Proof to Product

421 | End-of-Year Financial Planning for Product Business Owners with Mary Beth Storjohann, Allora Wealth


Listen Later

On today's episode, we are digging into the financial side of running a creative product business and I've invited someone that I deeply trust with both my personal and business finances.

It's Mary Beth Storjohann from Allora Wealth. Mary Beth and I have worked together since 2016 and she has guided my husband and I through everything from financial planning for the family to long-term business strategy.

She's one of the few financial planners and advisors who really understands how intertwined your life and your business become when you are a small business owner.

Her approach to "whole life wealth," is exactly what so many founders need. It's a practical framework for building stability today while also setting yourself up for future security. In this conversation, we're going to get into real, actionable steps that you should be taking before the end of the year.

These are things that can save you money come tax time and also support your long-term financial health. We will talk about blind spots that she sees most often with creative entrepreneurs and why getting clear on your enough number can change how you plan and make decisions. Now, if you want to finish the year on solid financial footing and also set yourself up for success in the future, this episode is going to be incredibly useful for you.

Before we get into today's conversation, if you are serious about growing your product-based business, you need to be inside of Proof to Product LABS. LABS is where creative product brands go for coaching and strategies, community and accountability that actually move the needle.

We're talking stronger sales, better systems, smarter marketing, and a clearer plan for profit. If you are ready to stop guessing and start really growing with proven guidance, then come join us in LABS.

REQUEST YOUR INVITATION

You can view full show notes and more at http://prooftoproduct.com/421

Quick Links:

Free Wholesale Audio Series

Free Resources Library

Free Email Marketing for Product Makers

PTP LABS

Paper Camp

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

Proof to ProductBy Katie Hunt

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

282 ratings


More shows like Proof to Product

View all
The Smart Passive Income Online Business and Blogging Podcast by Pat Flynn

The Smart Passive Income Online Business and Blogging Podcast

3,444 Listeners

Creative Pep Talk by Andy J. Pizza

Creative Pep Talk

1,992 Listeners

The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,587 Listeners

Shopify Masters by Shopify

Shopify Masters

381 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,066 Listeners

She's Equipt with Jennifer Allwood | The Christian Business Coach for Women by Jennifer Allwood: Christian Business Coach

She's Equipt with Jennifer Allwood | The Christian Business Coach for Women

1,906 Listeners

Boutique Chat by The Boutique Hub with Ashley Alderson

Boutique Chat

863 Listeners

The Product Boss: Business Coaching for Product-Based Female Entrepreneurs by Jacqueline Snyder

The Product Boss: Business Coaching for Product-Based Female Entrepreneurs

890 Listeners

The Jasmine Star Show by Jasmine Star

The Jasmine Star Show

2,605 Listeners

Windowsill Chats by Margo Tantau

Windowsill Chats

343 Listeners

eCommerce Badassery by Jessica Totillo Coster

eCommerce Badassery

68 Listeners

How to Sell Your Stuff on Etsy by Lizzie Smiley

How to Sell Your Stuff on Etsy

321 Listeners

Etsy Seller Success: Tips for Starting, Growing and Scaling Your Etsy and E-Commerce Shop by Dylan Jahraus | Etsy Business Coach and E-commerce Expert

Etsy Seller Success: Tips for Starting, Growing and Scaling Your Etsy and E-Commerce Shop

137 Listeners

The Buyerside Chat by Kristin Fisher

The Buyerside Chat

37 Listeners

Six Figure Etsy Seller | Sell on Etsy, Digital Products, Passive Income, Online Business, Money Mindset by Jacqueline Butler | Top 0.1% Etsy Seller + Digital Products Coach

Six Figure Etsy Seller | Sell on Etsy, Digital Products, Passive Income, Online Business, Money Mindset

158 Listeners