53.Money, Mindset & Metrics for Private Practice CEOs
The Financial Powerhouse Podcast
Release Date: 04/21/2025
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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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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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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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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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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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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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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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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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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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 episode of the Financial Powerhouse Podcast, I sit down with Brandy Mabra to talk about a holistic approach to practice management and why it's so important to understand how all the different parts of a business are connected. We dive into the common challenges that practice owners face—especially when it comes to financial management and leadership.
Brandy and I discuss why profitability matters more than just bringing in revenue, the need for clear metrics and accountability, and how essential it is to create a culture of clarity and communication within your team. She also shares powerful insights on how to close the gap between practice owners and their staff so that everyone is working toward the same financial goals.
We wrap up the episode with Brandy offering some great resources for practice owners who want to sharpen their business skills and move closer to achieving their goals.
Takeaways
- Understanding the macro perspective is crucial for practice owners.
- Financial awareness is key to making informed decisions.
- Profitability should be prioritized over top-line revenue.
- Metrics and accountability are essential for team alignment.
- Practice owners must provide clarity to their staff.
- Regular financial reviews can prevent panic and mismanagement.
- Hiring the right team members is critical for profitability.
- A holistic approach to business leads to better outcomes.
- Patience is necessary in the journey of entrepreneurship.
- Leveraging your practice can lead to significant financial rewards.
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