That Money Lady Podcast

- Understanding Financial Shame and Judgment - Navigating Financial Fear and Transition - The Role of Numbers in Financial Reality - The Importance of Financial Awareness - Seasonal Financial Planning - Empowerment Through Financial Understanding

- Emotional Intelligence in Money Management - Finances as a Healing Journey: Transforming overwhelm into empowerment - Breaking Societal Narratives Around Financial Success - Creating Inner Peace Through Financial Transparency - Practical Steps to Align Your Financial Practice with Your Higher Purpose

-Why messy books don’t mean failure — they mean you’re building -How we unknowingly judge ourselves against unrealistic financial timelines -The emotional weight entrepreneurs carry when facing their numbers -A powerful journaling prompt to reconnect with your path -A peek into the supportive tool Audrey’s creating to bring ease and clarity to your financial life

- The difference between scattered and streamlined systems - Why common “messy money” signs aren’t personal failings - How to design a system that’s clear, consistent, and compassionate - Practical ways to create structure without overwhelm - The power of regular money dates and simple tools that work

- How to align your financial systems with your work style - What habits empower vs. drain you - How to use automation for peace, not pressure - Signs your system isn’t working for you - Why understanding your numbers changes everything - How to start simple with a Financial Health Review

-Alignment is more than a buzzword—it's a powerful approach to business that honors your unique gifts -Your financial systems should support, not constrain, your creative vision -Realignment is a courageous act of self-trust and intentional growth -Permission to pivot, learn, and evolve is built into your entrepreneurial journey -Your business can be a vehicle for both personal fulfillment and col...

-Why financial red flags are like your body's signals and how to listen with compassion -The silent struggles behind high revenue but low profit -How small misalignments in tracking, invoicing and spending can ripple out in big ways -Why paying yourself is a necessity -A gentle practice for reviewing your P&L and reconnecting to your money story: https://thegracefulpenny.podia.com/1-1-financia...

-Money is an energy to be understood, not feared -Clarity creates spaciousness for your mission -Intuition + practical awareness = powerful strategy -Cleanup is an act of self-love and business care

-Embrace a Proactive Financial Approach -Create a realistic financial review system -Track your numbers consistently -Understand your true break-even point -Build a Supportive Financial Ecosystem -Find profit partners who align with your values -Don't be afraid to ask questions -Seek guidance from multiple sources -Empower Yourself Through Financial Knowledge -Learn without shame -View financial u...

-The importance of financial clarity for confident, strategic business decisions -Key financial metrics to track: revenue, expenses, gross profit, net profit, cash flow -Understanding the difference between profit and cash flow -Monitoring accounts receivable and payable to manage cash flow -Building a financial system that empowers you as the business owner -Audrey's offer to conduct a financial...

-Importance of record keeping for entrepreneurs -Accessing Social Security records through ssa.gov -Gathering and organizing important documents -Sharing copies of documents with trusted individuals -Building a supportive network and being a voice of reason Practical tips for organizing records and documents I’d love to hear from you, let’s chat -> here! Have a single question? Send it in here...

Audrey expresses her commitment to maintaining inclusive and diverse spaces, despite not being perfect. Audrey stresses the responsibility of business owners to understand the system and advocate for themselves. Audrey highlights the importance of knowing one's numbers to make informed decisions and advocate ethically. She emphasizes the need for heart-centered advocacy and the importance of under...

Important tax deadlines like the January 31st W-2 and 1099 filing deadline Tips for understanding state-specific filing requirements Advice on allowing your financial systems to evolve as laws change Encouragement to be open and honest with your financial professionals Audrey's commitment to standing in solidarity with the LGBTQ+ community Her holistic, heart-centered approach to financial coachin...

Importance of client involvement in setting up and maintaining financial systems Emotional weight of managing finances and the need for understanding and support Navigating the web of taxes, licenses, and regulations as an entrepreneur Roles of bookkeepers, accountants, and other financial professionals Finances as the foundation of a business and the need for knowledge and skills Surrounding your...

Reflecting on the challenges of 2024 and the importance of growth and learning The role of entrepreneurs in being part of the solution, rather than just pursuing wealth and power The fear and reluctance of entrepreneurs to show their financial numbers, and Audrey's heart-centered approach to supporting them Navigating complex laws and regulations as a small business, and the contrast between corpo...

Show Notes: Client's realization about credit card debt and the importance of connecting purchases to debt Critique of the lack of financial education in society, focusing on teaching spending rather than money management Emphasis on the need for conscious spending and taking radical accountability for financial decisions Acknowledgment of the complexity of personal finances and the importance of...

-Navigating finances for business owners -Importance of understanding personal and business finances -Desire for financial freedom and ability to pay bills -Encouraging listeners to try different approaches and evolve their financial systems -Breaking free from societal norms for financial success -Importance of tracking finances and asking questions -Offering to connect listeners with resources a...

Gratitude and thankfulness for entrepreneurs and listeners Challenges in gaining financial confidence - everyone's journey is unique Avoid comparison, focus on progress and what you've accomplished Lack of financial literacy in society, impact on entrepreneurs Balance of profitability and exploitation for ethical entrepreneurs Importance of seeking help from financial professionals Warning against...

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Audrey talks about the eye-opening experience of seeing people prioritize financial gain over human decency during the election. She talks about her privilege as a white woman in America and her capacity to bring awareness and have political conversations. Audrey discusses the need for more people to be rooted in reality and the importance of accountability in decision-making. She shares her commi...

Key Points Discussed: -The definition and importance of reconciling financial records. -Step-by-step guide to matching transactions from bank statements and cash logs. -The role of accounting software in simplifying reconciliation. -Common challenges faced during reconciliation and how to address them. -The benefits of accurate bookkeeping for overall business health and decision-making. Resources...

Topics Covered: -The complexity of cash flow management -Importance of personalized financial systems -Managing invoicing and payment terms -The necessity of separating personal and business finances -The role of bookkeepers in financial tracking -Strategies for effective cash flow management -Upcoming course on cash flow management Key Takeaways: -Cash flow management is a critical component of f...

Episode Highlights: Announcement: Returning to the "That Money Lady" brand. Discussion on the gap in financial literacy, even among highly educated professionals. The decline in basic financial skills, such as writing checks, and why they still matter. Insights into tax strategies and how entrepreneurs can navigate them more effectively. Timing matters: When to ask tax professionals for advice to...

Introduction Audrey welcomes listeners and introduces the episode's theme: the importance of financial literacy and ethics in small business ownership. Discusses the role of money and power in current global events, emphasizing the need for ethical financial practices. Main Discussion The significance of aligning financial practices with personal and business values. The impact of financial litera...

Summary: Introduction to the importance of cash flow management Explanation of the four key pieces of financial management Discussing the importance of tracking both incoming and outgoing money Practical tips on consolidating subscriptions and tracking expenses The significance of using accounting software for financial insights Challenges of staying updated with changing laws and regulations Enco...