Leland Gross CFP®

Self-Employment Success Podcast

Business EN ↓ 70 episodes

This is a podcast about success for self-employed business owners who want to break through to the next level in their business and have a life in the process. We'll go behind the scenes with CERTIFIED FINANCIAL PLANNER™ and small business owner Leland Gross to hear stories of other how other self-employed business owners navigated the inevitable challenges that arise on the path to success. And get insight from leading business consultants on how to break through to the next level in your business. Whether you own your own small business and want a community of like-minded people who can cele...

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Author

Leland Gross CFP®

Category

Business

Podcast website

www.peacelinkfp.com

Latest episode

Oct 16, 2024

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Episodes

Episode 45- Establishing A Firm Foundation In Your Business With Zach Carlin 03.04.2024

My guest on today’s podcast is Zach Carlin. Zach is the owner of Summit Chasers Network, a business designed to help businesses lay the groundwork for enduring success, both personally and professionally. In this episode we talk about their SUMMIT system which stands for Start with you, Unify your team on a collective vision, Map your path, Make a clock, Increase talent density, and Time to scale....

Episode 43: Inside Experts: Multi Family Real Estate Investing W/ Evan Curtis 27.03.2024

My guest on today’s podcast is Evan Curtis. Evan is the Executive Director of Investments at Vanamor Investments, a real estate investment company that acquires middle market multifamily properties that are in need of rehabilitation with a long term investment horizon to obtain consistent cash flow and strong annual returns for their investors. In this episode Curtis shares his story from working...

Episode 44 What Works Wednesday: The Four Ways Money Passes After Death 27.03.2024

Welcome to What Works Wednesday! Today, we're tackling estate planning and what happens to your money after you're gone.  This episode breaks down the four primary ways money passes after death. From avoiding the risks of intestacy to ensuring your loved ones are cared for,  Leland provides actionable insights to empower listeners. Join us as we confront the uncomfortable yet essential c...

Episode 42: What Works Wednesday: Breaking Down Credit and Credit Scores 13.03.2024

Welcome to this weeks “What Works Wednesday” episode as Leland tackles credit scores—essential for financial success. Join us as we decode their significance, unravel how they're calculated, and empower you to take control of your financial future. Tune in to What Works Wednesday and embark on a journey towards financial empowerment.

Episode 41: Boosting Your Financial IQ W/ Steve Coughran 06.03.2024

My guest on today’s podcast is Steve Coughran. Steve is the founder or Coltivar and Boosting Your Financial IQ. Coltivar is a business consulting and CFO service company that helps business owners get strategic and financial support to grow, turnaround, or sell their businesses. Boosting Your Financial IQ is a course and community that empowers people worldwide with the knowledge and skills to enh...

Episode 40: What Works Wednesday: Progressive Tax System: Quarterly Payments and Effective Tax Brackets 28.02.2024

Welcome to this week's "What Works Wednesday" with Leland Gross. Today, amidst tax season, we're delving into the intricate world of taxes. Join us as we unravel the progressive tax system, exploring the importance of ongoing quarterly payments and the nuanced differences between marginal and effective tax rates. Discover why working with tax professionals is crucial for naviga...

Episode 39: Creating intentional space and interactions that deeply connect women to each other and to their most-whole selves w/ Bailey Feldman 21.02.2024

Welcome to the 39th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Bailey Feldman. Bailey is the founder of Fount and Flourish, a business whose mission is to redefine the female experience through a combination of their two pillars: Fount and Flourish. Through Fount they gather at events and their dedicated coworking space to build connections, share stories and sk...

Episode 38: What Works Wednesday: Avalanches or Snowballs? Navigating Debt And Priorities Around Saving Vs Debt Payoff 14.02.2024

Welcome to this week's "What Works Wednesday" episode as Leland delves into the intricacies of debt management. Join us as we explore efficient repayment strategies, including the debt avalanche and debt snowball methods. Then, discover how to make informed decisions about allocating extra funds between debt repayment and investments. Don't miss out on this insightful discussio...

Episode 37: Empowering Women Through Holistic Health with Jenna Epperly 07.02.2024

Welcome to the 37th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Jenna Epperly. Jenna is the founder of Jeneppfit, a personal training business for women in all stages of their life and body, that focuses not on before and after photos, or extreme all consuming strategies, but rather focuses on stewarding their bodies, honoring and cherishing them, so they can bre...

Episode 36: What Works Wednesday: The Three Bucket System 31.01.2024

Welcome to this weeks “What Works Wednesday” episode as Leland discusses the Three-Bucket Account Structuring System. We dive into the short-term, middle-term, and long-term bucket system to understand how each can play a unique and pivotal role in optimizing your finances. Don't miss the chance to embrace this valuable tool, guiding you towards not just financial soundness but also a purpose...

Episode 35: Taking Control Of Your Life Through Entrepreneurship and Franchising W/ Wes Barefoot 18.01.2024

Welcome to the 35th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Wes Barefoot. Wes is the founder of Path to Freedom, a business that helps people find freedom and take control of their lives through business ownership, specifically franchise ownership. Wes walks people through a tailored process to help them figure out what they truly want out of their life and c...

Episode 34: What Works Wednesday: Using Net Worth As A Tool and Indicator of Financial Health 17.01.2024

Welcome back to another episode of The Self-Employment Success Podcast. In today's What Works Wednesday installment, our host, Leland Gross, explores a crucial and often overlooked aspect of personal finances – your net worth. Join us as we unravel the significance of tracking your net worth, understanding its calculation, and how it serves as a vital metric for making informed financial deci...

Episode 33: Creating Lasting Impact By Helping People Better Their Lives Through Franchise Ownership W/ John Hewitt 10.01.2024

Welcome back to the Self-Employment Success Podcast. My guest on today’s podcast is John Hewitt. John is the founder and owner of Loyalty Brands, a company that developed a business system that drives customer loyalty, repeat business, and financial stability for franchise owners. In John’s words the Loyalty Brand family of companies help build happy, successful, franchisees. You may recognize Joh...

Episode 32: What Works Wednesday: New Years Resolutions: What is Your Why? 03.01.2024

In the 7th installment of What Works Wednesday episode, our host Leland Gross delves into the intricacies of goal setting in finances and business. Exploring the pitfalls of generic resolutions, he emphasizes the importance of understanding the 'why' behind your goals. By drilling down to the core motivations, Leland guides listeners on creating realistic, sustainable, and meaningful obj...

Episode 31: Building Your Business To Sell W/ Steven Huskey 27.12.2023

Welcome to the 31st episode of the Self-Employment Success Podcast. My guest on today’s podcast is Steven Huskey. Steven is the founder of Huskey Financial, an independent financial planning firm, as well as Blue Water Dental Advisors, another financial planning firm designed to help Dentists in all stages of their business. Steven is also the host of the Portfolio Pulse Podcast: The Money Podcast...

Episode 30: What Works Wednesday: Reverse Budgeting: The 50/30/20 Cash Flow Freedom Plan 20.12.2023

Join host Leland Gross on our 6th episode of "What Works Wednesday" as he introduces a game-changing approach to cash flow planning – the 50-30-20 method. Say goodbye to restrictive budgeting and embrace a plan that prioritizes abundance, automation, and financial clarity. Learn how to keep fixed expenses under 50%, and enjoy a flexible 30% for discretionary spending, and automate your s...

Episode 29: Relationships, Vitality, Profound Spirituality, and The True Keys To Success W/Mark Yegge 13.12.2023

Welcome to the 29th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Mark Yegge. Mark is the founder of Light Circle, an exclusive mastermind community dedicated to illuminating lives and fostering deep connections among growth-minded individuals. Light Circle is a space where people come together to cultivate personal growth, abundant living, and a sense of profound...

Episode 28: What Works Wednesday: Year End Giving: How To Give And Get The Best Bang For Your Buck 06.12.2023

Welcome to another episode of What Works Wednesday with Leland! In this insightful podcast, Leland shares valuable tips and tricks to optimize your finances and build the life you desire. As December marks the charitable giving season, Leland delves into strategic ways to make your donations count. Learn about the benefits of donor-advised funds, donating appreciated investments, and utilizing qua...

Episode 27: From Veteran To Entrepreneur Serving Veterans W/ Nic Stevens 29.11.2023

Welcome to the 27th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Nic Stevens. Nic is the owner of Atlas, a recruiting company designed to help connect valuable companies to the military community as they transition out of the military. They work with veterans and their spouses to craft a path forward by helping them discover options out there that might be beyond...

Episode 26: What Works Wednesday: LLC Taxed As An S Corp 22.11.2023

In today's episode of "What Works Wednesday," we tackle the often-misunderstood realm of tax options for LLCs. Contrary to common belief, an LLC is not inherently tied to a specific tax status; rather, it offers flexibility in how it can be taxed. In this installment, we shed light on a savvy strategy—opting for S-Corporation taxation within your LLC—to unlock potential tax savings....

Episode 25: Inside Experts: All Things LLCs W/ Joel Ankney 15.11.2023

Welcome to the 25th episode of the Self-Employment Success Podcast. I am excited to welcome back Joel Ankney to the podcast. Joel is the founder of Ankney Law- a successful law firm specializing in helping entrepreneurs buy and sell businesses, as well as commercial real estate transactions and small business support. He joined us back in episode 13 to share his success story and how he got to whe...

Episode 24: What Works Wednesday: Retirement Planning For Self Employed Professional 08.11.2023

In today’s episode of What Works Wednesday I discuss how to successfully prepare for retirement as a self-employed professional. I go over three retirement vehicles that can be utilized when saving for retirement: a SEP IRA, Simple IRA, and Solo 401(k). Giving yourself the freedom to retire whenever you want is something that all Self-Employed professionals desire and utilizing the right tools and...

Episode 23: Fostering An Intentional Foundation In Your Business W/ Amber Hamilton 01.11.2023

Welcome to the 23rd episode of the Self-Employment Success Podcast. My guest on today’s podcast is Amber Hamilton. Amber is the owner of INTEN, a sales and branding company that helps start-up business owners create an intentional foundation in their business, to allow them to grow and scale effectively. Amber helps entrepreneurs create practical steps to get their businesses off the ground and fo...

Episode 22: What Works Wednesday: Your Business Finances Are Not Your Personal Finances 25.10.2023

In the 22nd episode of our Self-Employment Success podcast, and the second segment of What Works Wednesday, we dive into the crucial topic of keeping personal and business finances separate. Host Leland discusses the vital role this separation plays in simplifying your life year-round, especially when tax season comes. By segregating your finances and channeling funds into dedicated business accou...

Episode 21: The Self-Employed Life W/ Jeffrey Shaw 18.10.2023

Welcome to the 21st episode of the Self-Employment Success Podcast. My guest on today’s podcast is Jeffrey Shaw. Jeffrey is an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Something that is unique about Jeffrey is that he has NEVER had a conventional job. His entire life has been self-empl...

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