In this episode of You’ve Got People Problems, host Mel Ortiz welcomes long-time friend and fractional CFO Joshua Britt to pull back the curtain on awkward financial conversations every small business owner and leader should be having—but rarely does.
Drawing from decades of experience in corporate finance, small business operations, and the trades, Joshua Britt and Mel Ortiz dive into why money conversations are so emotionally charged and why honesty around financials, hiring, and goals is so hard to come by. The conversation covers everything from shame and taboo around money to the importance of clear communication, honest self-assessment, and early financial education.
This episode blends real-world anecdotes with tactical advice for owners, executives, and anyone managing people or budgets. Mel Ortiz and Joshua Britt challenge listeners to get comfortable being uncomfortable—for the sake of personal growth, business success, and healthier teams.
Key topics covered in this episode include:
- Why people avoid awkward financial conversations (and who benefits from that silence)
- The blind spots most owners have in hiring, accounting, and goal-setting
- How shame and fear block growth, and ways to reframe money talk as normal and helpful
- Bridging generational and cultural gaps in financial literacy—at home and at work
- When loyalty to people hurts businesses, and how to navigate tough transitions with grace
- What business leaders can do today to create an honest, transparent, and more supportive culture
Whether you run a family business, are new to financial decisions, or want to step up your leadership game, this episode offers permission to ask tough questions, seek real help, and move your business forward—without judgment.
If you’re ready to tackle the intersection of people and money with courage and clarity, listen in for practical strategies and plenty of encouragement.
Follow Mel Ortiz on LinkedIn: /melissa-ortiz-talent-optimization-expert
Visit Activate Human Capital Group: https://www.activatehcg.com/
Questions? Email [email protected]