E176 | How to Grow Your Money Smartly, Safely, & Significantly with Anna Felix
Release Date: 05/14/2024
E246 | The Key Thing That Prevents Freedom and Autonomy for Founders
Simplify to Scale Show
What do you think are the biggest obstacles founders face when letting go of control, and how have you seen this play out in your own business or workplace? How would you mentor someone on your team to develop better discernment, and why do you think it’s so hard to teach? In this episode of the Simplify to Scale show, I dive into the ideas of freedom and autonomy for founders who want to step back from the constant demands of their business. I break down why simply building a good team or getting sharper at delegation isn’t enough if everything still ends up coming back to you. Instead,...
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E245 | Unseen Causes of Burnout and Getting Home Support with Sue Reeve
Simplify to Scale Show
Why do so many entrepreneurs invest heavily in their business teams but overlook getting the same kind of support at home? What practical steps can busy professionals take today to build a trusted home support system that actually works? In this episode, I sit down with Sue Reeve, the founder of Consider it Done, a UK-based concierge and executive support firm designed to help high-performing professionals regain time and control in their personal lives. Togetehr we shine a light on how the unseen pressures of home life can impact our business goals. Drawing from over two decades of...
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E244 | Surviving the September Scramble and Setting Up a Strong Q4
Simplify to Scale Show
How can business owners best balance the pressure of Q4’s “September scramble” with the need to set themselves up for a strong start in the new year? What role does intentional planning and “leaning out” play in ensuring your business doesn’t just survive the end-of-year rush but actually thrives going into Q1? In this episode, I sit down with Jessica Maine to talk about the September scramble and how to make the most of the fast-paced final months of the year. As summer winds down, we recognize the pressure and opportunities that come with Q4 planning, from resetting goals to...
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E243 | When Your Business Needs a New System, Not a New Hire
Simplify to Scale Show
How can a founder or ops lead know if it’s time to tighten up their systems or bring more people on board? And what happens when you stop worrying about single tools and start looking at the whole system? Does the business run smoother and scale faster? In this episode, I break down what a system really is and why it matters so much for operations in any business. I clear up common confusion between systems, tools, and SOPs, and share why systems need to be viewed at a strategic level, not just tactically. Using a real client case, I show how businesses often jump to hiring new people when a...
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E242 | Evolving Your Offers to Stand Out with Stacey Brass-Russell
Simplify to Scale Show
How can owning your unique “Genius Edge” help you grow your offers without constantly feeling like you have to start from scratch? And how do your real passion and energy shape the way people see the value of your signature program? In this episode, I am joined by the transformational business coach Stacey Brass-Russell, who brings her insights on achieving growth without overhauling everything. Stacey introduces the concept of your "Genius Edge," which is the powerful intersection of your personal brilliance, how you deliver your work, and your client attraction strategy. She encourages...
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E241 | The Impact of AI on the Future of Operations
Simplify to Scale Show
What are the unique strengths and “human touches” in operations that AI can’t replicate? As AI takes over more repetitive and data-driven tasks, what new opportunities or roles might emerge in operations for those willing to embrace and master this technology? In this episode, I explore the impact artificial intelligence is having on business operations. I share my perspective on the opportunities AI brings, highlighting how it changes the way we approach tasks like creating systems, managing workflows, and implementing automations. As more capabilities become available, I discuss the...
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E240 | How the Visionary + Operator Duo Is Evolving in the Future of Ops
Simplify to Scale Show
What really happens behind the scenes when a visionary founder and their right-hand try to scale a business together? What would happen in your company if you suddenly had to cut operational roles? Would you have a strategy in place, or would chaos quickly follow? In this episode of the Simplify to Scale Show, I welcome my right-hand, Jessica Maine, for an engaging conversation about the dynamic between visionary founders and their essential operational support. Together, we explore how the future of operations is shaped by the unique collaboration between visionaries and the right hands who...
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E239 | Branding That Builds Trust and Drives Sales with Emily Paulsen
Simplify to Scale Show
What makes a brand stand out and truly grow with your business over time? How can you build trust faster in an evolving marketplace? In this episode, I have the pleasure of sitting down with Emily Paulsen, a Brand Growth Expert and the Founder of Electric Collab. We explore how to build a cohesive brand ecosystem that grows alongside your business. After 14 years working in brand and marketing for well-known companies from Abercrombie & Fitch and The Wendy’s Company to startups and small businesses, Emily started Electric Collab to help leaders own their individuality and scale their...
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E238 | Your Right-Hand Person's Role in Scaling Your Business
Simplify to Scale Show
How would your business change if your operational leader helped co-create your strategy rather than just implementing it? In this episode, I focused on the future of operations and operational leadership, sharing how your right-hand person can help you scale your business simply and sustainably. I broke down the three core pillars of the Lean Scaling System: sustainable success, operational excellence, and scalable growth. I explained how your right-hand leader supports you, not just by handling day-to-day tasks, but by co-creating strategy, optimizing systems across the business, and truly...
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E237 | The Future of Operations is Strategic - Key Shifts for Scalable Growth
Simplify to Scale Show
Are you wondering how operational leadership is transforming in today’s fast-moving market? Curious about the growing impact of AI on business teams and hiring decisions? In this episode, I kick off a special series about the future of operational leadership, sharing key market changes and what businesses need to focus on for sustainable growth this year and beyond. I highlight the shift from traditional operations to a more strategic approach, describing how strategic thinkers and systems-minded leaders are vital for scaling. We talk about the rising importance of right-hand team members...
info_outline In this episode, I sit down with Anna Felix, a leading money strategist with a background in education and linguistic intelligence. We dive deep into the intricacies of financial planning and tax strategies, especially in the context of retirement and entrepreneurship.
Anna analyzes the benefits of structuring retirement savings to be flexible and tax-efficient, leveraging the stability of growth tied to the S&P 500. She also shares valuable insights on how entrepreneurs can optimize their tax situations through proactive expense tracking and strategic use of Roth IRAs.
Moving to a more personal vibe, Anna shares her journey from becoming a widow to empowering herself and other women in the realm of financial literacy. She emphasizes the importance of financial knowledge, advocating for its inclusion in educational curriculums, and highlights common financial missteps entrepreneurs often make. She empowers her clients to figure out the best way to grow their money using the 3 S's (Smartly, Safely, and Significantly).
In this episode, we explore:
- Understanding your financial health importance
- Spotting common entrepreneurial finance mistakes
- Smart tax planning strategies
- Insights into non-traditional retirement savings
- Learning to grow money tax-free
- How to feel empowered about financial decisions
"When you understand and control your finances, you’re not just planning for tomorrow; you’re securing your ability to make choices for your future."
- Anna Felix
LINKS:
www.annafelix.com
https://www.linkedin.com/in/annafelix-smartmoney/
Ready to simplify and streamline how you scale your business?
We are now accepting Visionary CEOs and their right-hand Ops Leads into our signature Simplify to Scale mentorship program. Learn more and join us at https://www.leanoutmethod.com/scale
Join us for our transformational in-person business retreats and masterminds each Spring and Fall at https://www.leanoutmethod.com/retreathttps://www.leanoutmethod.com/retreat.
Have questions? Want to explore partnering together to scale your business? Connect with me on my personal Instagram @cristagrasso or LinkedIn and let’s start a conversation.
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For full show notes and more visit https://www.leanoutmethod.com/podcast