Hello Reader, I winced when a potential client recently said: “𝘐 𝘬𝘯𝘰𝘸 𝘐’𝘮 𝘭𝘦𝘨𝘢𝘭, 𝘣𝘶𝘵 𝘮𝘺 𝘱𝘳𝘦𝘷𝘪𝘰𝘶𝘴 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵 𝘸𝘢𝘴𝘯’𝘵 𝘴𝘢𝘷𝘪𝘯𝘨 𝘮𝘦 𝘢𝘯𝘺 𝘮𝘰𝘯𝘦𝘺.” 𝗧𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗳𝘁𝗲𝗻 𝗳𝗿𝗮𝗺𝗲𝗱 𝗮𝘀 𝗮𝗻 𝗲𝗶𝘁𝗵𝗲𝗿/𝗼𝗿. Either you swallow a big tax bill every year and stay safely within the lines. Or you chase aggressive strategies that promise big savings but come with real risk. I fall firmly on the side of 𝗸𝗲𝗲𝗽 𝗶𝘁 𝗹𝗲𝗴𝗮𝗹. Growing a business is risky enough. Shady tax planning rarely earns more than the stress is worth. 𝗕𝘂𝘁...
7 months ago • 2 min read
Hello Reader, I'm embarrassed to admit it, but I've become a bit of a gossip lately. I blame the podcast, 𝗡𝗼𝗿𝗺𝗮𝗹 𝗚𝗼𝘀𝘀𝗶𝗽. If you don’t know it: it’s a podcast where people anonymously submit low-stakes, real-life gossip — coworker drama, weird friend dynamics, social faux pas — and the hosts retell the story with smart guests who dissect it like it’s a sport. Nothing “important” is discussed at all. Yet it really works (and it's one of the few podcasts I still listen to religiously) because: –...
7 months ago • 2 min read
Hello Reader, A good idea can change the world.But vision only creates lasting impact when it’s supported by financial structure. That’s why I love financial reporting. A clear Money Map turns unformed potential into concrete, measurable action. And a strong financial diagnostic is often the fastest way to remove hidden obstacles to smooth, consistent growth. In my work with founders, I see incredible vision every day. The challenge is rarely the idea. Rather, it's building the financial...
7 months ago • 2 min read
Hello Reader, It’s no secret accountants are busy this season! Here’s how high earners should use valuable face time with their tax team. 3 things to share with your accountant this season: 𝟭. 𝗧𝗲𝗹𝗹 𝗺𝗲 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲’𝘀 𝗴𝗿𝗲𝗮𝘁𝗲𝘀𝘁 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝘀 If I don’t know what you want your money to do, I can’t structure it correctly. 𝘈𝘭𝘭 𝘵𝘺𝘱𝘦𝘴 𝘰𝘧 𝘨𝘰𝘢𝘭𝘴 𝘮𝘢𝘵𝘵𝘦𝘳: • Funding college, • funding a sabbatical, • leaving millions to charity, • dying with zero. 𝘎𝘰𝘢𝘭𝘴 𝘭𝘪𝘬𝘦 𝘵𝘩𝘦𝘴𝘦 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘢𝘧𝘧𝘦𝘤𝘵: • how aggressively we plan for...
7 months ago • 2 min read
Hey there Reader, After a long hiatus, I opened my LinkedIn feed to “2026 predictions no one wants to hear.” I’m totally that no one! 𝘐𝘯𝘴𝘵𝘦𝘢𝘥 𝘰𝘧 𝘤𝘭𝘦𝘷𝘦𝘳, 𝘤𝘢𝘭𝘭-𝘰𝘶𝘵 𝘱𝘰𝘴𝘵𝘴, 𝘤𝘢𝘯 𝘺𝘰𝘶 𝘱𝘳𝘰𝘷𝘪𝘥𝘦 𝘢𝘯 𝘢𝘤𝘵𝘶𝘢𝘭 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯? I’ve had an online business for nearly ten years, so I’ve heard all about “𝘸𝘩𝘢𝘵’𝘴 𝘯𝘰𝘵 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘢𝘯𝘺𝘮𝘰𝘳𝘦” and how “e𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨’𝘴 𝘤𝘩𝘢𝘯𝘨𝘦𝘥.” 𝗧𝗵𝗲 𝗳𝗮𝗰𝘁 𝘁𝗵𝗮𝘁 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗮𝗹𝗴𝗼𝗿𝗶𝘁𝗵𝗺𝘀 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵 𝗶𝘀 “𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗴𝗮𝗺𝗲” 𝗶𝘀𝗻’𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗻𝗲𝘄𝘀 𝗮𝗻𝘆𝗺𝗼𝗿𝗲, 𝗿𝗶𝗴𝗵𝘁? BUT even when sales cycles are longer, even when trust...
8 months ago • 2 min read
Hi Reader, When we ignore our numbers, we miss out on the most powerful advantage in business: clarity. A lot of business owners avoid looking at their money, without even realizing that’s what they’re doing. Not because they don’t care—but because they’re busy, overwhelmed, or afraid of what they’ll find. 👉 The receipts pile up. 👉 The bank statements go unread. 👉 The reports feel confusing or pointless. But how much clarity are you missing as a result? As a Money Storyteller, I believe...
about 1 year ago • 3 min read
Hi Reader, Recently, I was talking about money with a group of self-employed parents, and I said something that stopped the room cold… “Scarcity is a myth.” Not the kind of scarcity where your bank account is low—we’ve all been there. But the kind of deep-rooted scarcity that tells us: “If someone else succeeds, that means less for me.” “There’s only so much to go around.” “I’ll never catch up, so why bother?” Sound familiar? This mindset is sneaky… ➡️ It shows up when we scroll through...
about 1 year ago • 3 min read
Hi Reader, “I’m making money… but I don’t know where it’s going.” I have heard some version of this hundreds of times from smart, educated people who keep working and working and working, and yet still don’t seem to have enough left at the end of each month. Most of us never get ANY kind of formal financial training growing up, but we learn a lot about money from the people around us. For instance, when you were a kid did you ever ask for a toy only to be met with a stern rebuke, “No, I’m not...
about 1 year ago • 3 min read
Hi Reader, She thought she was being financially responsible. She was tracking her spending. She was using a dedicated business account. But all those little receipts were driving her nuts. Some receipts she meant to save ended up in the laundry. Others got tossed out with her coffee cup. And the few she did keep? Many were faded to the point of being unreadable. Turns out, thermal paper (used in most receipts) starts fading almost immediately. And if the IRS can’t read it, it doesn’t count....
about 1 year ago • 3 min read