Consultants and Money
A bi-weekly podcast show for solo-consultants who have questions on all things money. We'll talk through business taxes, paying yourself consistently, cashflow forecasting, and LLCs vs S-corps. Hosted by Erica Goode, CPA & CFO - a former Fortune 50 corporate finance director, former Big 4 public accountant, and current wife and mom.
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99. The Power of Pausing
05/27/2025
99. The Power of Pausing
Erica encourages solo consultants to find ways to pause, whether it's taking a week off, a quiet morning, or even a month-long break. She highlights some of the most downloaded episodes for listeners to revisit during the hiatus and wishes everyone a restful and enlightening summer. 00:00 Introduction to the Podcast 00:44 Summer Break Announcement 01:11 The Importance of Pausing 02:30 Personal Reflections on Rest 03:56 Encouragement for Listeners 04:44 Recommended Episodes ____________________ Episodes Referenced: 73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week) 85. Understanding Self-Employed Health Insurance with Jessica Skoney 86. Retirement Plans for Consultants ____________________ Connect with Erica | | |
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98. Pausing on S-Corp Conversions in 2025
05/13/2025
98. Pausing on S-Corp Conversions in 2025
Erica explains the potential savings on self-employment taxes and the trade-offs with the Qualified Business Income Deduction (QBID). Erica advises listeners to hold off on making the S-Corp election until there's more clarity on tax laws, which are expected to change with the expiration of the Tax Cuts and Jobs Act in 2025. 00:00 Intro 00:45 The Importance of Timing for S Corp Election 01:49 Understanding S Corp and QBID 02:50 The Impact of the Tax Cuts and Jobs Act 04:11 Why Waiting is the Smart Move 05:52 Practical Steps for 2025 07:13 Concierge Bookkeeping ____________________ Connect with Erica | | |
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97. How Does Tariff Math Work?
04/29/2025
97. How Does Tariff Math Work?
Erica explains the journey of an avocado from a farm in Michoacan, Mexico to a grocery store in the U.S., breaking down the costs involved and how a 25% tariff impacts the final price to consumers. She also talks through broader economic issues affecting solo consultants and small businesses. 00:00 Introduction to the Podcast 00:43 Understanding Tariffs with Avocados 03:26 Breaking Down Tariff Math 07:01 The Impact of Trade Agreements 08:57 Current Economic Trends for Consultants 10:53 Final Thoughts 11:23 Concierge Bookkeeping Service ____________________ Resources Referenced: White House Fact Sheet | ____________________ Connect with Erica | | |
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96. Weird Tax Trivia
04/15/2025
96. Weird Tax Trivia
A little tax trivia on this April 15th… 00:43 Tax Day Anecdote 01:23 Weird and Wacky Tax Facts 03:55 Fun Facts About Money 04:40 IRS Whistleblower Program ____________________ Resources Referenced: IRS Whistleblower Office | ____________________ Connect with Erica | | |
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95. Your Financial Check-Up
04/01/2025
95. Your Financial Check-Up
Erica suggests four actionable tasks: checking your credit report, reviewing your social security statement, calculating your net worth, and verifying your tax withholdings. Each task is designed to take about 10-20 minutes and provides insights into your financial health. 00:43 Tax Season Reminders and Energy Credits 02:20 April Financial Checkup: Four Key Tasks 02:39 #1: Check Your Credit Report 04:12 #2: Review Your Social Security Statement 07:29 #3: Calculate Your Net Worth 09:32 #4: Review Your Tax Withholding 11:30 Recap and Final Thoughts ____________________ Resources Referenced: Annual Credit Report | Social Security website | Net Worth Tracker | ____________________ Connect with Erica | | |
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94. Case Study: Spring Break on Travel Points
03/18/2025
94. Case Study: Spring Break on Travel Points
Erica and her husband Ben Goode, CPA discuss the benefits of travel credit cards over cash back cards, emphasizing the savings on taxes and the accumulation of travel miles for personal use. The conversation includes a case study of their upcoming family vacation to Mexico, breaking down the points earned from Delta and Marriott credit cards, resulting in significant cost savings on flights and hotel stays. 05:11 Business Credit Cards: Travel Rewards vs. Cashback 06:52 IRS Guidelines on Frequent Flyer Miles 10:56 Case Study: Using Business Credit Cards for Personal Travel 16:16 Accumulating Hotel Points 16:36 Cost Breakdown of the Stay 17:29 Booking Strategies and Room Upgrades 18:13 Maximizing Value with Points 22:06 Accumulating Marriott Points 30:04 Final Takeaways and Travel Tips ____________________ Resources Referenced: IRS Frequent Flyer Announcement | ____________________ Connect with Erica | | | Connect with Ben |
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93. Best Business Credit Cards: Travel Rewards vs Cash Back
03/04/2025
93. Best Business Credit Cards: Travel Rewards vs Cash Back
In this episode Erica addresses a common question from clients: what is the best credit card for business use? She explains why travel reward credit cards are generally a better choice than cashback credit cards for solo consultants. Erica emphasizes that travel points and frequent flyer miles are not taxed by the IRS and don't reduce business deductions, unlike cashback rewards. 00:00 Introduction to the Consultants and Money Podcast 00:50 Choosing the Best Credit Card for Your Business 01:43 Why Travel Reward Credit Cards Are Better 03:13 Maximizing Travel Rewards for Business and Personal Use 05:16 The Downside of Cashback Credit Cards 06:36 Final Tips and Recap 08:15 Conclusion and Next Steps 08:48 Concierge Bookkeeping Service ____________________ Connect with Erica | | |
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92. Fiduciaries, Fees & Finding the Right Advisor with Luke Sauter, CPA / PFS
02/18/2025
92. Fiduciaries, Fees & Finding the Right Advisor with Luke Sauter, CPA / PFS
Erica sits down with Luke Sauter, a CPA, PFS, and investment advisor who shares insights on the intricacies of financial planning, emphasizing the importance of choosing a trustworthy fiduciary who provides consistent, transparent, and comprehensive wealth management services. 00:43 Meet Luke Sauter: CPA and Financial Specialist 02:34 A Personal Journey: From Corporate to Consulting 04:54 Understanding Financial Designations and Trust 09:37 The Role of a Fiduciary and Financial Planning 16:03 Building Trust and Transparency in Financial Advisory 20:56 The Importance of Regular Communication with Advisors 26:30 The Advisor Mindset Shift 27:13 Transactional vs. Relational CPA Models 28:26 The Importance of Integrated Wealth Management 32:37 Financial Planning for Different Net Worths 36:58 Understanding AUM and Fee Structures 49:59 Choosing the Right Financial Advisor 56:13 Conclusion and Contact Information ____________________ Connect with Luke | | | | | Connect with Erica | | | Disclaimers: Vidarrow Investment Advisors is a Registered Investment Adviser in the state of Illinois. Advisory services are only offered to clients or prospective clients where Vidarrow and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. Luke Sauter is an investment adviser representative of Vidarrow. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.
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91. Consultants’ Tax Checklist: Getting Ready for Tax Season
02/04/2025
91. Consultants’ Tax Checklist: Getting Ready for Tax Season
This episode covers a tax season checklist for consultants and consulting firm owners. (00:43) A Funny Story About Margaritas (02:29) The Importance of Accurate Tax Inputs (03:00) Steps to Prepare for Tax Season (03:13) Reconcile Everything (05:31) Owner Distributions and Your P&L (06:42) Retirement Contributions (07:27) Organizing Receipts (08:58) Filing 1099s (09:37) Mileage Log for Business Deductions (10:28) The Importance of Early Tax Preparation (11:11) Conclusion and Final Tips ____________________ Resources Referenced: 86. Retirement Plans for Consultants | ____________________ Connect with Erica | |
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90. Who can do your taxes and how much should it cost? with Steve Nay, EA
01/21/2025
90. Who can do your taxes and how much should it cost? with Steve Nay, EA
In this episode, Erica is joined by Steve Nay, a tax professional and enrolled agent, to discuss the various credentials in the tax profession including CPAs, EAs, and the Annual Filing Season Program (AFSP). The also discuss how much a tax return should cost, as well as the potential ramifications of converting to an S-corp. (00:00) Introduction to the Podcast (00:43) Meet the Guest: Steve Ney (02:01) Understanding Tax Accreditations (03:57) Differences Between CPA and EA (06:58) Tax Representation and Audits (11:11) Finding the Right Tax Preparer (16:44) Annual Filing Season Participant (AFSP) (18:07) Annual Filing Season Program Overview (19:31) Credentials and Representation Rights (21:28) Cost of Tax Preparation (22:47) S Corp Election and Its Implications (28:02) DIY Tax Preparation: Risks and Recommendations (30:55) Choosing the Right Tax Preparer (35:28) Contact Information ____________________ Resources Referenced: IRS Search for Tax Return Preparers | ____________________ Connect with Steve | | Connect with Erica | | |
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89. Turning off the noise in 2025
01/07/2025
89. Turning off the noise in 2025
In this episode, Erica discusses the importance of turning off the noise that misaligns with your business goals. She emphasizes the value of starting the new year with clear intentions and filtering out content that doesn't support your unique vision. (00:00) Introduction to the Podcast (00:44) New Year Reflections and Intentions (01:08) The Impact of Noise on Your Business (03:43) Practical Steps to Turn Down the Noise (06:02) Conclusion and Final Thoughts (06:14) Stay Connected Connect with Erica | | |
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88. Best Business Books of 2024
12/10/2024
88. Best Business Books of 2024
In this episode, Erica shares her top three business book recommendations from 2024 and three bonus reads unrelated to business that left an impact on her. 00:00 Introduction to Consultants and Money Podcast 00:48 Personal Journey with Reading 02:16 Top Business Books of 2024 05:15 Bonus: Non-Business Books That Made an Impact 07:58 Closing Remarks and Holiday Wishes ____________________ Your 2025 "To Be Read" List: The Simple Path to Wealth by JL Collins | Slow Productivity by Cal Newport | Never Enough by Andrew Wilkinson | Breath by James Nestor | Destiny of the Republic by Candice Millard | The Giver by Lois Lowry | ____________________ Connect with Erica | | |
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87. You (Yes, you!) Might Owe Tax in Another State with Nicole McClintock
11/26/2024
87. You (Yes, you!) Might Owe Tax in Another State with Nicole McClintock
In this episode of the Consultants and Money podcast, host Erica Goode CPA is joined by Nicole McClintock, founder and CEO of Taximize. They discuss the complexities of state and local taxes (SALT), especially for consultants operating across multiple states. Nicole emphasizes the importance of understanding where your business has employees and clients, how state-specific rules can impact your tax obligations, and why it's crucial to have thorough conversations with your CPA. They also highlight the risks associated with not addressing multi-state tax issues upfront and provide practical advice on when and why to seek professional guidance. (00:49) Meet Nicole McClintock: Founder and CEO of Taximize (03:13) Nicole's Journey from Public Accounting to Taximize (07:02) Understanding State and Local Taxes (SALT) (07:57) Key Considerations for Solo Consultants on State Taxes (11:04) Navigating Multi-State Tax Complexities (20:24) The Importance of Asking Your CPA Questions (33:23) Final Thoughts and How to Reach Nicole ____________________ Connect with Nicole | | | Connect with Erica | | |
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86. Retirement Plans for Consultants
11/12/2024
86. Retirement Plans for Consultants
This episode, Erica covers 4 key retirement plans: Roth IRAs, Traditional IRAs, SEP IRAs, and Solo 401ks. Erica explains the eligibility criteria, 2024 contribution limits, and special considerations based on business structure (sole proprietor, LLC, or S Corp). She highlights the benefits and potential drawbacks of each plan, offering insights to help solo consultants make informed retirement savings decisions. (00:54) Retirement Planning for Self-Employed Consultants (02:11) Roth IRA: The Favorite Child (03:55) Traditional IRA: A Flexible Option (05:46) SEP IRA: Ideal for High, Fluctuating Income (07:57) Solo 401k: High Limits and Flexibility (09:48) Key Takeaways and Final Thoughts (11:43) Stay Connected and Informed ____________________ Resources Referenced: ____________________ Connect with Erica | | |
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85. Understanding Self-Employed Health Insurance with Jessica Skoney
10/29/2024
85. Understanding Self-Employed Health Insurance with Jessica Skoney
This episode features health insurance broker Jessica Skoney. They delve into a broad range of topics essential for self-employed consultants navigating health insurance. They discuss private versus marketplace plans, utilizing healthcare.gov and state exchanges, and the complexities of health insurance applications. Key highlights include understanding brokers vs. agents, accurately reporting income for tax credits, how to verify correct income figures, budgeting for health insurance, and the importance of seeking second opinions on brokers. With practical advice and real-world examples, this episode empowers listeners to make informed decisions about their health insurance options. (01:20) Understanding Self-Employed Health Insurance Options (02:30) Private Insurance vs. Marketplace Plans (04:13) Navigating the Marketplace (12:45) State Marketplaces and Medicaid (19:34) The Role of Brokers and Agents (21:54) Initial Consultation with a Broker (23:45) Understanding Client Needs (23:55) Impact of Age on Health Insurance (24:59) Cost Considerations for Self-Employed Individuals (27:47) Importance of Accurate Income Reporting (31:24) Household Income and Tax Credits (36:12) Navigating Health Insurance Options (39:47) Working with Health Insurance Brokers (45:34) Conclusion and Contact Information ____________________ Connect with Jessica | | | Connect with Erica | | |
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84. The Value of Trademarks for Consultants with Paulina Proper
10/15/2024
84. The Value of Trademarks for Consultants with Paulina Proper
In this episode of the Consultants and Money Podcast, host Erica Goode is joined by Paulina Proper, co-founder of District Trademark. They explore the world of trademarks, intellectual property, and strategic branding for solo consultants. Learn how to protect your brand, navigate the trademark process, and ensure your business's legal foundations are solid. Whether you're concerned about copyrights, patents, or trade secrets, this discussion provides valuable insights to help secure your brand's identity. Stay informed on how trademarks can add value to your consulting business and potentially save you from costly rebranding in the future. (00:00) Introduction to the Podcast (00:46) Meet Paulina Proper: Trademark Expert (02:25) Understanding Intellectual Property (04:08) Trademarks in Action: Real-World Examples (07:26) AI and Intellectual Property (09:55) Trademarking for Consultants (12:51) The Importance of Trademarking (23:48) Navigating the Trademark Process (29:15) Costs and Considerations (36:06) Final Thoughts and Advice (37:56) Stay Connected Connect with Paulina | | Connect with Erica | | |
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83. Unlocking Early Retirement: Joel Clermont's Story
10/01/2024
83. Unlocking Early Retirement: Joel Clermont's Story
In this episode of the Consultants and Money podcast, host Erica Goode is joined by Joel Claremont. Joel shares his experience with Laravel, his educational business, and his revelations about financial independence and early retirement. (00:53) Meet Joel Claremont: Laravel Expert and Podcast Co-Host (01:37) Understanding Laravel and Its Applications (04:58) Joel's Journey to Financial Independence (07:46) The 4% Rule and Retirement Planning (16:59) Balancing Work and Personal Goals (21:40) Balancing Pre-Tax and Post-Tax Investments (26:46) Hiring Your Kids: Tax Implications and Benefits (36:59) Final Thoughts =================== Resources Referenced: =================== Connect with Joel | | | Connect with Erica | | |
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82. Business Money 301: Cash Reserve
09/17/2024
82. Business Money 301: Cash Reserve
This episode talks about the importance of maintaining cash reserves for solo consultants. Erica discusses the reasons for having a cash reserve, such as covering unexpected expenses or taking advantage of sudden opportunities. (00:00) Introduction to the Podcast (00:51) Today's Topic: Cash Reserves (01:05) Why Keep Cash Reserves? (01:24) Examples of Cash Reserve Needs (03:45) How Much to Keep in Reserve (05:10) Where to Keep Your Cash Reserves ___________________ Related Episodes: 3. Business Money 101: Overview 4. Business Money 101: LLCs & EINs 5. Business Money 101: Business Insurance 6. Business Money 101: Bank accounts 7. Business Money 101: Bookkeeping 44. Business Money 201: Intro 45. Business Money 201: Paying the IRS 46. Business Money 201: Paying Yourself 47. Business Money 201: Charitable Giving ____________________________________________ Connect with Erica | | |
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81. Teaching Kids About Money with Will Rainey
09/03/2024
81. Teaching Kids About Money with Will Rainey
Erica Goode interviews Will Rainey, author of 'Grandpa's Fortune Fables,' a book designed to teach children about financial literacy through engaging stories. Will shares his backstory, including his career in financial consulting, his move to Asia, and the pivotal moment that inspired him to leave the corporate world to spend more time with his family. He discusses how he began teaching his children about money by weaving financial lessons into bedtime stories, which eventually evolved into his popular book. (00:29) Will Rainey's Background and Career (01:15) The Inspiration Behind Grandpa's Fortune Fables (06:37) Teaching Kids About Money Through Stories (10:07) Personal Impact and Family Lessons (20:52) The Move to Vietnam and Lifestyle Changes (27:22) Returning to Corporate Life (30:36) Final Thoughts and Advice for Parents (33:12) Recap and Takeaways =========================== Resources Referenced: =========================== Connect with Will | | Connect with Erica | | |
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80. Buying vs. Renting a Vacation Home: A Case Study
08/20/2024
80. Buying vs. Renting a Vacation Home: A Case Study
In the summer series finale Erica and Ben delve into a financial case study of whether it's more cost-effective to buy or rent a vacation home. (00:00) Podcast Rebranding Announcement (03:33) Should You Buy a Vacation Home? (05:16) Financial Model for Vacation Home Decision (06:48) Survey Insights and Personal Experiences (09:49) Assumptions and Details of the Financial Model (17:14) Understanding Home Value Growth Rate (18:56) Rental Assumptions and Long-Term Benefits (21:31) Investment Growth Rate in Rental Scenarios (23:05) Analyzing the Cash Flow Model (30:08) Qualitative Considerations in Financial Decisions (33:17) Wrapping Up the Summer Series ============== Link to cashflow model: ============== Connect with Erica | | | Connect with Ben |
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79. New Ebook Announcement
08/14/2024
79. New Ebook Announcement
New Ebook Announcement! Connect with Erica >
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78. Advisors, Robo-Advisors, & DIYing Your Investments
07/15/2024
78. Advisors, Robo-Advisors, & DIYing Your Investments
Erica and Ben delve into different investment options, from hiring financial advisors and using robo-advisors to managing DIY investments with individual stocks, mutual funds, index funds, bonds, and money market accounts. 01:01 Discussing Summer Reads 08:27 Financial Advisors and Fees 11:17 Exploring Robo-Advisors 15:12 DIY Investing and 401k Management 24:54 Understanding Bond Funds 25:28 Investing in Index Funds 27:13 Mutual Funds vs. Index Funds 29:09 Target Date Funds Explained 31:15 Introduction to Bonds 32:22 The Bond Market and Risk 34:46 Junk Bonds and Their Appeal 38:09 Money Market Accounts and CDs 41:56 Final Thoughts and Advice Resources Referenced: by Ernest Scheyder by Diana Helmuth Connect with Erica | | | Connect with Ben |
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77. Demystifying Tax Rates: What You Need to Know
07/23/2024
77. Demystifying Tax Rates: What You Need to Know
LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show. In today’s episode, Erica and Ben dive deep into understanding marginal and effective tax rates, how they impact your income, and why they're important. The episode also provides tips on managing tax withholdings and recommendations for helpful financial resources. 04:57 Listener Mail: Early Retirement Resources 06:57 Exploring Budgeting Apps: Monarch 11:16 Understanding Tax Rates: Marginal vs. Effective 20:15 Practical Tax Tips and Withholding Adjustments 28:50 Wrap up Resources Referenced: - 30 day free trial Connect with Erica | | | Connect with Ben |
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76. Budgeting, Conservative Investing, Finding The Right Finance Pro
07/09/2024
76. Budgeting, Conservative Investing, Finding The Right Finance Pro
LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show. In this episode, Erica and Ben answer a slew of listener questions from the mailbag 02:56 Budget Tracking 07:17 When to Consult a Financial Planner 13:40 Managing Multiple Bank Accounts 18:20 Maximizing Investments for Conservative Savers 20:43 Money Market Accounts 22:47 Balancing Conservative and Aggressive Investments 24:32 Risk Tolerance 27:29 Finding the Right Tax Professional Resources Referenced: Connect with Erica | | | Connect with Ben |
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75. Navigating early retirement options and "bridge years"
06/25/2024
75. Navigating early retirement options and "bridge years"
LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show. **** In this episode of the 'Coaches, Consultants, and Money' podcast, hosts Erica and Ben Goode delve into key personal financial decisions surrounding early retirement. They cover the practicalities of planning for early retirement, including tax-efficient savings strategies, the implications of withdrawing from retirement accounts at different ages, and utilizing credit card points creatively for financial benefit. The episode concludes with tips for financial planning, including consulting with financial advisors, and encouragement for listeners to consider their unique financial situations and goals. 04:22 Exploring the Concept of Early Retirement 07:08 The Realities and Strategies of Planning for Retirement 12:35 Understanding Social Security and Retirement Savings 17:34 Navigating Early Withdrawals and the Rule of 55 19:38 Navigating the Rule of 55 with a Solo 401k Plan 24:10 The Concept of Bridge Years in Retirement Planning 28:18 Understanding Expenses and Savings for Early Retirement 37:54 Seeking Professional Financial Advice Connect with Erica | | | Connect with Ben |
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74. Should You Pay Off Your Mortgage Early?
06/11/2024
74. Should You Pay Off Your Mortgage Early?
LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show. **** This episode from the personal finance summer series of 'Coaches, Consultants, and Money' hosted by Erica Goode and co-hosted by husband, Ben Goode, CPA, discusses the debate around whether or not it's beneficial to pay off a mortgage early. Sharing personal experiences and professional insights, they explore the pros and cons of early mortgage payoff versus maintaining it for its term. They stress the importance of personal priorities, financial strategies, and the potential psychological benefits of being mortgage-free, all while highlighting different approaches to managing a mortgage based on individual circumstances. The episode emphasizes there isn't a one-size-fits-all answer, encouraging listeners to consider their specific situations and priorities when deciding on their mortgage strategy. 00:05 Welcome to Our Summer Series: Coaches, Consultants, and Money 00:52 The Great Mortgage Debate: To Pay Off Early or Not? 01:32 Erica's First Mortgage Experience and Real Estate Insights 06:40 Strategies for Not Paying Off Your Mortgage Early 18:55 The Psychological Benefits of Paying Off Your Mortgage Early 26:37 Smart Ways to Approach Mortgage Payoff 29:46 Wrapping Up: Making the Best Financial Decision for You Connect with Erica | | | Connect with Ben |
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73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week)
05/28/2024
73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week)
Today Erica shares a crossover episode from the "Soloist Life Podcast" where she was interviewed by host Rochelle Mounton. In this conversation, Erica discusses the strategies that have enabled her to build a thriving six-figure business while working significantly fewer than 40 hours a week, from setting robust boundaries to leveraging automation. They also talk about the life benefits of setting work boundaries, how to boost your business efficiency using automation and delegation, and a broader definition of wealth in today's "gig economy". How important is it to you to create a business that aligns with your personal values and lifestyle? Listen to The Soloist Life podcast here: Connect with Rochelle Moulton | | Connect with Erica Goode, CPA | | |
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Summer Series Trailer
05/21/2024
Summer Series Trailer
Listen in to hear what the plans are for this summer season on the Coaches, Consultants, and Money podcast!
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72 - Stop Thinking About Profit...a new KPI
05/14/2024
72 - Stop Thinking About Profit...a new KPI
As tax codes grow increasingly complex, Erica suggests a more comprehensive approach for business owners to assess their true financial health. She explains a metric she created called Total Owner Benefit and describes how it can be used to discover the full range of financial benefits derived from owning a business. These include factors traditionally excluded from profit calculations such as owner salary, health costs, and retirement contributions. Discover why Total Owner Benefit is important to business owners, how it differs from plain profit, how it can influence tax liabilities and more! Related Episodes: Ep69 - Ep63 - Ep61 - Connect with Erica Goode, CPA | | |
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71 - What to Budget for When Writing a Book with Stephanie Chandler
04/30/2024
71 - What to Budget for When Writing a Book with Stephanie Chandler
Author and CEO of the Nonfiction Authors Association, Stephanie Chandler, joins Erica in this educational and engaging discussion about how business owners can use a book to build their business. Some of the questions Stephanie answers are: What’s the benefit of writing a non-fiction book? How do I know what to write about? What costs do I need to budget for when planning a book for my business? What is the process of writing a book - how do I get started? What’s the optimal length of a non-fiction book? Where and how do I find an editor? Stephanie Chandler is the author of several books including The Nonfiction Book Marketing and Launch Plan and The Nonfiction Book Publishing Plan. She is CEO of the , a vibrant community for writers, and the , a live event conducted entirely online since 2010. A frequent speaker at business events and on the radio, she has been featured in Entrepreneur, BusinessWeek, The Writer, Writer’s Digest, and Wired magazine. Resources Mentioned: Connect with Stephanie Chandler | | Connect with Erica |
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