Podcast Blog

What's Up With Your Money? Wednesday Check-In

Build Back Better - BUILD MOBILE

I’ve lived through the pain of starting over after one other famous storm, Hurricane Katrina in 2005. It was a pivotal moment because in the midst of the devastation and picking up the pieces, I vowed to begin rebuilding a uniquely "mobile" firm that would allow me and staff to work from...

READ MORE

Podcast Episode #18: Swipe Left, Swipe Right - It's THAT Easy To Get Your MONEY Right!

So here's an encore from guest host Charlotte Harris - you may remember, Ms. Phenomenal Woman herself from Podcast 16? Well, she's still at it, being phenomenal and being on top of her finances at the same time. Pretty awesome huh? Of course we always have a great time sharing,...

READ MORE

Podcast Episode #17: YES, Family Finance Can Be Fun!

Hopefully you're enjoying summer and spending "quality time" with family. Can we suggest an activity? Let's go over the household finances - all together, ALL AT ONCE, and as a T-E-A-M. Reggie Parker, parent "extraordinaire," is giving you the "cheat sheet" for including the kids in what's...

READ MORE

Podcast Episode #16: How to REALLY Think & Grow Rich

So it's summer time, but you know what doesn't take a break? Money matters! So for the next few episodes we're going to talk about how to make it more FUN with the FAMILY and wait until you hear who's schooling us on how to get it done. Charlotte Harris, real estate investor, planning...

READ MORE

The Bad Credit "FIX" Is In!

It’s time for that 4th “C” of Credit. You know. The one that’s on everyone’s mind? CHARACTER. Yep, CREDIT SCORE. I know you thought we’d never get to it, but...as you can see, we got you covered in our latest podcast episode. As summer approaches and we close out the getting...

READ MORE

Here's How To File Your Taxes in Just 10 Days! (Or Less)

This is a post I never thought I’d be writing because I truly believe in the power of the “extension” to save money by paying less tax. But this year, even I am being challenged with my own taxes to file on time (or close to it) and have been advising my business clients to do the same WHY...

READ MORE

Do You Need To Get "Credit" Ready?

Over the last couple of weeks, I’ve been sharing some stories from my own journey to saving money and just overall financial health, including in the latest podcast episode where I discussed having bad credit for 7 years, and having to rely on only MY money to run and grow my business. So, you'll...

READ MORE

5 Things To Know About Your Money BEFORE You Apply For The New PPP Or Any Other Loan

Maybe you're like many small business owners who are once again feeling the anxiety and nerves associated with sitting before a banker and asking questions about your money. As one client described it while trying to get the last round of PPP: "I feel like I'm totally at their ‘mercy’ and...

READ MORE

The #1 Thing Keeping You From "Next Level" With Your Money

This week I talked to three potential clients with money issues and just confusion in general about their money: 1. One had really messed up taxes resulting in multiple years of large self-employment tax bills. 2. One really needed to get access to the current round of PPP, but had no tax...

READ MORE

What’s Going “Gone” With Your Money? Here’s one key reason it may not be there for you.

It’s hard to enough to save money, stay out of debt or pay it down, plus do the bigger things like investing when you simply don’t have enough money to go around. Statistics show that just a couple hundred extra dollars a month could save people from bad marks on their credit, losing cars, even...

READ MORE