The Wealth Exec podcast: Recent Episodes
Cary Amaro
Welcome to the Wealth Exec - Let’s reach your goals together! I'm Cary Amaro. I created the Wealth Exec as a platform to help on a grander scale. A place where I can bring my 15 + years as an experienced Controller /CFO to help business owners, executives, managers, accountants, actually, anyone interested in learning more about business, finance, and Emotional Intelligence.
I believe a business owner should not need to be an accountant to understand a company's financial statements to make well-informed decisions.
Understanding numbers is not the only tool for success. Knowing how to identify and respond to your emotions, those of your team and take actions to bring about effective change provides you a successful edge in your organization.
Without the Basics - Strategy will not Excel.
Basics Start With You
If you've missed any other podcast sessions, feel free to listen and grab your free workbook.
Click the Link to download your free workbook.
https://witty-thinker-2001.ck.page/bd77691a9b
CashFlow Projection- Assess & Make Moves
In this episode, we look at:
- Credit Terms
- Vendor Relationships
- Industry Impacts on Growth Plans
- Team input
Budget/Forecast/Projections - How's that going?
Click the link to get your workbook.
https://witty-thinker-2001.ck.page/6072329a8a
- Are you a creature of habit?
- Brainstorm/ Assess Usefulness
- Team Involvement in Process
- Employee Message - Don't let obstacles dictate your future
- Involvement In Your Employees and Community
Final Thoughts
5 Keys- Organizational Purpose Aligned with Profits
link to free workbook https://witty-thinker-2001.ck.page/080ec99009
Organizational Purpose
Team reflects the atmosphere you desire to create
New Beginnings - why KPI and other indicators are not useful
Grace with Change
Power of Team
The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.
Workbook link :
https://witty-thinker-2001.ck.page/afb2dbb2da
3 Keys we will work through :
Kindness = Truth (Even when it hurts)
Change = Start where you are right now. Going forward, remember it is a by-product of your actions
Compassion = Understanding/Forgiveness (even if from afar)
The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindset enhancement, personal growth, financial literacy, and strategic planning to maximize profit potential. With over 16 years of dedicated experience, I am committed to assisting you in achieving your business objectives.
Forgot Yourself?!
6 Steps to Getting yourself back 1. Realization Admitting to yourself, that you put yourself last 2. Brain Storm I wish I could have... If only... I wish I did.... 3. Pick 1 to 3 Important or Life-Altering items/events The thing that pains you the most * hone in on just 1 or 2 4. Learn to love yourself through meditation, OR whatever makes you happy & allows you to find peace 5. Commit to having your own back! 6 Taking ACTION, Realization without Action means nothing Visit: for additional resources https://thewealthexec.com/
Day 12 - My Accountant left. I have no time to find a new one... I just need to get through the 1st quarter. ... Now What's Next
In this episode, you’re not alone... Now Let's Review what we've learned and allow me to guide you through the review and growth process!
https://thewealthexec.samcart.com/products/private-4-week-facebook-group-/
**I believe you don’t need to be an accountant to understand how to review your financial condition.**
This group is created as a resource environment for:
business owners, executives, anyone really! Who is interested in learning more about:
* How Financial Statements Work
- How to Read Financial Statements
- How to understand Ratios- in relation to your respective company
- How to Create Projections
- How to Create Budgets
- How to Create Forecast
- How to Create Cashflow Projections Preparation for the New Year
- How to Prepare for Year End W-9 1099 Misc , 1099 Int - 1098
- Questions Payroll to 941 Recon
- Emotional Intelligence workbook & tips to foster increased success in your organization
**And to put the icing on the cake!**
Understanding Emotional Intelligence, it is the secret sauce to success!
Let’s Reach Your Goals together!
In this episode, You Can't Please Everyone, Oh Well.... Don't Use this as an Excuse!
Emotional Intelligence - provides the tools to create success in difficult times
Download free pdf
https://2iaag9je.pages.infusionsoft.net
I hope you enjoy & download content for the 11 Days of the 12 Business Days Till a New Year Series… visit my website at https://thewealthexec.com/
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together!
In this episode, What is the difference between the statement of CashFlows and Projected Cashflow reporting- Which is better?
Download free pdf https://c604iq0q.pages.infusionsoft.net
I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together.
In this episode, … Budgets and Forecast- The Chicken or the egg!?- What is the purpose of the Budget & Forecast and how to use them. Download for free pdf https://1fuupyhs.pages.infusionsoft.net
I hope you enjoy & download content for the next 3 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together.
In this episode, you’re not alone… In the midst of this past year, it has become more and more important to understand your emotions, reactions, others' emotions, and action steps for proactive, productive communication. Tips and Tools to proactively learn to communicate & learn your boundaries
Download pdf
I hope you enjoy & download content for the next 4 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together.
In this episode, you’re not alone… My client realized the hard way that corporate culture can impact your budget. Let’s guide you through preventive, proactive action steps to avoid this from happening to you!. Budgets are NOT just a numbers game…
Listen in. Also, download the pdf for more helpful tools - Budget Prep and your Culture.
I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together.
Emotional Intelligence - It's OK to be Assertive -Part 1 click here to Download pdf
In this episode, you’re not alone… In the midst of this past year, it has become more and more important to understand your emotions, reactions, others' emotions, and action steps for proactive, productive communication. I hope the guide was useful
I hope you enjoy & download content for the next 5 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together!
WHAT TO DO! WHAT TO DO! DEC 31ST IS AROUND THE CORNER
Listen in. Also, download the pdf for more helpful tools - To-Do List BEFORE Dec 31st
In this episode, you’re not alone… We summarize the past 4 days of the series. Take a listen to the mini-podcast in the series and download the free material.
I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together!
In this episode, you’re not alone… Many business have not gotten around to completing their budget. Let’s guide you through the initial steps. Budgets are NOT just a numbers game…
Listen in. Also, download the pdf for more helpful tools - Part 1 to completing a BUDGET.
I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals together!
In this episode, you’re not alone... Not sure what are how financial statements relate and/or what ratios you should look at? Listen in. Also, download the pdf for more helpful tools - How Financial Statements relate and Ratios.
I hope you enjoy & download content for the next 10 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals together!
In this episode, you’re not alone… Many organizations struggle with when is it a good time to hire accounting help and at what level. Do they work with a bookkeeper, controller, outside firm?
Download the pdf guide To Hire or NOT to Hire an Accountant to help you figure out your next steps.
I hope you enjoy & download content for the next 6 Days of the 12 Business Days Till a New Year Series… visit my website at thewealthexec.com
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals Together.
In this episode, you’re not alone... This year has been crazy for us all. Not sure who to even begin to deal with Year-End Preparation no matter your company's size, download the pdf you can find at Year-End Checklist and things to Remember. Remember that everything goes together, money and people.
I hope you enjoy it. Visit my website at thewealthexec.com to download content for the next 11 Days Till a New Years Series…
Please let me know what questions you have, and I will address them in the remaining days.
Let’s Reach Your Goals together!