Financial Planning Archives

Not only is laughter good medicine, it also leads to greater sales success.

amyhoney February 12, 2025 March 1, 2025Media

Edutainers and founders of Improv For Impact and Sales Tai Chi, Amy and Jamie Honey use improv and game-play to empower companies and sales teams to build healthier cultures and greater sales success. In today’s conversation, Amy and Jamie explain the benefits of improv and how you can incorporate it into a powerful personal development program for yourself and your teams; one that fosters creativity, innovation and higher performance. We also explore the essence of sales and how to transform your beliefs and habits in order to connect better with your clients, communicate your value proposition and enroll others in doing business with you. Amy and Jamie Honey navigate being in business together, traveling together, and marriage. It’s all about the honesty, friendship, and fun! And overcoming obstacles together! Listen to episode #28 with the Honeys at Bedrooms and Boardrooms

Albert Corey: Transform your coffee time into a cash flow boost! Discover easy hacks to grow your wealth while you relax with your favorite brew

Liz Rubico September 10, 2024 September 6, 2024Meet The Authors

Imagine turning your coffee breaks into a boost for your bank account. With Increase Your Cash Flow While Drinking Coffee: Simple and Easy Hacks To Grow Your Bank Account by Albert Corey, you can do just that! This book is all about making your coffee time work harder for you, without adding extra stress to your busy life. Albert Corey has come up with some really smart, easy-to-follow tips that fit right into your daily routine. You don’t have to make huge changes or give up your favorite coffee ritual. Instead, Corey shows you how small tweaks during your coffee breaks can lead to big improvements in your financial situation. Whether you’re juggling a hectic schedule or just looking for simple ways to boost your finances, Corey’s advice is practical and straightforward. From clever budgeting tricks to smart saving methods, he covers everything you need to know to make your money work harder for you—all while you enjoy your cup of joe. In the book, you’ll find actionable tips on managing your investments, cutting expenses, and spotting opportunities for financial growth. It’s all designed to be easy and enjoyable, so you can start seeing results without overhauling your daily routine. Corey’s writing style is engaging and down-to-earth, making complex financial concepts easy to understand. You’ll feel like you’re getting advice from a friend who’s really good with money—one who knows how to make finance fun and manageable. So, if you’re ready to turn your coffee time into a chance to grow your…

Jelani Gonzalez: Ready to minimize risk? Discover key tactics

Liz Rubico September 5, 2024 September 5, 2024Meet The Authors

“Ready to minimize risk? Discover key tactics” speaks directly to one of the biggest fears new entrepreneurs face: what if it all goes wrong? Starting a business is exciting, but let’s be honest—it’s also nerve-wracking. That’s where Jelani Gonzalez’s Small Business Start-Up Tactics comes in. He gets it: the fear, the uncertainty, and the risks. But he also knows that with the right approach, you can seriously lower the chances of things going sideways. One of the first things Gonzalez emphasizes is market research. It sounds obvious, but so many people skip this step. They get excited about their idea, dive in, and then wonder why no one’s interested. Gonzalez shows how to avoid this by really getting to know your audience before you launch anything. Who are they? What do they want? What problems can you solve for them? By doing your homework upfront, you can save yourself a lot of headaches (and money) later on. Another area Gonzalez focuses on is financial planning. Let’s face it—many startups run out of money because they don’t plan for the unexpected. Gonzalez makes it simple, explaining how to set a budget, manage your cash flow, and always have a financial cushion for those “just in case” moments. He’s all about practical steps, like keeping personal and business finances separate (which can be a lifesaver if things get tight). Then there’s the legal stuff. It’s one of those things no one really wants to deal with, but skipping it can lead to bigger problems later. Gonzalez covers the…

Sally Pederson: The Ultimate Guide to Global Wealth: Reducing Taxes and Securing Your Future

Liz Rubico September 1, 2024 August 30, 2024Meet The Authors

International Money Mastery: Avoid Common Mistakes When Reducing Taxes to Zero or Single Digits, Protecting Assets, and Gaining International Freedom With Residencies and Citizenships by Sally Pederson is your go-to manual for taking charge of your financial future on a global level. If you’ve ever felt overwhelmed by the idea of managing your wealth internationally, this book is here to help. Sally Pederson explains the intricacies of global finance in an approachable manner, enabling you to lawfully reduce your tax obligations, safeguard your assets, and achieve true financial independence. Everything you need to know to keep within the law and reduce your taxes to zero or single digits is included in this tutorial. Sally provides you with the knowledge and resources to leverage foreign tax rules to your advantage. You will discover the advantages of obtaining several citizenships and residences, how to choose the nations that will best support your financial objectives, and clever strategies for protecting your riches from possible threats. What makes this book stand out is how practical it is. Sally doesn’t just talk about theories—she gives you real, actionable steps you can take right now. From setting up offshore accounts and trusts to using international business structures for better tax efficiency, she walks you through it all. And don’t worry if you’re new to this; Sally’s straightforward style makes it easy for anyone to follow along, whether you’re a seasoned investor or just starting to think about your financial future. Throughout this book, Sally shares real…

Marci Grossman: From Confusion to Clarity: Mastering Financial Literacy with MoneyMarci

Liz Rubico August 30, 2024 August 26, 2024Meet The Authors

MoneyMarci’s Guide to Financial Literacy by Marci Grossman is the go-to guide for anyone who wants to get a handle on their finances without getting lost in complicated jargon. If you’ve ever felt overwhelmed by money matters, you’re not alone—and this book is here to help. Grossman, better known as MoneyMarci, breaks down all the essentials of financial literacy in a way that’s easy to understand and even easier to apply to real life. Think of this book as your friendly guide to everything you wish you’d learned about money sooner. Marci starts by addressing the common fears and myths that hold people back when it comes to managing their finances. From there, she walks you through the basics, covering everything from budgeting and saving to investing and managing credit. No matter where you are in your financial journey—just starting out, or looking to improve your skills—there’s something here for everyone. What makes it so refreshing is Marci’s approachable style. She uses real-life examples and relatable stories to make sure the information hits home. It’s like having a conversation with a trusted friend who’s been there, done that, and is ready to share the secrets of financial success. Her friendly, down-to-earth tone takes the intimidation out of topics like debt reduction and building wealth, making it feel like you’re getting practical advice from someone who genuinely wants to see you succeed. Throughout the book, Marci emphasizes the importance of setting clear, achievable financial goals. She provides step-by-step advice on how to create…

EDWIN ZAPATA: Fast-Track to Wealth: Strategies for Financial Abundance

Liz Rubico August 28, 2024 August 26, 2024Meet The Authors

Edwin Zapata’s book Your Next Step – New Tools For Financial Abundance NOW! is a practical manual for anyone looking to take control of their financial situation and accumulate genuine wealth. In a time when a lot of people are apprehensive about money, Zapata provides a clear-cut method for reaching financial success. This book is full of simple tactics and advice that will help you improve your financial condition. Basing it from his own experience of going from financial struggles to success, Edwin shares valuable lessons that have shaped his journey. He believes that the key to financial success starts with a shift in mindset—from thinking about what you lack to focusing on the abundance you can create. Throughout the book, he walks readers through essential topics like budgeting, saving, investing, and building multiple income streams, all while making these concepts simple and relatable. The book is full of real-life examples and success stories that show how these strategies can work in the real world, giving readers the motivation to start taking action. Edwin also emphasizes the importance of setting clear goals, developing good habits, and maintaining a positive attitude. He encourages readers to dream big and gives them the tools they need to make those dreams a reality. Whether you’re trying to get out of debt, save for something special, or build a business that provides financial freedom, Fast-Track to Wealth offers the guidance you need to succeed. Edwin Zapata’s Your Next Step – New Tools For Financial Abundance NOW!…