Estate planning touches everyone you love and everything you have. We’re bringing in our personal estate planning team, attorney Chris Roy from Legacy Counsellors for a candid discussion about the realities of why estate planning is so important and when you should start. Our goal in this episode is to bring estate planning down from the clouds, make it relatable and inspire you to take action protecting those you love and everything you’ve spent a life time building. Trust me, after hearing this you’ll realize you need to get started right now!

Need help defining your teams role and responsibilities? A Key Results Area (KRA) is a simple tool you can use to clearly define what winning looks like for a position. In this episode we’ll talk about what they are, why they are important, how to create one and all the awesome benefits for employers and employees when you adopt KRA’s into your workplace. This episode is good for managers, leaders and owners in roles of all shapes and sizes.

Financial statements paint a picture of every move that happens in your business day. Numbers are a truthful reflect of choices and they don’t lie. Many think numbers control you and have a life of their own. The reality is we control our numbers by the decisions and actions made every day. Learning how to read your company’s financial statements is crucial because cash is the blood pulsing through your business. Use financials to pivot and adjust your business to progress! In this episode learn from CPA, Shannon what 2 financial statements you want to review at least monthly, why they matter, and tips to look for. This is an excellent podcast for newcomers that’s easy to understand and will give you a boost of confidence reading your financial statements!

Hope – It’s easy to become hopeless in regards to our financial health and wellbeing, especially when we’re not very good at it. In this episode learn why hope is a powerful and necessary component to kickstarting or ramping up your financial fitness. Learn ideas on how to spark your hope and simple immediate steps to get into action!

Where does all my money go? Oh, how we’ve asked ourselves that question! This episode is about knowing your numbers, how life events trigger our desire to put more focus on our financial health, our reactions to that, and action steps you can take right now to start feeling empowered with your money and future. Don’t miss this one if you are looking to get out of autopilot and into progress in your life.

Thinking about starting a business? If you are, this is a must listen that will get you in the room with a pro to learn key things you’ll need to do and who you need on your team. Did you know there’s an order to what you need to do to get started in business? At what stage do you need certain pros on your team? We’ve walked this path before personally and have helped thousands of others along the way. Don’t miss this episode before you take the plunge!

Developing an abundance mindset will open doors of opportunity. In this episode we’ll talk about why switching from a limited mindset to an abundant mindset will improve and increase your opportunities for abundance. Why having a Debbie Downer attitude will never result in increase. Ideas for developing an abundance mindset and tricks for getting going. The goal of this episode is that if you improve your mental state you’ll have more enthusiasm, drive, and raving fans resulting in more opportunities that will improve your financial health and overall quality of life.

Succession planning for business owners is wildly important so that you can control the destiny of what happens to your business after you. Do you sell? Have a partner buy you out? Groom a key person? Where does the money come to do those options? In this episode we’ll talk about succession plan options as well as how to look inside your business now and ask yourself this very important question – if something happened to me tomorrow, what would happen? If you are a business owner, no matter what stage or age, don’t miss this episode!

Processes & Procedures – Is work chaos? An unorganized, frustrating experience with unclear expectations or people not ‘doing what they should’? If yes, you need processes and procedures. Disengage from thinking they are restrictive constraints but rather the key to running a well-oiled stress free, quality generating machine. In this episode learn the why’s - why do we have them, why do we want them, how are they created and clues that indicate they are needed. Both employers and employees will get some big takeaways in this episode.

Consistency – how character, deed, and habit when done consistently can bring you increased promotion and overall stability. Each of these areas can improve your financial health and every aspect of your life. If you can serve people turning them into raving fans through your consistency, get ready to pave your way to increase!