44. From Overwhelm to Clarity: A No-Nonsense Guide to Managing Your Money as an Entrepreneur
The Financial Powerhouse Podcast
Release Date: 02/17/2025
64. The Hidden Truths of Real Estate Investing
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I dive into the challenges of balancing work and family life, and I also share details about my upcoming workshop designed for high-earning entrepreneurs and corporate leaders. I talk about the complexities of real estate investing, including the importance of understanding opportunity costs, setting realistic expectations for returns, and ensuring proper planning and record-keeping. I also emphasize how crucial it is to structure investments the right way to maximize benefits and minimize risks. Takeaways Balancing work and family...
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63. Healing Your Money Story and Reclaiming Joy After Divorce
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I sit down with Erica Bennett, founder of the Crazy Ex-Wives Club, for a heartfelt and insightful conversation. We dive into the financial and emotional challenges that many women face during and after divorce, and we talk about how crucial mindset, self-worth, and intentional spending are during that time. Together, we explore the importance of emotional awareness, prioritizing self-care, and creating strong, supportive communities. Erica shares her powerful insights on how to identify and overcome limiting beliefs around money, and she...
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62. Building a Practice that Pays You Back: CEO Conversations Replay
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I dive into the importance of financial empowerment for women entrepreneurs. Originally featured on the CEO Conversations podcast, I share insights on how to build a profitable practice, understand wealth management, and create a strong financial strategy. I also talk about preparing for business sales or legacy planning, navigating mergers and acquisitions, and the critical role financial advisors play in achieving long-term success and financial independence. Takeaways Women entrepreneurs can achieve financial empowerment through...
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61. Values Spotlight: Intentional Founder Series Replay
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast's Intentional Founder Series, Hannah Romick and I discuss aligning personal values with business strategies. We explore how values drive decision-making, foster cohesive company culture, and lead to intentional financial planning. Hannah, CEO of Conscient Strategies, highlights human behavior as key to driving company success, with her firm specializing in strategy, performance, and change management. As CEO and founder of Poder Wealth Advisors, I focus on empowering women for values-aligned financial decisions and impactful wealth....
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60. Introducing the Intentional Founder Series with Hannah Romick
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I have a deep conversation with Hannah Romick about the importance of values in business, the common challenges founders face, and why intentionality is essential in entrepreneurship. We talk about how recognizing my own limitations, establishing clear strategies, and embracing the messiness of growth have helped me create a more fulfilling and successful business journey. I also emphasize the need for a supportive culture and the crucial role leadership plays in guiding teams effectively. Takeaways Values are essential for...
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59.How to Achieve Financial Freedom
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I share my insights on achieving financial freedom—especially for women. I talk about the importance of managing your time intentionally, building financial security, and diversifying your income streams. I emphasize the value of developing a high-value skill set, staying focused on your zone of genius, and creating a strong financial plan. I also dive into the idea of turbo growth assets and discuss different wealth-building strategies, like entrepreneurship and real estate, to help you move toward financial independence. ...
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58. Wealthy Woman Blueprint: Make the Decision
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I introduce the Wealthy Women Blueprint series and dive into the crucial role mindset and decision-making play in building financial success. I open up about my own journey and how personal challenges pushed me toward transformation. I believe pain can be a powerful catalyst for change, and I encourage you to make bold, intentional decisions about your financial future. Visualize what you truly want — because clarity and commitment are key to taking control of your finances. Takeaways Finances are a puzzle of actions and mindset. Mindset...
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57. The First 5 Clients Formula: How New Entrepreneurs Can Start Strong
The Financial Powerhouse Podcast
In this episode, I sit down with Amanda Kaufman to explore her journey from corporate strategist to successful coach. Amanda opens up about how she learned to prioritize the human element in building a thriving business and shares the real challenges she faced around client acquisition and overcoming perfectionism. We dive deep into the decision-making process—especially how it impacts women in business—and the personal growth required to truly thrive as an entrepreneur. Amanda and I talk about the fears that hold many of us back, how to identify the right problems to solve, and why...
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56. How to Decide Between a Charitable Trust and a Family Foundation
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I share my insights on charitable family giving, exploring different structures like donor-advised funds, charitable trusts, and private foundations. I talk about the importance of aligning charitable giving with your personal values and financial goals, and I offer guidance on how to choose the right giving structure based on your unique circumstances. I also reflect on my own experiences and the joy that comes from giving, and I encourage you to think about your own charitable inclinations. Takeaways Charitable giving should align...
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55. Build The Foundation before the Trust Fund
The Financial Powerhouse Podcast
In this episode of the Financial Powerhouse Podcast, I share some personal reflections on my day before diving into an important topic: understanding your financial stage. I talk about why it’s crucial—especially for women and first-generation wealth builders—to prioritize their own financial health before turning their attention to building generational wealth. I offer insights on retirement planning, estate planning, and why having a clear financial strategy is essential for reducing stress and creating a secure future for both yourself and your children. Takeaways It's crucial...
info_outlineIn this conversation, I discuss the importance of financial empowerment for women, especially entrepreneurs. I emphasize the need for women to take control of their finances and align them with their business goals. I cover the intersection of personal and business finances, the significance of setting clear financial goals, and the benefits of utilizing retirement plans to build wealth.
I also outline different retirement plans for entrepreneurs, highlighting their advantages and how they contribute to long-term financial security. Additionally, I explore financial strategies for entrepreneurs, including retirement accounts, emergency funds, and the value of having a financial advisor. I stress the importance of a structured approach to managing profits and investments, particularly during major life changes. I share insights into different investment vehicles, the timing of contributions, and the emotional aspects of financial planning—emphasizing the importance of feeling comfortable with your financial advisor.
Takeaways
- Anna is passionate about empowering women in finance.
- Personal financial literacy is crucial for women entrepreneurs.
- Understanding personal goals helps in making informed business decisions.
- Retirement plans can provide tax benefits and build wealth.
- Entrepreneurs often neglect their personal financial needs.
- A grounded financial strategy is essential for business success.
- Clear definitions of personal goals guide financial planning.
- Utilizing retirement plans can secure future financial stability.
- Women should not compromise their financial business needs.
- Financial clarity leads to better decision-making as a CEO. A solo 401k is a great option for wealth building.
- Emergency funds should cover several months of expenses.
- Assigning percentages to windfalls helps in financial planning.
- Investment strategies should align with personal goals.
- Regular contributions can mitigate the temptation to overspend.
- Hiring a financial advisor can provide clarity and direction.
- Understanding tax implications is crucial when accessing funds.
- Flexibility in investments is important for younger individuals.
- Life changes necessitate a review of financial plans.
- Comfort with a financial advisor is key for effective planning.
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