don't miss it!

    Links mentioned in the show:

    • A previous episode about defining wealth: https://youtu.be/K-REYOnpd34?si=VIEbU83NIhu7oIKp
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community (This is where you get our Holistic Wealth Planner too!)

    00:00 Introduction: Beyond the Numbers

    00:51 The Bigger Picture of Wealth

    02:36 Five Puzzle Pieces of True Wealth

    04:13 Puzzle Piece 1: Health

    05:58 Puzzle Piece 2: Relationships

    08:20 Puzzle Piece 3: Purpose

    10:18 Puzzle Piece 4: Personal Growth

    12:03 Puzzle Piece 5: Time

    15:18 Holistic Wealth and Financial Planning

    Watch this episode on YouTube here: https://youtu.be/ZhVW59vkHZc

    Show more Show less
    23 mins