Entrepreneur Aligned Podcast

What All Entrepreneurs Should Have On Their Calendar Right Now


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Entrepreneur Aligned's Tiffany Charles and Jarrod Musick discuss timing things from the world and in the annual calendar for most entrepreneurs.

What's Discussed in This Episode: Tiffany and Jarrod talk about timing and planning annual calendars for entrepreneurs and have a tactical discussion about Paycheck Protection Program (PPP) loans and paying attention to cash flow and appreciation.

  1. Welcome and introduction of topics [1:08]
  2. Successful Sip [1:50]
  3. Discussion of the amount of lead time necessary to get tax documents to your CPA at this time of year and the importance of getting on their calendar [6:58]
  4. Conversation about how this is a good time to block time on your calendar for the upcoming year for vacations/staycations for both yourself and your team and the benefits to you and your team in planning around those times [11:11]
  5. Jarrod reviews the 3to5 Club which teaches a method of enabling one to be able to walk away from their business for three weeks and it not implode [15:27]
  6. Tactical thoughts on the extension of PPP lending and why to talk to your CPA team about this [17:20]
  7. Discussion of asset prices for real estate, equities, and cryptocurrencies and the importance of sticking to your investment plan and how this is a good time to check in with your plan [18:32]
  8. Emphasis on paying attention to the cash flow side of equations and not just the appreciation side of them, and understanding how cash flows in your world [20:46]
  9. "That's what makes a market." Review of how different viewpoints about the same asset at the same point in time work together to create a market [23:08]
  10. Thoughts on the number one rule of investing and the importance of having unbiased partners and advisors [23:53]
  11. Conclusion: While looking at your calendar, find the partner and planning time for your overall wealth management plan of attack [25:34]

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Entrepreneur Aligned PodcastBy Entrepreneur Aligned

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