The Bold Money Revolution

In today’s episode, I leaned into my edge around vulnerability on money and transparency. Like a game of Where’s Waldo, I dove into a conversation about where my money is going, the financial goals I have in the short-term, mid-term, and long-term, and what my target allocation percentages are in my business. This is an opportunity to hear how I do things, but it’s not meant to say it’s the right way. Allow the information to inspire you to think creatively about your own money.

Women are money hoarders. I’ve mentioned this statistic many times before, but research shows that 65% of women really hold onto their money and don’t put it to use for them. The reason for that is a combination of not knowing how, never being taught, or not understanding how money works. 

I must point out that I am part of a dual-income household. Both my husband and I are bringing in personal income. There is additional income from stocks, bonds, and dividends. That income is being reinvested, but it does exist. Wealthy people have around seven revenue streams, which has been a long-term goal for my husband and me to build more to offer a buffer from the ups and downs of our own businesses.

My owner statement helps give a little insight into my perspective, I want to build a business that’s in service to my health while growing wealth for myself and others. Everything I do must be easy on my energy levels and ensure I’m not creating stress.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

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On today’s podcast, I’m chatting with Shi Chen. Shi has a background as an educator and now runs her own coaching business. This is another conversation that is part of our Bold Profit Academy case studies series. Shi works with women who are good at what they do, but struggle with the business side of things. Her role is to help build a business foundation even if they don’t feel like they are good at business responsibilities. 

Shi loves working with other moms and women of color. She asks her clients if you can build a business around their strengths using what they already have. I’m excited to see where she goes from here, but let’s dive in and cover some of her experiences with the Bold Profit Academy.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

In today’s episode, I’m chatting with Stacey Harris, who is on the team. We are chatting about all the different technology we utilize in the business.

Our focus this year is on transparency, and hopefully, you can learn something or find a new tool you might be missing out on in your business. 

I love a lean business, but not one that is starving or anemic. Fidelity published a study that 65% of women are money hoarders, and on the other extreme, 20% are throwing money away on tech they don’t even need.

We will share how we break down the tech we use and how often we check-in.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

On today’s podcast, I’m chatting with a friend of the pod and returning guest, Jacquette Timmons. She is a financial behaviorist who helps people navigate complex financial decisions by looking at their behavior, choices, and motivations. I love chatting with her about the economy and finances. 

None of us make financial decisions in a vacuum. Understanding our biases is important so we can make more rational and logical decisions.

In our conversation, we talk about the current economy, how to navigate uncertainty, and share some of the wisdom we’ve learned in our careers by making mistakes.

Let’s dive in. 

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

This podcast episode gives you some behind the scenes into how I operate the Bold Profit Academy. We strive to be clear and direct about what we offer. I hope this information helps anyone running group education programs or one-on-one coaching. I’m sharing what good looks like in adult learning theory and instructional design. 

If you’re new here, you might not know that my background is in industrial and organizational psychology, and I’m an expert in the training and development space. My goal with the Bold Profit Academy is to give you the skills to be your best business coach. When you enter any new relationships with another coach or strategist, you can do so with autonomy and agency.

Let’s look at why I take this so seriously and then dive into the four main learning agreements to break them down.

Evolved teacher on Instagram

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

Janet’s company, Seven Point Trends, helps female entrepreneurs and business owners with less than 10 employees create company strategy and organizational charts so that they can realize their goals.

Before starting her own business, Janet worked in an organization on strategic planning. Like many of our members, she started her own business to create some flexibility and freedom in her busy life, and to get paid well for doing work she loves.

Janet was feeling a lot of pressure to make money in her business; she wasn’t making the money that she knew she deserved to make as an expert, and just couldn’t figure out what it was that was missing.

She had invested greatly in other programs, and wasn’t getting results.

As time went on, she became increasingly overwhelmed, strung out, and highly in panic mode (something she is far from alone in experiencing).

For Janet, the EMS system that we use within The Bold Profit Academy was the tool that first began to shift everything for her.

EMS stands for Energy, Mindset, Strategy, and it underpins all our work here.

When Janet’s overwrought nervous system began to calm, she was able to sleep better, to think more clearly, and to implement the tools we provide. Along with the bespoke coaching and support, she made huge progress in a short amount of time, and began to make the sales she so wanted and needed in her business.

For Janet, taking consistent steps with bespoke support has created the momentum to shift both her wellbeing and her revenue beyond all recognition.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

On today’s podcast episode, I’m chatting with one of my team members, who has been critical in helping me create the Bold Profit Academy, Jo Gifford. She lives across the pond in England, but we have known each other since 2015. We will share some of our favorite wins from the incredible women who have participated in the Bold Profit Academy and give you a sneak peek behind the scenes. 

Let’s start with a bit of background on Jo. She started her career in graphic design. Eventually, she managed a group of designers and transitioned to freelance consulting. Jo creates content that creates a connection and an experience. We’ve been working together on curriculum development and the customer experience, and she brings incredible tools to the table. 

Jo has experience with courses and signed up for one back in 2014 that catapulted her to success, but it also led to a mental health breakdown because there were no foundations built to support her business and its rapid growth. We understand the “hustle the money in” mentality, and that’s not how we work. 

Dive in with us, get more information on how this program works, and read examples of the wins we love to celebrate!

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

Today, I’m chatting with a long-time friend of the podcast, Susanne Mariga.

This is her second time on the show because she has incredible knowledge and lots of information to share. She is a CPA and fractional CFO.

Her work is mostly with seven and eight-figure businesses to help them implement tax strategies and employs a Profit First strategy to scale their business to the next level.

In this episode, we're breaking down what you need to know about accountants, bookkeepers, and important financial tools for business owners.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

On this episode of The Bold Money Revolution Podcast, we discuss why you don’t need to be worthy to charge more. This might rustle a few feathers and make people uncomfortable, but that’s OK. Let’s dive into the math and look at real-life examples to help you understand. 

Mindset is very important. Trust me, I have my graduate degree in psychology, so I understand and value the mindset. Because of this expertise, I want to tell you that it’s important to do the math first. I don’t want you to believe what I believe, and I want you to believe your own things. Beliefs serve a purpose in the time we believe them, and they can protect us at that moment, but they can be limiting. 

You get to hold on to whatever beliefs you want to hold on to. You get to discard whatever beliefs you want to discard. Pricing is emotional, which is OK, but you should check and see if you can discharge some of that emotion with some math. 

I'm coming from the point that you're already worthy. If you want to fight for your unworthiness, that's on you. That's not what I believe. So, let’s get into the reasons to put math before mindset.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Text Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator

Kelly Ruta is a CEO/Owner Development Strategist.

She helps her clients to remove internal obstacles - mental, emotional, and behavioral - to allow them to take aligned action in business that helps them achieve their goals with much more ease.

A clinical psychotherapist for 20 years, Kelly left the field eight years ago and opted for self-employment.

She wanted to pursue a calling to serve more, be more profitable, and fill a gap in the online mindset coaching industry where she saw a real opportunity to raise the bar.

Kelly came to Tara because she was chronically ill, and running a business with nothing left in the tank.

She wanted the support and partnership that comes from investing in her business, without the pressure to work harder or ignore the very real and significant health issues she was navigating.

Kelly needed to be able to focus on what activities would be the most impactful, not only for her revenue and profit but also for her much-needed downtime and nervous system regulation.

Kelly focused on creating an offer that she could sell to her best-fit clients with the support of a team, to help make the delivery of her services more easeful.

By focusing on categorizing her high-quality leads and nurturing the conversion, Kelly enrolled $70,000 of revenue from sales made via email or easeful conversations within a 30 days period.

Kelly focussed in on her best-fit client and created a premium offer with a differentiated strategy that could be successful with the support of a team.

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator or Revenue to 415-528-7403.

Join the waitlist for The Bold Profit Academy - https://theboldleadershiprevolution.com/the-bold-profit-academy

Get your Revenue Goal Calculator - https://theboldleadershiprevolution.com/revenue-goal-calculator