Best Solopreneur Advisor Podcasts (2024)

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Ep 65 Navigating Financial Education for Children with Elizabeth Rosenberg 30:06

6h ago30:06

30:06

Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her ex…

1
Tax Efficiency : A Comprehensive Guide for Employers 9:35

2h ago9:35

9:35

Introduction Tax efficiency and tax planning are crucial for all businesses, whether private or non-profit. Additionally, one key area offering significant opportunities is benefit planning. Specifically, benefit planning allows you to remunerate your staff, including yourself as a business owner, in the most tax-efficient way. The Importance of Be…

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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

3d ago58:28

58:28

In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up. We dive into the orig…

1
Ep 64 Should You Automate Your Finances? Pros and Cons Explained 15:27

7d ago15:27

15:27

Send me a message! What do you want to see more of? In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating. 00:00 Introduction: Is Automation the Answer for Better Finances? 00:…

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Benefits in Kind - Your Tax Strategy Upgrade! 11:09

7d ago11:09

11:09

At "I Hate Numbers," we emphasize the critical role of tax planning for business owners and employers alike. Managing taxes efficiently isn't just a legal obligation—it's a strategic imperative. Today, we delve into a powerful yet often overlooked strategy: benefits in kind. What are Benefits in Kind? Benefits in kind are non-cash perks provided to…

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Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively 14:06

14d ago14:06

14:06

Send me a message! What do you want to see more of? If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: D…

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Business Success: Defining, Achieving, and Avoiding Pitfalls 8:11

14d ago8:11

8:11

Welcome to this week's episode of the I Hate Numbers Podcast, where we explore business success. We discuss what success means, how to achieve it, and common pitfalls to avoid. Notably, success differs for each of us; hence, defining it personally is crucial. Therefore, let's focus on crafting our unique vision of success, planning smartly, and bui…

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Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

17d ago55:48

55:48

In today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s contin…

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Ep 62 Mastering the Financial Aspects of Divorce with Lisa Zeiderman 27:48

22d ago27:48

27:48

Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documen…

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4 Business Myths You Must Ignore – Here’s Why 8:58

22d ago8:58

8:58

In this week’s episode of the "I Hate Numbers" podcast, we tackle common business myths. These beliefs often mislead and hinder progress. We explore which beliefs to discard and why. What is a Belief? Firstly, let's clarify what a belief is. According to Wikipedia, a belief is a subjective attitude that a proposition is true. Basically, this means …

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Ep 61 Strategies For Making Major Purchases 20:28

29d ago20:28

20:28

Send me a message! What do you want to see more of? In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, …

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What is Depreciation? 13:15

1M ago13:15

13:15

In this episode of the I Hate Numbers podcast, we explain what depreciation is and its importance in business. Albeit often misunderstood, it is crucial for accurately determining profitability. Essentially, we clarify that it is not merely a reflection of value loss but rather an allocation of the asset's cost over its useful life. Subsequently, w…

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Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

1M ago51:11

51:11

In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. Since her last …

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Ep 60 5 Steps to Becoming Your Own Financial Advisor 24:19

1M ago24:19

24:19

Send me a message! What do you want to see more of? In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared,…

1
What is the Accounting Matching concept? 14:15

1M ago14:15

14:15

The "I Hate Numbers" podcast explores the accounting matching concept, also known as accrual accounting, in finance and accounting. In this episode, we explore what the matching concept is, how it applies, and why it's essential. We also explore its impact on financial statements, providing practical examples for clarity. What Is the Matching Conce…

1
Ep 59 4 Simple Steps to Master Consistent Savings 19:12

1M ago19:12

19:12

Send me a message! What do you want to see more of? In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, an…

1
Thank you and goodnight 45:42

2M ago45:42

45:42

We made it to episode 80. I'm proud of us. But this is the last Morning Creative for the foreseeable future. Probably ever, but never say never! Here's what I'm up to My flagship podcast is List Envy (you'll love it) My weekly newsletter will show you what "great" sounds like You're brilliant.By Mark Steadman

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5 Useful Motivation Tips for Solopreneurs 8:53

2M ago8:53

8:53

5 Useful Motivation Tips for Solopreneurs that are essential to keep you going when working for yourself. Initially, being your own boss sounds great. However, many solopreneurs discover that giving up their day job is not as glamorous as it seems. Loneliness and a lack of motivation will eventually creep in, and you may even miss your 9-to-5 job m…

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Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

2M ago54:05

54:05

In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow the…

1
Ep 58 Should You Pay for Your Kid's College? College Planning and Financial Strategies with Steve Mullen 26:10

2M ago26:10

26:10

Send me a message! What do you want to see more of? In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes t…

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How to cope with business failure 11:06

2M ago11:06

11:06

How to cope with Failure in Your Business? Failure is often seen as negative in business. When we hear the term, it sounds bad. The dictionary defines failure as a lack of success, especially in specific activities. However, we need to change this viewpoint. Famous Examples of Overcoming Failure Walt Disney Walt Disney faced rejection 300 times bef…

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Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney 21:59

2M ago21:59

21:59

Send me a message! What do you want to see more of? This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed …

1
Creative confidence and flexibility 36:04

2M ago36:04

36:04

Flexible systems in our lives and work help us adapt to changes and unexpected events. These systems shouldn’t be rigid, but should support us, catch us when we fall, and allow for life's uncertainties. This balance can contribute to a more sustainable and resilient approach to productivity and personal development. I’m “confident” that by listenin…

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Increasing your profits - Four Effective Steps 8:13

2M ago8:13

8:13

Welcome to this week's episode of the I Hate Numbers podcast. We are excited to share four steps to increasing your profits. Accordingly, these steps will help you keep more of the money you make. Moreover, they are designed to ensure your business thrives, despite external challenges. Every business faces numerous challenges, from changing custome…

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Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

2M ago55:04

55:04

In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca shares how she has evolved SeedSafe from a lifestyle practice in…

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Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive 23:18

2M ago23:18

23:18

Send me a message! What do you want to see more of? Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fe…

1
Conducting a Profitability Analysis 8:35

2M ago8:35

8:35

To start our journey towards understanding business success, we often overlook a vital tool: the profitability analysis. Yet, this oversight can hinder our ability to grasp our true financial standing. Calculating Margins Firstly, let's delve into the calculation of profit margins through conducting a profitability analysis. By comparing our sales …

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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari 26:52

2M ago26:52

26:52

Send me a message! What do you want to see more of? This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive finan…

1
Understanding Financial Terminology 8:31

2M ago8:31

8:31

In the realm of business, understanding financial terminology is essential. It unlocks insights, reveals trends, and empowers decision-making At the "I Hate Numbers" podcast, we're committed to demystifying the complex world of numbers. In this episode, we'll delve into the essential concepts of capital and operating expenses, shedding light on the…

1
More aimless conversations, please 33:44

3M ago33:44

33:44

Embracing chaos, reminding ourselves of our capabilities, and fostering aimless, agenda-less conversations can lead to unexpected opportunities and personal growth. This episode also explores the importance of reassessing our work-life boundaries, decluttering our physical and digital spaces, and making room for new experiences and changes.…

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Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

3M ago59:19

59:19

On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Rees…

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Ep 54 How to Select the Best Performing Savings Account for Your Financial Goals 20:16

3M ago20:16

20:16

Send me a message! What do you want to see more of? Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining yo…

1
Cash Flow Management Tips : 5 Essential Tips 8:11

3M ago8:11

8:11

In last week's episode of I Hate Numbers, we emphasized the critical nature of cash flow forecasting for businesses. Now, in Episode 217, we're shifting focus to share five essential cash flow management tips every small business owner needs to know. Calculating Days Cash on Hand To kick things off, it's crucial to determine the number of days cash…

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Ep 53 How To Create a Savings Plan With Purpose and Definition 17:48

3M ago17:48

17:48

Send me a message! What do you want to see more of? This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial stru…

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Success with Cash Flow Forecasting 4:42

3M ago4:42

4:42

In the latest episode of the I Hate Numbers podcast, we shed light on the indispensable role of Cash Flow Forecasting in ensuring the success of your business endeavours. Understanding the Ups and Downs Cash Flow Forecasting serves as a beacon, guiding entrepreneurs through the turbulent waters of business finances. Additionally, by providing a cle…

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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

3M ago1:09:19

1:09:19

Today’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the untapped opportunities that existed for both financial planners and t…

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It’s beginning to take shape 22:39

3M ago22:39

22:39

Embracing change, even when it feels like a complete dissolution of our current state, can lead to significant personal and professional growth. This episode highlights the importance of being flexible, following our interests, and not being overly rigid or strategic in our approach to sharing knowledge or marketing ourselves. Finding Your Own Nort…

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Ep. 52 Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch 40:34

3M ago40:34

40:34

Send me a message! What do you want to see more of? Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the…

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Benefits of Cloud accounting for Your Business 6:53

3M ago6:53

6:53

In our pursuit of simplifying clients' lives and alleviating stress, the "I Hate Numbers" podcast delves into the benefits of cloud accounting this week. Time Saving Benefits Transitioning to cloud accounting not only saves time but also streamlines financial processes, boosting productivity significantly. Additionally, it automates tasks, reducing…

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Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett 26:08

3M ago26:08

26:08

Send me a message! What do you want to see more of? Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades o…

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Reasons to Ignore Cloud Accounting 6:24

3M ago6:24

6:24

In today's episode of the I Hate Numbers podcast, we're delving into five compelling reasons why we, as business owners, should consider ignoring cloud accounting. Stick with us until the end for valuable insights. First and foremost, let's clarify what cloud accounting entails. Understanding Cloud Accounting Cloud accounting, also known as digital…

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Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

3M ago1:01:24

1:01:24

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the …

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Solopreneur Advisor Podcasts

Podcasts Worth a Listen

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