If you’re an entrepreneur, a typical day can feel like you’re juggling a million things and being pulled in a hundred directions. Dealing with marketing, team building, client acquisition… the list goes on. But if your financial planning isn’t dialed in, all that hard work could be for nothing.

In this episode, we’re breaking down The Entrepreneur’s Financial Planning Checklist for 2025—a step-by-step guide to ensuring your business is profitable, your taxes are optimized, your cash flow is strong, and your personal wealth is growing.

Today, I’ll walk you through some actionable tips and strategies to take control of your finances, avoid the most common pitfalls, and set yourself up for long-term success. Whether you’re just starting out or have been in the game for years, this episode will help you run your business efficiently, save money, create healthy habits to scale your business, and prepare for your exit when you’re ready to retire.

Download your copy of The Entrepreneur's Financial Planning Checklist!

In this podcast interview, you’ll learn: 

• Tax tips and strategies that could save you thousands each year.
• Tools that can optimize your cash flow management to keep your business and payroll afloat.
• The smartest way to build wealth beyond your business
• Manage risk by reviewing your insurance and cybersecurity needs to protect yourself, your business and your clients.
• Strategies to scale your business and prepare your exit strategy for retirement.
• Healthy habits that help entrepreneurs avoid burnout.

Interview Resources

• The Entrepreneur's Financial Planning Checklist
• SEP IRA
• Solo 401(k)
• QuickBooks
• Xero
• HSA
• SBA
• Warren Buffett