))
E176 | How to Grow Your Money Smartly, Safely, & Significantly with Anna Felix
Manage episode 418165684 series 2866794
Content provided by Crista Grasso. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crista Grasso or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, I sit down with Anna Felix, a leading money strategist with a background in education and linguistic intelligence. We dive deep into the intricacies of financial planning and tax strategies, especially in the context of retirement and entrepreneurship. Anna analyzes the benefits of structuring retirement savings to be flexible and tax-efficient, leveraging the stability of growth tied to the S&P 500. She also shares valuable insights on how entrepreneurs can optimize their tax situations through proactive expense tracking and strategic use of Roth IRAs.
Moving to a more personal vibe, Anna shares her journey from becoming a widow to empowering herself and other women in the realm of financial literacy. She emphasizes the importance of financial knowledge, advocating for its inclusion in educational curriculums, and highlights common financial missteps entrepreneurs often make. She empowers her clients to figure out the best way to grow their money using the 3 S's (Smartly, Safely, and Significantly).
In this episode, we explore:
- Understanding your financial health importance
- Spotting common entrepreneurial finance mistakes
- Smart tax planning strategies
- Insights into non-traditional retirement savings
- Learning to grow money tax-free
- How to feel empowered about financial decisions
"When you understand and control your finances, you’re not just planning for tomorrow; you’re securing your ability to make choices for your future." - Anna Felix
LINKS: www.annafelix.com https://www.linkedin.com/in/annafelix-smartmoney/
Ready to simplify and streamline how you scale your business?
We are now accepting Visionary CEOs and their right-hand Ops Leads into our signature Simplify to Scale mentorship program. Learn more and join us at https://www.leanoutmethod.com/scale
Join us for our transformational in-person business retreats and masterminds each Spring and Fall at https://www.leanoutmethod.com/retreathttps://www.leanoutmethod.com/retreat.
Have questions? Want to explore partnering together to scale your business? Connect with me on my personal Instagram @cristagrasso or LinkedIn and let’s start a conversation.
If you loved this episode, please help us spread the word and reach more business owners like you by leaving a 5-star rating and review. Hit subscribe to be the first to listen to new episodes each Tuesday.
For full show notes and more visit https://www.leanoutmethod.com/podcast
178 episodes
Share
