Summer School: Meg's Money Story
Disrupt Your Money
Summer school is in session and it’s all about getting real with our money stories. Today, Meg’s in school and she’s getting vulnerable with her money mistakes and what she does every day to stay on top of the money stuff. Join us as we discuss: What is summer school? The money mistakes Meg made as a kid How Meg’s family influenced her thoughts and feelings around money Need to get your money stuff set up right? Join the Biz Money Library for Free- Submit Your Questions - Leave A Review- or wherever you listen 💰✊🏾💸✊🏽💵✊🏻 This...
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Investing 101: A Conversation with Chloé Daniels
Disrupt Your Money
Meg is joined today by Chloé Daniels, money coach and founder of Clo Bare Money Coach and The Lazy Investor’s Course, to talk about how to make your money work for you. Investing is for everyone and Chloé makes it easy. Join us as we discuss: The difference between a financial advisor and a fiduciary How financial advisors make their money (spoiler alert: it’s fees and they might be hidden) Why being debt free at all costs is NOT the answer to building wealth What’s up with IUL and whole life insurance products Chloe’s Money Right Guide - her free 30 page...
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Avoid Burnout by Making Bank: A Conversation with Tiffany McLain, LMFT
Disrupt Your Money
Meg is joined today by Tiffany McLain, a licensed marriage and family therapist, to talk about how mental health professionals can build the sustainable businesses of their dreams and earn more when they ethically raise their rates. Join us as we discuss: Why mental health professionals are not charging clients at the rates they want AND why that does a disservice to everyone Kiss burnout goodbye when you get rid of the guilt and shame around taking care of yourself The intersection of insurance reimbursements and access to mental health care Stats about women’s work...
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Stop Playing Small: Money Lessons We Can Learn from Big Companies
Disrupt Your Money
As a former corporate dropout, I can say that there is absolutely no love lost between me and these big companies. But despite the harm that they are inflicting in this world, there are still some things that big companies do right that we small business owners can all stand to learn from. Join us as we discuss: The importance of treating your business like a real business Why we have to stop being our own worst bosses What it really means to leave your emotions out of your business Why leveraging debt is not a bad thing Money news you might actually use T Need to...
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Accounting for Everything: Why Bookkeeping Matters
Disrupt Your Money
No one likes talking about it, but staying on top of your books makes a huge difference in your business. And most importantly, making sure that we have a handle on our numbers is a critical part of effectively disrupting our money and working towards economic equity. Join us as we discuss: Why bookkeeping matters so much The benefits of knowing your numbers Where to start and how to choose an accounting system Need a step-by-step guide to do your bookkeeping? Grab my free Wave Apps training over here: Need to get your money stuff set up right? Join the Biz Money Library...
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Rich, White Guys Make Crappy Financial Advisors
Disrupt Your Money
Katy Chen-Mazzara joins us on the show today to help us explain why taking financial advice from privileged white guys is not the move. That’s right- we’re doing a deep dive into the not-so-wise words of Dave Ramsey. Meg and Katy chat about the nuances that folks like Ramsey completely gloss over to create one-size-fits-all programs that really fit nobody. Join us as we discuss: The hypocrisy and double standards of “advisors” like Dave Ramsey Why debt isn’t automatically a dirty word What is involved in creating generational wealth The worst piece of Dave...
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New Business? Don't F*** Up the Money Stuff
Disrupt Your Money
If you're thinking of starting a business or have just started one, you're probably overwhelmed by the million and one things you need to know. That's why the goal of this episode is to give you enough guidance to get some good systems in place without making things too complex. Listen up as we talk about how you can start your business and get the money stuff set up in a way that won't f*** it up. Join us as we discuss: The tools you need to build and grow a long-lasting and financially-stable business Why having a biz money plan is crucial to your success What "treating your business...
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Let’s Talk About S Corps
Disrupt Your Money
We’re getting technical today, but it’s for a good reason. S Corps or S Corporations are a hot topic among business owners, but they are not a “one size fits all” solution. Listen to this episode to find out exactly what an S Corp Election is, who it benefits, and what you need to do if you decide this is the right choice for your business. Join us as we discuss: What exactly an S Corp is (spoiler alert- it’s a tax entity NOT a legal entity) The steps you need to take to become an S Corp Wondering if you should elect to be an S Corp? - it will help guide you as you get...
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Building a Business that Fits Your Family
Disrupt Your Money
Ann K. Emery is on the podcast today! Ann is a client, a friend, and also a total inspiration- especially when it comes to building a business that supports the life you want to lead. Ann’s work as a data visualization visionary has brought her around the world, but when she started her family she knew she needed to completely re-imagine her lifestyle and how she ran her business. Join us as we discuss: Growing your side hustle into your full-time gig one baby step at a time The challenges of balancing a growing family and a growing business How to create systems that do the work...
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2022 Tax Law Changes: What They Are and Why they Matter
Disrupt Your Money
Starting the 2nd season of Disrupt Your Money with something truly sexy- 2022 Tax Law Changes! Ok, ok- maybe they aren’t sexy but they ARE important. Join me as I discuss: The difference between tax credits and tax deductions What has happened to the child tax credit and charitable tax deductions since the pandemic “ended” Clean and Electric Vehicle (EV) Tax Credits- are they worth it? Where are we on the Form 1099-K roll out? (Spoiler alert- it’s stalled, but you still need to report that income!) Need to get your money stuff set up right? Join the Biz Money Library for...
info_outlineIf you are a listener to the show, you know I love things that people usually do not love i.e. the IRS and taxes. If you are new to the show, please do not leave without listening to what I have to share. In this episode, I will be diving into the importance of filing Quarterly Taxes! You may have groaned but stay with me; this is important information for not just business owners but you too, W2 earner!
Join me as I discuss:
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Fines
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Penalties
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Sole Proprietorship
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Single Member LLC
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Multi Member LLC
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Flow through entity
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Tax Rates
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Safe harbor number
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CPA
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Return-free filing
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Inequitable tax laws
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The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How the Wealthiest Avoid Income Tax
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Submit Your Questions - DisruptYourMoney.com
Honorable Mentions
Underpayment of Estimated Tax by Individuals Penalty
The Advantages and Disadvantages of the Different Types of Business Entities
IRS provides tax inflation adjustments for tax year 2022
Elon Musk: My wealth ‘isn’t some deep mystery.’ My taxes are super simple
How Could We Improve the Federal Tax System?
How to Calculate & Pay Estimated Taxes
A U.S. Freelancer’s Handy Guide to Quarterly Taxes
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This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg here!
This podcast is intended for informational & educational purposes only and is not intended as professional financial advice.
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Connect with Meg across social:
Did you Disrupt Your Money, build your bank account, and transform your way of life? Tell us how this episode impacted you and leave a review: https://megkwheeler.com/podcast
Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: https://megkwheeler.com/podcast
Song Credit: Midnight Specials by Ash Nino
This is a Crackers In Soup production.