On this episode, Kristy and I discuss how to get started saving after you have worked through your personal goals and 1, 3, and 10 year vision.

Kristy, owner of On Route Financial, and I really start to dig into how to get rolling with a superb PERSONAL plan to get your money in order.

DOWNLOAD THE MONEY WORKBOOK

Episode Transcript

Braden: (00:00)
Hello and welcome to episode 19 of the unfuck your best podcast. As always, this is Braden, your host. Super excited that you are joining us today. I am joined by Kristi Rosner runs her. Dammit. I did it again. I keep asking. Okay, Christie runs or I have a hard time saying that for some reason run is first and then we'll just call you Kristy [inaudible] of honor, right on route financial. Christie as a certified financial planner who helps businesses really project income, get organized and get their shit legit when it comes to hitting their goals, dreams, hopes, aspirations with both their personal income and business income. So if...

On this episode, we work through Kristy’s Money Goal Workbook to demonstrate how to get started with financial planning based on your personal goals and grand vision.

Kristy, owner of On Route Financial, and I really start to dig into how to get rolling with a superb PERSONAL plan to get your money in order.

Episode Transcript

Braden: (00:00)
Hello and welcome to episode 17 of the unpack your biz podcast. As always, this is Brayden, your favorite host ever of all time for the specific podcast. I don't, this part, this intro is really fallen off the wheels here, Christie, um, all my fault. Anyhow, on this episode, Christie and I are going to be chatting about defining your goals to get started with financial planning. If you haven't already listened, go back and listen to episode seven. I think it was about 15 or 20 minutes where I introduce you all to Christie and we talk about the differences between bookkeepers, accountants, CPAs, CFOs and CFPs. That's a lot of letters,...

On this episode, I chat with Elle Drouin, entrepreneur & owner of Styled Stock Society, about how she got started implementing a system for cash flow management in her business.

About the guest:

Elle Drouin

• Check out Elle’s website

• Follow Elle

On this episode, I chat with Kristy Runzer about the differences between CFOs, CPAs, CFPs, accountants, and bookkeepers, so you know who to hire when.

Kristy, owner of On Route Financial, and I break down the difference between types of professional.

In summary,

CPAs, accountants, and bookkeepers look at the present and past.

while,

CFPs and CFOs look at the present and future

Episode Transcript

Braden: (00:00)
Hello and welcome to episode seven of the unfuck your biz podcast. As always, I am your host Brayden in today I am joined by my good friend Christie [inaudible] who is the owner of on route financial. She's a certified financial planner or a CFP. Don't worry. We're going to actually explain what that means and on today's episode what Christie and I are going to attempt to do for all of you is break down the different types of money professionals that can help you with your life and your business. My goal for this podcast is to actually have some really stellar kick ass...

Episode Transcript

Braden: (00:00)
Hello and welcome to episode five of the unpack your biz podcast. I'm your host Braden. Super excited to have you here. This episode is going to be an introduction to the profit first system. So if you're not already familiar with profit first, it is a book written by a man by the name of Mike Nicalo [inaudible] on how to manage the cashflow in your business. So I really like this system. I'm going to break it down here on the podcast by going through my free download that is called the getting started with profit first roadmap. So I highly recommend if you want to start implementing this system into your business, check out the audio book. That's kinda my favorite method. Uh, Mike does the audio book and he provides a...

On this episode, I chat about the question: “I have 5 businesses and use the same account for all of them. How do I fix that?”

The short answer: you need one bank account per person, and then one personal account.

The question really should be “Do you have 5 businesses, or do you have 1 business with 5 marketing channels?”

If it’s the latter of the two, then what you really need is one business account, 5 DBAs, and a good bookkeeping system to track income from each.

For more info on DBAs, check out this bitchin blog.

Then, make sure to checkout the free download How to Be Your Own Tax Pro & the Profit First Roadmap.

Episode Transcript

Braden: (00:00)
Hello and welcome to episode four of the unfuck your business podcast. My name is Braden and I am your host. Thanks so much for listening to this episode. Again, this is one of our short Tuesday episodes, so we're going to tackle one of the questions that came from our Facebook group. If you're not...