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Hello Reader, I'm embarrassed to admit it, but I've become a bit of a gossip lately. I blame the podcast, ๐ก๐ผ๐ฟ๐บ๐ฎ๐น ๐๐ผ๐๐๐ถ๐ฝ. If you donโt know it: itโs a podcast where people anonymously submit low-stakes, real-life gossip โ coworker drama, weird friend dynamics, social faux pas โ and the hosts retell the story with smart guests who dissect it like itโs a sport. Nothing โimportantโ is discussed at all. Yet it really works (and it's one of the few podcasts I still listen to religiously) because: โ ๐ต๐ฉ๐ฆ ๐ด๐ต๐ฐ๐ณ๐บ๐ต๐ฆ๐ญ๐ญ๐ช๐ฏ๐จ ๐ช๐ด ๐ฆ๐น๐ค๐ฆ๐ญ๐ญ๐ฆ๐ฏ๐ต, โ ๐ต๐ฉ๐ฆ ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ต๐ข๐ณ๐บ ๐ช๐ด ๐ด๐ฉ๐ข๐ณ๐ฑ, โ ๐ต๐ฉ๐ฆ ๐ฉ๐ฐ๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ค๐ญ๐ฆ๐ข๐ณ๐ญ๐บ ๐ช๐ฏ๐ต๐ฆ๐ญ๐ญ๐ช๐จ๐ฆ๐ฏ๐ต, โ ๐ข๐ฏ๐ฅ ๐ต๐ฉ๐ฆ ๐ธ๐ฉ๐ฐ๐ญ๐ฆ ๐ต๐ฉ๐ช๐ฏ๐จ ๐ช๐ด ๐จ๐ฆ๐ฏ๐ถ๐ช๐ฏ๐ฆ๐ญ๐บ ๐ง๐ถ๐ฏ. ๐ง๐ต๐ฒ๐โ๐๐ฒ ๐ฏ๐๐ถ๐น๐ ๐ฎ ๐ฟ๐ฒ๐ฎ๐น ๐ฐ๐ผ๐บ๐บ๐๐ป๐ถ๐๐ around people who enjoy good stories and observing human behavior and laughing a little at how ridiculous we all are. Plus, it's changed the way I value "gossip" forever. Which makes me wonder: ๐๐ฉ๐ฆ๐ณ๐ฆ ๐ข๐ณ๐ฆ ๐ฎ๐บ ๐ฎ๐ฐ๐ฏ๐ฆ๐บ ๐ฑ๐ฆ๐ฐ๐ฑ๐ญ๐ฆ? Whereโs the space for people who like business, leadership, and wealth but donโt want every conversation to feel like working? Everything else is so heavy right now. I want smart conversations about my shared interests AND some levity. I want to hang out with my peers and not feel the pressure to "network" while I do it. That desire has been quietly shaping what weโve been building over here. ๐ง๐ต๐ฒ ๐ป๐ฒ๐ ๐ ๐ผ๐ป๐ฒ๐ ๐ฆ๐๐ผ๐ฟ๐๐๐ฒ๐น๐น๐ฒ๐ฟ ๐ฏ๐ฟ๐ฎ๐ป๐ฑ ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฏ๐๐ถ๐๐ฒ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐ ๐น๐ถ๐๐ฒ! This is not as a reintroduction of me, but as a clearer home for people who want better insight, better conversations, and a more human relationship with money. And in two weeks, this idea gets literal. Iโm debuting a ๐๐ช๐ฏ๐ฌ๐ฆ๐ฅ๐๐ฏ ๐๐ช๐ท๐ฆ ๐ญ๐ถ๐ฏ๐ค๐ฉ ๐ด๐ฆ๐ณ๐ช๐ฆ๐ด with Amelia Misenheimer, called ๐๐ฎ๐๐ต๐ฒ๐ฟ๐ถ๐ป๐ฒ ๐ฎ๐ป๐ฑ ๐๐บ๐ฒ๐น๐ถ๐ฎ, ๐๐ฃ๐ซ๐๐จ๐ฉ๐๐. There's nothing to โlearn.โ Just smart, relaxed conversations about what weโre actually investing in right now. Yes, we'll talk money (we can't help ourselves) but we'll also talk ideas, choices, and the lives weโre invested in alongside our businesses. I'm a CFO and tax advisor, and Amelia is a real estate and wealth consultant, so this is the conversation we're having offline everyday with clients and each other. We're just opening the door and pulling up a few more chairs. If youโve ever thought, surely there are other people like me, there are. Weโre just trying to find each other. (๐๐ป๐ณ๐ผ ๐๐ผ ๐ท๐ผ๐ถ๐ป ๐๐ต๐ฒ ๐ณ๐ถ๐ฟ๐๐ ๐๐ฎ๐๐ต๐ฒ๐ฟ๐ถ๐ป๐ฒ ๐ฎ๐ป๐ฑ ๐๐บ๐ฒ๐น๐ถ๐ฎ, ๐๐ป๐๐ฒ๐๐๐ฒ๐ฑ ๐ถ๐ ๐ฏ๐ฒ๐น๐ผ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐ฝ๐ฟ๐ผ๐ณ๐ถ๐ ๐ฝ๐๐น๐๐ฒ.) Be profitable,
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I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Hello Reader, I winced when a potential client recently said: โ๐ ๐ฌ๐ฏ๐ฐ๐ธ ๐โ๐ฎ ๐ญ๐ฆ๐จ๐ข๐ญ, ๐ฃ๐ถ๐ต ๐ฎ๐บ ๐ฑ๐ณ๐ฆ๐ท๐ช๐ฐ๐ถ๐ด ๐ข๐ค๐ค๐ฐ๐ถ๐ฏ๐ต๐ข๐ฏ๐ต ๐ธ๐ข๐ด๐ฏโ๐ต ๐ด๐ข๐ท๐ช๐ฏ๐จ ๐ฎ๐ฆ ๐ข๐ฏ๐บ ๐ฎ๐ฐ๐ฏ๐ฆ๐บ.โ ๐ง๐ฎ๐ ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ถ๐ ๐ผ๐ณ๐๐ฒ๐ป ๐ณ๐ฟ๐ฎ๐บ๐ฒ๐ฑ ๐ฎ๐ ๐ฎ๐ป ๐ฒ๐ถ๐๐ต๐ฒ๐ฟ/๐ผ๐ฟ. 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 ๐ธ๐ฒ๐ฒ๐ฝ ๐ถ๐ ๐น๐ฒ๐ด๐ฎ๐น. Growing a business is risky enough. Shady tax planning rarely earns more than the stress is worth. ๐๐๐...
Hello Reader, A good idea can change the world.But vision only creates lasting impact when itโs supported by financial structure. Thatโs 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...
Hello Reader, Itโs no secret accountants are busy this season! Hereโs how high earners should use valuable face time with their tax team. 3 things to share with your accountant this season: ๐ญ. ๐ง๐ฒ๐น๐น ๐บ๐ฒ ๐๐ผ๐๐ฟ ๐น๐ถ๐ณ๐ฒโ๐ ๐ด๐ฟ๐ฒ๐ฎ๐๐ฒ๐๐ ๐ฎ๐บ๐ฏ๐ถ๐๐ถ๐ผ๐ป๐ If I donโt know what you want your money to do, I canโt structure it correctly. ๐๐ญ๐ญ ๐ต๐บ๐ฑ๐ฆ๐ด ๐ฐ๐ง ๐จ๐ฐ๐ข๐ญ๐ด ๐ฎ๐ข๐ต๐ต๐ฆ๐ณ: โข Funding college, โข funding a sabbatical, โข leaving millions to charity, โข dying with zero. ๐๐ฐ๐ข๐ญ๐ด ๐ญ๐ช๐ฌ๐ฆ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ฅ๐ช๐ณ๐ฆ๐ค๐ต๐ญ๐บ ๐ข๐ง๐ง๐ฆ๐ค๐ต: โข how aggressively we plan for...