Wealth-Building Made Simple

Wealth-Building Made Simple

By Phillip Washington Jr.BusinessEntrepreneurshipInvesting
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Wealth-Building Made Simple episodes

  • Episode 105: "The Finance Femme"
    Many people have heard the statistic that something like 80% of businesses fail in the first 5 years. 
    This is mostly due to the inability to generate enough sales to pay all the bills.  
    What few people know is that something like 80% of businesses also fail in years 5 through 10, after they have proven they can generate sales. 
    Why?
    They don't track, manage, or invest the money they make well.  
    This where my guest, Kendra, and her team bring value.
    She is CEO of The Finance Femm, a company that provides outsource CFO services to small and medium sized businesses.  
    In this episode we discuss:
    The basic building blocks on a profit and loss statement
    A simple system for organizing your business finances
    How to know when it's time to hire an outsourced CFO
    The benefits of freeing up your time to do more of what you do best as a business owner
    Check out Kendra's Tax Checklist HERE: Tax Check List
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    43 min
  • Episode 104: "Stock review: Shopify"
    Here's the checklist I used to evaluate companies that I reference during the episode: 
    How effective is the management at using the company's resources (ROA/ROE)?
    Is the company selling at an attractive price?
    Does the company have good credit?
    Is the stock fairly liquid?
    Does the company have a MOAT?
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    8 min
  • Episode 104: "Stock review: Shopify"
    Here's the checklist I used to evaluate companies that I reference during the episode: 
    How effective is the management at using the company's resources (ROA/ROE)?
    Is the company selling at an attractive price?
    Does the company have good credit?
    Is the stock fairly liquid?
    Does the company have a MOAT?
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    8 min
  • Episode 103: "Improving the state of black wealth"
    Damien Peters is CEO of Wealth Noir, a blog focused on preaching and teaching about the importance of financial freedom and generational wealth to Black millennial professionals.
    This episode we discuss:
    His experience working at Facebook and Zenga
    Life in Silicon Valley
    Why he moved to Spain
    Building a location independent business 
    How he amassed an impressive net-worth at such a young age
    How you will get left behind as a business if you don't have a digital media strategy
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    58 min
  • Episode 103: "Improving the state of black wealth"
    Damien Peters is CEO of Wealth Noir, a blog focused on preaching and teaching about the importance of financial freedom and generational wealth to Black millennial professionals.
    This episode we discuss:
    His experience working at Facebook and Zenga
    Life in Silicon Valley
    Why he moved to Spain
    Building a location independent business 
    How he amassed an impressive net-worth at such a young age
    How you will get left behind as a business if you don't have a digital media strategy
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    58 min
  • Episode 101: "How to make lemonade, when life sends you lemons"
    "The secret to success is hard work, dedication, humility, and gratitude."
                                                                             -Karen Cherry
    Karen Cherry is owner and founder of SIPs Consults, Kacy's Properties, and Guiding Businesses.
    In this episode we discussed:
    How she overcame haters trying to "keep her in place"
    Going back to school late in life
    Starting over after a divorce
    How to trust God to fill in the gap when you're "not good enough"
    ...and more!
     
    I left Karen's office ready to conquer the world after listening to her share her story.  
    I know I was blessed, and I'm sure you will be too.  
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    41 min
  • Episode 101: "How to make lemonade, when life sends you lemons"
    "The secret to success is hard work, dedication, humility, and gratitude."
                                                                             -Karen Cherry
    Karen Cherry is owner and founder of SIPs Consults, Kacy's Properties, and Guiding Businesses.
    In this episode we discussed:
    How she overcame haters trying to "keep her in place"
    Going back to school late in life
    Starting over after a divorce
    How to trust God to fill in the gap when you're "not good enough"
    ...and more!
     
    I left Karen's office ready to conquer the world after listening to her share her story.  
    I know I was blessed, and I'm sure you will be too.  
     
    This episode is brought to you by Stone Hill Wealth Management.
    "Are you on track to retire comfortably?"
    41 min

About Wealth-Building Made Simple

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Money can be stressful, but it doesn’t have to be! This podcast is about helping people understand their finances and make smart choices for their future.