By Justin Green, CFP®
5
1212 ratings
The podcast currently has 153 episodes available.
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares 4 core areas that a financial planner can help you with your personal finances if you’re in your 30’s and 40’s.
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Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction and Disclaimers
01:00 The Benefits and Challenges of Being a Solopreneur
02:05 Why Hiring a Financial Planner is Crucial
04:22 Key Areas a Financial Planner Can Help
05:01 Cashflow Management
05:52 Tax Planning and Strategies
07:46 Investment Guidance
08:43 Protecting Your Wealth
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares how he helps Online Coaches & Solopreneurs tackle the #1 wealth killer.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction to Dollars and Dumbbells
00:55 Understanding Lifestyle Creep
04:09 Balancing Present Enjoyment and Future Security
05:03 Implementing the 50/30/20 Cash Flow Method
08:22 Conclusion and Special Offer
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares 5 reasons that he believes that Millennials should be saving for retirement.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:51 Personal Philosophy on Retirement
01:46 Reason 1: Flexibility
02:52 Reason 2: Tax Benefits
03:47 Reason 3: Early Savings Advantage
04:53 Reason 4: Increasing Responsibilities
05:48 Reason 5: Self-Reliance
06:37 Conclusion and Call to Action
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares a simple cash flow trick for high earners that need help to stop overspending.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction and Disclaimers
00:50 A New Budgeting Trick
01:20 Simplifying Your Expenses
02:04 Implementing the Weekly Spending Limit
05:44 Benefits and Final Thoughts
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, breaks down the 7 steps to build your first $100K of net worth.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:51 Understanding Net Worth
01:56 The Challenge of the First 100K
03:19 Step 1: Optimize for Profit
04:48 Step 2: Pay Yourself
05:35 Step 3: Build an Emergency Fund
06:07 Step 4: Pay Off High-Interest Debt
07:05 Step 5: Invest in Low-Cost ETFs and Index Funds
08:28 Step 6: Reinvest in Your Business
09:32 Step 7: Repeat the Process
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, discusses the importance of understanding your profit rate, how to calculate it, and whether it's good enough for your business goals.
He breaks down profit rate into five categories and emphasizes the critical role of profit rate in tracking financial health.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares four tips to stop living paycheck to paycheck tailored for online health coaches.
Justin addresses common issues like the lack of fundamental money management skills and provides actionable advice including building an emergency fund, understanding personal living expenses, controlling business spending, and avoiding lifestyle creep.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Becca Gonzalez, a money coach from The Money Girls.
They debunk the myth that increasing revenue is a cure-all for business success and discuss the critical importance of money management skills. Becca shares her journey, working with her business partner Marley, and emphasizes the value of combining business strategy with financial acumen. They dive into the nuances between money coaches, CPAs, and financial planners and offer practical tips for managing both personal and business finances effectively. The episode also highlights the significance of building financial habits, the pitfalls of overspending, and the broader impact of well-managed finances, including the legacy left for future generations.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction and Guest Introduction
01:07 The Money Girls' Origin Story
02:44 Defining the Role of a Money Coach
05:13 The Pitfalls of Chasing Revenue
08:13 Balancing Business Investments and Personal Cash Flow
17:17 Instilling Financial Habits in Clients
20:09 Understanding Real-Time Financial Tracking
20:58 Tactical Tips for Managing Business Finances
21:43 Evaluating Business Expenses and Habits
23:06 The Role of Credit Cards in Business
23:37 Emotional vs. Systematic Money Management
26:27 Aligning Personal Goals with Financial Decisions
28:32 Flexibility in Financial Planning
29:58 The Importance of Knowing Your Numbers
30:49 Working with Financial Professionals
34:43 Building Wealth Beyond Business Revenue
36:55 Final Thoughts and Where to Find Us
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares five wealth-building tips tailored for online health coaches.
The tips include setting process goals instead of outcome goals, building a financial operating system, paying yourself adequately, establishing an emergency fund, and focusing on investing.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:37 Disclaimer and Purpose
01:09 Tip 1: Set Process Goals
02:44 Tip 2: Financial Operating System
03:19 Tip 3: Pay Yourself
04:54 Tip 4: Build an Emergency Fund
05:52 Tip 5: Invest, Invest, Invest
07:00 Recap and Closing
07:22 Call to Action
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, walks listeners through the three key steps to create a financial action plan.
He emphasizes the importance of defining one's financial vision and goals, prioritizing tasks, and setting achievable actions within a 90-day period.
These strategies aim to help solopreneurs and entrepreneurs achieve their business financial goals.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
The podcast currently has 153 episodes available.
376 Listeners
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