Keep What You Earn

I am beyond thrilled to be joined by Chloe Daniels, better known as Clo Bare Money Coach on the internet. Whether you're an experienced investor or starting out, Chloe shares valuable insight and a few concrete takeaways in today's show.   Chloe's online journey started by being transparent about her experiences, successes, and failures, through her mental health struggles. As she came out the oth...

I believe that it is important to find a tax professional who can provide comprehensive services year-round, rather than just during tax season. Many business owners do not completely understand the need for guidance and advice about tax strategies year-round and are hesitant to pay for higher-priced services. Some business owners also expect this level of service, for a very small annual fee.   ...

One of the things that we're always taught in business school, operations management, or really in any field, is how to build efficiency in your business. And while I'm a big fan of creating optimal operations in your business, I think we can become too efficient at the cost of effectiveness in multiple different areas. I see it in two major ways with many business owners right now. Tune in to hea...

If you've got an upcoming Vegas trip or even if you're just betting on your favorite sports team, Zak Zimbile has got some info to share with you! Zak Zimbile is a Certified Public Accountant who runs his own CPA firm, specializing in gambling tax. He's been in the game for over 10 years now and has worked with all sorts of gamblers - from recreational poker players to professional sports bettors...

If you struggle with the concept of finances, you cringe just hearing the word finances, or you feel like you should know more about finances than you already do, this episode is for you. We're talking about financial fear.   If you're stuck in this cycle of wanting more money, but you're afraid of what that really means (more risk, more responsibility, more taxes), then you could be actively repe...

As accountants, we get to specialize in a ton of different areas, from industry niches to specific client types and needs. As the host of this show, one of the most thrilling parts is bringing in experts who specialize in various fields. I'm excited to chat with Chris Picciurro today!   Chris is a renowned tax planning and strategy expert for US-based real estate investors. With so many folks inve...

I'm pretty sure one of the biggest fears of any business owner is running out of cash. Cash is the lifeblood, it's oxygen, it's what keeps your business alive and going. It's what enables you to make those big investments, to be able to level up in your business, to be able to reap the benefits of your business and grow your wealth. Cash flow is everything to a business's success.   One of the way...

In the last episode, we went through the why behind our move to Costa Rica. But how did we actually get here? I'm going to share how we did it financially and what our process has been like over the past few years!   There were many things that led to us being able to do this, from boring day-to-day saving to me taking Spanish as a kid instead of French. But at the end of the day, we were able to...

If you've been following along for a while, you know that Jason and I have a home in Costa Rica and spend several months there each year! After visiting with Jason's parents in 2019, we fell in love with this country and there are many reasons we quickly decided to buy our home. Tune in to hear the full story behind why we moved to Costa Rica and how it's affected our life, businesses, and mindset...

If you feel like you're in an endless cycle of owing taxes year after year, and you dread getting your tax return back, or you wish that you could reduce the amount that you have to pay every April so that you can stop stressing out, this one is for you!   I'm going to share three ways that you can stop owing taxes. We all have to pay our taxes of course, but let's dive in to the three ways to red...

Whether we like to admit it or not sometimes the number one thing holding us back from the success, business, and life that we dream of, is ourselves. And we don't even realize we're doing it sometimes, but self sabotage, comparison, and overthinking can really hinder our journey forward. That's why I wanted to bring Lindsey Mango on! To really unpack what helped her reach her potential and how sh...

In our last episode, I introduced this idea of having someone in your business that is responsible for financial operations. I wanted to expand on that and actually clarify the difference between financial operations and financial management in your business, because they are very different things.   Most business owners don't realize that there is a complexity to the financial side of your busine...

Accountants are insanely valuable and versatile professionals. So much so, that it's actually really confusing what the hell an accountants job is and what it isn't. It can feel like the accountant is the Swiss Army knife to any business solution, but that isn't always the case.   I want to clarify a couple of things, I have a pretty strong opinion about this. I believe that there are certain thin...

Your mindset is incredibly important, especially when it comes to your mindset towards your business and life as an entrepreneur. Being able to shift your thinking to the appropriate mindset can help you not only endure the toughest hardships, but grow from them. Chris Felton joins me to unpack how to get your mindset right and explain some of the key points to his new book, "Think and Grow You"....

As a business owner, we're always chasing growth, we're always chasing that next thing, it feels like no matter what we do, we're always hungry for that next level. And that's not necessarily a bad thing, but sometimes we can feel like we're starting to plateau when it comes to our income; like we can't break free from a certain level and we're not sure how to unlock that next step.   It can make...

We're all absorbing so much information and advice every single day, from social media, our friends and family, our business colleagues, mentors, and so much more. We're being told constantly what we should be doing. Sometimes as business owners, that's really helpful, because it's in the name of service and the name of helping us. But sometimes it can be really overwhelming and really exhausting....

I firmly believe that one of the key components to unlocking scalability in your business is having a recurring revenue model that allows your customers to make purchases from you time and time again. Relying solely on a product or service that generates a one-time sale per customer can quickly lead to burnout. The constant need to market and acquire new customers can be exhausting, making it chal...

As entrepreneurs, we always get this advice that we need to know our numbers, right? I want to be clear, this advice isn't suggesting you memorize your exact numbers. Yes, we should know some of these things, especially in a product-based business, but I want to talk about the three different dimensions where you should be focusing your attention if you're looking to get to know your numbers a bit...

Lindsay Dotzlaf, the founder of The Coach Lab and Coaching Masters, shares her journey from being a novice in life coaching to mastering coaching skills. With her background in psychology and ability to connect with people, she founded her own coaching business after being coached for a few years.   Lindsay shares her insights on how to articulate the problem that coaches solve and how to meet cli...

We all know that making more money in business is really a function of two key variables, sales and costs. Most of the time, we're really focused on that first number, our sales. Not just calling in the right people getting your messaging right as we've talked about before, but also how to increase your revenue.   If it feels like you're hustling so hard, trying to get new customers in the door an...

What's the next level of freedom that you're hoping to unlock? Our individual definitions of freedom are subjective and constantly evolving. I'm thrilled for this conversation because we have the privilege of hearing from Mike Ayala about his journey, how he dared to challenge conventions, and unapologetically forged his path towards financial freedom.   Mike's life experiences have led him to dis...

Let's talk about relationships - business relationships, to be specific. As your business grows, you will inevitably need to bring in additional help, whether in the form of employees or contractors. Although it can be somewhat of a gray area, it's crucial to accurately categorize the individuals who work for you.   While hiring contractors may offer more tax advantages, there has been a rise in t...

Nowadays, your office can be wherever your laptop is, but you may be unaware that having a home office can lead to tax savings. Let's explore how you can legitimately and legally claim the home office deduction without any disputes from the IRS.   One of the requirements for claiming a home office deduction is that the space must be used exclusively for business purposes. This means it cannot be y...

If you're just starting out in the area of financial management and you haven't received formal financial education it can seem like there's so much conflicting advice out there. It can be confusing to know what to do with your money and it may even become so overwhelming that you do nothing and you're missing out on opportunities. I wanted to go back to basics with today's guest, Mark Russell! Ma...

It can feel really daunting to be selling all the time, marketing all the time, launching all the time. And yet you're not getting the results that you want, you're not getting the results you expect. It's not for lack of trying, it's not for the lack of effort, but it's really tempting that when these things don't work, to blame the offer itself or to give up completely. It's tempting, because yo...