With finances, I still have blocks (listen to the intro) preventing me from fully feeling comfortable and empowered when it comes to things like tax planning, KPIs, and projections.

I’ve learned through conversations with wedding pros and my own real life experiences that overwhelm can lead to avoidance, so my goal is to make conversations like this one easy to digest and not something you run the other way while covering your ears.

Because as business owners, we really can’t do that. Fortunately, today’s guest Tatiana Podel is someone who explains everything in a way that anyone can understand.

Common Tax Deduction Guide

(00:00) Getting kicked out of my MBA finance class
(04:00) "It truly does not have to be very complicated." + Tip #1
(13:40) Tip #2 - Budgeting and forecasting
(24:00) Tip #3 - Outsourcing and delegating
(30:40) Tip #4 - Understanding your KPIs
(35:00) "Don't spend $1 to save 25 cents."
(37:30) The tax bill is never that big...unless you're surprised by it
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Today's episode is brought to you by The Planner's Vault. The doors are currently closed for The Planner's Vault, but join the wait list now so you can be the first to know when the doors re-open.

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Hosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.

Feeling the pull to pause and realign? Join me October 27–30 in Ocean Isle Beach, NC for my Restore & Realign Retreat, only a few spots left! Reserve yours here: https://www.theplannersvault.com/restore-realign-retreat-application