Today I’m being joined by Josh Patrick and we talk about building a sustainable business, the 4 types of profit, creating financial dashboards, and managing cash flow. Josh is a consultant and author who has written two books: Sustainable & The Sale Ready Company. Buy the Sustainable book Email Josh: jpatrick@stage2planning.com — Follow me on…

Everyone wants to be successful, but everyone also has their own definition of success. So, based on your definition, how can you be successful? Sure, having talent is nice, but it's not the most important factor. Shoot, not even one of the top factors. In this episode, I explore the 5 factors I think contribute…

Personal finance is hard with all the jargon and concepts. In today's episode, I attempt to simplify it for you by picking 24 concepts I think you should know. Follow me on Twitter Subscribe to my email newsletter

Failure is seen as a bad word, but not all failure is bad. In this episode, I talk about what good failure looks like and introduce a few principles that will help you fail well. Follow me on Twitter Subscribe to my email newsletter

As a personal finance junkie, you know I have to have some favorites. In this episode, I break down my top 5 and do a brief summary of each. They are: 5: The Simple Path to Wealth by JL Collins 4: The Total Money Makeover by Dave Ramsey 3: The Millionaire Next Door by Thomas…

For years, I didn't track my net worth consistently. But when I started doing it, my results got better. Coincidence? I think not… In this episode, I talk about 9 reasons you should track your net worth and how to do it. Places to go: Personal Capital YNAB (You Need A Budget) Net Worth Tracking…

No matter how well we were taught, we don't listen much at 20. In this week's episode, I reflect back on my 20s and the lessons I wish I knew at that time. Follow me on Twitter Subscribe to my email newsletter

A weekly review is essential to make sure things don't fall through the cracks. This week I take you through my 3 steps: Ponder, Process, and Prepare. Notion Weekly Review Template GTD by David Allen Redeeming Your Time by Jordan Raynor

Building habits is hard. When relying on motivation and willpower, lapses can create frustration and make it hard to establish a habit. By looking at the book Tiny Habits by BJ Fogg, we can use behavioral design principles to create better money habits. Takeaway #1 – Design better habits by understanding the anatomy of a…

Every department can impact the bottom line. In this episode, I go through each department how you can impact the bottom line and shine as a top performer. If you're interested to learn more about the cohort, here is the link: Cohort Course “Financial Statements Decoded” (Discount code: PODCAST) Follow me on Twitter Subscribe to my…