DO MORE WITH YOUR MONEY

#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani


Listen Later

In this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss the importance of understanding money mindsets and the psychology behind financial struggles. Rocky emphasizes that profitability isn't about revenue alone; it's about what's left after expenses. He also highlights the need for business owners to track investments and manage cash flow effectively. The conversation covers the significance of aligning financial planning with personal values and goals. Rocky concludes by advocating for financial automation as a key to building wealth. Throughout the episode, they explore the behavioral aspects of financial decision-making and the importance of learning from losses.

Learn more about Rocky and his businesses at https://profitcomesfirst.com/ and https://richersoul.com/

Connect with Rocky on LinkedIn

...more
View all episodesView all episodes
Download on the App Store

DO MORE WITH YOUR MONEYBy TJ van Gerven

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like DO MORE WITH YOUR MONEY

View all
The Daily by The New York Times

The Daily

112,758 Listeners

Tax Free Living by Karlton Dennis

Tax Free Living

59 Listeners

Stuff About Money They Didn't Teach You In School by Erik Garcia, CFP®, Xavier Angel

Stuff About Money They Didn't Teach You In School

8 Listeners

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

154 Listeners

What Your CPA Wants You to Know by Carson Sands, CPA & Teran Sands, MBA.

What Your CPA Wants You to Know

56 Listeners