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.
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,...
For a good synopsis of this scalding hot legal tea, check out this bitchin article.
You can also read the full complaint here.
Braden: (00:00)
Hello and welcome to episode 15 of the unfuck your best podcast. I am your host Braeden and today I am joined by my good friend Amanda. If you did not already listen, go back and check out episode three of the podcasts where we do a little bit of an intro, talk about the differences between different areas of law and kind of segue into this episode. Before we do get started, I want to let all of you know that tomorrow, Friday the 22nd will be my last a master class on all of the small business legal shit that you need to know. So hop over to the website unfuck your biz.com if you want to get registered for that. So let's just dig in. Hi Amanda. How's it going? Hi, it's good. Awesome. So we're going to talk a...
About the guest:
Elle Drouin
Check out Elle’s website
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
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...
Check out the episode and the show notes.
Braden: (00:00)
Hello and welcome to episode three of the unfuck your biz podcast. I'm your host, Brayden, and today I am with my good friend Amanda. Hi Amanda. Hi. How's it going? Thank you for having me. Yeah, super excited to hopefully the audio is good for all of you. Amanda just went and got her snowball microphone. So we are all set up and profesh and this shit. I invested, I invested for Brayden and I love it. Make sure that you save that receipt for your tax deductions. Okay. Thank you for reminding me. You're welcome. All right, so the idea of this podcast episode is, well, this podcast episode series I should say is pretty straight forward. Amanda is another fellow small business attorney in Dallas, Texas. So we do a lot of the same types of things or the same types of clients....
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