In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners. They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients. Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at <a href="http://cpamoms.com/start">http://cpamoms.com/start</a> and get the support you need to build the practice you want.

In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners. They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients. Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners. They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients. Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at <a href="http://cpamoms.com/start" rel="noopener noreferrer">http://cpamoms.com/start</a> and get the support you need to build the practice you want.

#368 Designing Financial Peace for Firm Owners: Cash Reserves, Retirement Choices & Habits That Stick

This podcast is brought to you by CPA MOMS®.  We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility.

We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family.

If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family -  then this podcast is the resource you've been looking for.

This podcast will guide you on the journey to reduce mom guilt and overwhelm, how to feel better at your job and at home with your children, how to set goals and actually achieve them, why it's not your fault that you feel stressed trying to have it all and much, much more.

Each week, this podcast will bring you specific tools and resources to meet the challenges busy female accountant moms face.

Your well being is important to your career and to your family and this podcast will teach you how to show up as the best version of yourself.

You'll learn a whole new way of thinking that makes it possible to have the life balance you desire.

You'll discover how to gain the time and energy to take care of yourself in order to be fully present at work and with your family.

You'll learn why you may buffer with food, work, shopping or even technology and what to do about it.

You'll learn to improve your relationships and to better deal with the difficult people in your life.

Every week you will learn new opportunities to have the life you want.
 
As a female accountant you are the future of accounting and as a mom you are raising the future.  We all need support in our roles as female accountant and mom and that's what this podcast will provide.

Most importantly, by following this podcast you will feel better in all aspects of your life without anything or anyone else having to change.

Business

Education

Self-Improvement

Careers

This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resource you've been looking for. This podcast will guide you on the journey to reduce mom guilt and overwhelm, how to feel better at your job and at home with your children, how to set goals and actually achieve them, why it's not your fault that you feel stressed trying to have it all and much, much more. Each week, this podcast will bring you specific tools and resources to meet the challenges busy female accountant moms face. Your well being is important to your career and to your family and this podcast will teach you how to show up as the best version of yourself. You'll learn a whole new way of thinking that makes it possible to have the life balance you desire. You'll discover how to gain the time and energy to take care of yourself in order to be fully present at work and with your family. You'll learn why you may buffer with food, work, shopping or even technology and what to do about it. You'll learn to improve your relationships and to better deal with the difficult people in your life. Every week you will learn new opportunities to have the life you want. As a female accountant you are the future of accounting and as a mom you are raising the future. We all need support in our roles as female accountant and mom and that's what this podcast will provide. Most importantly, by following this podcast you will feel better in all aspects of your life without anything or anyone else having to change.

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#368 Designing Financial Peace for Firm Owners: Cash Reserves, Retirement Choices & Habits That Stick

#368 Designing Financial Peace for Firm Owners: Cash Reserves, Retirement Choices & Habits That Stick

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