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In this episode, we discuss:

How we compare ourselves to our peers can affect what we have created so far in our business, and in order to truly build a Zen Money business, we need to see what is actually impactful in your business. It’s super easy to tap into external guilt and shame for not hitting certain business goals (6-figures, 7-figures, a $100k launch, etc.), especially when comparing yourself to other entrepreneurs you admire. By taking stock of all the parts of your business you are loving and that are working well for you, and identifying the parts of your business where things aren’t going quite as well, you can begin to map out a business that you absolutely adore...no matter what anyone else is doing or striving for!

Show Highlights:

0:50 - Building Your Business Model

2:40 - The Trap of Comparing Yourself to Others

6:00 - Taking Stock and Taking Action

Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/060

Have you taken the free Zen Money Archetype Quiz yet? Give it a spin! 1 quiz. 13 questions. 2 minutes to Zen Money: https://www.zenmoneymap.com/quiz

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the

super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

How your Pricing Pyramid can look, from the easiest way for people to engage with you to your most exclusive service or product. The pyramid gives us a framework for your offers so the next time you have a new idea, you can see how it could fit in your service or product line. The Pricing Pyramid is directly inverse to the Energy Pyramid, to help you think through where you’re spending most of your time and efforts. Being strategic with these models will help you build more confidence when it comes to money and your business, and create a business you love.

Show Highlights:

1:30 - The Zen Money Pricing Pyramid

4:35 - Where new ideas fit into your pyramid

6:50 - The Zen Money Energy Pyramid

9:50 - Using the pyramids together

Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/059

Grab your Zen Money Biz Growth Snapshot: https://www.zenmoneymap.com/snapshot

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

That while setting financial goals, it helps our subconscious to set multi-tiered goals, where we look at different levels of the same financial goal. Your “base” goal is your business minimum, or what you need to keep everything moving in your business. Your “plus” goal is the next level of sales or pricing. And your “ultimate” goal is your stretch goal, that financial nirvana you’d love to see in your business. Having these tiers mapped out can help you stay on track, not freak out, and generally feel better about your progress as a business owner.

Show Highlights:

0:45 - Zen Money Guardrails

3:30 - Base Version

6:30 - Plus Version

7:20 - Ultimate Version

This week's Podcast Companion will help you map out your financial goals for your biz with easy-to-see guardrails to help you feel more comfortable about your progress.

Get this week’s Podcast Companion here: https://www.zenmoneymap.com/058

And be sure to check out the new Zen Money Accelerator Toolkit at: https://www.zenmoneymap.com/accelerator

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

How to re-evaluate the expectations we've set with our clients, how to negotiate your long-term client contracts, and defining your non-negotiables to keep you loving your clients and the work you’re doing for them! Bonus: this week's podcast companion is a great resource to help you find ways to improve your client relationships right now.

Show Highlights:

1:40 - Time Boundaries

3:30 - Money Boundaries

5:20 - Re-Evaluating Existing Contracts

7:20 - Non-Negotiables

8:50 - Re-Negotiating Your Terms

This week's Podcast Companion is all about reviewing and updating your current client relations. Download your companion here: https://www.zenmoneymap.com/057

And be sure to check out the Zen Money Quiz here: https://www.zenmoneymap.com/quiz

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to

continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the

super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

Bear brain is basically a fear response to a money situation, but don’t worry! We’ll talk about a few ways to make those scary jumps less stressful in your business. Bear brain can also show up in our day to day habits, whether you are spending more than you make or you have a fear of spending anything at all. How do we move forward when your bear brain comes out of hibernation, and it’s holding you back? By getting cozy with our discomfort!

Show Highlights:

0:45 - What is Bear Brain

2:30 - Where it comes from and when it shows up

4:10 - Baby steps

9:00 - Our money history

11:30 - Moving forward

The podcast companion today includes helpful money mindset prompts and food for thought. Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/056

And be sure to check out the Zen Money Seminar Series here: https://www.zenmoneymap.com/seminarseries

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

How to reduce stress around your money management, why you should schedule time to go over your finances weekly, and how to handle those tasks. We’ll also talk about what can happen if you aren't doing this daily work regularly.

Show Highlights:

1:10 - What is your daily work strategy?

2:00 - Rules of thumb

5:15 - Taking care of business time

6:30 - Your weekly tasks

10:15 - Example scenario

Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/055

And be sure to check out the Zen Money Accelerator Advantage here: https://www.zenmoneymap.com/kit

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

The 4 steps to Zen Money strategic planning:

Step 1 = Dreaming - What would you love to have happen in your business and personal life?

Step 2 = Mapping - We need to figure out how to get from where we are now to achieving those big goals set in the Dreaming phase.

Step 3 = Reviewing - Let's look at what we’ve achieved since we set our goals and where things might have gone off the rails.

Step 4 = Adjusting - Let's figure out what needs to change and map out those specific changes to your biz strategy.

Today, spend some time in your dreaming place and figure out what you truly want to achieve in the next 6-12 months!

Show Highlights:

1:20 - Dreaming

4:35 - Mapping

5:40 - Reviewing

6:40 - Adjusting

9:00 - What you can do today to start this process

Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/054

And be sure to check out the Zen Money Accelerator Advantage here: https://www.lizlajoie.com/kit

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/

Or on Facebook: https://facebook.com/zenmoneycfo

Or LinkedIn: https://linkedin.com/in/lizlajoie

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

• Your Zen Money Venn Diagram
• Tips about how you can approach your money management in an easier way .
• The 3 primary areas of your financial world that can have a huge impact on your business.

Show Highlights:

• 2:35 - Pillar One
• 3:20 - Pillar Two
• 3:50 - Pillar Three
• 5:50 - Pillar Intersection
• 10:50 - Your Money Approach
• 11:40 - Creating Huge Impact

Download this episode’s Podcast Companion here: https://www.zenmoneymap.com/053

Take the Zen Money Quiz at: https://www.lizlajoie.com/quiz

Thanks for listening to this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at www.zenmoneymap.com,

Find me on Instagram: https://www.instagram.com/zenmoneycfo/,

Or on Facebook: https://facebook.com/zenmoneycfo

Or Linked In: https://linkedin.com/in/lizlajoie

I'd love to hear from you! To submit a review of this podcast, visit this link and walk through the super easy steps to let me know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Carolyn's experience moving from in-house counsel for multi-million dollar companies to opening her own firm.
• Using contracts to your advantage.
• Legal implications to intellectual property as a business owner.
• Protecting yourself and your work as an entrepreneur.
• Fears & challenges we all face.
• What Zen Money means to Carolyn.
• And a whole lot more!

About Carolyn:

Carolyn Jahnke is the Founding Attorney of Athena Legal Solutions. She founded Athena to empower and advise entrepreneurs about how to protect and grow their business value. Unlike other attorneys who have spent their years honing their craft in law firms, Carolyn never worked in a law firm. Instead, she honed her craft as in-house counsel, focused on helping businesses achieve their strategic and financial goals. Her clients value this background, as being an a great attorney isn’t just about knowing the law, it is knowing how businesses work and function in order to drive ethical and profitable business decisions.

As a wife, mother to four children under the age of 12 who are currently in virtual schools, and a director on statewide and community nonprofit boards, Carolyn understands and empathizes with the many demands that small business owners must balance every day. If you and your company want a trusted legal and business advisor who will give you peace of mind related to the challenges of your business – Carolyn is the right partner to advise, inspire, and counsel you in achieving your goals.

To see what Carolyn & her team at Athena Legal Solutions are up to, visit: www.athenalegalsolutionsllc.com or email her directly: carolyn@athenalegalsolutionsllc.com. You can also connect with her on LinkedIn or Facebook.

Reach out to me at Liz@LizLajoie.com if you have any questions!

Thanks for joining us for this season's show...see you again soon! In the meantime, to continue the Zen Money conversation, join me online at www.lizlajoie.com.

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

• Why a little digging into your numbers now will make a huge difference at year end.
• The 5 steps Liz takes with clients during Q3 review.
• How to calculate your tax set asides.
• What to consider when looking at the past 9 months of your financial data.
• And a whole lot more!

Reach out to me at Liz@LizLajoie.com if you have any questions!

Have you taken the Zen Money Quiz yet? It's a great place to start leveraging what feels best to you around your money management and more! Give it a spin here: www.lizlajoie.com/quiz

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

• How Liz got started with all this business business.
• The catalyst for the Zen Money Initiative.
• Lessons along the way & what the best part of being a CFO is for Liz.
• Why starting a business from scratch is so very different from taking over an existing firm.
• Liz's definition of Zen Money and how it became the mantra of her work.
• And a whole lot more!

About Liz

As the Zen Money Strategist & CFO, Liz Lajoie, MBA, helps mission-driven entrepreneurs & small biz owners master their finances and become empowered decision-makers as they grow thriving businesses.

She’s the founder of the Zen Money Initiative, helping mission-drive business owners make more money, manage it better, and bring more of it home, leveraging her nearly 2 decades of business building and financial management experience with established, multi-million-dollar firms. Liz uses the Zen Money Map method to create and implement sustainable, strategic growth goals for entrepreneurs around the globe.

Liz is the host of Zen Money Monday, a weekly show exploring profitable business building for mission-driven entrepreneurs. She has been featured on Women Inspired TV and is the international best-selling author of From Zero to Zen: Secret Keys to Nurturing Your Numbers and Finding Financial Flow and Zen Money Map: Charge Your Worth, Pay Yourself First, and Fund Your Wildest Dreams. She lives in northern New Hampshire with her husband and two kids. You can find her online at LizLajoie.com.

Reach out to me at Liz@LizLajoie.com if you have any questions!

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode we discuss:

• How to link your day-to-day financial work with big picture planning.
• Why we need a strategy that's flexible.
• How reviewing your current reality against your strategy can change how you feel about your business.
• Knowledge is power when it comes to strategery.
• And a lot more!

Reach out to me at Liz@LizLajoie.com if you have any questions!

Interested in taking your business From Zero To Zen this fall? Learn more about this newly revamped program here: www.zenmoneymap.com/fz2zsept2020

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Why Jodie's entry to business was a dive straight into the deep waters.
• Take aways from running multiple businesses with a spouse.
• What to do when things just won't move for you.
• How to think creatively about your strategy.
• Ways to make life easier for yourself and still grow your biz.
• What Zen Money means to Jodie.
• Jodie shares details about her CEO Live! event.
• And a whole lot more!

About Jodie:

Business Strategist and Coach for JMG Business Strategy, Jodie Gallant uses her experience in marketing and planning, paired with owning 5 NH local businesses while raising a vibrant family, to inspire, lead, and support entrepreneurs to achieve the life they desire through the design of their business. Having left a secure 15-year corporate career in 2012 to build two family businesses alongside her husband and three small children, Jodie quickly realized the hustle and grind was not going to work. Today as the CEO of JMG she offers strategic marketing consulting and brand packaging; as well, she works with high-performance leaders to achieve freedom from the weight of their high demands through the teachings and support of the strategies and tools she lives by.

To see what Jodie is up to, visit: www.jodiegallant.com. You can also connect with her on Instagram @jodie.gallant or Facebook @JodieMGallant.

Reach out to me at Liz@LizLajoie.com if you have any questions!

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

Come to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Why teaching & education are important in Liz's house.
• The myths about financial learning.
• What happens in the crucible of business when our money understanding is hazy.
• How to learn to manage our $$ better without stressing out in the process.
• Ways to use your financial schooling to grow your biz faster.

Reach out to me at Liz@LizLajoie.com if you have any questions!

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

Come to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020

And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Alex's experience starting Knack Factory with his partner, Kurt.
• Why it's important to find financial management help that matches your style.
• Lessons learned from COVID-19.
• Pivoting in a crisis (after nearly closing doors)
• The global shift to more streamlined events and how video can help you grow.
• Cycles in business partnerships.
• What Zen Money means to Alex.
• And a whole lot more!

About Alex:

Alex Steed is a radical, a creative person and a podcast producer who started a business 10 years ago and has learned new things on that journey every day since.

To see what Alex & his team at Knack Factory are up to, visit: www.knack-factory.com. You can also connect with him on Instagram @knackfactory or LinkedIn.

Reach out to me at Liz@LizLajoie.com if you have any questions!

Come to my September masterclass: How to Maximize Your Biz Momentum - 6 Simple Steps to Zen Money Mastery. Plenty of Q&A and the opportunity to get some live training with Liz! Register here: www.zenmoneymap.com/masterclassseptember2020

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Why we get hung up on the contracting part of our business.
• How to streamline this process in a way that creates clients who absolutely love you!
• Different ways you can make sure your ducks are in a row, depending on your method of service.
• Ensuring you're getting paid quickly and painlessly, without having to chase people down for $$!

Questions? Reach out to me at Liz@LizLajoie.com!

Ready to go From Zero To Zen? Get started with my brand new 8-module program at a special listener discount! Learn what to do and when, make your biz insides as beautiful as the outsides, and never miss another financial step:

www.zenmoneymap.com/podcastoffer

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Ritu's experience building a successful immigration law firm and how she started her second business.
• Creating a business strategy that works for YOU.
• Looking at our productivity and true results as a service provider.
• How the billable hour system is broken.
• Why we get gnarled up in striving and ways to think more clearly about our goals (including pricing strategies).
• Wealth building, exploring different business strategies and lessons learned from running two businesses at the same time.
• And a whole lot more!

About Ritu:

Ritu Goswamy, Esq., is a lawyer and productivity strategist for lawyers. She is the best-selling author of The New Billable Hour: Bill More Hours, Be More Productive, and Still Have Work Life Balance and The Holistic Lawyer: Use Your Whole Brain to Work Smarter Not Harder.

Ritu is the creator of the New Billable Hour® system, which helps lawyers increase their productivity by billing themselves first. She teaches this system directly to lawyers in a way that is engaging, fun, and practical. Ritu hosts "The New Billable Hour Podcast" available where you like to listen and on YouTube. She consults with lawyers individually and in groups and is an active speaker and trainer in the areas of lawyer productivity, competence, and mindfulness.

For a free copy of her first book and other resources, visit: www.newbillablehour.com.

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And if you'd like to check out what's new in the Zen Money world, take the Zen Money Quiz, check out my new free workshop series, and learn what we're all about, visit here:

www.lizlajoie.com

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In this episode, we discuss:

• The difference between various online accounting systems and why choosing YOUR best fit is important.
• Why we sometimes overload ourselves with various software.
• How to think about what you need today as well as what you may need in the future.
• The single most important thing to know when choosing your financial platform.

Questions? Reach out to me at Liz@LizLajoie.com!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

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Episode in a Nutshell:

• The ABC's of social media from Stacey's POV.
• Learning to let go as a business owner (when hiring help becomes critical).
• Why the "influencer" model doesn't work for most of us, and why that's a-okay.
• Consistency is key, tracking is critical.
• And a ton more great insights!

About Stacey:

Stacey Nachajski works with small business owners and marketing professionals as a Social Media Mentor, Strategist, and Speaker, helping them to make sense of all the pieces involved in their online marketing.

Her background is in public relations and advertising. She created Great Brook Media and Embrace Social U because she found that many small business owners were constantly getting stuck when it came to marketing themselves online. She knows there is so much advice out there, so many great tools and so many strategies to try. So many in fact, that it’s overwhelming and trying is about as far as you get.

She is the driving force behind those changes you KNOW you need to be making in your business to get it rocking online.

Social Links:

www.facebook.com/embracesocialu

www.instagram.com/embracesocialu

www.linkedin.com/staceynachajski

Great Free Stuff from Stacey:

https://www.embracesocialu.com/hugs-worksheet

https://www.embracesocialu.com/monthly-content-brainstorming

https://www.embracesocialu.com/free-social-media-audit

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:

https://www.zenmoneymap.com/workshop

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In this episode, we discuss:

• The difference between an investment and a spend in your business.
• Why it's so easy to feel buyer's remorse after a large outlay of money.
• How to make the most of any potential investment and avoid losing out.

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

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In this episode we discuss:

• Mara's history as a teacher and online educator.
• Why so many people are looking for a different version of education these days.
• The business of schooling (public and private).
• How MicroSchool Builders got started.
• Mara's version of Zen Money.
• And more!

About Mara:

Dr. Mara Linaberger believes that each of us has chosen to be here at this moment in time for a specific reason – that we are each on a mission that we chose for ourselves. And that figuring out what we love, what we’re good at, and how we can be of service, is the engine we need to fuel a lifetime of joyful learning. Mara also believes that school often slows down or stifles that excitement for students. So she is on a mission to create a global network of 100 micro-schools in the next 20 years – to harness education toward helping amazing children to develop their highest potentials, while making learning fun again!

Mara is a life-long educator, author, technologist, artist, ballroom dancer and musician, having spent 25 years in service as a public school educator, teacher trainer, and administrator. Completing a doctorate in Instructional Technology, she went on to earn a Superintendent’s Letter of Eligibility in Pennsylvania. Launching “Mindful Technology Consultants” in 2013, she continues to train teachers at the masters level on the use of digital portfolios as alternative assessments, and on bringing mindfulness practices into the classroom.

Mara is the international two-time best selling author of HELP! My Child Hates School (link to Amazon) and The Micro-School Builder’s Handbook. Mara currently lives in Harmony, PA with her husband Michael, while she travels far and wide, directly supporting clients in her global MicroSchool Builders programs.

You can connect with Mara here: www.microschoolbuilders.com

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:

https://www.zenmoneymap.com/workshop

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In this episode, we discuss:

• How to use a little bit of time each week to make sure your financial wheels are turning smoothly.
• Why we find it so easy to lose track of our numbers.
• Steps you can take to focus your energy to grow your business and your financial world.

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

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In this episode, we discuss:

• Why having a robust contracting process can help clients see you as the better choice.
• The difference between branding and visual design, and how you can use both to grow.
• Laura's shift as a business owner in terms of her numbers, her confidence and her sense of well-being.
• Navigating relationships when you're both entrepreneurs.
• What Laura's version of Zen Money is and how we've worked together to achieve it.

About Laura:

Laura Beauparlant is an award-winning international keynote speaker, an expert on branding and design and the author of Brand Chemistry. As the founder and creative director of Lab Creative, her mission is to help ambitious entrepreneurs create strong, memorable brands that consistently attract their ideal clients.

For over 16 years, Laura has helped countless small business owners and entrepreneurs gain confidence and grow their businesses through unforgettable branding

You can connect with Laura online here!

https://www.labcreative.ca

https://www.linkedin.com/in/laura-beauparlant-4304381/

https://www.facebook.com/labcreativeinc/

https://www.instagram.com/LabCreativeInc/

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And if you're ready to take things to the next level yourself, join my free new Zen Money Mastery series for easy-to-digest trainings with actionable take-aways you can work through at your own pace:

https://www.zenmoneymap.com/workshop

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In this episode, we discuss:

• How to use your numbers to make strategic decisions for your biz in a contracting economy.
• Focus on what's working well and cut anything that's not driving your primary business.
• Why this may be the best thing that's happened for you and your business in the long run.
• Ways to think about your financial flow that will help you stay profitable when the market gets tough.
• What will ultimately help you stay afloat in the next 2-3 years.

Reach out to me at Liz@LizLajoie.com if you have any questions!

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

And check out the Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

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In this episode, we discuss:

• Good practices for building a Facebook community.
• Distractions and how to keep your new ideas in line with your bigger goals.
• How to build your business from a financial cushion.
• Ways to build strong business relationships and network for the long-term.

About Emily:

Emily Aborn is a Marketing Professional and the owner of She Built This. She Built This is an organization helping women with resources and education to build and create whatever dream is inside of them.

She has over ten years of experience working with executives and entrepreneurs in marketing, administrative, and customer service positions. She has owned her own business since 2014 and loves helping others discover what stories are inside of them and get their message out about how they are changing the world!

She lives in Temple, NH with her husband Jason and their energetic (aka exhausting) dog, Clyde. When she is not working, she can be found outdoors hiking or walking. She loves cooking, playing games, good music, writing, and living a fun life.

Visit Emily's website to learn more about She Built This and to connect with the group: www.shebuiltthis.org

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to download my Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Understanding the costs of slow growth vs fast growth in your business.
• Ways to think about your income in relation to your spending.
• Why we get antsy when it doesn't seem like we're growing fast enough (and how to manage it).

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to download my Zen Money Quick Start Kit to learn what to do and when, and never miss another bookkeeping step with this link:

www.zenmoneymap.com/kit

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• How Interact began.
• Ways to think about your business in order to grow.
• The difference between service and sales.
• How to differentiate yourself in a busy online space.
• And tons more!

About Josh:

Josh Haynam is the co-founder and CEO of Interact Quiz Builder, the world's leading platform for creating interactive quizzes used by more then 100,000 businesses around the world. He started interact with a friend in college and has built it with his team into a global brand.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Leveraging debt in your business.
• Ways to work on your debt as part of your cash flow equation.
• Why we get under water and how to create a debt snowball to redefine your financial reality.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• How Harry got started.
• Why it was easy to get into an uncomfortable financial situation.
• The benefits of getting help, even when it makes you a little nervous.
• Tips for leveraging your platforms (LinkedIn, etc.)
• Why podcasting is a great conversation tool for your business.
• And tons more!

About Harry:

Harry Duran is the Founder of FullCast, a full-service, done-for-you podcast production and marketing consultancy. He helps brands and high-performing entrepreneurs amplify their authority and extend their reach through the power of podcasting.

As Host of the popular Podcast Junkies on iTunes since 2014, Harry has had conversations with over 215 interesting and engaging podcast personalities.

Harry has spoken on stage about the importance of finding your voice and why long-term engagement with your podcast guests is key. Harry shares lessons learned from his first 25 interviews in his book, Around the Podcast Campfire.

As a host, consultant and coach, Harry empowers others to amplify their authority through the power of a podcast. As a speaker, Harry challenges leaders to understand the importance of finding their unique voice.

And be sure to go here to grab Harry's free gift to you! https://fullcast.lpages.co/liz

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREEZen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:

https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Ways to ensure you're sticking with an idea long enough (but not too long).
• Why it's so difficult to maintain consistency, especially in the online space.
• How to identify your creative cycle and use it productively in your business.
• When to move on to something new without breaking your bank.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• How to use one or two key metrics to track your progress (and not worry about the rest).
• The difference between leadership and management (and which you might want to focus on).
• Why some businesses seem successful from the outside but are a disaster on the inside.
• What you need to create (and keep) an engaged and excited team.

About Nikki:

Nikki McKnight has 13 years of experience working with companies to improve processes, drive communication and performance, and build a rockstar team. She’s worked with multi-billion dollar retailers, million dollar entrepreneurs, and startup boutiques looking to start off on the right foot. Nikki loves working with the artistic, creative, and spiritual personalities because she truly believes they will be the ones who will change the world for the better.

Nikki loves cycling, pop culture podcasts, romance novels, and hanging with her dog, Riesling. Yes, like the wine.

You can check out her website: www.mcknightoc.com. Or connect with her online: Facebook - @mcknightoc and Instagram - @mcknight_ops.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• The three pillars of your financial house.
• How to engage directly in the planning process without feeling overwhelmed by it.
• What a successful business strategy actually looks like (hint: it's a living process).
• When to worry and who to go to for help.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• The split-second decision-making process we all enact (it's a human thing).
• How a common money-mindset decision-making loop can hold you back.
  What a confident & strategic decision looks like and how you can change your thought process to be financial successful.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Why we often get caught short with our cash when things appear to be going well.
• How to give your money jobs to do so your business is humming.
• A time-tested exercise that will help you stay laser-focused on your cash and how to navigate those down times.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• The primary reason entrepreneurs & small business owners have trouble knowing how to pay themselves well.
• How to break down your numbers so you know exactly how much is just right to pull out of your biz without breaking your bank.
• Different approaches to the "pay yourself" question and how to get completely clear for your particular situation.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREEZen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• The issues with time-for-dollars pricing models.
• How to set your pricing to ensure your business is secure.
• Setting yourself up for success with a coherent & cohesive pricing structure.
• Ways to you can grow your business quickly & with ease without leaving dollars on the table!

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss:

• Why we feel a disconnect between our business finances and our big dreams.
• How the Zen Money concept came about.
• A tried & true goal-setting exercise Liz uses with all her clients.
• Ways to tie your money goals to your daily decisions so you can thrive!

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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In this episode, we discuss..

• Why seeing a direct connection between our money goals and the reality we see coming into our bank accounts is so difficult.
• The 5 business management pillars and how we can use your finances as a lens to view the health of your biz.
• How important it is to successfully navigate your cash flow so you can give back as an entrepreneur.
• What you can expect from the show going forward.

Reach out to me at Liz@LizLajoie.com if you have any questions!

And be sure to check out my brand new FREE Zen Money Mastery 7-Day Workshop Series to learn 6 critical ways for your business to thrive, with this link:

www.zenmoneymap.com/workshop

I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: https://ratethispodcast.com/zenmoney

Thanks in advance for your feedback!

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00:46 – Introducing today’s guest, Jodi Flynn

01:53 – Jodi’s entrepreneurial journey

03:09 – Dealing with Golden Handcuffs

05:00 – Travelling the uncertain path

08:17 – Transitioning from account management to coaching

09:36 – The decision to work with women specifically

13:27 – Jodi’s approach to coaching women

15:52 – Overcoming stress, fear, and misconceptions

18:38 – Common issues Jodi has observed from her clients

20:44 – Good enough

23:19 – Jodi speaks to the culture of Type-A Personality

25:27 – The importance of being in tune with yourself

27:14 – Where Jodi got her entrepreneurial spirit

30:34 – Jodi talks about the challenging aspects of starting her own business

33:35 – The importance of self-care

35:40 – Jodi’s hopes for future growth within her business

39:34 – Jodi reflects on what she loves most about running her business

40:44 – Fighting the negative voice in our head

47:28 – What Zen Money means to Jodi

48:14 – Where listeners can follow Jodi

Sound Bites:

“I have that dream big gene, I guess.” (02:40)

“We hit certain points in life where it’s like all arrows are pointing that way, so go that way. Even though that way is scary, and uncertain, and unknown. The feeling of going the known path just feels like boredom and being stifled.” (05:00)

“It’s amazing how quickly we start achieving our goals when other people really connect with us and like us and feel relaxed in our presence.” (15:38)

“Once we know whatever belief or misperception is causing the stress and we can talk about it, we can challenge it and change it and take on something new.” (18:14)

“I say to many of my clients, ‘Your good enough is better than most people’s best.’” (20:44)

“I would say it’s still a struggle. There’s still an uncertainty in my business. I do not have a guaranteed paycheck.” (32:44)

“I think the most important thing as a business owner to do is to keep letting people know that you’re in business.” (34:29)

“As a coach, a lot of times people are buying you. They’re buying the energy that you bring.” (37:51)

“It’s been since I started my business that I truly felt that I was living my life’s purpose. And that is so fulfilling and gratifying” (40:32)

“Zen Money to me has an energetic flow. It’s moving, it’s nurturing, it’s taking care of us. I would say Zen Money is the money that heals and restores us.” (47:58)

About Jodi:

Jodi Flynn of Women Taking the Lead is an Executive Leadership Coach, Podcaster, Author, Speaker, and Workshop Facilitator for people-leaders. She works with rising women to improve the skills that help them advance to the top levels in their career. She is the host of the critically acclaimed Women Taking the Lead podcast and an Amazon bestselling author with her book, Accomplished: How to Go from Dreaming to Doing. Jodi has spoken at the Massachusetts Conference for Women, The Maine Women’s Conference, Podcast Movement, and the Agents of Change Digital Marketing Conference. She is the President for the board of The Maine Women’s Conference and has been featured in Entrepreneur and Forbes Magazine.

Links Mentioned:

Jodi’s Podcast

Jodi’s YouTube Channel

Jodi’s Instagram – @jodimflynn

Jodi’s Twitter – @JodiMFlynn

Jodi’s Facebook

Jodi’s LinkedIn

Jodi’s Website

Jodi’s Email – jodi@womentakingthelead.com

Zen Money Financial Quiz

Zen Money Website

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00:49 – Introducing today’s guest, Amber Swenor

01:25 – Amber’s entrepreneurial journey

03:40 – Overcoming fears to open your own business

08:45 – How Amber curated her business prior to launch

10:06 – Launching her business, Strategic Partners Marketing

11:33 – Transitioning to helping a larger audience on different platforms

13:25 – Amber speaks to the most challenging aspects of growing her business

16:44 – The importance of honesty and transparency

19:15 – Learning to become a project manager

25:06 – The value of learning from past mistakes

26:13 – Amber discusses the efforts she put into Impact Academy

29:02 – Revisiting short-term, mid-term and long-term goals of her companies

35:18 – What Zen Money means to Amber

36:22 – Where listeners can follow Amber

Sound Bites:

“One of my mentors says, ‘Iterate as you go,’ and I live by that.” (07:18)

“We strive to work with people that are passionate about being their best. And I didn’t want us to be bound and limited by only working with those mission-driven entrepreneurs that were within our region.” (11:59)

“If you care about your team, it’s your responsibility to have ongoing conversations so that they have the opportunity to step into their growth and not be blindsided if they’re not performing.” (22:02)

“We’re about helping to find the best solution.” (32:36)

“I think of Zen Money as being rooted in your authenticity and flow. Zen Money is alignment.” (36:08)

About Amber:

Amber Swenor is a business and life strategist that helps people to make their dreams a reality. She is the founder of Strategic Partners, a brand strategy agency and marketing firm that provides business strategy and marketing services for passionate people and companies.

She’s also the founder of Impact Academy, where she provides coaching, speaking, programs and retreats on personal development and business strategy. She helps people to live their most authentic badass lives by getting clarity for their dreams and creating strategies to go for them. She helps heart-centered service providers, healers and creatives to build businesses that are authentic to them, and are both impactful and profitable.

She’s a 2019 Goldman Sachs 10,000 Small Businesses Graduate, 2018 Vital Voices International VVGrow Fellow, 2018 Madison Magnet Super Connector finalist, 2017 Brava Magazine Woman to Watch, 2017 Young Athena Award Finalist, 2017 In Business Magazine 40 under 40.

She’s current authoring her first book titled, Unleashed, to be released March 2020.

When she’s not strategizing to help you live your most badass life, you’ll find her rocking the stage with her band, Morningstar.

Links Mentioned:

Amber’s Instagram – @amberdellarock

Amber’s Facebook

Amber’s LinkedIn

Amber’s Website

Amber’s Bite-Sized Transformations Weekly Email

Zen Money Financial Quiz

Zen Money Website

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01:01 – Introducing today’s guest, Tracey Bissett

02:37 – Tracey’s entrepreneurial journey

05:45 – Tracey speaks to the shift she’s seen in the financial industry over the years

07:35 – The pros and cons of automated financial interactions

08:37 – Tracey’s perspective on funding start-ups via credit cards versus loan credit

11:59 – The biggest misstep entrepreneurs make when first starting their businesses

13:03 – The importance preparation in advance of asking for a loan

15:10 – What a polished and prepared loan presentation looks like

17:51 – Advice Tracey would give for those struggling with their credit

21:24 – The importance of communication

22:25 – Understanding all of your options for credit

28:13 – How Tracey got into teaching financial services

30:35 – Why financial fitness is akin to physical fitness

31:30 – Tracey shares the most difficult aspect of starting her own small business

33:10 – Moving into the virtual space

35:45 – What Tracey likes best about working for herself

36:14 – Strategies Tracey utilizes to help build her brand

36:59 – Tracey’s Master Class

38:04 – What Zen Money means to Tracey

Sound Bites:

“I think for those entrepreneurs who are organized, prepared, have all of the required information – and they know what it means – I think it [automated interactions] bodes really well.” (07:48)

“One of the missteps I think that entrepreneurs consistently make is they don’t arrange their access to capital early on.” (09:12)

“It’s better to have a higher limit on your credit card and borrow near the middle of the limit versus always being at the top of the card because that negatively impacts your score.” (19:07)

“So, it’s good to have relationships or just connections at different organizations so that if down the road you want to make a switch, you’ve already got somebody that you’ve been getting comfortable with.” (28:02)

“For me, it means thinking of money as a tool, knowing how to make it, get it, use it such into a place where it doesn’t control me and I’m controlling how it interacts with me. To me, that’s what Zen Money means.” (38:11)

About Tracey:

Tracey is an accomplished professional with 20 years of experience in the financial services industry working directly or indirectly with personal, commercial and corporate clients to help them achieve their financial goals. A demonstrated passion for increasing financial fitness coupled with lending and risk management experience led to the establishment of Bissett Financial Fitness Inc.

As President and Chief Financial Fitness Trainer, Tracey works with clients to help them understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial life. She works with people of all ages, focusing on youth and young adults, as well as engages with companies and not-for-profit entities in various capacities including one on one coaching and contracts focused on financial services and risk management assignments. In addition, she teaches and leads speaking engagements to increase financial fitness awareness.

Financial fitness also known as financial literacy means having the knowledge, skills and confidence to make responsible financial decisions. Just like physical fitness, your level of financial fitness may be starting to learn the basics about money, novice to expert budgeter or becoming a more sophisticated investor.

Everyone’s financial fitness level is individual and unique. Just like your health, being financially fit enables you be successful in your life. I consider financial fitness to be fundamental life skill and am passionate about helping people improve their level of “fitness”.

Links Mentioned:

Tracey’s Website

Tracey’s Podcast

Tracey’s Instagram – @bissettfinfit

Tracey’s Twitter – @bissettfinfit

Tracey’s LinkedIn

Tracey’s Master Class

Zen Money Financial Quiz

Zen Money Website

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00:59 – Introducing today’s guest, Michael Roderick

01:47 – Michael’s unique background

02:37 – The transition from English teacher to Broadway producer

05:20 – Asking people for money

08:38 – The negative influence of money

11:08 – Addressing the risks of investing in Broadway shows

14:45 – Different motivations for investing in Broadway shows

21:39 – Networking the right way

23:09 – Treating investors as people

28:06 – The importance of reflection

28:40 – Michael’s current business ventures

31:14 – The three factors of a referable brand

34:24 – The genesis of Michael’s entrepreneurial journey

39:43 – Challenges of building a business

41:00 – The most dangerous number

42:09 – Liz reiterates the importance of reflection and being adaptable

43:04 – The diving board metaphor

44:30 – Cultivating key relationships

48:43 – Michael shares the most difficult aspect of building his business

52:16 – Michael elaborates on his daily email

53:41 – Michael’s perspective on referral fees

1:00:45 – What Zen Money means to Michael

Sound Bites:

“I often say that you limit the things you get in life when you limit other people’s creativity.” (08:01)

“Language is used all the time to influence our decisions. So, from a marketing standpoint, when somebody talks about the idea of investing in yourself you have a completely different level of emotional resonance than somebody saying ‘Spend money on this.’” (19:10)

“I’m very bullish on the idea of frameworks over formulas.” (26:02)

“When I broke it down, I realized that a referable brand has three factors. And it’s easy to remember because it spells the word ‘aim.’ And that’s Accessibility, Influence, and Memory.” (31:15)

“If technology changes, if the way that something’s structured changes, if the tool that you’re using to collect money suddenly has a glitch or has a particular issue, you’re going to have a different business in another couple of years.” (40:38)

“If you are going to engage in some sort of referral monetary relationship, you want to make sure people know that that relationship exists.” (54:36)

“The way I think about it [Zen Money] is this idea of sort of ‘money calm,’ where, when you think about meditation and when you think about being relaxed there’s this dynamic of breathing well and everything is sort of just calm.” (1:00:57)

About Michael:

When Michael went from high school teacher to Broadway producer in under two years people started to ask him how he managed it. Michael began his career as a high school English teacher before producing Off Broadway and then on Broadway. This combination of experience in the arts and entrepreneurship led to Michael starting an arts incubator program to teach more artists about building and growing their own businesses (PLAE). Eventually, he decided to develop a workshop on networking which grew into a full-time consulting practice and that became Small Pond Enterprises.

Michael took a short break to work as the V.P. of Operations and as a Director of Business Development for an NYC Ed. Tech Startup which introduced him to the New York Startup community. Most recently, Michael founded The Connecting Connectors Conference (ConnectorCon).

Links Mentioned:

Robert B. Caldini – Influence: The Psychology of Persuasion

Michael’s Website

Michael’s Facebook

Michael’s Twitter – @MichaelRoderick

Michael’s LinkedIn

Zen Money Financial Quiz

Zen Money Website

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00:58 – Introducing today’s guests, Cristina Livadary and Stephanie Bucko

02:37 – Cristina’s money story

06:04 – Stephanie’s money story

11:05 – Cristina and Stephanie share their thoughts on the current financial services industry

13:35 – The value Cristina and Stephanie place on educating their clients

17:08 – Wealth management

20:35 – The shift from big business to small business

25:05 – The importance of having fun

30:26 – Cristina and Stephanie speak to the three phases on onboarding clients

35:40 – What Zen Money means to Cristina and Stephanie

37:23 – Where listeners can connect with Cristina and Stephanie

Sound Bites:

“The ‘Aha Moment’ came to me when a dear friend lost her mom and came to me and said, ‘I know you work with so many financial advisors in Southern California. Who do you recommend you would trust with your parents’ money?’ And, unfortunately I drew a blank.” (04:44)

“About five years ago I started managing money for people, and that’s when I really fell in love with the industry because it was able to take a lot of the complicated topics that I had been learning and actually apply them to our everyday lives.” (08:00)

“We wanted to start a business based on compassionate finance, with the understanding that women are earning as much as men.” (12:16)

“When we talk about finance, we’re all about educating.” (13:35)

“It’s really amazing to have a business partner that you can trust and lean on, too. So I think that is one of the greatest gifts that we’ve recognized is that when I’m down, Stephanie is up. When she’s down, I’m up. We lift each other up.” (26:36)

“For me Zen, as a practitioner of meditation, means balance. And so, it’s something we strive to create in our lives every day, as well as in the lives of our clients by not putting too much focus on any one thing.” (36:10)

“It’s [Zen Money] is making your life fun and enjoyable and, ya know, don’t stress the small stuff. Money is a way to propel you to do things that you want to do.” (36:43)

About Cristina and Stephanie

Cristina is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Today, she believes that even greater success can be achieved by solving issues holistically - with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world.

Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2016, she left New York City to pursue a career in individual money management where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course.

Links Mentioned:

Mana Financial Life Design Website

Cristina and Stephanie’s Mana Financial Email – hello@manafld.com

Mana Financial Life Design Instagram

Mana Financial Life Design Facebook

Zen Money Financial Quiz

Zen Money Website

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01:10 – Introducing today’s guest, Kristen Zavo

01:54 – Kristen shares her corporate background and roles

04:21 – Kristen’s realizations in her corporate job

09:53 – Kristen’s academic journey

11:40 – The transition to entrepreneurship

14:10 – Ups and downs of coaching entrepreneurs & executives

17:42 – Kristen’s experiences and challenges in running her own business

19:54 – Importance of time and self-management & how it affects driven people

22:51 – The realities of business building

24:47 – The significance of taking care and paying attention to yourself and your body

26:07 – Setting boundaries as an entrepreneur

27:10 – Kristen explains how making plans after work makes people productive

30:29 – What Zen Money means to Kristen

31:55 – The link between money and career happiness

Sound Bites:

“If we don’t listen to that inner voice our bodies are going to revolt until we do” (08:53)

“Reflection is great and it’s so important. I don’t want people to take action for action’s sake like I did when I got my CFA; that wastes a whole lot of time and energy and sets you up for a failure.” (16:28)

“To be in integrity with your work is the most important thing, if I am helping people to build careers they love. For me it’s not just about the job, it’s how that job supports the rest of their life.” (20:51)

“If you have a propensity to be a workaholic or to be addicted to your to-do list then I would argue that quiet time is part of your work.” (29:29)

“When you’re happy at work, you don’t need the shoes, you don’t need to party. But when we’re unhappy, we create this lifestyle to compensate for the job we hate.” (32:57)

“I believe that you can love your job and you can make great money. Money doesn’t equate to happiness.” (34:54)

About Kristen Zavo

Kristen is a former financial executive, career coach, speaker and the author of the best-selling Job Joy: Your Guide to Success, Meaning, and Happiness in Your Career.

Over the course of her career, she’s spent nearly two decades in traditional corporate jobs (including time in investment banking, consulting and industry), working for some of the top Fortune 500 companies such as Lehman Brothers, NBC and Luxottica.

Through her work as an executive coach, international speaker, workshop facilitator and as the author, she has formally and informally helped thousands of clients, colleagues and friends find job satisfaction – whether they chose to stay put, find a new job or completely change careers.

Links Mentioned:

Kristen’s Facebook

Kristen’s LinkedIn

Kristen’s Instagram - @kristenzavo

Kristen’s Twitter - @kristenzavo

Kristen’s Website

Zen Money Financial Quiz

Zen Money Website

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00:54 – Introducing today’s guest, Giovanni Marsico

02:06 – Giovanni’s business background

03:32 – Giovanni’s views on money

04:52 – Finding balance between making money and serving others

06:19 – Giovanni speaks to the pressure he felt as a young man

08:22 – How Giovanni views work

08:57 – Community building

12:13 – Giovanni shares secrets about his Archangel events

14:03 – How Giovanni has differentiated his business

16:32 – Lessons learned from developing the Archangel community

17:58 – Giovanni’s early financial decision-making

19:27 – Learning from past mistakes

21:02 – Strategic advice Giovanni gives entrepreneurs

23:47 – How Giovanni continues to integrate fresh ideas into his business

25:13 – Giovanni speaks to managing his team

26:56 – The importance of transparency

29:42 – What Zen Money means to Giovanni

31:02 – Giovanni leaves the audience with one key takeaway

31:40 – Where listeners can connect with Giovanni

Sound Bites:

“I slowly discovered that dreaming is a superpower of mine. That when I have my head in the clouds – the thing I was told not to do – I perform at my best.” (02:41)

“To me, money has no polarity. It’s just the tool that you use to achieve the mission.” (03:58)

“I probably work harder than the average person. It doesn’t feel like it. It feels like I’m a producer, creator and artist. I believe that we can all get to that point where work doesn’t feel like an obligation, it feels like a fascination.” (08:22)

“You can’t read the label of the jar you’re in.” (10:25)

“I focus on building the tribe first and then servicing them versus building the product first and figuring who needs the thing.” (12:37)

“If you can evoke emotion, you will retain wisdom.” (16:03)

“You want to get to your zone of genius as quickly as possible, because that’s where momentum happens, that’s where the biggest impact and revenue happens.” (22:48)

“That, to me, is what Zen Money is. Scaling and growing, impacting mission first so that you can serve so many people in a way that’s never highly stressed where you’re always creating, you’re always feeling like an artist, and always staying in that place.” (30:29)

About Giovanni Marsico

Giovanni is the founder of Archangel Academy a private membership community of mission-driven entrepreneurs that are making the world a better place through purpose-driven entrepreneurship and philanthropy.

Giovanni hosts his flagship mastermind event, Archangel Academy, every January in the Los Angeles area, and the epic Archangel Summit every fall in Toronto. Follow him on Facebook and Instagram to learn more, and be sure to check out the Archangel community.

Links Mentioned:

Giovanni’s Website

Zen Money Financial Quiz

Zen Money Website

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00:56 – Introducing today’s guest, Megan Jo Wilson

02:21 – Megan’s unique background

05:46 – Why marketing is so tricky

07:14 – Leadership development defined

08:30 – How Megan approaches performing

12:06 – Megan’s Rockstar Camp for Women

14:07 – The intense personal growth path of entrepreneurship

16:50 – The money conversation

18:14 – Megan’s belief that entrepreneurship can be learned

19:48 – The power of feminine energy

22:36 – The most difficult part of navigating money

25:37 – What Zen Money means to Megan

27:24 – Where listeners can connect with Megan

Sound Bites:

“My brother introduced me to coaching and I fell in love immediately. Because, it was like all the big juicy questions that I had been thinking about my whole life I now got to sit down on purpose with someone and ask things like ‘What do you want? Who are you being? What’s important to you?’” (03:44)

“It’s [Rockstar Camp] a leadership development program that’s unraveling the shame that we have around being seen and heard. It’s unraveling the conditioning we have that I can’t do something unless I do it perfectly.” (12:21)

“I believe that being an entrepreneur and running a business is the most intense personal growth path you could possibly choose.” (14:54)

“One of the reasons I started building Rockstar Camp is because, as I was teaching coaches how to build a business, the people who were succeeding were the people that were willing to be seen and heard in public.” (18:37)

“Feminine energy is about connection, pleasure, intuition. It’s about outrageousness. It’s about fun. It’s non-linear. It’s non-logical.” (20:02)

“For me, it’s [Zen Money] the being and the doing, which is what coaching is all about. And so, I have to be in a right frame of mind and a right frame of being in order to do the things that are required.” (25:46)

“It’s being in an empowered state of mind and state of being so that I am more powerful than my money. I’m in control of my money. My money’s not controlling me. That’s Zen Money.” (26:54)

About Megan Jo Wilson, CPCC:

Megan Jo Wilson has been a Certified Professional Co-Active Life Coach for 15 years and is the founder and Creative Director of Rockstar Camp for Women based in beautiful Portland, Maine.

She has published two books - both available on Amazon and free PDF download: Who the Fuck Am I to Be A Coach: A Warrior’s Guide to Building a Wildly Successful Coaching Business From The Inside Out and Who the Fuck am I to Be a Rockstar: How to Stop Hiding and Start Rocking Your Coaching Business Like a Boss.

Links Mentioned:

Megan’s Instagram – @meganjowilson

Megan’s Facebook

Megan’s LinkedIn

Megan’s Website

Zen Money Financial Quiz

Zen Money Website

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00:49 – Introducing today’s guest, Kelli Reese

02:43 – How Kelli got involved in the food movement

06:55 – The biggest lesson Kelli learned from working in the restaurant business

09:05 – The next stage of Kelli’s entrepreneurial journey

13:25 – Kelli’s experience acting as the manager of a company she didn’t own

15:24 – Stepping into the CEO-level role

18:24 – Running an eight-figure business

22:26 – The biggest challenges Kelli faced in her role running a $34 million company

25:04 – The decision to pursue a career that aligned with Kelli’s spiritual path

27:24 – Kelli recalls her time working at a Wall Street investment firm

29:23 – Why Kelli chose to leave her “dream job”

30:30 – How Kelli has applied business lessons learned to her role in coaching

33:25 – Kelli’s incredible network of entrepreneurs

41:52 – What Zen Money means to Kelli

43:29 – Where listeners can connect with Kelli

Sound Bites:

• “I brought my resume on my honeymoon because all good women do that.” (12:05)

• “Growth is fun. When you’re growing it’s so fun. The downhill stuff, not so fun. The trying to figure it out, not so fun.” (15:54)

• “There’s nothing more depressing, for me, than walking into a grocery store, a natural foods store, especially the small mom and pops, and seeing empty shelves.” (17:51)

• “My personal mantra is, ‘I want to work with people who want to do the work.’” (21:55)

• “I learned that it’s not ok for me to allow myself to be where I’m no longer meant to be.” (28:23)

• “I need to continue my growth work. That’s what I’ve been dedicated to for more than twenty years. And I believe entrepreneurship is the biggest dive into your personal growth work. But I also need to include my spirituality and my spiritual path in the work that I do.” (35:39)

• “It manifests outwardly, that’s how it comes in. It’s just energy right? But money itself, the way that it comes to me is through the relationship that I have with it. So, I need to be respecting it when it comes.” (40:39)

• “I put it where it needs to go now, which is very empowering. And, it feels like, to me, that is Zen Money. Feeling centered and understanding and knowing where your money is and where it’s going every time it comes in.” (41:52)

About Kelli:

Kelli Reese is a former CEO turned Leadership and Transformation Coach. She's an Amazon bestselling author of two books: The Destiny Roadmap and The Relationship Roadmap.

In 2015, she boldly walked away from a 17-year career running a $34 million organization. A year and a half later, she left her 15-year relationship to find her path beyond a stressful six-figure job, a BMW and the idea of the “perfect” marriage.

Kelli's draws from twenty years of experience in business, leadership, and personal growth and development. She's devoted nearly two decades to spiritual expansion and the study of self-mastery. As a Practical Mystic, she seamlessly combines her spiritual side with her business acumen to lead clients and readers on a bold journey of self-discovery and clarity.

Kelli is location independent and works remotely with female executives, founders and CEOs. Everything she does is geared toward giving women the tools and practices to develop trust and confidence in accessing their internal guidance and creating the relationships, career and life they yearn for.

She has been featured in Fierce CEO, Bustle, BestLife, CBNation, Washington Magazine, International Living, and as a guest on radio and podcasts, most recently – The Truth Prescription Podcast, Technology for Mindfulness, WOW FM 100.5, Talk with Francesca, LocoGringo, Graceful Healing Podcast and The Mental Insights Podcast.

Links Mentioned:

Kelli’s Instagram – @kelli.reese https://www.instagram.com/kelli.reese

Kelli’s Facebook – https://www.facebook.com/kelli.reese.coach

Kelli’s LinkedIn – https://www.linkedin.com/in/kellireese/

Kelli’s Website – https://www.kellireese.com/

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

Zen Money Website – https://www.zenmoneymap.com/

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00:48 – Introducing today’s guest, Eileen Reed

01:50 – Eileen’s business background

02:42 – An affinity for sales

03:40 – The biggest hurdle Eileen has encountered when starting as an entrepreneur

05:26 – Eileen’s current business, Simplify with Eileen

07:22 – The eclectic mix of clients Eileen encounters

12:58 – Advice Eileen would give to those trying to remove clutter from their lives

14:52 – The habits that Eileen has noticed among her clients

19:40 – The value of donating and recycling

21:07 – The challenges of moving from corporate life to entrepreneurial life

23:04 – What Zen Money means to Eileen

25:16 – Eileen speaks to the benefits of the entrepreneurial lifestyle

28:54 – Where listeners can connect with Eileen

29:18 – Eileen’s upcoming event, Simplify Business

Sound Bites:

• “I always looked at it [sales] as an opportunity to connect with people and to try and solve problems.” (03:10)

• “What I’ve learned over the ten years I’ve been in business is that it’s not about organizing, really. It’s really about helping people discover just how much more abundant, meaningful and joyful a more simple life can be.” (05:51)

• “The first thing I would say is to really just decide. Just decide that you need to make the change.” (13:21)

• “Buy just what you need just when you need it.” (15:45)

• “That message from our culture and the consumer-based world we live in is just, ‘You need the latest and the greatest, the most updated, the best, the newest.’ And it’s so false.” (18:22)

• “I’m all about JOMO, the joy of missing out.” (18:53)

• “I think, for me, Zen Money means a healthy perspective.” (23:21)

About Eileen:

A big “aha” moment led Eileen to break free from a 25-yr corporate career to create work more aligned with her heart and soul. After simplifying her own life, she created Simplify with Eileen in 2009 with a mission to guiding business and individual clients how to simplify and enjoy fuller, more abundant and meaningful lives.

Eileen empowers her clients with the tools & strategies to thrive in a life free from clutter, chaos and distraction. Over the years, she’s witnessed how transforming your surroundings & space with better systems, workflow, and functionality can absolutely transform your overall life. Inspiring her clients to reshape their relationship with "stuff" and embrace new ways to decide how much is enough, is core to what Eileen does.

Links Mentioned:

Eileen’s Website – https://simplifywitheileen.com/

Eileen’s Instagram – @simplifywitheileen https://www.instagram.com/simplifywitheileen/

Eileen’s Email – eileen@simplifywitheileen.com

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

Zen Money Website – https://www.zenmoneymap.com/

Books Mentioned:

Zen Money Map: Charge Your Worth, Pay Yourself First and Fund Your Wildest Dreams

The Soul of Money: Transforming Your Relationship with Money and Life

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00:56 – Introducing today’s guest, Amber Lilyestrom

01:56 – Amber’s background and roots

03:04 – How Amber first got involved in entrepreneurship

07:58 – Working in the university system

11:27 – The call to help people

13:08 – How a near-death experience led Amber to start her current business

14:21 – The goal of Amber’s entrepreneurial journey

16:25 – Amber speaks to hurdles of working with her husband, Ben

19:15 – The most important lessons Amber has learned while coaching women in business

23:11 – The importance of knowing your worth

25:56 – Amber shares some of the benefits of running her own business

30:13 – How Amber maintains a high level of fulfillment in her career and life

33:50 – What Zen Money means to Amber

36:25 – Amber shares her upcoming event, Accelerate Live

Sound Bites:

• “I always had that idea of creativity and business and I liked doing it. It [entrepreneurship] was really fun and it was very simple for me.” (04:56)

• “I love to help people and see them and then tease out the uniqueness within them to help them get on a path to their joy and to do what they really want to do in life.” (11:53)

• “The goal when I left my corporate career was ‘I want to be present for the life that I’m living and the people that are in it.’” (14:49)

• “I’m such a straight talker, straight shooter. A person who just wants to move the ball forward for the highest good of all involved.” (27:05)

• “I have just decided to support the whole of my life, not just one aspect and angle of it.” (28:22)

• “Zen Money means financial serenity to me. And really being at one and at peace with the flow of your finances.” (33:53)

About Amber:

Amber Lilyestrom is a transformational branding strategist and business coach, author and speaker. She has been featured by Entrepreneur, Mentorbox and Working Mother Magazine and is the host of The Amber Lilyestrom Show podcast. She is the creator of the Ignite Your Soul Summit annual live event in Portsmouth, NH and multiple life-changing online programs. She helps entrepreneurs turn their passions in to heart-centered brands and thriving businesses.

Amber's mission is to empower women to position themselves as sought-after experts and thought leaders through the creation of an online brand presence. Her transformational mindset work sets her apart in an industry focused on a strategy-first, inner work later approach. She’s worked with thousands of women worldwide building a seven-figure business from home, while also homeschooling her daughter with her husband and business partner, Ben.

Links Mentioned:

Amber’s Podcast – https://www.amberlilyestrom.com/podcast

Amber’s Website – https://www.amberlilyestrom.com/

Amber’s Instagram – https://www.instagram.com/amberlilyestrom

Accelerate Live Website – https://www.amberlilyestrom.com/acceleratelive

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

Zen Money Website – https://www.zenmoneymap.com/

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01:04 – Introducing today’s guest, Matthew Patti

01:40 – Matthew’s background in the medical profession

03:36 – How Matthew became a disruptor

04:43 – Matthew’s career evolution

08:56 – The shift to building a company

10:55 – The most important lessons Matthew has learned through entrepreneurship

12:44 – Matthew uses the Traffic Light System to describe the ‘ticky-tacky’ of everyday business

15:20 – Matthew’s decision-making during his hiring process

20:16 – The most common issue Matthew encounters among business owners

22:08 – The importance of having vision

22:21 – The Tennis Ball Exercise

27:05 – Stepping back from your business, taking inventory and entering a creative zone

28:28 – What Zen Money means to Matthew

30:25 – Takeaways Matthew wants the audience to know

31:48 – Matthew provides listeners with a special gift

Sound Bites:

• “I have never really seen myself as employable. I have tried a couple of times and have done a reasonable job at it, but not a great job. Because, I think with entrepreneurs or business owners, we cut our cloth in a very different way.” (02:12)

• “I’ve always believed that you can train someone a skill, but you can’t train them a personality.” (16:55)

• “Business is one of the most rewarding, personal growth journeys.” (21:11)

• “If we allow the business to operate as a parasite on us and our life, it’s not a business that’s serving us; we’re serving the business.” (24:27)

• “This is what I’ve said to my clients, ‘Trust the process. Step back. Go and enter your creative zone.’” (27:05)

• “Zen Money is really flow. Zen Money is about letting go of this idea that it needs to be hard. Letting go of this idea that it needs to be a struggle and that you need to really, really, really work hard to get ahead for the rest of your life.” (28:47)

• “I think the most important thing to remember is that you can shape whatever future you want. And you can shape whatever future you want right now through your imagination.” (30:44)

About Matthew:

Matthew Patti is the founder of Innerversal Academy and creator of the renowned Zero Limits: Shape Your Best Life™ program.

Admired among his peers as a visionary, futurist, modern mystic and global leader in conscious business growth, Matthew has built multiple 6 and 7 figure businesses over the past 25 years applying his unique blend and understanding of metaphysical principles with business strategy to help Transformational Leaders, Conscious Business Owners and Holistic Practitioners scale their business and consciousness.

His mission is to help awaken and activate higher levels of consciousness and "Super Human" potential within - transcending out-dated models of "doing" - rising to new heights of personal performance and achievement so together, we can positively influence, impact and contribute to advancing the human race using our unique gifts, talents and abilities.

Fun Free Stuff:

Check out these resources we discussed in this episode:

Tennis Ball Meditation: http://bit.ly/ManifestNow-ZMM - Enjoy this free guided exercise from Matthew! Check it out to start ramping up your goal achievement.

ZenMoneyMap: www.zenmoneymap.com/moneystyle - Learn your Zen Money Financial Archetype and start levering your unique money style to your advantage with quick wins today!

Other Links:

Matthew’s Website – http://matthewpatti.com/

Matthew’s Program – http://matthewpatti.com/zl-mastermind/

Zen Money Website – https://www.zenmoneymap.com/

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01:05 – Introducing today’s guest, Linda Ugelow

01:37 – Linda speaks to the work she does in performance and empowerment

03:05 – Linda’s background in the performing arts

05:54 – For the love of dance

07:43 – Linda’s career evolution

09:55 – Why Linda considers herself a second-tier early adopter

11:58 – Linda reflects on the genesis of her fears

14:52 – The variety of ways Linda works with clients

15:30 – Working with clients in-person vs. online

16:54 – The most common client issues Linda encounters

19:28 – How Linda works with creative outside-the-box entrepreneurs

21:18 – Linda’s perspective on business building

22:58 – How Linda defines success

24:15 – What Zen Money means to Linda

25:11 – Linda talks about her upcoming book

25:57 – Takeaways Linda wants the audience to know

28:01 – Linda announces a free guided confidence meditation for listeners

Sound Bites:

• “I want people to get to a place where they’re not being held back by fear. Not because they’re pushing through it, but because there isn’t anything to push through.” (02:17)

• “When I got to Day 75, it just dawned on me, ‘This is ridiculous. Practice is not a kind of panacea for fear!’” (11:00)

• “I didn’t feel safe in front of the camera or an audience because there was part of me that remembers it was dangerous to be put in the center of attention in that way.” (13:22)

• “When you are an entrepreneur you need to take a stand on what you believe.” (17:24)

• “As I go into any kind of new venture, I have the tools, and the capacity, and the openness and freedom to accept where I am.” (22:36)

• “Zen Money is a sense of equilibrium and balance. It’s not a static place but it’s more like a dance or an interaction where we find our sense of relationship that is unclouded by our past.” (24:37)

About Linda:

Linda Ugelow is a speaker and presentation confidence coach who helps people liberate themselves from the fear of being seen whether it’s on stage, on camera, in the media or the meeting room. Through private and group workshops on and offline, she helps both new and seasoned experts step into their most charismatic and natural selves so they can make the impact they dream of.

She's the producer and host of the TV show Women Inspired and was host/emcee at the TEDx Debrecen University in Hungary. Her upcoming book Delight in the Limelight is due out in the spring of 2020.

To learn more about Linda's work, follow her on Linked In or visit her website: www.lindaugelow.com

Links Mentioned:

Confidence Meditation – https://www.lindaugelow.com/speakingconfidence/

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

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00:54 – Introducing today’s guest, Khierstyn Ross

01:26 – Khierstyn’s background in launching products to market

03:17 – How Khierstyn got into entrepreneurship early on

06:58 – Khierstyn’s foray into the product-based world

11:05 – The misconception of bringing product to market

11:51 – Khierstyn reflects on a recent interview from her podcast

15:18 – How Khierstyn works with her clients

17:07 – The shift from an agency model to a training model

21:55 – Leveraging group coaching & educational services

24:31 – Potential drawbacks of the consulting model

28:01 – Managing unrealistic client expectations

31:06 – Issues Khierstyn has encountered running her business

32:54 – What Zen Money™ means to Khierstyn

34:20 – Takeaways Khierstyn wants listeners to know

35:03 – Where listeners can find Khierstyn

Sound Bites:

• “Helping someone take a product from zero to Kickstarter is very, very similar to launching a painting company; you need to have a certain financial goal you’re going after. You need to have a certain road map.” (06:33)

• “I give people a system and a process for identifying who their customers are.” (15:59)

• “I want to be able to work one-on-one with projects I fall in love with.” (20:51)

• “Agency model you can probably do twenty to forty percent profit if you’re really, really good. But leverage group coaching you’re looking at more of the forty to seventy percent profit after marketing costs.” (22:35)

• “Zen Money means no stress finances. And, no stress finances, to me, means that I just know that that part of my life is growing, it’s being managed well, and I actually feel a little financially literate.” (33:49)

About Khierstyn:

Khierstyn is a digital marketing consultant who helps entrepreneurs launch and scale their physical product businesses. She's built a reputation for wildly successful crowdfunding launches, having raised more than $3M for her clients, has an impressive track record. Reach out and request a free strategy session today by going to www.khierstyn.com/schedule.

Links Mentioned:

Khierstyn’s LinkedIn – https://www.linkedin.com/in/khierstyn/

Khierstyn’s Website – https://khierstyn.com/

Khierstyn’s Podcast – https://podcasts.apple.com/us/podcast/launch-and-scale/id1465155308

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

Zen Money Website – https://www.zenmoneymap.com/

Sam Ovens Website – https://www.consulting.com/sam-ovens

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00:52 – Introducing today’s guest, Dr. Angela Lauria

02:07 – Angela’s mission: focusing on business growth

03:01 – Angela talks about working at a tech company prior to starting her business

04:57 – The catalyst to start her own business

08:48 – Early struggles of starting a business

09:44 – The transition to entrepreneurship

15:28 – The difficulties of replacing salary in a business

18:15 – Angela’s personal trainer story

20:50 – Angela’s endgame for her business

22:59 – How Angela mastered the art of planning

23:59 – Angela talks about scaling her business

33:13 – Letting go and transitioning out of the business

37:32 – The importance of delegating as a business owner

41:35 – The White Tape Story

43:42 – Design Thinking

44:39 – What Zen Money means to Angela

49:27 – Angela talks about the importance of having vision

53:53 – Takeaways Angela wants the audience to know

59:17 – Mother Theresa’s money mindset

Sound Bites:

• “I remember saying, ‘It’s irresponsible for me to leave a good paying corporate job, as a single mom, to take a risk of starting a business.’” (04:46)

• “So, it turns out two hundred thousand dollars in salary is different than two hundred thousand dollars in company revenue. That was very sad news for me.” (15:44)

• “I feel like with information businesses, you have to be willing to give up control.” (27:18)

• “It’s sort of like if you’re a parent and your kid lives with you for their whole life. They can live a good life, but you haven’t really launched your child.” (31:08)

• “My goal is to build a solid, stable, tremendously cash flowing business, with sanity, that will get me to five million dollars in wealth in four years so that I can retire.” (45:01)

• “All that money does is buy you choices.” (47:23)

• “If you’re trying to get to a quarter of a million, there’s one thing I think you need: stable, steady, repeatable lead flow. And you must learn how to invest in steady, stable, repeatable lead flow.” (54:05)

About Dr. Angela:

Dr. Angela E. Lauria is the founder of The Author Incubator™ and creator of the Difference Process™ for writing a book that matters. In 2018, The Author Incubator was ranked #275 on the Inc. 500 fastest growing companies and #87 on Entrepreneur Magazine’s Entrepreneur 360. Dr. Angela won the Coach/Mentor of the Year Award and her program, The Author’s Way was named Coaching Program of the Year by the Stevie Awards. Dr. Angela was also named, by E&Y as a finalist for Entrepreneur of the Year and Entrepreneur Magazine, named her one of the top 10 most inspiring entrepreneurs because of her compelling journey.

To learn more about Dr. Angela's work and The Author Incubator, visit www.theauthorincubator.com. You can also follow her on Instagram here: @authorincubator.

Fun Free Stuff

Check out these resources we discussed in this episode:

Quarter Million Book Training: www.quartermillionbook.com - Want to build a business and make a difference? This training will show you how to leverage a book with a profitable, long-term plan.

ZenMoneyMap: www.zenmoneymap.com/moneystyle - Learn your Zen Money Financial Archetype and start levering your unique money style to your advantage with quick wins today!

Links Mentioned:

Angela’s Website – https://www.theauthorincubator.com/

Zen Money Website – https://www.zenmoneymap.com/?r_done=1

Angela’s Books:

If I'm So Smart, Why Can't I Be Happy

Make 'Em Beg to Be Your Client: The Nonfiction Authors’ Guide to Selling, Serving and Funding a Movement

The Incubated Author: 10 Steps to Start a Movement with Your Message

The Difference: 10 Steps To Writing A Book That Matters

Make 'Em Beg to Publish Your Book: How To Reach A Larger Audience & Make A Full-Time Income In The Extremely Overcrowded World of Personal Development

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00:58 – Introducing today’s guest, Sumi Krishnan

01:32 – Sumi shares the multiple transitions she has gone through over the past year

03:17 – The genesis of Sumi’s first multi-million-dollar business

07:35 – Having a mentality that anything is possible

10:38 – Sumi talks about continually refining her approach

13:08 – The desire to become a singer/songwriter and performer

17:06 – The importance of being passionate about what you do

22:17 – Sumi’s Love Revolution

26:52 – Where listeners can connect with Sumi

Sound Bites:

“For me, what I’ve noticed is that really the only thing that’s determined whether or not I was able to succeed is how much I actually believed in it and how much I actually wanted it.” (04:13)

“What’s always been in me, sort of through my blood, in my DNA, in my bones, was this desire to sing…to really be a songwriter and performer.” (13:51)

“Hard work is necessary, but it won’t feel hard when it’s in alignment.” (19:32)

“We’re so in our heads about how are we going to personally be successful, that we forget we might not even have clean air to breathe or clean water to drink if we don’t get our little heads out of our asses.” (23:49)

About Sumi:

Sumi Krishnan is most widely known for founding and growing K4 Solutions, Inc. -- a multi-million dollar government contracting company she started in college. After growing a team of more than 200 people and serving large public programs from TSA to Medicare, last year Sumi graduated from Harvard with her Masters in Public Administration. In 2019, she officially stepped down as President of K4 to pursue the dream she’s carried with her since she was a little girl: to make music & perform. Now located in Nashville, TN, Sumi is pursuing her love of singing and songwriting through the Love Revolution, a socially conscious community of people who are doing what they love, embodying love, and waging love for a better world.

To learn more about Sumi's new projects, you can follow her @sumikrishnan on Instagram.

Links Mentioned:

Sumi’s Website – https://www.sumikrishnan.com/

Zen Money Financial Quiz – https://www.zenmoneymap.com/moneystyle

Zen Money Website – https://www.zenmoneymap.com

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00:59 – Introducing today’s guests, Rachel & Kyle Wright

01:49 – Rachel and Kyle explain the genesis of their business

04:01 – Early feedback from Rachel and Kyle’s business decisions

06:06 – How Rachel and Kyle navigate their unique niche

07:59 – Rachel breaks down how the Wright Wellness Center works

10:20 – Rachel and Kyle discuss their differing views on becoming entrepreneurs

13:23 – The biggest hurdle to building a business with your significant other

15:45 – How Rachel and Kyle handle finances within their business

19:38 – Kyle discusses the idea of up-leveling

21:44 – How Rachel and Kyle make business decisions together

25:25 – Compartmentalizing business and personal lives

26:49 – Rachel and Kyle speak to what they have done well as business owners

29:39 – Rachel opens up about her struggles with anxiety

30:32 – The biggest surprises Rachel and Kyle discovered from working with each other

34:27 – How Rachel and Kyle divvy their workload

36:26 – What Zen Money means to Rachel and Kyle

37:42 – One takeaway Rachel and Kyle want the audience to know

39:52 – Rachel and Kyle announce a special offer

Tweetables:

• “There’s nothing out there between buying a book and going to therapy.” (03:09)

• “That’s part of what we’re trying to do is change the way that we think about relationships, sex, and mental health as a culture.” (05:52)

• “I would say when something breaks, we tend to look for a slightly better version of it. That’s always been a pretty good process for us in business.” (23:44)

• “Smartphones can be so annoying for so many different things. But the one thing that they’re amazing at is holding our data and our information.” (25:35)

• “We’ve really just stayed us.” (28:48)

• “It’s easy to complain. It’s really hard to change something.” (32:26)

• “I tell my clients all the time that if you talked to other people in your life the way you talk to yourself, you would have no friends.” (38:03)

Links Mentioned:

Rachel & Kyle’s Website – https://wrightwellnesscenter.com/

Link to the WWC Family Meeting Toolkit – https://wrightwellnesscenter.com/family-meeting-2/

Zen Money Website – https://www.zenmoneymap.com/

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00:55 – Introducing today’s guest, Bev Davidek

02:12 – Bev identifies the most common issues clients approach her about

03:49 – The importance of setting up the proper legal entity

05:26 – Bev breaks down the differences between a sole proprietor and an incorporated state

07:31 – Bev’s rule of thumb for entrepreneurs looking to file as an S Corporation

09:30 – Legal benefits of establishing an entity type business

10:32 – The basics and benefits of a contract

16:47 – Building a relationship with the right attorney

21:22 – Bev talks about her LIFT Program

24:31 – One takeaway Bev wants the audience to know

25:56 – The most valuable business lesson Bev learned

27:57 – How Bev’s legal experience aided Bev’s business acumen

30:13 – What Zen Money means to Bev

31:11 – Where listeners can connect with Bev

Tweetables:

• “Most people come to me, unfortunately, after they already have created a bit of a mess. And so, it’s kind of a triage situation.” (02:31)

• “Sometimes a handshake deal is not always super clear what you’re delivering and what the client can expect.” (12:38)

• “The contract is what we’re gonna rely upon if we don’t agree on something. And it can be useful in that way.” (15:13)

• “In my experience, clients want to know what they’re getting.” (18:12)

• “Legal, Insurance, Finance and Tax. Those are the four pillars that I think every business has to have in place.” (22:13)

Links Mentioned:

Bev’s Website – https://davideklaw.com/

Bev’s Email – info@davideklaw.com

Bev’s Facebook – https://www.facebook.com/beverly.davidek

Zen Money Website – https://www.zenmoneymap.com/

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00:54 – Introducing today’s guest, Leah Carver

01:57 – Leah explains her role as a health coach

02:28 – Why many entrepreneurs disregard their health as an asset

03:16 – The biggest issue Leah encounters with entrepreneurs

05:35 – Building a lifestyle that supports you

07:07 – Leah speaks to the stress women entrepreneurs are under

08:07 – The importance of being honest with yourself

09:43 – Liz opens up about her own experiences with health concerns

11:02 – Small practices we all can follow to reduce stress

13:27 – Leah gives advice on first steps to improve health

14:49 – How Leah’s work is different from self-care

17:28 – The importance of stability

19:35 – What Zen Money means to Leah

19:57 – One takeaway Leah wants the audience to know

21:49 – Liz and Leah speak about spirituality

22:59 – Where listeners can find Leah

Tweetables:

• “I think that we’re trained, for a long time, that the external or the demands that are being put on us are more important than what we’re feeling inside.” (02:55)

• “One of my taglines is ‘Building a lifestyle that supports you instead of a lifestyle you support.’” (05:38)

• “I’ve always said, and been taught by my teachers, that stress is eighty percent the cause of disease.” (10:36)

• “It is finding balance. And the thing that is common among all of those things – our business, our kids, our families, our passions – it’s us.” (13:00)

• “You want to make sure that your anchor is grounded in. You want to make sure that you’re not going anywhere when you take your eyes off the mark for a moment.” (19:05)

Links Mentioned:

Leah’s Website – https://www.yourlifepractice.com/

Leah’s Email – leah@leahcarver.com

Leah’s Facebook – https://www.facebook.com/leah.carver.9

Zen Money Website – https://www.zenmoneymap.com

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00:50 – Introducing today’s guest, Brian Bogaert

01:45 – Brian talks about how he became a wealth coach

04:37 – A great, early foundation in money

06:13 – The biggest issue facing entrepreneurs, according to Brian

11:38 – The importance of seeing the big picture

13:54 – Brian’s work as a wealth coach

14:51 – Making a difference in the world

17:43 – The value of setting up your money to work for you

20:20 – Brian’s favorite ways to invest

21:23 – What Zen Money means to Brian

23:04 – Key takeaways Brian wants the audience to know

25:13 – Where listeners can find Brian

Tweetables:

• “The more money you create for yourself, the more freedom you can have in your life. And, for me, freedom is really what I’m after.” (05:21)

• “By building wealth in your business and for yourself, you actually launch yourself into a different stratosphere for the kind of difference you can make in the world.” (16:02)

• “Here’s the beautiful part about money. It works 24 hours a day, 7 days a week. It never takes a sick day. It never goes on vacation, right? When you set it up correctly, it’s working for you all the time.” (17:43)

• “I’ve made more money in real estate than anything else I’ve ever undertaken.” (20:56)

• “When your economy is in a Zen state, it doesn’t matter what’s going on around you.” (22:22)

Links Mentioned:

Brian’s Website – http://nlscoaching.com/

Brian’s Email – brianb@nlscoaching.com

Brian’s Facebook – https://www.facebook.com/brian.bogaert

Brian’s LinkedIn – https://www.linkedin.com/in/brianbogaert

Zen Money Website – https://www.zenmoneymap.com/

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01:14 – Introducing today’s guest, Tamara Arnold

02:13 – Tamara talks about her entrepreneurial journey

07:32 – Tamara’s relationship with money

09:33 – The rapid growth of Tamara’s business

12:10 – Clarifying your message as a new entrepreneur

13:53 – How Tamara approached her business as a first-time CEO

16:32 – The challenges of first-time entrepreneurship

21:20 – Tamara’s desire to make a difference in the world

22:59 – How Tamara has updated her approach to her business

25:52 – The misconception around the term ‘investment’

27:11 – The importance of staying on top of every aspect of your business

28:50 – The best part of being a business owner in 2019

29:58 – What Zen Money means to Tamara

31:01 – Advice Tamara would share with her younger self of given the chance

33:11 – Where listeners can find Tamara

Tweetables:

• “Clarity comes with movement.” (04:10)

• “I didn’t know how to live into the abundance of having money.” (10:13)

• “I want to be able to impact more people every single day than I did the day before.” (21:52)

• “I now know exactly how to run my business this year but learning how not to run my business last year.” (22:48)

• “Focus on the people that need you, not on who you need.” (30:29)

Links Mentioned:

Tamara’s Website – https://www.tamaraarnold.ca/

Tamara’s Instagram – @ tamaraarnoldauthor https://www.instagram.com/tamaraarnoldauthor/?hl=en

Zen Money Website – https://www.zenmoneymap.com/?r_done=1

Tamara’s Book:

The Magical Business Method: Define Your Stardust, Attract Your Tribe, Make Lots of Money and More!

My Kid is Driving Me Crazy: A Mom’s Survival Guide for Living with a Child with Mental Illness

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02:02 – Pam’s business background

03:54 – The unique role of CFO, Chief Financial Officer

06:53 – Navigating the politics of business

10:25 – Building a story as a business owner

11:55 – Common mistakes business owners make

13:29 – Tools available to help entrepreneurs

15:00 – The importance of paying yourself first

16:31 – Entrepreneurial breakpoints that Pam has witnessed

19:23 – The mental and physical toll of entrepreneurship

21:45 – The importance of trusting those handling your finances

25:53 – Hallway Pam

27:08 – How Pam handles clients who aren’t willing to engage in financial conversations

30:53 – Growing Broke

33:35 – Fears entrepreneurs have about bringing in a CFO or financial coach

38:19 – What Zen Money means to Pam

40:10 – Pam leaves the audience with one key takeaway from this episode

43:39 – Where listeners can find Pam

Tweetables:

• “I always loved being the number two. In fact, I thrived on it.” (04:31)

• “Politics is getting people to do what they need to do despite themselves, in my humble opinion, in corporate America.” (07:59)

• “There’s something about that seven figure mark that makes it very clear that you’ve crossed from a consultant or a coach into a business.” (17:26)

• “You really have to choose to reinvent yourself at each stage of a successful business.” (20:37)

• “You can’t be a ‘Yes Person’ in a CFO role. But, on the other hand, I never lead with ‘No.’” (35:36)

Links Mentioned:

Pam’s Website – https://pamprior.com/

Pam’s Email – pam@prioritiesllc.com

Pam’s Facebook – https://www.facebook.com/pampriorcfo

Pam’s Twitter – @psprior https://twitter.com/psprior

Pam’s Instagram – @insta_pancam https://www.instagram.com/insta_pamcam

Zen Money Website – https://www.zenmoneymap.com

Pam’s Book:

Your First CFO: The Accounting Cure for Small Business Owners

🎙️🎙️🎙️

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What does it take to find success as an entrepreneur? How can you grow a business and change the world at the same time? On Zen Money Monday, we're talking about profitable business-building…from the inside out! Each week, two-time best-selling author and Zen Money CFO Liz Lajoie shares interviews with innovators, thought leaders, and entrepreneurial junkies who are doing the hard work of business building in unique and meaningful ways. In these intimate conversations, Liz and her guests explore all facets of entrepreneurship, ways to manage the "ticky tacky" details and the emotional rollercoaster that we all experience as leaders in our businesses, and what the idea of Zen Money really means. You'll hear fascinating "from the trenches" stories and behind-the-scenes realities to help you build your version of success as an entrepreneur with confidence. Here's to building a business you love…because when your business thrives, so do you!