Boss Lady Financials: Financial Insights for Entrepreneurs: Recent Episodes
Dawn Mabery Chestnut
The Boss Lady Financials podcast discusses money matters important to solo entrepreneurs. Money has too great an impact on our lives to go left unmanaged and business owners have the dual responsibility of properly managing both their personal and business finances. Focus on Woman Solo Entrepreneurs – There’s a lot I can share from my combined experiences as a financial advisor and 10+ years as a small business owner. Experience in a Great Teacher - I share what’s worked and what hasn’t in hopes of preventing fellow entrepreneurs from making the same financial mistakes. Grounded in Financial Education – I began my journey in finance as an educator and education remains at the center of my work. If you want the perspective of a financial professional who's been in the entrepreneur trenches for over a decade, stick around and keep listening.https://www.maberyconsulting.com/about.html
This 4th of July, we're celebrating our financial independence from debt.
Like many of you, my husband and I are achieving some of our long-held financial goals too. We made the last payment on our mortgage. I don't know if it's possible to be any more relieved. Getting to this point, was a windy and bumpy road filled with setbacks, sacrifice, and many get-back-on-track-talks. Here are some tips on how we reach our goal of being mortgage-debt-free.
See the link to my blog here where I share what to expect after you pay off your mortgage: https://www.maberyconsulting.com/blog/mortgage-paid-in-full-what-to-expect-next
Thanks for listening! Check out my website.
Making the decision between renting and selling your home can be difficult. We'll guide you on what to consider before making a decision so you can weigh your options and make an informed choice.
Show Notes:
· Full Blog with More Details: https://www.maberyconsulting.com/blog/should-you-rent-or-sell-your-home
· Music: Cambodia Rain, Canva
General Education Information Only - Not Intended to be Personal Financial Advice
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services.
Thanks for listening! Check out my website.
Discover the importance of keeping up with your credit score and learn what you should do if you've achieved a good score. Learn valuable tips from Mabery Consulting to help make the most of it!
• Blog: https://www.maberyconsulting.com/blog/got-a-good-credit-score-now-what
• Music: Cambodia Rain, Canva
General Education Information Only - Not Intended to be Personal Financial Advice
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services.
Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™
Financial advice can be intimidating and complex, but I’m not your average financial advisor. I strive to make managing money simpler by speaking plainly (no jargon!) and offering genuine help instead of hard sales tactics. I prefer a more informal approach – without the stuffy suit.
I’m here to provide honest, objective, and judgment-free advice for your money questions (big or small). No question is too embarrassing for me – I’ve made my share of money missteps too.
As a fiduciary, I’m committed to putting your needs first. With your commitment, follow-through, and patience, I can help guide you through the confusing world of money so that you can make informed decisions in reaching your idea of success.
Thank you for listening to my podcast, Boss Lady Financials.
Thanks for listening! Check out my website.
In this episode, Dawn discusses several ways to make the most of your extra cash!
What You’ll Learn:
- Ways to use extra money
- Bonus: Request Pros & Cons Chart comparing 12 ways to use Extra Cash!
https://www.maberyconsulting.com/popularfinancialguides.html
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
· Full blog https://www.maberyconsulting.com/blog/how-to-make-the-most-of-that-extra-cash
· Music by Jazz Masters https://soundcloud.com/screen-jazzmaster/sweet-candy
General Education Information Only - Not Intended to be Personal Financial Advice
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Thanks for listening! Check out my website.
In this episode, Dawn discusses how to turn your aspirational goals into an action plan.
What You’ll Learn:
- How to transform aspirations into action
- Tips for making the process efficient
- Things to consider at the start of a new year
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
· Full blog with charts that include sample information for each step AND the option to request the Start of the Year Resources
- Goals-to-Action Template – This template provides even more information to capture to transform your list of goals into a handy action plan.
- Things I Should Consider at the Start of the Year – This checklist walks you through 40+ financial issues to consider at the start of the new year, including personal, cash flow, assets, debt, tax, insurance, and legal.
- Music by Jazz Masters
Thanks for listening! Check out my website.
Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving.
In this episode, Dawn discusses the importance of making charitable donations strategically. What You'll Learn:
• Direct gifts to charity
• Split-interest gifts
• Donor-advised funds
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Request flowchart on donor-advised funds. https://www.maberyconsulting.com/popularfinancialguides.html
SHOW NOTES:
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Thanks for listening! Check out my website.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Thanks for listening! Check out my website.
How often do you review your insurance policies? If it’s been a while, now is the time to review them. This article provides helpful tips on what to consider when reviewing your insurance policies to ensure they meet your needs and you’re getting the best price.
In this episode, Dawn discusses the importance of periodically reviewing your
insurance policies. What You'll Learn:
The importance of shopping around for insurance.
The benefits of umbrella insurance.
A key benefit of having a high deductible health plan.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only
and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia,
Connecticut and all states where exempt. All views, expressions, and opinions included
in this communication are subject to change. This communication is not intended as an offer
or solicitation to buy, hold or sell any financial instrument or investment
advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses ways to avoid probate.
What You'll Learn:
-
Passing assets by survivorship
- Joint titling
-
- TOD/POD
-
Passing assets by beneficiary designation
-
Retirement accounts, life insurance policies, annuities, etc
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: It may be Time to Review your Estate Plans
Blog Link: https://www.maberyconsulting.com/blog/it-may-be-time-to-review-your-estate-documents
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses 3 reasons why estate planning isn’t just for the wealthy or those with children.
What You'll Learn:
- 3 life circumstances that require estate planning
- Checklist for things to consider for estate planning
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: It’s Time to Review your Estate Plans
Blog Link: https://www.maberyconsulting.com/blog/its-time-to-review-your-estate-plan
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses how even small money changes can impact future financial plans. Financial plans can change. Have yours changed since the beginning of the year? Even modest changes in money goals can have a big impact on future financial plans.
What You'll Learn:
- Key things to consider when reviewing your financial goals.
- How to turn your financial goals into an action plan.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: Does Your Planning Align with Your Financial Goals
Blog Link: https://www.maberyconsulting.com/blog/goals
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Artwork by Mary Mack
https://www.linkedin.com/in/mary-mack-88b6566a/
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Podcast Summary for Episode
In this episode, Dawn discusses I bonds and if they are right for you.
What You'll Learn:
- I bond advantages and restrictions
- How to determine if I bonds are right for you
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: I Bonds: What’s all the fuss? Are they right for me?
The blog gives an in-depth discussion on key features of I bonds and how to know if they are right for you.
Blog Link: https://www.maberyconsulting.com/blog/i-bonds-whats-all-the-fuss-are-they-right-for-me
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses what to consider when reviewing your personal and business cash flow.
What You’ll Learn:
- The importance of reviewing your personal and business cash flow
- Key items to consider when checking your cash flow
- How to request the 10-Point Cash Flow Checklist
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: Cash Flow Check-Up
The blog gives an in-depth discussion on the importance of reviewing your personal and business cash flow. It gives instructions for requesting the 10 Point Cash Flow Checklist.
Blog Link: https://www.maberyconsulting.com/blog/cash-flow-check-up
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses what to consider when reviewing your personal and business cash flow.
What You’ll Learn:
- The importance of reviewing your personal and business cash flow
- 3 items to consider when your cash flow
- How to request the 10-Point Cash Flow Checklist
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
Blog: Cash Flow Check-Up
The blog gives an in-depth discussion on the importance of reviewing your personal and business cash flow. It gives instructions for requesting the 10 Point Cash Flow Checklist.
Blog Link: https://www.maberyconsulting.com/blog/cash-flow-check-up
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Podcast Summary for Episode
In this episode, Dawn is interviewed by TBEN on working with a financial planner. Dawn is a member of TBEN.
What You’ll Learn:
- The difference between a financial planner and a financial advisor
- My typical client and services
- Debt
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
SHOW NOTES:
What’s it like to work with a Financial Planner
A link to the full interview can be found here https://youtu.be/j8H-IvSBSSA
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
_______________________
In this episode, Dawn discusses how to save for your child’s education.
What You’ll Learn:
- The importance of planning colleges savings for your child
- Key items to consider when your child’s education
- Why prioritizing your long-term financial needs before saving for your child’s education is imperative.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
Saving for Your Child’s College Education
Email at dawn@maberyconsulting.com for a copy of my blog that provides enough more insight.
Music by Jazz Masters
https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions
In this episode, Dawn discusses how to check your prepared tax return.
What You’ll Learn:
- The importance of checking your tax return
- Key items to look for when reviewing your prepared tax return
- How to track your exposure to various taxes
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- Why Check Your 2021 Tax Return?
- Email at dawn@maberyconsulting.com for a copy of my blog that provides enough more insight.
- 24 item Tax Return Checklists for taxpayers still working and retirees
- https://www.maberyconsulting.com/tax-return-checklist-459466.html
- Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Information provided is for general education purposes only and is not intended to be personal financial advice for your circumstances.
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses how to prepare for market drops.
What You’ll Learn:
- Key facts about market drops and recoveries
- Your best defense for handling market downturns
- The importance of knowing what assets are in your portfolio and why you’ve chosen them
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
· Best way to PREPARE for market drops
o Email at dawn@maberyconsulting.com for a copy of my blog that detail the wrong moves to make during market dips and additional best practices.
-
Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn continues the discussion in honor of Black history month by discussing recent student loan news and how Black Americans are disproportionately impacted by student loans.
What You’ll Learn:
- How Black students are especially impacted by student loan debt
- The long-term effects of debt
- Current federal government relief for-profit and federal student loan borrowers
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:Impact of Student Loan Debt on Black Student Borrowers
- https://www.maberyconsulting.com/blog/ impact-of-student-loan-debt-on-black-student-borrowers
Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn continues the discussion in honor of Black history month by discussing minority business certifications.
What You’ll Learn:
- Benefits of minority business certifications
- Different types of minority business certifications
- Key tips for registering with the federal government’s System for Grant Award Management (SAM)
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- For the full blog post on this topic with more key tips and insights, email Dawn at dawn@maberyconsulting.com
- Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses the racial wealth gap in honor of Black history month.
What You’ll Learn:
- 10 actions that individuals or entrepreneurs can do to narrow the racial wealth divide.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
Your Role in Narrowing the Racial Wealth Gap
- https://www.maberyconsulting.com/blog/your-role-in-narrowing-the-racial-wealth-gap
Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn continues the series on how to pick a retirement plan that is right for your business.
What You’ll Learn:
- Common financial goals that entrepreneurs are trying to address when selecting a retirement plan
- Retirement plan features to consider when determining which plan is right for you
- Key features of the SIMPLE IRA
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- SIMPLE IRA full blog with additional information to know (i.e., deadlines for plan establishment and contributions, withdrawals, special rules for the self-employed, annual IRS testing and vesting
- https://www.maberyconsulting.com/blog/is-the-simple-ira-right-for-you-and-your-business
- Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses how to pick a retirement plan that is right for your business.
What You’ll Learn:
- Common financial goals that entrepreneurs are trying to address when selecting a retirement plan
- Retirement plan features to consider when determining which plan is right for you
- Key features of the SEP IRA
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- Full blog with additional information to know (i.e., deadlines for plan establishment and contributions, withdrawals, special rules for the self-employed, annual IRS testing and vesting
- https://www.maberyconsulting.com/blog/retirement-series-which-retirement-plan-is-right-for-you
- Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses how to benefits of good bookkeeping.
What You’ll Learn:
- How to avoid having a time-consuming year-end bookkeeping project.
- The financial planning benefits of bookkeeping.
- This month’s tax deadlines that require your books to be reconciled in advance.
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- Full blog with January’s tax deadlines that require your books to be reconciled
- https://www.maberyconsulting.com/blog/the-power-of-being-organized-with-your-business-books
- The IRS has released the 2022 Tax Calendar, which will help you stay on top of tax season!
- https://www.irs.gov/pub/irs-pdf/p509.pdf
- Music by Jazz Masters
- https://soundcloud.com/screen-jazzmaster/sweet-candy
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
In this episode, Dawn discusses how to turn your aspirational goals into an action plan.
What You’ll Learn:
- How to transform aspirations into action
- Tips for making the process efficient
- Things to consider at the start of a new year
You can read more about Dawn and her firm on her About page here.
https://www.maberyconsulting.com/about.html
Show Notes:
- Full blog with charts that include sample information for each step
- https://www.maberyconsulting.com/blog/3-steps-to-turn-financial-goals-into-an-action-plan
- To request the Start-of-Year Resources,click this link
- https://www.maberyconsulting.com/blog/3-steps-to-turn-financial-goals-into-an-action-plan
- Goals-to-Action Template – This template provides even more information to capture to transform your list of goals into a handy action plan.
- 2022 - Things I Should Consider at the Start of the Year – This checklist walks you through 40+ financial issues to consider at the start of the new year, including personal, cash flow, assets, debt, tax, insurance, and legal.
- Music by Jazz Masters
Legal
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Welcome to the Boss Lady Financials Podcast
Here's a quick intro of who Dawn Mabery Chestnut is and why you should listen.
The Boss Lady Financials podcast discusses money matters important to solo entrepreneurs. Money has too great an impact on our lives to go left unmanaged. Business owners have the dual responsibility of properly managing both their personal and business financial resources to effectively accumulate, protect, and distribute wealth according to family goals.
At the heart of it, Dawn works with female solo entrepreneurs because she remembers how hard it was to find trusted sources to understand and maximize the financial benefits of owning your own business. Through the ups and downs of being a solo entrepreneur, Dawn figured out how to be her own boss while working only on causes she truly cares about and thriving financially.
You can read more about Dawn and her firm on her About Page here.
https://www.maberyconsulting.com/about.html
Legal Requirements
Dawn Mabery Chestnut is an Investment Advisor registered with the District of Columbia and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.