Ever feel like your business systems aren't keeping up with your growth? Many entrepreneurs hit a ceiling not because of their products or market. They plateau because their financial systems can't scale.

In this episode, we reveal 3 critical financial systems. These systems separate 6-figure businesses from 7-figure empires. You'll discover:

• How to structure powerful twice-monthly money meetings that actually save you time
• The exact framework for quarterly deep dives that keep you ahead of problems
• Why semi-annual strategy sessions are crucial for sustainable growth
• Simple ways to get your team aligned with your financial rhythm

🔑 Key Quote: "Even if all you do is become more aware of what's really happening in your business, that's a huge win. You've heard you need time to work ON the business, not just IN the business. What about time to think ABOUT the business?"

You may be starting out or further along. Regardless, this episode reveals financial systems to support your next level. Plus, these systems won't overwhelm you or your team.

Want the agendas we use for our financial meetings? Get them in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community. 

Remember: The financial systems that got you to now may hold you back from reaching the next level. Time to upgrade your approach?

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

Do you keep making budgets that never work in real life? Like many business owners, you might find that old-school budgeting just doesn't fit how you run your business.

In this episode, we share simple ways to make your budget work better for you. You'll learn:

• How to think of your budget more like a GPS that helps you, not a strict diet that makes you feel bad
• Ways to make smart money choices without guilt when things change
• How to plan for big bills that don't come every month
• A new way to protect your profits using special accounts

Whether you're just starting or looking to refine your existing business budget, this episode will give you practical steps to create a financial system that works with your entrepreneurial spirit, not against it.

🔑 Key Quote: Consider it this way: When you get to December 2025, do you want to be proud of (a) sticking to numbers your January-self set up no matter what happened in the business? Or (b) adapting to fit circumstances as the year changed to be in a better spot than your January self thought possible?

Links mentioned in the show: 

• Join the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community
• Implement Profit First in 12 Easy Steps: https://www.wealthwisdomfp.com/profit
• Set up YNAB to be Profit-First friendly (and more): https://www.wealthwisdomfp.com/ynab
• Unlock the power of Bank On Yourself: https://www.wealthwisdomfp.com/boy 
• Not Your Average Financial Podcast Episode 368: A Better Way to Profit First with Mike Michalowicz: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/ 

Watch on YouTube here: https://youtu.be/51Fi0XIbxsQ 

Ever feel overwhelmed by traditional New Year's resolutions? What if there was a simpler way to shape your 2025? Could you start by focusing on how you want to feel rather than just what you want to achieve?

This special New Year's episode explores a refreshing approach to planning your year. It's the perfect episode to listen to while reflecting on your hopes for 2025.

Key Quote: "Before you plan what you'll do, decide how you'll be."

In this episode, you'll discover:

• Why choosing an emotional theme can be more powerful than traditional goal-setting
• How to identify your personal emotional "North Star" for 2025
• The connection between emotional well-being and financial success
• Simple practices to cultivate your chosen emotional state
• Why patient trust might be more valuable than aggressive action

Plus, learn a practical exercise for embodying your emotional theme throughout the year.

Set your intentions for 2025. Start your year with clarity and purpose.

Next steps: Ready to grow with intention in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at www.wealthwisdomfp.com/community 

Watch on YouTube: https://youtu.be/XV5VyihfwVY 

Do you ever wonder if you're learning from your experiences or just living them? Want a simple way to extract wisdom from your year? Want to review without getting lost in complicated reflection exercises?

This is a quick but powerful episode. Discover a clever exercise transforming how successful entrepreneurs review their years for nearly two decades. Listen while enjoying that holiday beverage or stealing a quiet moment between festivities.

Key Quote: "What if we stopped seeing December 31st as a deadline and started seeing it as a chance to honor how far we've come?"

In this episode, you'll learn:

• A simple two-step process for meaningful year-end reflection

• How to identify patterns you might be missing in your business

• The secret to turning experiences into actionable wisdom

• A practical way to document your year that survives even floods

Plus, hear real examples of lessons learned, both personal and professional. Shape your approach to 2025.

Next steps: Ready to grow and learn even more in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at https://www.wealthwisdomfp.com/community.

Watch on YouTube HERE: https://youtu.be/ZnfMuWYue0Q 

Ever find yourself panic-purchasing business tools at 2 AM during the holiday season? Or maybe you're wondering if that end-of-year equipment purchase is really about growth – or just about taxes? In this episode, we dive deep into the psychology behind those year-end money decisions that can make (or break) your business's financial future.

Key Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is."

In this episode, you'll discover:

• The truth about December 31st deadlines (and which ones you can safely ignore)
• Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage)
• How holiday stress can trigger "doom spending" in your business
• A practical 72-hour rule for making better financial decisions during the festive season
• The "December Decision Framework" that transformed one client's year-end planning

Plus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year.

Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic.

00:00 Introduction: Year-End Financial Pressure

00:57 Welcome to Wealth Wisdom Financial Podcast

01:34 Understanding Year-End Financial Moves

03:11 Psychological Triggers: December Deadline Effect

06:51 Psychological Triggers: Clean Slate Syndrome

11:33 Psychological Triggers: Social Comparison Search

15:22 Creating a December Decision Framework

20:03 Join the Wealth Wisdom Financial Community

21:34 Conclusion and Final Thoughts

Next steps: Ready to make intentional money moves in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Get access to our complete library of financial resources, monthly group coaching sessions, and our success dashboard mini-course. Join at wealthwisdomfp.com/community.

Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process.

Watch on YouTube: https://youtu.be/J23X36gUSDg 

Ever wonder why some people attract financial abundance while others stay stuck in scarcity? Even with similar incomes? In this episode, we dive deep into the psychology behind your relationship with money. Join us to explore how to transform your mindset from scarcity to abundance as we head into 2025.

Key Quote: "Money is important - but it's important in the same way oxygen is important. You need it to live, but having more oxygen doesn't make you a better person. Your worth as a human being is inherent, unchangeable, and completely separate from your financial situation."

In this episode, you'll discover:

• The three mindset traps that keep people stuck in scarcity thinking
• Why traditional budgeting often reinforces negative money patterns
• How to break free from the "never enough" loop
• A practical framework for shifting from scarcity to abundance thinking
• Real client stories of transformation (and the exact steps they took)

Plus, learn a simple daily practice that can begin rewiring your money mindset today.

Perfect for listening while wrapping presents or stealing a quiet moment during the holiday rush. Ready to write a new money story for 2025? Don't miss this episode.

Next steps:

• Ready to take your money mindset transformation to the next level? Join our Wealth Wisdom Financial Community for just $97/year. You'll get access to our complete library of money mindset resources. Plus, join us for monthly group coaching sessions. Every premium members gets our success dashboard mini-course. Join at wealthwisdomfp.com/community. Let's make 2025 your breakthrough year.

Coming up next week: "The Psychology of Your Year-End Money Moves." Don't miss our deep dive into making strategic financial decisions during the holiday season.

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

Ever look at your business bank account and feel successful? Then, you glance at your personal accounts and wonder where all the money went? You're not alone.

Join us as we explore the hidden disconnect between revenue and wealth. The Revenue-Wealth Gap trips up even the most successful entrepreneurs.

Discover why making more money isn't the answer (and what actually is), plus:

• Why traditional investment advice often fails business owners
• The "Wealth Trifecta" that successful entrepreneurs use instead
• How to stop hoping you'll "figure it out someday" and start building real wealth today

Ready to bridge your own revenue-wealth gap? Don't miss the special and *urgent* announcement about Wealth Wisdom Week at the end of the episode!

🎯 Key Quote: "The gap between revenue and wealth isn't bridged by making more money. It's bridged by having the right system to transform that revenue into lasting wealth."

Learn more and register for Wealth Wisdom Week at wealthwisdomfp.com/seminar

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: https://youtu.be/Ak0UqheDxIs

Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not.

In this episode, we reveal:

• The #1 reason businesses fail (hint: it’s not a lack of passion or a bad product).
• Why your business shouldn’t be your only retirement plan.
• The power of margins in life and business—how to create space for financial security and joy.
• Our personal story of making a crucial mistake early on and how we pivoted to build lasting personal wealth.
• How a parallel growth strategy can help you thrive in both business and personal finance.

This episode is perfect for entrepreneurs who want to build wealth beyond their business. Whether you’re just starting out, looking to diversify your income, or preparing for a secure retirement, this episode will show you how to protect your financial future without sacrificing your business goals.

Listen now to learn how to create a personal financial safety net, avoid burnout, and achieve long-term success. And keep an ear out for a fun nerd reference that ties everything together!

00:00 Introduction: Beyond Business Success

01:30 The Importance of Personal Wealth

02:43 Understanding Margins in Life and Business

05:06 Real-Life Examples and Lessons

07:28 Parallel Growth Strategy

10:01 Addressing Common Objections

13:15 Conclusion and Next Steps

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/kKDZfCXOEqs 

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 

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 

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