Wealth Witches

Tax Planning 101: How to Stay Ahead of Your Tax Bill

Mon, 06 Apr 2026 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn breaks down how to make taxes less stressful by shifting how you think about them throughout the year, not just during tax season.

She explains how quarterly estimated taxes work, when you’re required to pay them, and how they help spread out your tax liability instead of creating a large bill at the end of the year. The episode also covers underpayment penalties, different approaches to paying taxes, and how to decide what works best for your situation.

Katelyn also addresses common misconceptions, including why paying quarterly doesn’t guarantee you won’t owe at year-end, and why leaving money in your business account doesn’t reduce your tax bill. She walks through how to use tax calculators to estimate what you owe and why relying solely on last year’s numbers can be misleading if your income changes.

The episode closes with a broader perspective on tax strategy: why last-minute spending rarely saves money, how to think about deductions more intentionally, and why reviewing your finances throughout the year leads to better decisions and fewer surprises.

Key Takeaways

Quarterly taxes help spread out your tax payments and reduce large year-end bills.
Paying quarterly does not guarantee you won’t owe at year-end.
Leaving money in your business does not reduce your tax liability.
Retirement contributions can be a more strategic way to reduce taxes.
Income changes can make prior-year estimates inaccurate.
Reviewing taxes throughout the year creates better financial decisions.

Check out the Get Your Finance Shit Together Self-Study Course: https://thefreelancecfo.biz/gyfstss

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

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Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves

The Hidden Money Patterns Keeping You Stuck in Your Business with Scarlett Stanhope

Mon, 23 Mar 2026 12:00:00 -0400

This week on the Wealth Witches Podcast, Katelyn sits down with Scarlett Stanhope, also known as the Biz Hippie, to explore the deeper layers of money, mindset, and business.

Scarlett shares her journey from high-achieving burnout to building a life rooted in alignment, and how that transformation led her to help others redefine their relationship with money. Together, they unpack why fear, avoidance, and scarcity patterns show up in our finances and how those patterns often stem from unconscious beliefs and past experiences.

This conversation dives into the connection between self-awareness and financial success, showing that making more money isn’t the solution if your internal relationship with money hasn’t shifted. Scarlett explains how clarity, emotional awareness, and intentional money management can reduce stress and restore a sense of control.

They also explore how money can actually become a powerful and even fun tool when used consciously, helping you create a life and business that supports your wellbeing instead of draining it.

Whether you’re navigating financial stress, building a business, or simply wanting a healthier relationship with money, this episode offers a grounded yet expansive perspective on what true wealth really looks like.

Key Takeaways

Most money stress comes from not having a clear picture of your finances.
Your relationship with money is shaped by subconscious beliefs and past experiences.
Awareness is the first step to shifting financial behaviors and habits.
Managing your money gives you back control and reduces anxiety.
Healing your relationship with money directly impacts your business growth.

Guest Bio:

Scarlett Stanhope, aka The Biz Hippie, teaches coaches to conquer their finances and own their worth so they can be fully supported by the work they love!

Scarlett harnessed the power of money to break free from her workaholic career path and pursue her dreams.

She uses a combination of tangible money management strategies as well as a variety of coaching techniques to help her clients transform their mindset and relationship to money, allowing them to strategically achieve their goals.

Connect with Scarlett Stanhope:

Website: https://thebizhippie.com/

Free Money Mindset Quiz: https://thebizhippie.com/quiz/

Instagram: https://www.instagram.com/thebizhippie/

Empowered & Abundant Podcast: https://thebizhippie.com/podcast/

LinkedIn: linkedin.com/in/scarlett-stanhope

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Throughout October 2025 you can get 2 months free with our annual option! Sign up today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

The Most Tax-Efficient Way to Pay Yourself

Mon, 02 Mar 2026 12:00:00 -0400

In this episode, Katelyn answers one of the most common (and most misunderstood) questions from entrepreneurs: how do you actually pay yourself?

She breaks down the differences between paying yourself as a sole proprietor, single-member LLC, partnership, and S-Corp. You’ll learn why owners draws are not payroll, why how you move the money doesn’t change your tax liability, and how to set up a consistent system that keeps your cash flow predictable.

The episode also covers when payroll is required, how S-Corp elections change the process, and why semi-monthly payroll may be more practical than biweekly. If you’ve ever worried you’re “doing it wrong” or avoided paying yourself because of tax confusion, this episode brings clarity and simplicity to the process.

Key Takeaways

Owner’s draws are not payroll and do not count as business expenses.
You pay taxes on profit whether you transfer the money to yourself or leave it in the business.
Setting a consistent weekly or biweekly pay schedule reduces chaos.
Sole proprietors and single-member LLCs have flexibility in how they pay themselves.
S-Corps must run payroll to maximize tax benefits.
Profit distributions and bonuses are handled differently than payroll wages.

Check out Gusto to simplify your payroll: https://thefreelancecfo.biz/gusto

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Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Building Your Business Foundation: Entities, Banking & Legal Setup

Mon, 16 Feb 2026 12:00:00 -0400

In this episode, Katelyn walks through the foundational decisions every business owner needs to make when setting up or restructuring their business.

From choosing the right entity type to understanding when an S-Corp election makes sense, she breaks down what each option means and how it affects your taxes and long-term flexibility.

She also covers the difference between contractors and employees, how to properly register with the IRS and your state, what to consider when choosing a registered agent, and why opening the right business bank accounts matters for growth and organization.

The episode closes with key legal considerations, including contracts, intellectual property protection, and operating agreements, especially for multi-member businesses.

This episode is a comprehensive roadmap for anyone who wants to build their business on a solid financial and legal foundation.

Key Takeaways

Choose the right entity (sole proprietor, LLC, S-Corp) based on long-term goals.
Evaluate state costs before forming an LLC.
Consider an S-Corp election once profits reach $40–50K.
Know the difference between contractors and employees.
Register properly at the federal, state, and local levels.
Open dedicated business bank accounts and establish credit early.
Put contracts and legal protections in place from the start.
Use operating agreements for partnerships and multi-member entities.

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Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Understanding the Strategy Behind Your Business Finances

Mon, 02 Feb 2026 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn explains the difference between financial tips and financial strategy, and why knowing the “why” behind your money decisions is what actually supports business growth.

She walks through how systems, reporting, and financial structure connect to your personal goals, business model, and long-term plans.

The episode covers how to read key reports like your Profit & Loss statement and Balance Sheet, why categorizing transactions isn’t enough on its own, and how understanding your numbers leads to better decisions about growth, hiring, and profitability.

This is a foundational episode for business owners who want to move beyond surface-level advice and build a financial strategy that aligns with their goals.

Key Takeaways

Tips are tasks. Strategy is understanding why those tasks matter.
Financial decisions should align with your personal and business goals.
Bookkeeping without understanding reports limits your growth potential.
Your Profit & Loss shows profitability trends and spending patterns.
Your Balance Sheet reflects what you own, owe, and take from the business.
Clear financial reporting supports better hiring, pricing, and growth decisions.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

The #1 Finance Rule That Strengthens Your Business Foundation

Mon, 19 Jan 2026 12:00:00 -0400

In this solo episode, Katelyn explains why treating your business like a legitimate business starts with one foundational practice: separating business and personal finances.

She breaks down how commingling funds creates legal risk, bookkeeping issues, missed deductions, and unclear profitability. The episode also highlights how clean financial records support better decision-making, including identifying what services or products are actually driving revenue.

This is a practical episode for business owners who want stronger systems, cleaner taxes, and clearer direction.

Key Takeaways

Separate business and personal finances to reduce legal and tax risk.
Commingling funds creates bookkeeping errors and leads to missed deductions.
Clear records allow you to measure profitability and make informed business decisions.
Reviewing income and expenses regularly helps you identify what to keep, refine, or eliminate.
Treating finances seriously supports long-term stability and growth.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

The Woo Side of Business: Intuition, Alignment, and Wealth with Leah Weinberg

Mon, 05 Jan 2026 12:00:00 -0400

This week on the Wealth Witches Podcast, Katelyn is joined once again by attorney, author, and former wedding industry pro Leah Weinberg, but this time, they’re going beyond business structure and diving into the woo side of entrepreneurship.

From human design and astrology to energetic alignment and spiritual self-awareness, Leah opens up about her journey into the world of intuitive and holistic practices, and how understanding her energy has transformed the way she runs her business and honors her wellbeing.

This conversation explores how honoring rest, self-knowledge, cycles, and intuition allows us to build wealth and businesses that actually support our lives, instead of draining them.

Whether you’re deeply spiritual or just curious, this episode invites you to expand your lens on success, decision-making, and self-care without abandoning logic, practicality, or strategy.

Key Takeaways

Self-awareness is one of the most important tools in business and life.
Human design and astrology can help us understand how we naturally operate.
Rest isn’t laziness; it’s energetic recalibration.
Clearing space creates room for aligned opportunities.
Wealth supports freedom, autonomy, and authentic self-expression.
Intuition can coexist with grounded strategy and professional structure.
Understanding your cycles helps prevent burnout.

Guest Bio:

Leah Weinberg is the founder of Weinberg Legal, an attorney, a recovering wedding planner, and the author of The Wedding Roller Coaster.

After nearly a decade running her New York-based wedding planning company, Color Pop Events, she returned to her legal roots to support creative entrepreneurs and event professionals.

She’s also a longtime WeddingPro Educator with The Knot and WeddingWire, and speaks at industry events all over the world.

Connect with Leah Weinberg:

Website: https://www.weinberglegal.com/

Instagram: https://www.instagram.com/theLeahWeinberg

LinkedIn: https://www.linkedin.com/in/leah-weinberg-50655a19/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

End-of-Year Finance Checklist: How to Close Out Your Year

Mon, 22 Dec 2025 12:00:00 -0400

This episode is your short, practical, no-fluff guide to wrapping up your financial year with confidence. Katelyn walks you through the essential December checklist for business owners and anyone DIY-ing their bookkeeping or preparing for tax season.

From reconciling your November statements to preparing W-9s, reviewing your subscriptions, and strategically timing year-end purchases, this episode breaks down the tasks that save stress, money, and time.

If you’ve ever wondered, “Am I missing something important before year-end?” this is your go-to reminder list. It’s simple, actionable, and perfect to replay every December.

Key Takeaways

Reconcile November fully so your books match your actual statements.
Categorize all Q4 activity and get December caught up even before the month closes.
Estimate your Q4 taxes using prior-year comparisons or a calculator.
Never buy unnecessary items “just to save taxes.” Use the tax-bracket strategy instead.
Send W-9 reminders to anyone you paid $600+ for services via cash, check, ACH, Venmo, Zelle, etc.
Review subscriptions quarterly so unused tools don’t drain profit.
Year-end is the best time to catch bookkeeping issues before tax season begins.

Resources:

Smart Year-End Tax Strategies: https://thefreelancecfo.biz/blog/smart-year-end-tax-strategies-balancing-spending-and-tax-savings
Quarterly Estimated Taxes Made Simple: https://thefreelancecfo.kartra.com/page/QuarterlyEstimatedTaxesMadeSimple

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

The Seasonality of Success: Planning Your Year With Intention

Mon, 08 Dec 2025 12:00:00 -0400

In this throwback episode, Katelyn Magnuson dives into the natural seasonality that shapes her life, business, energy, and creativity. She shares how her year unfolds in cycles, from the demanding winter tax season, to the ease and rest of summer, to the productive spark of early fall, and how honoring these rhythms has transformed her personal well-being and the way she leads her team.

Katelyn discusses how energy, weather, menstrual cycles, relationships, and business demands all influence how she works and rests. She also explores how shifting responsibilities, team dynamics, and personal boundaries create more sustainable workflows throughout the year. This episode is an invitation to acknowledge and work with your own cycles instead of forcing yourself into constant productivity.

Key Takeaways

Your business and personal life both move through natural cycles; acknowledging them reduces burnout.
Productivity, creativity, rest, and ease each have their own seasons, and all are necessary.
Shifting responsibilities within your home and team can create balance during busy periods.
Energy levels fluctuate weekly and monthly; aligning your tasks (like calls or creative work) with your cycles supports better outcomes.
Resource allocation becomes more intuitive when you notice team members’ strengths and preferences.
Seasonal planning helps you prepare for busy periods, downtime, and energetic changes with more intention.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Owning Your Multi Passionate Self Changes Everything

Mon, 17 Nov 2025 12:00:00 -0400

In this empowering solo episode, Katelyn Magnuson explores what it truly means to be multi-passionate in a world that keeps telling us to “pick a lane.”

She shares her own journey from corporate roles to entrepreneurship, and how embracing her many interests (numbers, magic, sustainability, creativity, and teaching) became her greatest advantage.

From rebranding The Confident Money Podcast into Wealth Witches to fully integrating her left-brain business strategy with her right-brain intuition, Katelyn dives into the freedom that comes from rejecting the idea of being “too much.”

This episode reminds listeners that your quirks, curiosity, and constant reinvention are not distractions… they’re your magic.

Key Takeaways

“A jack of all trades is a master of none, but oftentimes better than a master of one.”
Being multi-passionate is not a flaw; it’s a reflection of depth, creativity, and adaptability.
You can build systems that honor both novelty and structure, especially for neurodivergent entrepreneurs.
Integrating spirituality, creativity, and business creates more authentic success.
The world needs more people willing to show up as their full, unfiltered selves.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Money as a Catalyst for Change with Leisa Peterson

Mon, 03 Nov 2025 12:00:00 -0400

In this week’s episode, Katelyn sits down with Leisa Peterson, money coach, author, and founder of WealthClinic, to explore the deeper connection between wealth, worthiness, and self-awareness.

A former financial advisor turned mindful money mentor, Leisa helps entrepreneurs revolutionize their relationship with money by addressing the mindset and behavioral patterns traditional finance often ignores.

With over 30 years of experience in wealth management, Leisa shares how money can serve as a mirror for our inner world, revealing patterns of scarcity, fear, or overgiving that keep us from living in abundance. She also discusses how awareness and self-reflection are the first steps toward lasting financial freedom, and how aligning giving and receiving creates balance at the heart (and heart chakra) of true wealth.

From her Mindful Millionaire framework to lessons learned through her new parable, The Money Catalyst, Leisa reminds us that building wealth isn’t just about numbers; it’s about healing, reinvention, and permission to live fully.

This is an episode for anyone ready to explore the energetic and emotional side of money and use wealth as a tool for deep, lasting change.

Key Takeaways

Money can be a mirror for personal growth, not just a means of exchange.
Awareness and honesty about your relationship with money create the foundation for change.
Balancing giving and receiving helps heal feelings of scarcity and overgiving.
Wealth gives you freedom to reinvent yourself, make aligned choices, and live fully.
Everyone’s version of abundance looks different, and that’s the beauty of it.

Guest Bio:

Leisa Peterson is a money coach and ‘sudden wealth’ specialist who helps entrepreneurs revolutionize their relationship with money. After years working as a traditional financial advisor, she founded WealthClinic to address what the industry was missing—the behavioral and mindset aspects of wealth-building.

Author of “The Money Catalyst” and “The Mindful Millionaire,” Leisa was recognized by Forbes as one of the pioneering “10 Women Driving Growth in Wealth Management and Investing.” She uses practical tools like the GAP Analysis to guide clients from their current situation to millions, focusing on productive assets, debt elimination, and automated savings systems.

Connect with Leisa Peterson:

Website: https://www.wealthclinic.com/

Email: lpeterson@wealthclinic.com

Prosperity Quiz: https://www.wealthclinic.com/quiz/

The Money Catalyst Book: https://moneycatalystbook.com/

The Mindful Millionaire Book: https://www.mindfulmillionairebook.com/

Instagram: https://www.instagram.com/leisapeterson/

Facebook: https://www.facebook.com/leisa.peterson/

LinkedIn: https://www.linkedin.com/in/leisapeterson1/

🔮 Wealth Witches™ Monthly Membership🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

How to Build Money Habits That Don’t Burn You Out

Mon, 20 Oct 2025 12:00:00 -0400

In this grounding solo episode, Katelyn Magnuson blends the tactical with the magical to show you how to build money routines that actually work… even when your energy is low.

She shares how daily money check-ins, weekly “CEO-level” cash flow rituals, and monthly reflections can help you stay connected to your finances without shame or overwhelm.

Katelyn also explores how astrology, menstrual cycles, and energetic rhythms can guide your money management so it feels intuitive, not forced.

Whether you’re new to financial routines or trying to reconnect with your business finances, this episode offers practical structure with a gentle, self-aware twist.

Also check out:

Cycle Sync Your Biz with Guest Christy Villasenor: https://wealth-witches.captivate.fm/episode/40
Creating a Wedding Business that Actually Feels Good with Aislinn McKenna: https://wealth-witches.captivate.fm/episode/41

Key Takeaways

Start with daily 5-minute “money check-ins” to ground yourself and prevent avoidance.
Turn financial tracking into a gratitude practice, be thankful for both income and expenses.
Schedule weekly “money dates” to review cash flow, bookkeeping, and upcoming expenses.
Use monthly reviews to identify trends, plan for slow seasons, and audit subscriptions.
Contracts, clarity, and communication are acts of kindness that support both you and your clients.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Sales Skills: The Hidden Wealth Accelerator with Maria Bayer

Mon, 06 Oct 2025 12:00:00 -0400

In this episode, Katelyn sits down with high-ticket sales coach Maria Bayer, the creator of Irresistible Selling. With over $25 million in personal sales, Maria has helped countless entrepreneurs raise their rates, shorten their sales cycles, and step into confidence they didn’t know was possible.

Maria shares her journey from finance to software sales, the mindset shifts that transformed her income, and the importance of learning to sell in a way that feels authentic. She explains how avoiding proposals and tough conversations carries an unseen cost, why “benefit of the benefit” language changes everything, and how mastering sales skills spills into freedom, confidence, and generational wealth.

If you’ve ever dreaded sales calls or underpriced your services, this conversation will help you reframe selling as a tool for impact, freedom, and financial empowerment.

Key Takeaways

Sales is about connection and transformation, not features and pressure.
Mindset alignment can triple your income and confidence.
Raising your rates works like compound interest.
Avoidance in sales is an energetic block that delays wealth.
Authentic sales ripple into every area of life, from family to financial freedom.

Guest Bio:

Maria Bayer is a leading sales and mindset strategist for wedding and event professionals who want to book next-level clients and scale their businesses to multi 6 and 7-figures. She teaches a modern sales approach that empowers clients to connect authentically, command top dollar, and achieve rapid results. Her clients often see a 2-10x sales increase within a year, transforming both their businesses and their belief in what’s possible.

As the creator of Irresistible Selling, Maria offers forward-thinking strategies for fast, sustainable growth without chasing or being salesy. With over $25 million in personal sales and a background negotiating with industry giants like Target and Best Buy, she equips her clients with advanced strategies that go beyond traditional wedding industry teachings, giving them a competitive edge.

A sought-after speaker, Maria has shared her expertise at top industry events and with organizations such as WIPA, ILEA, ABC, Be Sage, The Wedding Pro CEO Summit, Sarah Does SEO, Rock Paper Coin, Refine Collective, and many more, as well as corporate workshops and training sessions. Through her community, speaking engagements, and authorship, Maria is elevating the wedding industry by raising the bar on what business owners can charge and how much they can earn.

Connect with Maria Bayer:

Website: https://www.mariabayer.com/

Instagram: https://www.instagram.com/MariaBayer1

Apply to Irresistible Selling: https://members.mariabayer.com/2025-is/

Take the Sales Style Quiz: https://bit.ly/wedding-sales-quiz

Facebook Group: https://www.facebook.com/groups/LearnCollaborateFlourish

Book A Client in 5 Days Challenge: https://mariabayer.lpages.co/bac-challenge/

The Ultimate Booking Blueprint: https://bit.ly/booking-blueprint

🔮 Wealth Witches™ Monthly Membership🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Unlocking Your Intuition in Business with Jenn Cohen

Mon, 22 Sep 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn welcomes Jenn Cohen, intuitive consultant and former entertainment industry executive, to explore how intuition can transform not just your personal life but also your career and company culture.

From navigating a life-changing spiritual experience at age 20 to bridging creativity and corporate strategy in her 27 years in entertainment, Jenn has seen firsthand how listening to your inner knowing leads to clarity, better decisions, and stronger alignment in teams.

Together, Katelyn and Jenn break down why intuition is not “woo”, it’s energy, strategy, and leadership. They discuss practical ways entrepreneurs and executives can use intuitive practices to improve decision-making, create more cohesive teams, and break free from toxic hustle culture.

If you’ve ever ignored your gut feeling only to regret it later, this conversation will show you how to recognize resistance, pivot with clarity, and lean into the guidance your intuition is already offering.

Key Takeaways

Intuition is not your sixth sense; it’s your first sense.
How Jenn used intuition in high-stakes corporate hiring and strategy.
Practical ways to spot resistance in your business and turn it into aligned action.
Why intention matters more than goals for building aligned teams.
Tools for grounding yourself and hearing your intuition more clearly.

Guest Bio:

Jenn Cohen has always been fascinated by the power of intuition. Her journey into understanding this deeper, intuitive space began in her early 20s after a personal experience following the death of her father inspired her curiosity of how intuition would guide her life.

Throughout her 27-year career in the Entertainment Industry—collaborating with major studios like DreamWorks, NBCUniversal, IMAX, and WarnerMedia—Jenn discovered that some of the most impactful decisions often stemmed from intuition. Her unique approach and insights not only set her apart but also led to career advancements and recognition in a highly competitive field.

After stepping away from the corporate world, Jenn embraced her calling as an intuitive consultant, applying her skills to help both individuals and organizations unlock their potential. Today, she empowers clients—from individuals to executives to entire teams—with practical tools to gain clarity, recognize blind spots, and make decisions aligned with their goals. Jenn’s programs and coaching sessions are designed to cultivate a stronger sense of purpose and enhance productivity, creativity, and connection in professional settings.

Jenn’s work supports individuals and companies alike, creating pathways for growth by blending intuitive insights with actionable strategies. She is dedicated to helping her clients break through self-imposed barriers, trust their inner voice, and achieve greater fulfillment in both personal and professional realms.

Connect with Jenn Cohen:

Website: https://www.jenncohenintuitive.com/

Instagram: https://www.instagram.com/jenncohenintuitive

LinkedIn: https://www.linkedin.com/in/jenn-cohen-intuitive-consultant/

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Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

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Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Building a Steady Path Through Economic Uncertainty

Mon, 08 Sep 2025 12:00:00 -0400

When sales slow, it’s easy to panic, freeze, or throw spaghetti at the wall, hoping something sticks. In this solo episode, Katelyn Magnuson breaks down exactly how to navigate dips in sales and economic uncertainty without losing your footing.

From client relationships to financial planning, she shares how to spot early warning signs, make confident business decisions, and build stronger systems so you can bounce back with clarity.

This episode is packed with real-life examples that show how small shifts can help you stay profitable and aligned.

If you’ve ever felt anxious about cash flow, worried about client bookings, or struggled with knowing what to do during off-peak seasons, this episode will leave you with practical strategies you can implement right away.

Key Takeaways

Prioritizing client relationships and experiences is the strongest safety net during uncertain times.
Early feedback loops help improve systems and foster trust with clients.
Sales slowdowns don’t always mean failure; it’s often a chance to refine your offers or payment structures.
Off-peak seasons can be used intentionally: rest, community-building, or creating new offers.
Knowing your numbers gives you the confidence to make aligned business decisions.
Aligned action (even small steps) reduces anxiety and keeps momentum moving forward.

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Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Breaking Free From The Matrix with Danielle McCleerey

Mon, 18 Aug 2025 12:00:00 -0400

In this transformative episode of the Wealth Witches Podcast, Katelyn sits down with Danielle McCleerey to explore how human design, astrology, and nervous system regulation can radically shift the way you do business.

From her decade-long career at SoulCycle to building multiple thriving ventures, Danielle opens up about the turning points that shaped her approach to sustainable success, including the personal loss that became the catalyst for deep healing and transformation.

She shares her four-pillar framework for aligning your business with your energetic blueprint, how to identify and honor your “life context” and why choosing unfamiliar peace over familiar chaos is the key to lasting change.

Note: This was pre-recorded and may reference a time frame that is not current!

Key Takeaways

Human design and astrology provide a blueprint for aligned living and business.
Regulating your nervous system is essential for making clear, sustainable decisions.
External validation can fuel burnout; alignment creates long-term success.
Saying “no” to misaligned offers opens space for more peace and freedom.
The future of business is connection-driven, transparent, and energetically aligned.

Guest Bio:

Danielle McCleerey is a multidimensional guide, speaker, and the founder of Danielle on the Daily, Inc., a brand rooted in soul, strategy, and sovereignty.

She has built multiple 6-figure businesses, reinvented herself more than once, and coached hundreds of entrepreneurs, artists, and leaders who refuse to settle for surface-level success. They seek depth, alignment, and truth.

Danielle is an industry leader in Human Design, astrology, somatic healing, neurolinguistics programming, meditation, and breathwork, using each of these tools to recover from burnout, grief, and the relentless pressure to perform.

With a stellium in Sagittarius in her 2nd house and a Leo Midheaven, she channels visionary truth, leads with fierce intuitive wisdom, and helps others build lives and legacies rooted in soul, value, and purpose.

As a Scorpio rising, Danielle sees the unseen, calls out the shadow, and transforms it into power. She holds nothing back.

Danielle believes that when you know yourself, you win. And when you embody that knowing, you change everything.

Connect with Danielle McCleerey:

Website: https://daniellemccleerey.com/

Instagram: https://www.instagram.com/danielle_onthedaily

TikTok: https://www.tiktok.com/@danielle_onthedaily

Podcast: https://podcasts.apple.com/us/podcast/on-the-daily/id1548077381

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Contractor vs Employee for Small Business Owners with Leah Weinberg

Mon, 04 Aug 2025 12:00:00 -0400

In this eye-opening episode of the Wealth Witches Podcast, Katelyn sits down with Leah Weinberg, a lawyer, author, and former wedding planner, to unpack one of the most misunderstood topics in the business world: the legal and financial differences between employees and independent contractors.

Whether you’re hiring your first team member or reviewing your current structure, Leah breaks down what every small business owner needs to know to stay compliant, avoid costly fines, and make confident decisions.

They also dig into the real risks of misclassification, why a contract doesn’t automatically protect you, and how your business might accidentally be waving red flags without even realizing it.

Key Takeaways

Why misclassifying a contractor as an employee can trigger audits, fines, and back taxes.
How to proactively audit your working relationships before the government does.
The surprising red flags that can expose your business to legal risk.
Identifying when it’s time to reassess, reclassify, and maybe even "tell on yourself" to the IRS.

Guest Bio:

Leah Weinberg is the founder of Weinberg Legal, an attorney, a recovering wedding planner, and the author of The Wedding Roller Coaster.

After nearly a decade running her New York-based wedding planning company, Color Pop Events, she returned to her legal roots to support creative entrepreneurs and event professionals.

She’s also a longtime WeddingPro Educator with The Knot and WeddingWire, and speaks at industry events all over the world.

Connect with Leah Weinberg:

Website: https://www.weinberglegal.com/

Instagram: https://www.instagram.com/theLeahWeinberg

LinkedIn: https://www.linkedin.com/in/leah-weinberg-50655a19/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Rewriting the Rules of Business with Human Design with Mel McSherry

Mon, 21 Jul 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn sits down with international business and life guide Mel McSherry for a soul-deep conversation about human design, energy management, and building a profitable business rooted in who you actually are.

Mel shares their journey from being a personal trainer and coach to becoming a spiritual business guide, integrating human design into every layer of their work. Together, Katelyn and Mel explore how traditional business advice can lead to burnout, and how flipping the script through energetic alignment can unlock deeper clarity, profit, and joy.

If you've ever felt like entrepreneurship was exhausting, confusing, or misaligned, this episode offers radical permission to reimagine success on your own terms.

Key Takeaways

Human design as a practical and profitable tool for sustainable business growth.
How to structure your business around your energy type.
Burnout from following copy-paste formulas.
How spirituality and strategy co-exist in business.
Prioritizing mental and emotional profitability for lasting financial abundance.

Guest Bio:

International business & life guide Mel McSherry helps inspired yet overwhelmed entrepreneurs honor their lives and become the architects of their own success.

Mel uses their spiritual gifts, as well as their 14+ years of business building experience, to slash entrepreneurs’ stress and bring their success to life! Using both Human Design in partnership with traditional business development tools, Mel coaches others on how they can connect to what they want, understand how they are designed to create what they want, and implement their strengths and strategies, so every day they are profitable– mentally, emotionally and financially.

As an entrepreneur since 2010, Mel has launched two successful businesses, become a 2x published author, spoken almost 200 times all over the US and overseas, and created a true life by design– all while being the primary caregiver to their 13-year-old son who is autistic.

Connect with Mel McSherry:

Website: https://www.melmcsherry.com/

Virtual Coffee with Mel: https://www.melmcsherry.com/contact

Instagram: https://www.instagram.com/mel_mcsherry/

LinkedIn: https://www.linkedin.com/in/melmcsherry/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Finding Community in a Chaotic World

Mon, 07 Jul 2025 12:00:00 -0400

In this deeply reflective solo episode of the Wealth Witches Podcast, host Katelyn Magnuson opens up about the heaviness of the world right now and how she’s navigating it through community, connection, and choosing presence over perfection.

She shares her personal struggles living in a politically mismatched area, the loneliness that can come from feeling disconnected from her local community, and how she’s intentionally rebuilding, both locally and long-distance.

From planning batch cooking days with friends to romanticizing errands as quality time, Katelyn walks through what real, sustainable community looks like and how we can lean into it without falling into toxic hustle culture. This episode is also a powerful invitation to reject isolation and rediscover joy, even when the world feels overwhelming.

If you’ve been craving authentic friendships, value-aligned conversations, and deeper roots, this one’s for you.

Key Takeaways

Community isn’t just about friends; it’s about shared values, mutual support, and showing up.
Even errands, brunch, or cooking can be powerful ways to nurture relationships.
Long-distance friendships can thrive with intention.
Consistent small gestures matter more than grand meetups.
Local connection takes effort, especially in places that don’t align with your identity or values.
In a world full of burnout and injustice, choosing joy, rest, and community is a radical act of resistance.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Legacy, Logins, & Loved Ones: The Overlooked Essentials of Modern Estate Planning with David Edey

Mon, 16 Jun 2025 12:00:00 -0400

In this honest and eye-opening episode of the Wealth Witches Podcast, Katelyn is joined by Certified Executor Advisor and bestselling author David Edey for a candid conversation about death, inheritance, and the legacy you leave behind.

David shares his personal story of spending 7 years, $50,000, and 10 court appearances settling his parents’ estate, even though they had a will. Now he’s on a mission to help families avoid the emotional and financial disasters that can happen when estate planning is delayed or ignored.

Together, they cover everything from executor horror stories and sibling fallout to digital asset planning and why updating your will isn’t enough. This episode is filled with practical tools, surprising stats, and necessary truths about the messiness of family, grief, and money.

Key Takeaways

Why having a will isn’t enough—and what most people forget to update.
The real workload (and emotional toll) of being an executor.
How to initiate estate conversations with resistant or secretive family members.
The power of digital asset planning and why it’s often overlooked.
What to do today to make your estate easier on your loved ones tomorrow.
Why financial literacy matters just as much as financial legacy.
The biggest mistakes that leave families in chaos after death.

Guest Bio:

David Edey is a Certified Executor Advisor with over 40 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, Stories of Life, Death and Legacy.

Connect with David Edey:

Website: https://www.davidedey.com/

The Executor Help Book: https://www.davidedey.com/executorhelpbook.html

Resources: https://www.davidedey.com/resources.html

LinkedIn: https://www.linkedin.com/in/david-edey-cea-b524342/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Healing Wealth Wounds through Identity, Inheritance & Inner Work with Melissa Hoyer

Mon, 02 Jun 2025 12:00:00 -0400

In this deeply nourishing episode of the Wealth Witches Podcast®, Katelyn is joined by Certified Financial Planner™ and Life/Wealth Coach Melissa Hoyer for a heartfelt conversation about the intersection of wealth, self-love, and identity.

Melissa works with inheritors and individuals navigating financial transitions to bring calm, confidence, and clarity into their relationship with money. Through a holistic blend of financial planning and coaching, she helps clients align their wealth with their values and create lives rooted in abundance, not just dollars.

Together, Katelyn and Melissa explore how self-love fuels abundance, how to feel wealthy even when your bank account doesn’t reflect it, and why wealth without intention can lead to stagnation. They also dive into Sacred Money Archetypes™ and how understanding your financial personality can empower better decisions and deeper fulfillment.

Whether you're newly wealthy, navigating financial change, or simply ready to stop living from a place of scarcity, this episode will help you rethink what it really means to be rich, from the inside out.

Key Takeaways

Why self-love is foundational to financial abundance.
How to feel abundant even when you don’t feel “wealthy” yet.
What Sacred Money Archetypes reveal about your money behavior.
The challenges (and growth) that come with inheriting wealth.
How “the Cauldron of Chaos” is part of any transformative financial journey.
Why wealth can magnify both your joy and your pain — and how to work with that.
What it looks like to truly thrive financially, emotionally, and spiritually.

Guest Bio:

Melissa Hoyer is a Certified Financial Planner™ and Life/Wealth Coach at The Wealth Conservancy. She specializes in helping inheritors and individuals with complex financial lives navigate their wealth with clarity and confidence.

Through her unique blend of coaching and planning, Melissa empowers clients to align their money with what matters most and live lives of deeper purpose and ease.

She also offers a private coaching program called Way Into Wealth, which blends practical guidance with inner work to help clients develop a thriving relationship with their finances.

Connect with Melissa Hoyer:

Website: https://www.thewealthconservancy.com/

Coaching Program: https://www.wayintowealth.com/

Email: melissa@wayintowealth.com

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

How Biases Shape Your Money Decisions with John De Goey

Mon, 19 May 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn sits down with portfolio manager and author John De Goey to unpack one of the most overlooked factors in personal finance: cognitive bias.

From optimism bias and confirmation bias to recency bias and emotional decision-making, John breaks down how our brains often sabotage our money moves, especially during periods of economic and political uncertainty.

Drawing from his book, John shares how many investors falsely believe they’re the exception to risk, why that can lead to poor decisions, and what we can do to recognize and course-correct.

Katelyn and John also dive into how historical patterns, behavioral economics, and even our upbringing influence financial habits more than we realize.

Whether you're investing for the long term or feeling paralyzed by current market volatility, this episode will help you make clearer, more grounded financial decisions moving forward.

Key Takeaways

Why optimism bias convinces people that bad financial outcomes won’t happen to them.
The role of recency bias in shaping emotional investment decisions.
How to spot and stop confirmation bias when managing your money.
The difference between understanding advice intellectually vs. implementing it emotionally.
How to "pre-mortem" your financial decisions to anticipate and prevent losses.
Why holding yourself accountable (or getting a money buddy) helps reduce emotional mistakes.

Guest Bio:

John De Goey is a Portfolio Manager at Designed Securities and a leading voice for investor rights and client-first financial advice. With over two decades of experience, he and his team support families with $250K+ in liquid assets through cost-effective, evidence-based investment strategies.

A Certified Financial Planner (CFP), Certified Investment Manager (CIM), and FP Canada FELLOW, John is committed to raising the bar in financial services by promoting education, transparency, and ethical standards.

He’s been named one of Canada’s Top 50 Advisors twice by Wealth Professional Magazine and received the Donald J. Johnston Award in 2017 for lifetime contributions to financial planning.

Connect with John De Goey

Website: https://www.johndegoey.ca/

LinkedIn: https://www.linkedin.com/in/johndegoey/

Twitter: https://x.com/STANDUP_Today

YouTube: https://www.youtube.com/@makebetterwealthdecisions

Podcast: https://open.spotify.com/show/164ZrmvuxArL6kGYLCRPV3?si=97946d019d2e4cae

Bullshift: How Optimism Bias Threatens Your Finances: https://a.co/d/04O2L64

STANDUP to the Financial Services Industry: https://a.co/d/2Vl6zOn

The Professional Financial Advisor IV: https://a.co/d/eSQ2XgM

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Astrology & Rebellion: An Annual Reflection

Mon, 05 May 2025 12:00:00 -0400

In this deeply personal and empowering episode of the Wealth Witches Podcast, host Katelyn Magnuson reflects on the past year of her life and what’s ahead as she turns 35. Through the lens of astrology, cycle awareness, neurodivergence, and radical self-expression, Katelyn shares the rituals, revelations, and routines that have shaped her identity, her business, and her next chapter.

From navigating Mercury retrogrades and Venus-led perfection years to celebrating body autonomy and creativity as a form of rebellion, this episode is both a love letter to self-discovery and a roadmap for reclaiming joy, softness, and fun as core pillars of success.

You’ll hear how she used astrology and cycle syncing to align her schedule, how a sleeve tattoo helped her reconnect with her body, how weight loss became a byproduct of healing (not obsession) and why embracing fun, play, and community is her theme for the year ahead.

Whether you’re a fellow Taurus sun or just feeling the birthday introspection vibes, this is your invitation to make your business and life feel more like you.

Key Takeaways

Track your astrology and cycle to support your energy.
Rest and joy are powerful forms of rebellion.
Expressing yourself helps you feel more confident.
Annual perfections offer clarity on your year ahead.

Loved the episode? Check out our self-study course Get Your Finance Sh*t Together: https://thefreelancecfo.biz/gyfstss

Learn More About Focusing Your Energy with Annual Profections: https://wealth-witches.captivate.fm/episode/38

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Somatic Success: Nervous System Secrets for Money Clarity with Sheridan Ruth

Mon, 21 Apr 2025 12:00:00 -0400

In this deeply human and healing episode of the Wealth Witches Podcast, Katelyn sits down with bestselling author and nervous system specialist Sheridan Ruth. Together, they explore the body-based foundations of true financial clarity and why regulation, not just budgeting, might be the missing piece in your money journey.

Sheridan opens up about her personal path, including a diagnosis of ADHD, navigating grief, and her lived experience with alopecia and trauma. From there, the conversation moves into powerful, grounded tools for listeners to tune into their bodies, reduce money anxiety, and finally stop collapsing into shame spirals around finances.

Whether you’re neurodivergent, healing from trauma, or just feeling stuck in scarcity cycles, Sheridan offers a radically compassionate approach to reconnect with your inner wisdom, make more aligned decisions, and create sustainable success in business and life.

Key Takeaways

How tuning into your body (not your bank balance) can reduce money anxiety
Why nervous system regulation helps you make better financial decisions
How ancestral and childhood experiences shape our money stories
Why processing shame requires compassion, not just somatic techniques
How to identify the parts of you that resist growth and work with them instead of against them

Guest Bio:

Sheridan Ruth is a bestselling author, nervous system specialist, and the creator of Body-Based Business® — a coaching model that blends somatic tools, nervous system wisdom, and business strategy to help entrepreneurs build sustainable success.

After losing all her hair to Alopecia and her ex to suicide, Sheridan rebuilt her life from the inside out, learning firsthand how to turn pain into purpose. Through thousands of coaching hours, she’s guided hundreds of leaders, business owners, and creatives to reduce burnout, increase confidence, and grow their work in a way that feels expansive rather than exhausting.

Sheridan believes success isn’t just about strategy, it’s about your capacity to hold it. She helps entrepreneurs expand that capacity, so they can increase profit, impact, and ease without running themselves into the ground.

Connect with Sheridan Ruth

Website: https://sheridanruth.com/

Instagram: https://www.instagram.com/_sheridanruth_/

Podcast: https://creators.spotify.com/pod/profile/sheridan-ruth/

Nervous System Cheat Sheet: https://pages.sheridanruth.com/nervoussystem

Grab Your Copy of Somatic Intelligence for Success: https://sheridanruth.com/book

Access Soma — Your AI companion for Clarity, Calm & Self Leadership: https://pages.sheridanruth.com/soma

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Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

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Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

The Business Owner’s Starter Pack

Mon, 07 Apr 2025 12:00:00 -0400

If you’ve ever wished being a business owner came with a starter pack, this episode is for you! Host Katelyn Magnuson dives deep into the essentials of running a profitable, optimized business—without falling into shiny object syndrome.

Katelyn shares her personal lessons from over a decade in business, helping you avoid unnecessary expenses, determine what to outsource, and rethink how you pay yourself so you can build a sustainable business without burnout.

She also breaks down the Profit First model, discussing why it works for some but isn’t always the best approach for every entrepreneur. Plus, she shares a simple banking system to help you stay organized while maximizing your income.

This episode is packed with actionable strategies to help you run a smarter, leaner, and more abundant business.

Key Takeaways

Avoiding shiny object syndrome.
How to outsource strategically.
The importance of knowing your numbers.
Why you need to pay yourself enough.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Moving Abroad: How to Build Financial & Location Independence with Vanessa Wachtmeister

Mon, 17 Mar 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn Magnuson sits down with Vanessa Wachtmeister, a travel tech professional, angel investor, and founder of Wander Onwards, to discuss how to move abroad to achieve financial and location independence.

Vanessa has lived abroad for over 11 years, residing in China, the UK, Turkey, and Germany, and now helps others navigate the complexities of international relocation, build financial security, and take control of their futures.

If you've ever thought about moving abroad but feel overwhelmed by the logistics, this episode will give you clarity, practical strategies, and the motivation to take action. Whether you're a business owner, freelancer, or W-2 employee, Vanessa covers a variety of pathways to living and thriving outside the U.S.

Vanessa also shares insights on her Move Abroad Masterclass and her new immigration tech startup, which aims to simplify the visa application process with AI technology.

If you're ready to explore new possibilities for financial freedom and international living, this episode is a must-listen!

Key Takeaways

How identifying your values helps you choose the right country.
Why the first move doesn’t have to be your final destination.
How different visa options can open doors to moving abroad.
Why betting on yourself is key to thriving in a new country.
How tax strategies can prevent double taxation when living abroad.

Guest Bio:

Meet Vanessa Wachtmeister. A travel tech professional, angel investor, and founder of the wealth & wanderlust platform Wander Onwards, Vanessa is passionate about helping people achieve financial and location independence.

Originally from Los Angeles, California, Vanessa is a proud Chicana who has been living abroad for the past 11 years. Her journey has taken her across multiple countries, where she has built a life centered around financial empowerment, career mobility, and global exploration.

Through her Move Abroad Masterclass, financial literacy digital products, and career workshops, Vanessa equips others with the knowledge and tools to create their own international opportunities. She currently resides in Europe with her German husband and two beloved cats, Xiao Huang and Xiaolongbao.

Connect with Vanessa Wachtmeister

Website: https://wanderonwards.co/

Instagram: https://www.instagram.com/wanderonwards

Move Abroad Masterclass: https://wanderonwards.teachable.com/p/great-escape

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Merging Money & Magic: A Holistic Approach to Finance

Mon, 03 Mar 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson invites you to merge financial strategy with spiritual alignment for a truly holistic approach to wealth. Through breathwork, mindset shifts, and energy work, Katelyn walks listeners through how money and magic go hand in hand—helping you create financial abundance while staying connected to your values.

She challenges listeners to examine their relationship with money and to identify limiting beliefs that may be blocking their financial success. Whether it’s incorporating gratitude practices, using tarot for financial insights, or aligning financial decisions with personal energy cycles, this episode is all about bringing intention to your money habits.

Katelyn also shares her personal experience of breaking down the walls between her left-brained financial expertise and her more intuitive, witchy side. She reveals the powerful transformation that happened when she allowed both aspects to coexist — resulting in a more fulfilling, aligned, and prosperous life.

If you’ve ever felt disconnected from your finances or stuck in a cycle of scarcity, this episode is for you. It’s time to reframe financial decisions with confidence, gratitude, and strategy so you can build sustainable wealth on your terms.

Key Takeaways

Your money mindset is deeply tied to your energy.
Holistic finance blends intuition with action.
Gratitude and financial practices go hand in hand.
Scarcity spirals can be anticipated and managed.
Financial mistakes don’t define you.

Loved the episode? Check out our self-study course Get Your Finance Sh*t Together: https://thefreelancecfo.biz/gyfstss

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Blending Feminine Energy and Strategic Business Mastery with Marie-Eve Talbot

Mon, 17 Feb 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Marie-Eve Talbot, an Online Business Manager and mentor for soulful entrepreneurs, to discuss how spiritual business owners can scale their impact while staying in alignment with their energy cycles, values, and intuition.

Marie-Eve shares her journey from working as an ecologist—where she felt misaligned with corporate goals—to building a business that truly resonates with her love for systems, strategy, and spirituality. Together, Katelyn and Marie-Eve unpack the biggest mistakes business owners make when trying to organize their back-end systems, and why you don’t have to be "ready" or "perfect" before hiring an OBM to support your business.

This episode is a must-listen for coaches, healers, and spiritual entrepreneurs who are feeling overwhelmed with managing their business operations. Whether you’re struggling to streamline your workflows, considering hiring an OBM, or looking to structure your launches in alignment with your energy cycles, this conversation will give you practical insights to reclaim your time, avoid burnout, and grow your business with ease.

Key Takeaways

The biggest misconception about hiring an OBM—and why waiting until you're "ready" is holding you back.
How to integrate your energy cycles and astrology into your business operations.
The power of systems in creating a business that scales effortlessly.
Why successful business owners focus on enhancing their operations rather than just delegating tasks.
How collaboration and trust with an OBM can create a thriving, aligned business.

Guest Bio:

Meet Marie-Eve Talbot. She is an online business manager and mentor for soulful entrepreneurs, helping business owners design intentional growth strategies and implement systems that allow them to scale while staying in alignment with their values.

Marie is the creator of the free Project Planning with Intention workbook + checklist, the 4 Pillars of a Soulful Business mentorship, and original SOP tutorials. She has worked with 50+ creative & spiritual entrepreneurs, helping them make aligned decisions that support their vision and business goals.

Her business is a proud member of 1% for the Planet.

Connect Marie-Eve Talbot

Website: http://www.delightedspirit.com/

Instagram & Threads: @delightedspirit

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Do I Need To Buy More To Save On Taxes?

Tue, 04 Feb 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson tackles the ever-popular question: “Do I need to buy more to save on taxes?” Katelyn explains how the U.S. tax system works, providing clarity on tax brackets and how they impact your income. She shares actionable strategies for business owners to make smarter financial decisions, including the best timing for purchases and when it might make sense to hold off.

The episode also dives into the importance of avoiding unnecessary spending and instead focusing on high-impact moves like investing in retirement accounts, such as SEP IRAs. Whether you’re managing a profitable year or preparing for the next, Katelyn offers valuable insights to help you navigate tax season with confidence.

This is a must-listen for entrepreneurs who want to maximize their financial growth while planning for long-term wealth.

Key Takeaways

Understanding tax brackets helps business owners make smarter financial decisions.
Spending to save on taxes isn’t always the best strategy—timing and necessity matter.
Investing in retirement accounts like SEP IRAs benefits both current and future wealth.
Thoughtful year-end planning can maximize savings and reduce stress.
Keeping extra funds instead of overspending leads to more financial flexibility.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

How to Resolve Financial Disagreements with Dr. Darla Bishop

Mon, 20 Jan 2025 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by Dr. Darla Bishop, affectionately known as “The FinanSis,” a financial expert, author, and founder of FinanSis, LLC. Together, they dive into the intersection of money and relationships, uncovering five actionable strategies to avoid becoming part of the 41% of couples who cite financial disagreements as a leading cause of divorce.

Dr. Darla shares her journey from a challenging financial upbringing to empowering others with her practical, relatable advice, as highlighted in her book, How to Afford Everything. Through candid conversations, Katelyn and Darla explore how to bridge differing money beliefs, set shared goals, and reframe financial conversations with your partner to build a strong foundation of trust and teamwork.

Learn how to embrace money conversations with confidence, create personalized systems for financial success, and discover the magic of setting boundaries with time, money, and energy. Dr. Darla also shares a bonus tip about calculating your “magic number” to live your best financial life.

This episode is packed with real-life stories, tangible tools, and empowering advice to help you strengthen both your relationship and financial future. Tune in and transform how you and your partner approach money, connection, and life!

Key Takeaways

How talking about money in the right setting can improve connection.
Why exploring old money beliefs helps couples align on finances.
How setting shared financial goals strengthens relationships.
Why dividing money and responsibilities fairly fosters harmony.
How bringing in professional help can ease financial tension.

Guest Bio:

Meet Dr. Darla Bishop. Affectionately known as the FinanSis, Dr. Bishop is the Founder of Finansis LLC, a boutique consulting firm based in Lansing, Michigan, and the author of How To Afford Everything.

Motivated by her own challenging childhood in Detroit, Dr. Bishop’s unique gift lies in her ability to motivate individuals to transcend limiting beliefs about wealth and cultivate a positive financial mindset. She firmly believes that empowering individuals with financial knowledge is pivotal in creating prosperous and resilient communities.

With her down-to-earth and engaging approach to money matters, Dr. Bishop’s guidance on saving and budgeting has been transformative for countless individuals and families. Her practical advice has empowered them to take charge of their financial well-being, granting them the freedom to live life on their own terms.

Outside of her work as a speaker and financial coach, Dr. Bishop is also a Professor of Health Policy at George Washington University, a director at AmeriHealth Caritas DC, and manages a portfolio of family-owned rental properties.

Connect Dr. Darla Bishop

Instagram: @my_finansis

Her book: How To Afford Everything

Time, Energy, and Money Currency Tracker (And More!)

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Reflecting on 2024, Stepping into 2025

Mon, 06 Jan 2025 12:00:00 -0400

Welcome to Season 5 of The Wealth Witches Podcast! In this special episode, host Katelyn Magnuson reflects on the transformative year that was 2024 and shares her hopes and plans for an intentional, magical 2025. She begins with gratitude for the Wealth Witches community, celebrating the support, connections, and shared journey that have made this year unforgettable.

Katelyn revisits some of 2024’s most defining moments, including rebranding the podcast to Wealth Witches, the acceptance of her trademark, and the return of her signature mastermind program. This year marked a deeper alignment with her mission of financial empowerment through holistic practices, blending practical financial tools with personal growth and a touch of magic. Katelyn shares how integrating astrology, nervous system regulation, and yoga into her mastermind created a uniquely transformative experience for participants, while reaffirming her commitment to helping others create a life of “ands,” not “ors.”

She also discusses the power of showing up authentically, sharing her journey as an autistic and ADHD entrepreneur, and the importance of fostering meaningful, real connections in business and life. From embracing vulnerability on TikTok to expanding her team and services, 2024 has been a year of growth, learning, and building a foundation for the exciting projects ahead in 2025.

Looking forward, Katelyn teases the launch of a completely revamped self-study course, her plans to host another mastermind next fall, and the expansion of offerings designed to support entrepreneurs in all stages of their financial journey. She also shares her goal of connecting even more deeply with her audience through education, content, and speaking engagements.

Whether you’re here for actionable financial advice, inspiration to embrace your true self, or simply the encouragement to live life on your own terms, this episode sets the tone for a season of growth, alignment, and abundance. Join Katelyn as she reflects, celebrates, and invites you to step boldly into 2025 with clarity and intention.

Key Takeaways

Building a life of “ands” allows for fulfillment in both business and personal growth.
Authenticity and vulnerability can strengthen community and connection.
Holistic tools like astrology and nervous system regulation enhance financial empowerment.
Reflection and feedback help refine systems for better client and team experiences.
Meaningful connections are vital for personal and professional success.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Embrace Your Creative Spirit with Jamie Ridler

Mon, 16 Dec 2024 12:00:00 -0400

In this inspiring episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Jamie Ridler, founder of the School of Creative Magic, to explore the transformative power of creativity. Jamie shares her journey of embracing her artistic spirit and how it has shaped her life and work. Together, they discuss the intersection of practical and artistic pursuits, the importance of showing up authentically, and the magic that unfolds when you honor your creative self.

Whether you’re a seasoned artist, a budding creative, or someone looking to reconnect with your passions, this episode is packed with insights to inspire and empower your unique creative journey. Jamie also introduces her upcoming program, The Studio: A Year of Creative Magic, designed to help participants infuse their lives with creativity and community.

Tune in to learn how embracing your artistic side can lead to a richer, more authentic life.

Key Takeaways

Embrace your full creative self to unlock authentic expression.
Combining practicality and creativity creates unique opportunities.
Community helps you feel seen and supported as an artist.
Creativity is valid and valuable, even without monetary rewards.
Consistent practice fosters growth and connection to your art.

Guest Bio:

Meet Jamie. She is the founder of the School of Creative Magic and a highly respected creative coach and mentor. With over two decades of experience, Jamie has helped tens of thousands of highly sensitive creatives find clarity, courage, and confidence to fully embrace their artistic spirits. Her expertise spans writing, theater, dance, and visual arts, allowing her to guide artists across all mediums with her unique, magical approach.

Jamie lives in Toronto with her husband and their three studio kittens, Shibumi, Scout, and Escher. When she’s not coaching or creating, you can find Jamie working on her latest collage series or pursuing her newest passion—learning to DJ!

Connect with Jamie:

Instagram: @starshyne

The School of Creative Magic

Website: https://www.jamieridlerstudios.ca/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Authenticity in Action with Danielle Riley

Mon, 02 Dec 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, Katelyn sits down with Danielle Riley, a brand photographer and business mindset coach for creatives, to explore the art of showing up authentically and navigating the complexities of creative burnout. Danielle shares her personal journey of transitioning from wedding photography to brand photography during the pandemic and the lessons she learned about prioritizing herself and her mental health.

The conversation delves into the unique nature of creative burnout, practical strategies for recognizing and overcoming it, and the importance of hobbies and self-care in sustaining creativity. Katelyn and Danielle also discuss how societal expectations, especially for women, often lead to putting others first at the expense of personal fulfillment. Together, they offer empowering insights on redefining self-care, setting boundaries, and finding joy in small but significant acts of self-prioritization.

Whether you’re a creative, an entrepreneur, or someone seeking inspiration to reconnect with your passions, this episode is packed with relatable moments, practical advice, and plenty of laughs.

Key Takeaways

Creative burnout arises from misalignment; address it early.
Small, consistent self-care actions prevent burnout.
Authenticity fosters meaningful social connections.
Boundaries and hobbies are essential for mental well-being.
Self-prioritization strengthens confidence and clarity.

Guest Bio:

Meet Danielle. She is a talented brand photographer and business mindset coach dedicated to helping creatives align with their passions and overcome burnout. With a unique blend of creative expertise and personal development strategies, Danielle empowers her clients to find clarity, break free from limiting beliefs, and thrive in their personal and professional lives.

Her journey from wedding photography to brand photography during the pandemic has inspired countless others to embrace change and prioritize their well-being. Known for her authenticity and relatability, Danielle shares her insights and experiences on TikTok, Instagram, and Threads, where she connects with audiences seeking encouragement and real-world advice.

Connect with Danielle:

Instagram: @daniellerileyy/

Tiktok: @daniellerileyy

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Turning Email into Profit with Shannon Vondy

Mon, 18 Nov 2024 12:00:00 -0400

In this special episode of the Wealth Witches podcast, host Katelyn Magnuson sits down with Shannon Vondy, founder of The Email Club, to explore the untapped potential of email marketing. Shannon shares how she pivoted from a burnout-prone career as a wedding photographer to becoming an email marketing pro. She reveals how sending just one email generated over $2600, prompting her to embrace email as an easy and profitable marketing strategy. Throughout the episode, Shannon emphasizes that email doesn’t have to be complicated and encourages business owners to approach it with consistency rather than perfection.

The conversation covers actionable strategies for building and maintaining an engaged email list, including starting small, segmenting audiences, and sending regular, valuable content. Shannon and Katelyn discuss why smaller, targeted lists often perform better than massive, unengaged ones, debunking the myth that list size determines success. They also highlight the importance of crafting polarizing content to attract the right audience and how email offers more control than social media algorithms. Whether you’re new to email marketing or looking to optimize your current approach, this episode is packed with tips on how to connect authentically with your audience and turn your inbox into a profit center.

Key Takeaways

Email marketing becomes profitable with consistency.
Regular emails build trust and engagement.
Polarizing content draws aligned audiences.
Email offers control unmatched by social media.
Subscribers want to hear from you—show up authentically.

Guest Bio:

Connect with Shannon:

Instagram:

Website:

Her Membership:

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Navigating Relationship and Money

Mon, 04 Nov 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson offers an intimate look into her relationship with her husband, exploring how they’ve cultivated a balanced and supportive partnership. She reflects on lessons from her early marriage, where unequal dynamics led to emotional burnout, and explains how she consciously avoided creating a similar “parenting relationship” with her current partner. Through candid storytelling, Katelyn reveals how mutual respect, autonomy, and clear communication have been essential to their success.

Katelyn also opens up about the challenges of managing household duties, finances, and mental load while running a business. She shares practical strategies for dividing responsibilities, breaking away from societal norms, and embracing each other’s strengths. Additionally, Katelyn emphasizes the importance of solo travel, personal boundaries, and regular self-care practices to stay energized and present in both her personal and professional life.

If you’ve ever struggled with balancing love, money, and domestic responsibilities, this episode provides relatable insights and actionable inspiration to create a fulfilling and equitable partnership.

Key Takeaways

Open communication is key to balancing relationships and responsibilities.
Mutual respect and autonomy create a healthier partnership dynamic.
Breaking away from traditional gender roles fosters equality and personal growth.
Self-care and solo travel are essential for maintaining emotional well-being.
Sharing mental and domestic labor strengthens both partners and prevents burnout.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Creating Abundance Through Feng Shui with Amanda Gibby Peters

Mon, 21 Oct 2024 12:00:00 -0400

In this enlightening episode of the Wealth Witches podcast, host Katelyn Magnuson welcomes Amanda Gibby Peters, founder of Simple Shui and a renowned feng shui expert, to explore how the ancient practice of feng shui can transform both your life and business. With over two decades of experience, Amanda shares practical, actionable tips on how to use feng shui to invite prosperity, clarity, and abundance into your spaces.

The conversation covers how small changes in three key areas—the front door, kitchen, and bedroom—can have a profound impact on your energy and financial well-being. Amanda breaks down simple practices like decluttering, setting intentional spaces, and aligning your environment with your goals. Whether you’re a feng shui beginner or a seasoned practitioner, this episode offers valuable insights on how to make your home a powerful ally in your quest for wealth and success.

Tune in for a blend of ancient wisdom and modern application that will inspire you to create abundance in all areas of your life.

Key Takeaways

Feng Shui is a powerful tool to align your environment with your intentions and attract abundance.
Focusing on three key areas—your front door, kitchen, and bedroom—can significantly impact your financial and personal well-being.
Simple actions like decluttering, cleaning, and setting intentions create space for new opportunities and positive energy.
Feng Shui practices don’t have to be expensive or complex; small, consistent actions can yield profound results.
Treat your home as a living, breathing space, and by nurturing it, you nurture yourself and your business.

Guest Bio:

Amanda Gibby Peters is the voice and visionary of Simple Shui — a modern-day, mission-driven, love-based practice of Feng Shui. She’s been teaching Feng Shui techniques and tips for nearly two decades, witnessing the breathtaking life transformations of her clients, students and community. She is also the host of the House Therapy podcast, where she shares insights weekly that can transform that “why-is-this-happening-to-me” energy into “I-can’t-believe-this-is-my-life” energy. Her work has been featured on Architectural Digest, Food52, Lonny, and Amazon. She is Dallas-based with an international clientele, where she lives with her husband and their rescue dog, Ruby.

Connect with Amanda:

Instagram: @amandagibbypeters

Website: simpleshui.com

Her Book: Simple Shui for Every Day: 365 Ways to Feng Shui Your Life

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

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Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Lean In

Mon, 07 Oct 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson explores the transformative power of “leaning into discomfort” to drive personal and professional growth. She shares her own experiences, such as the journey of rebranding the podcast and embracing her true identity, emphasizing the importance of distinguishing between discomfort that leads to growth and discomfort that indicates a misalignment with one’s values.

Katelyn discusses practical strategies for managing discomfort, including aligning her work with her energy levels and outsourcing tasks that drain her energy, like email management. By hiring an executive assistant, she has been able to enhance both her efficiency and client experience.

The episode also delves into the value of asking for constructive feedback, even when it’s uncomfortable, as a tool for improving services and fostering stronger client relationships. Katelyn encourages listeners to embrace their authentic selves and make choices aligned with their own values, rather than following the crowd. This episode is a motivational guide for anyone ready to push past their comfort zones and make meaningful, aligned changes in their life.

Key Takeaways

Leaning into discomfort is essential for growth and self-discovery.
Embrace your authentic self to create a more fulfilling life and business.
Outsource energy-draining tasks to improve efficiency and reduce overwhelm.
Seek and value constructive feedback for continuous improvement.
Ensure your actions align with your personal values and goals.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Harnessing Neurodivergence in Entrepreneurship with Jess Gelvin

Mon, 23 Sep 2024 12:00:00 -0400

In this special episode of the Wealth Witches podcast, recorded live during our Wealth Witches Membership, host Katelyn Magnuson sits down with Jess Gelvin, a trailblazing entrepreneur who has turned her neurodivergence into her superpower. Diagnosed with ADHD in 2015 and autism in 2023, Jess shares her candid story of navigating a world built for neurotypical people and how these experiences have profoundly influenced her entrepreneurial journey. The conversation unpacks the realities of masking and burnout, common struggles for neurodivergent individuals trying to fit into conventional business models, and highlights the liberating moment when Jess decided to embrace her true self.

Together, Katelyn and Jess discuss how to harness neurodivergent strengths in business, from creating personalized systems that align with one’s natural flow to leveraging tools like astrology and human design. Jess emphasizes the importance of getting comfortable with being “weird” and how stepping into your authenticity can attract the right clients, opportunities, and fulfillment. This episode is a must-listen for anyone looking to break free from traditional business norms and build a life and business that honors their unique identity.

Key Takeaways

Embrace your neurodivergence as a strength, using it to create a business that aligns with who you truly are.
Unmasking and living authentically can lead to deeper fulfillment and attract the right opportunities.
Develop personalized systems and structures that support your unique needs to avoid burnout.
Setting clear boundaries with clients and in your business is crucial for maintaining well-being.
Get comfortable with being “weird” and showing up as your true self—this will help you connect with like-minded clients.

Guest Bio:

Jess Gelvin is the founder of Space and Soul, a business she launched in 2020 that initially focused on home organizing. Diagnosed with ADHD in 2015 and autism in 2023, Jess has since shifted her focus to working with neurodivergent clients. Through her programs like The Dub Club, individual coaching, and body doubling, Jess helps others embrace their unique strengths and navigate a world designed for neurotypical individuals. She is passionate about using tools like astrology and human design to guide her clients in finding alignment and fulfillment in both life and business. Jess lives in Loudon, New Hampshire, with her husband, son, three dogs, and a flock of chickens.

Connect with Jess:

Instagram: @thequadrightway

Website: spaceandsoulnh.com

Her Membership: NeuroDivergent Dub Club

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Your Roadmap to Tax Savviness w/Tyler Russell

Mon, 09 Sep 2024 12:00:00 -0400

In this insightful episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Tyler Russell, a seasoned tax strategist, to explore the essential steps toward achieving tax savviness. Together, they dive deep into key strategies every entrepreneur and small business owner should know. The conversation begins with practical tips on maximizing mileage deductions, ensuring listeners are well-equipped to claim the most from their business travel expenses—a straightforward yet effective way to cut down on taxes.

As the discussion continues, they explore the complexities of health insurance for the self-employed, highlighting crucial deductions that are often overlooked. Tyler also offers expert advice on making smart retirement contributions, helping you navigate the long-term benefits of various retirement plans, and ensuring you’re on the right path to financial security.

A special focus is given to the Augusta Rule, where Tyler explains how business owners can rent out their homes to their businesses for up to 14 days a year without paying taxes on the income—a powerful tax-saving tool when used correctly. Throughout the episode, Katelyn and Tyler provide actionable insights and clarify common misconceptions, making this a must-listen for anyone looking to optimize their tax strategy and enhance their financial well-being.

Key Takeaways

Learn how accurately tracking and claiming business mileage can greatly reduce your tax bill.
Discover how self-employed individuals can access health insurance tax deductions and why eligibility is key.
Find out how smart retirement contributions can ensure long-term financial security and tax benefits.
Learn how the Augusta Rule allows business owners to rent their homes to their businesses for up to 14 days tax-free.
Understand how choosing the right business entity, like an S Corporation, can lead to significant tax savings.

Get Your Finance Shit Together Mastermind

To find sign up for the waitlist, or to sign up if we are actively enrolling, go here: www.thefreelancecfo.biz/wealth-witches-GYFST-Mastermind

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Creating a Wedding Business that Actually Feels Good with Aislinn McKenna

Mon, 26 Aug 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson welcomes Aislinn McKenna, a former luxury wedding photographer turned successful business coach. Aislinn shares her inspiring journey from being a renowned photographer, published in Martha Stewart Weddings and Brides, to coaching women in the wedding industry. She highlights the importance of building a business that feels good and supports your overall well-being.

Aislinn and Katelyn discuss various challenges faced by wedding industry professionals. They cover the essential strategies for avoiding burnout, setting boundaries, and creating supportive systems that enhance productivity and client satisfaction. Aislinn emphasizes the significance of nervous system regulation techniques such as emotional freedom tapping, box breathing, and maintaining a consistent sleep schedule. These practices can help manage stress, improve creativity, and maintain a balanced life.

The conversation also covers the value of having a solid support network, whether through mastermind groups, coaching programs, or online communities. Aislinn encourages listeners to automate routine tasks and implement systems to free up time for more creative and strategic work. This episode is packed with practical advice and actionable insights for anyone looking to transform their business and life.

Key Takeaways

Why it’s crucial to acknowledge and validate your feelings. Trusting yourself is the first step towards creating a business that feels good.
Learning to set boundaries with clients and for yourself is essential to avoid burnout.
How techniques like emotional freedom tapping, box breathing, and maintaining a consistent sleep schedule can help manage stress and improve creativity.
Why having a solid support system, such as a mastermind group or a coach, can provide guidance and keep you grounded.
How implementing automated systems and templates can enhance client experience and free up time for more creative and strategic work.

Guest Bio:

Aislinn McKenna is a former luxury wedding photographer with over 13 years of experience, featured in prestigious publications like Martha Stewart Weddings and Brides. She transitioned to coaching in 2020, helping creatives scale their businesses and elevate their mindset. Aislinn is dedicated to teaching strategies for success, nervous system regulation, and the importance of automation in business. Her clients achieve impressive results, such as $25K months and 5-figure recurring revenue. Passionate about empowering others, Aislinn combines business acumen with personal growth to create lasting impact.

Connect with Aislinn:

Instagram: @aislinneileencoaching

Website: https://aislinneileen.com/

Free Guide: Profitable Photographer Masterclass

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Cycle Sync Your Biz with Guest Christy Villasenor

Mon, 12 Aug 2024 12:00:00 -0400

In this enlightening episode of the Wealth Witches Podcast, host Katelyn Magnuson welcomes Christy Villasenor, a fractional director of operations and business strategist dedicated to empowering women in business. Christy shares her expertise on cycle syncing, a powerful tool for enhancing productivity by aligning business tasks with the natural phases of the menstrual cycle.

The conversation starts with an introduction to cycle syncing, breaking down its various applications, from exercise to productivity and business management. Christy provides an in-depth explanation of the four phases of the menstrual cycle—menstrual, follicular, ovulatory, and luteal—and how each phase impacts energy levels and productivity. She offers practical tips for tracking these phases and planning business tasks accordingly, emphasizing the importance of self-care and rest.

Christy also addresses the unique challenges faced by individuals with chronic illnesses and neurodivergent conditions, sharing insights on how to adapt cycle syncing to enhance personal and professional efficiency. The discussion extends to the importance of being a detective of one's own patterns and energy levels to optimize personal and professional efficiency.

Throughout the episode, Katelyn and Christy explore the broader implications of cycle syncing, including its potential to shift the way we approach productivity and business planning. By the end of the episode, listeners will have a comprehensive understanding of cycle syncing and its practical applications, along with actionable strategies to implement in their own lives.

Key Takeaways

Understanding what cycle syncing is and how it can be applied to different aspects of life, including exercise, productivity, and business.
Overview explanation of the menstrual, follicular, ovulatory, and luteal phases, and how each phase impacts energy levels and productivity.
Strategies for tracking energy levels, planning business tasks according to the cycle, and the importance of self-care and rest.
How cycle syncing can be adapted for individuals with chronic illnesses or neurodivergent conditions to optimize productivity and well-being.
The importance of being a detective of your own patterns and energy levels to enhance personal and professional efficiency.

Guest Bio:

Christy Villasenor is a Fractional Director of Operations & Business Strategist dedicated to empowering women in business with diverse energy needs. As the driving force behind Her Strategic Partner™, she collaborates with visionary leaders to build strong foundations and thriving teams. Christy's early experiences in operations and mentorship have shaped her into a compassionate and driven leader. Committed to causes such as LGBTQ rights, neurodivergent advocacy, and chronic illness awareness, Christy strives to create a more inclusive and compassionate world.

Connect with Christy:

Instagram: @christyvillasenor_

Website: https://www.herstrategicpartner.com/

Free Guide: Cycle Sync Your Biz

Listeners who mention this podcast can save 15% on a private coaching package or intensive with Christy.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Preventing Future Burnout with Guest Johanna Hribal

Mon, 29 Jul 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by the inspiring Johanna Hribal, a former educator turned burnout prevention coach. The conversation delves into Johanna's personal journey from experiencing severe burnout as a public school teacher and photographer to creating a balanced and fulfilling career.

Johanna introduces her program, designed to help photographers and other business owners prevent future burnout by managing their workloads and setting intentional goals. She shares practical strategies for achieving a healthier work-life balance, the importance of setting boundaries, and how to maintain mental health while running a business.

Katelyn and Johanna also discuss the challenges of burnout in high-stress industries, ways to diversify income streams, and the significance of knowing your numbers to create stability. Whether you're a business owner struggling with burnout or looking to prevent it, this episode offers valuable insights and actionable advice for creating a more sustainable and fulfilling professional life.

Key Takeaways

Recognizing and addressing the early signs of burnout.
The importance of setting boundaries to maintain a healthy work-life balance.
Knowing your financial needs to plan effectively and avoid burnout.
Diversifying income streams for greater stability in business.
Prioritizing self-care and outsourcing tasks to reduce stress and improve well-being.

Guest Bio:

Johanna Hribal is a former burned-out educator turned educator on burnout. After experiencing two consecutive years of burnout while working as a full-time public school teacher and photographer, her mental health suffered greatly. In less than a year, she paid off her debt, saved for an emergency fund, and left teaching to pursue photography full-time. Over the past two years, she has consistently booked clients without overbooking, leading to the creation of her 6-week course, Balance Not Burnout, which helps photographers prevent burnout and achieve a healthier work-life balance.

Connect with Johanna:

Instagram: @balancenotburnoutphotographers

Program: Momentum

Listeners who mention this podcast can save $400 on my group coaching program for photographers, Momentum with code WITCHES. Offer expires 12/31/24.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Focusing Your Energy with Annual Profections with Guest Robin Langford

Mon, 15 Jul 2024 12:00:00 -0400

In this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by the insightful Robin Langford, a Fate and Free Will coach who blends historical knowledge with astrological expertise. The conversation centers around the concept of annual profections, a powerful timing technique that helps you focus your energy and strategically plan your year.

Robin provides an in-depth explanation of the 12 houses in astrology and how each house influences different aspects of your life and business. She highlights the significance of specific houses for entrepreneurs, particularly the 10th, 12th, 1st, and 2nd houses, and shares real-life examples of how understanding these houses can lead to better business decisions and personal growth.

Katelyn and Robin also discuss the importance of recognizing patterns in astrology, using predictive astrology to anticipate challenges and opportunities, and practical tips for integrating these insights into your everyday planning. Whether you're an astrology enthusiast or new to the concept, this episode offers valuable guidance on leveraging cosmic energies for holistic success.

Key Takeaways

Understanding the concept of annual profections and how it can guide your focus each year.
How to determine your current profection year and what it signifies.
The importance of specific houses for entrepreneurs and how they impact business strategies.
Real-life examples of how Robin and Katelyn have used annual profections to make informed decisions.
Practical tips for integrating astrology into your daily and business planning.

Guest Bio:

Robin Langford of Wicked Veracity is a Fate & Free Will coach who blends practical astrology with contemporary mindset coaching to help entrepreneurs leverage their unique strengths, navigate challenges, and strategically plan their lives and businesses.

Connect with Robin:

Instagram: @wicked.veracity

Program: wicked.veracity.com/crusade

Podcast: https://www.wickedveracity.com/podcast

Resource: Annual Profection Houses

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Welcome to Wealth Witches™

Mon, 01 Jul 2024 12:00:00 -0400

Welcome to the Wealth Witches podcast! In this episode, your host Katelyn Magnuson reintroduces you to a revamped and enchanted journey of financial empowerment. Previously known as the Confident Money podcast, Wealth Witches™ aims to create a more inclusive and holistic approach to financial discussions.

You’ll learn about the exciting changes coming to the podcast, including a diverse lineup of guests such as astrologers, neurodivergent business owners, and magical creatives. These guests will share their insights on blending the practical with the mystical, offering you a fresh perspective on wealth creation.

Takeaways

Rebranding Announcement: The podcast formerly known as Confident Money is now Wealth Witches™.
Holistic Approach: Integrating magic, astrology, human design, and seasonality into financial discussions.
Inclusive Community: Embracing all genders and identities, focusing on holistic wealth.
Personal Growth: Encouraging you to align your business practices with your personal cycles and neurodivergent needs.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.com/wealth-witches-podcast-member

Thanks for Listening:

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

Music credit: Neon Fairies by Wolves

Are We Heading For A Crash? with Kyle Seagraves

Mon, 15 Aug 2022 00:00:00 -0400

Is the housing market going to crash like it did in 2008? In today’s episode Kyle and I will discuss the similarities and differences between the 2008 housing market and the current housing market so you can make smart decisions.

Historically, home value increases over time, usually around 4% per year. This appreciation is closer to 18-20% over the last few years. There was a similarly large increase in home values before the 2008 crash, so it’s understandable that people are wary.

The big difference is that in 2006-ish, there were a lot of bad loans being made, a lot of predatory lending practices being used, and since then a lot of safeguards have been put in place. At this point, it’s probably not worth waiting for prices to drop because the current appreciation is based on supply and demand. Historically, even if you did buy your house at the height before a drop, it only took 3-6 years for the value to come back up so you could break even.

Education and planning is your best bet. Make decisions for the long haul, and stick with them.

Connect with Kyle:

Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculator

LoanClarity Advisor: https://www.winthehouseyoulove.com/advisor

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

FTC/Affiliate Disclaimer: By using some of these links, at no extra cost to you, I may earn a small commission or referral fee, which helps me continue to produce content like this, support my business, and my team.

DISCLAIMER: I am not a financial advisor and this is not financial advice. My podcast is for educational purposes and is my personal opinion only. To make the best financial decision for your situation, please do your own research and if needed, seek the advice of a fee-based, fiduciary.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Buying A Home Strategically with Kyle Seagraves

Mon, 08 Aug 2022 00:00:00 -0400

Welcome back to another episode with Kyle Seagraves, Certified Mortgage Advisor, Licensed Loan Originator, and full-time home loan educator. In previous episodes we’ve talked about the logistics of buying a home, so in this episode we will go through some strategy tips and common worst-case scenarios.

How long you’ll need to stay in a home for the appreciation value to catch back up if the market slips
What to do if you have to move but can’t sell your house yet
How much of an emergency fund to save up first
Self-employed income versus W2 income for getting approved
Tax reduction strategies and how they affect the ability to get approvals

It can all feel very overwhelming because it is complex, but sometimes in our minds we can overcomplicate things. Start with a conversation with a loan officer first, then make a plan instead of trying to figure it all out yourself.

Connect with Kyle:

Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculator

LoanClarity Advisor: https://www.winthehouseyoulove.com/advisor

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Home Buying Part 4: Budgeting with Kyle Seagraves

Mon, 01 Aug 2022 00:00:00 -0400

Now that we’ve discussed how to apply and qualify for a mortgage, now we’re going to talk about what all the numbers mean and how you can look at your budget to realistically afford to buy a home.

We’ll go into detail about:

Debt to income ratio
Dream home versus starter home
Upfront costs
How to choose between a 15 year and 30 year loan term
Budgeting and investment strategies
How to use points and what that means for the interest rate

Don’t let the payment estimators online fool you. Make sure you talk to a loan officer before you really factor in your numbers because Zillow won’t do that for you.

Connect with Kyle:

Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculator

LoanClarity Advisor: https://www.winthehouseyoulove.com/advisor

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Home Buying Part 3: Timing It Right with Kyle Seagraves

Mon, 25 Jul 2022 00:00:00 -0400

It’s very tempting to house shop online and crunch all the numbers yourself before taking any steps in buying a home, but don’t wait around just because you aren’t sure. Talk to a loan officer first and see where you’re really at. Remember, the pull on your credit will only affect it by a few points.

Talk to 3 lenders. Start with a big bank, then a local credit union, then a brokerage so you have 3 options. Your credit report will last around 4 months and closing will take about 30 days, so you have about 3 months to shop for a house once you have your preapprovals. Just make sure that you talk to your loan officer first before you make any big changes like changing jobs, buying a car, or financing a bunch of furniture.

Connect with Kyle:

Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculator

LoanClarity Advisor: https://www.winthehouseyoulove.com/advisor

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Home Buying Part 2: Home Loan Types with Kyle Seagraves

Mon, 18 Jul 2022 00:00:00 -0400

Today we’re going to get into the nitty gritty of the different types of home loans available, what credit scores are required to qualify, and we’re going to debunk some myths.

Kyle and I will cover:

Conventional loans
Mortgage insurance and PMI
FHA loans
VA loans for veterans
USDA loans for rural areas
Jumbo loans and loan limits
Bank statement loans and down payment assistance
Finding the right loan officer for you

Connect with Kyle:

Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculator

LoanClarity Advisor: https://www.winthehouseyoulove.com/advisor

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Home Buying Part 1: Credit Scores with Kyle Seagraves

Mon, 11 Jul 2022 00:00:00 -0400

Welcome back to another mini-season of Confident Money! In the next few episodes I’ll be talking with Kyle Seagraves, Certified Mortgage Advisor, Licensed Loan Originator, and full-time home loan educator.

In this episode, we’ll cover:

What credit scores are and what they mean
The difference between a soft pull and a hard pull
Different types of loans
What credit score numbers to aim for
What kinds of credit you should have when applying for a mortgage
How much credit history you need

Connect with Kyle:

On YouTube: https://www.youtube.com/c/WinTheHouseYouLove

Online: https://www.winthehouseyoulove.com/

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

All Things Recession, Part 3 with Brock

Mon, 04 Jul 2022 00:00:00 -0400

Today, we’re going to dive into student loans, the moratorium, and types of debt. Student loans, although they are considered a “responsible” debt, can still seem crippling.

Here are some things to consider concerning student loans:

If your loans aren’t federal, then the moratorium on interest and collections does not apply.
If you refinance or consolidate your federal loans, the moratorium won’t apply.
If you continue to make payments through the moratorium, there will be less principal to charge interest on when interest does kick back in.

If you’re considering college right now, get in touch with alumni, people in the field you want to work in, and the financial aid department at a local community college before enrolling. Make sure that it makes sense for your goals and your situation. More schooling doesn’t automatically mean more pay.

We’ve been gifted some flexible time to revamp how we want to prioritize our debts, so do your research and understand that the college-to-career path isn’t the only valid path.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Now Open: Money Mavens group coaching program! There’s a special prize for anyone who signs up in the first week at confidentmoneypodcast.com.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

All Things Recession, Part 2 with Brock

Mon, 27 Jun 2022 00:00:00 -0400

Following up from last week’s discussion about recession and what it is, I’m back with Brock to talk about some strategies we can use right now to prepare.

Millionaires can be made during recessions. Opportunities abound for those who are able to take advantage of them.

There’s a few things we recommend:

Have 3 months of minimum monthly expenses saved up
Don’t bail out on your investments, but don’t check them all the time either
Make business decisions logically, not just emotionally
Don’t react to the panic!
Invest in some technology to save you costs later

Finances can be scary to look at, but it’s especially important right now. We have 2 opportunities available to you to help!

Free 5-day Get Your Money Right Challenge: https://thefreelancecfo.kartra.com/page/GetYourMoneyRightChallenge

Brock's strategy session: https://thefreelancecfo.biz/consult-calls

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

All Things Recession, Part 1 with Brock

Tue, 21 Jun 2022 00:00:00 -0400

Today we’re going to discuss recession, what it is, and what to do during one. Spending is down, the stock market isn’t performing, inflation is out of control, interest rates are higher than we’ve seen since 1994, and we feel the effects everywhere in the economy and not just in the US.

It comes down to how we’re each living our lives financially. Do we have enough built up in our savings? Can we decrease spending on wants so that needs can be met?

Some common things that happen during a recession are:

Inflation goes up
Consumer spending goes down
Hiring slows down and may even freeze
Many people decide to go back to school
Unemployment goes up

In 2008, when the housing market crashed housing prices massively decreased. It doesn’t look like that will happen this time. We have already been through a global pandemic which has changed the economic situation dramatically, so many of us are still trying to recover from that. Only time will tell what happens from here.

My guest Brock is our tax strategist here at The Freelance CFO. Join us next week for part 2 where we’ll walk you through some anxiety reducing measures to help you through this difficult time.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

Embracing Your Seasons

Mon, 13 Jun 2022 00:00:00 -0400

Most things in life move in seasons. For me, that includes my business and work/life balance. In this episode, I’ll talk about the seasonality of my business, the way I’m feeling right now, and how my life balance shifts with the seasons.

I have built my business so that there’s a busy season, a rest season, and gearing up, and during some months we work more than others. I’ve tracked my cycles so that I do my creative work during certain weeks and keep my client calls during the other weeks. I allow my team to shift responsibilities as our work evolves, and I encourage them to make sure they’re resting and taking their vacation time.

Where are you noticing cyclical or seasonal changes in your life or business? How are you implementing changes within those?

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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Realistic Boundaries

Mon, 06 Jun 2022 00:00:00 -0400

During this little mini-season I’m talking about topics that have impacted me personally. Today’s topic is a tough one: setting boundaries.

If you’re not used to setting boundaries, it may be difficult to do and enforce. You may set one too far one way and have to back it off because it’s not sustainable. It’s okay for boundaries to shift depending on what season of life and work you’re in.

Realistic boundaries can look like setting your client work days, turning off your phone overnight, using your paid vacation time and not letting yourself work while you’re off, or it may even look like changing jobs when the company you work for doesn’t respect your time.

It’s okay, and necessary, to set healthy boundaries for your life and for your business.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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Expectations and Intentions

Mon, 30 May 2022 00:00:00 -0400

Welcome back! I had intended to only take a week off between seasons, but I realized that I had placed too many expectations on myself. That’s what I’m going to talk about in this episode.

As businessowners especially we tend to set high intentions for ourselves. There’s a time and place for that, like tax season in my business, but there also need to be seasons of rest.

Where have you been placing unrealistic expectations on yourself? Are you allowing yourself to rest?

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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One Size Doesn't Fit All

Mon, 18 Apr 2022 00:00:00 -0400

Today I have Emily with me and she’s going to help us talk through some scenarios and possible personal financial blueprints from real life examples.

We’re going to look at the goals for each family, prioritize those, and outline some recommendations I have to help move them forward.

We’ll talk about some possible plans for:

Jason, married, 27, no kids, plans to buy vehicles and rental property, and have some investments
Heidi, married, 45, no kids, plans to be semi-retired by 55 and live near the water, pay off house by age of 50
Cassie, married, 29, no kids, currently renting and looking to purchase a home and possibly a rental property,

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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Unlimited Beliefs

Mon, 11 Apr 2022 00:00:00 -0400

I came from a family with a lot of limiting beliefs around money. Rich people were considered bad, greedy, and evil. When my deep-seated belief was that I always had enough money, then I always had just enough money. In working through that, I realized that I was energetically unavailable for the abundant overflow of money that I desired.

Basically, the brain can’t tell the difference between visualizations and memories. That’s why visualization exercises can be so effective.

Are you feeling that you’re not quite worthy to have more than enough? Have you accepted that “people won’t pay that much for this?” Whatever comes up, ask yourself why and dig deeper. Where can you disprove that theory? Find someone who does charge that much for that service and use them as proof of what could be. Practice gratitude because the more you notice things to be grateful for, the more you will find.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

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How Side Hustles And Job Hopping Can Help You

Mon, 04 Apr 2022 00:00:00 -0400

Decades ago, the standard career track looked like staying in the same company, climbing the ladder, for the entirety of your career. That’s not very realistic anymore. For many of us, we get itchy to move on after a few years.

That can actually work to your advantage. When you get a new job offer, I believe you should always, always negotiate. You’re in the strongest position to negotiate when you have a current employer, plus it’s more of a safety net for you. Job hopping can open up some unique educational and growth opportunities that you otherwise wouldn’t get from staying at the same company.

You don’t owe your employer future projects. If the arrangement isn’t mutually beneficial anymore, it’s okay to move. Pay, benefits, leave, title, all of these are negotiable.

Make sure you’re following us on Instagram because soon we’ll have some cool group offerings coming out and we’ll be going deeper into some negotiating scripts that you can use with your employers.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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Breaking It All Down

Mon, 28 Mar 2022 00:00:00 -0400

A lot of what I do is making personal finances personal. I don’t agree with financial gurus that sell you their step-by-step programs because they don’t take personal goals and circumstances into account. I’m going to give you several different options for you to try out and use whatever works best for you.

Decide your time frame. What feels lightest for you?
Prioritize 2 goals for that time frame, then work backwards. What can you be doing today to move forward?
Look at overall income. Are you bringing in enough to support those goals?

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Treat Yourself

Mon, 21 Mar 2022 00:00:00 -0400

In this culture of hustle and burnout, it’s easy to forget to have fun, plan time off, and have boundaries. There’s a time for “responsibility” and a time for YOLO.

You have your own YOLO, treat yourself things. They look different for everyone, especially considering where you are with your business and financial situation. It may be like when I started scheduling one facial treatment a quarter. Maybe it’s a weekend away, and it’ll evolve over time.

Pick at least one, preferably a few, of your favorite self care activities, earmark some money and schedule the time for yourself. Prioritizing that now makes it a habit that helps you be rewarded and taken care of in the here and now.

One thing to be careful about is impulse spending. Prioritize spending into a Punett square of need and time sensitivity. If it’s needed and urgent, and your finances allow, buy the thing. If it’s needed and not time-sensitive, maybe make a savings plan for it. If it’s a want and not urgent, leave it in your cart and if you’re still thinking about it in a week or 2, then go for it.

Prioritize.

Consciously spend in an aligned manner.

Plan in taking care of yourself.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Providing Security For Yourself

Mon, 14 Mar 2022 00:00:00 -0400

More than ever before, it’s important to put a plan in place to make you feel financially secure, even with all the uncertainty all around us right now. Personally, I’m working towards being “work-optional” in the next 15 years. I want to have enough cash-flowing assets that my living expenses are covered, not needing to touch retirement accounts, and whatever work I do is gravy.

Depending on where you are in life right now, your steps probably aren’t the same as mine. Maybe you’re just getting started on retirement, maybe you’re in survival mode and can’t be putting a bunch of money away into savings right now.

Give yourself grace. There’s no sense in shaming yourself.

How to get started on a savings plan:

Start really small. Pick no more than 2 savings goals. Automate whatever you can towards that.
Check in every few months and see if you can fit larger contributions into your anti-budget right now or not. Maybe your goals will change, too.
If you get a raise or take a better-paying job, split your raise amount 50/50 so that you can enjoy your money as well as bump up your savings.

There’s no sense to be depriving yourself of everything you love right now just for the future. Strike a balance between deprivation and YOLO. Set goals that make you feel safe and taken care of, and start there.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Investing 101

Mon, 07 Mar 2022 00:00:00 -0400

Investing doesn’t have to be scary, and you don’t need a huge amount of money to get started. Just know that you’re really missing out if you’re only using savings accounts. Even high-yield savings accounts don’t keep up with inflation.

Looking at retirement investments like IRAs, 401ks, or 403bs, you’ll have to choose some investment funds. Over a 10-year span, the stock market has always gone in an upward trajectory. I’m not talking about day trading, I’m talking about the long haul.

If you have existing accounts right now, you should go in and make sure they’re properly invested in funds in the stock market so that they can actually grow!
Whether you’re using an investment broker, a fiduciary, or a roboadvisor, do some research on Socially Responsible Investing and Environmental Social Governance investments and stocks and decide how important that is to you.

How do you get started with investing?

If you have a retirement plan through an employer, make sure you’re getting the match. If not, get an account set up.
Diversify. Retirement accounts have tax advantages because they have to sit there until you’re 59.5 years old. Using a brokerage account can fund your future before you hit that age.
Leave it alone! The magic is in the compounding interest.

What’s the opportunity cost in not having your money invested?

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Prioritizing Debt Payoff

Mon, 28 Feb 2022 00:00:00 -0400

There are many different kinds of debt, like student loans, mortgage, auto loan, credit cards, et cetera. I have a system for prioritizing how and when to pay those off, so get something to write with.

First, write down each type of debt, the interest rate, minimum monthly payment, and payoff amount. Once you can see them all, put them in order from highest interest rate to lowest. In general, your goal is to pay off your highest interest loans first, before aggressively saving.

I’m not in the “debt is bad” camp. I firmly believe that debt is a tool. If you have a low or 0% interest loan, it may not be worth it to pay it off. It may be better to keep to your payments and invest the extra.

There are many variables here. For example if you’re looking to buy a house, the mortgage company is going to look at your debt ratio and the monthly mortgage payment they would qualify you for. Making a payment towards a debt will help your credit score, but if it’s not enough to pay it off entirely that payment will still be considered part of your debt ratio so that doesn’t make sense. It may make more sense to put that amount in savings or an investment.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Mastering the Anti-Budget

Mon, 21 Feb 2022 00:00:00 -0400

Today we’re talking about what I call the “anti-budget.” If you’ve tried every budget solution under the sun and are still struggling, this episode is for you.

The basic Anti-Budget system is like this:

Money comes into your account.
Prioritize bills that are due.
Automate retirement, savings, or debt paydown goals
The rest is for you.

If you’re paying yourself, that means that you can choose when to pay yourself and plan which bills come out of each pay period. And remember, most of your due dates can be moved!

If you have an employer and are able to split your paycheck into separate accounts, that’s a really easy way to contribute to your savings goals. If that’s not an option, then do what you can to automatically transfer to savings so that it’s out of sight, out of mind. Adjust the automated transfers as your income changes, and even adjust your goals if needed.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Make More Than You Spend

Mon, 14 Feb 2022 00:00:00 -0400

When it comes down to it, no matter how frugal you are, if you’re not making enough money to cover your expenses, your money isn’t going to work for you the way you need it to. The thing is, you can only cut expenses so far. Bottom line is that you need more income.

I do have a few tips for how to make the income-expense gap larger:

Every few months, check your subscriptions. Did you start a free trial and forget to cancel? Is there a service you only use seasonally?
Don’t cancel things you get joy and happiness from. It’s not worth the hit in quality of life.
Negotiate for a raise, start a side hustle, or pick up a couple extra shifts
Your best negotiating position comes right before getting hired somewhere - job hopping is actually great for your career!

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Why Are Finances Like Fitness?

Mon, 07 Feb 2022 00:00:00 -0400

It’s not a riddle - I’m serious! As someone who has done the diets and programs and yo-yoing in general with my own health, I have found that there are a lot of similarities between the diet industry and the finance industry.

Lots of restriction often leads to binge spending
Large, long-term changes don’t happen overnight
Resources available play a large role
Drastic changes are harder to sustain long-term

Not everyone has the same goals. Take a look at what your life looks like right now, then look at your 2, 5, or 10 year plan and work backwards. What small things can you do to work in that direction? What does that look like today? Or next month, or next quarter? Those lofty goals can seem a lot more attainable when you break them down that way.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

Music credit: Neon Fairies by Wolves

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We're Back with Season 2!

Mon, 31 Jan 2022 00:00:00 -0400

I’m back for Season 2! This season will cover all things personal finance, including:

What the diet industry and personal finance have in common
How to YOLO and treat yourself and still reach your goals
How to make a savings plan
Leveraging debt
How to job hop and side hustle
Limiting beliefs that may pop up

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

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Is Your Finance Sh*t Together?

Mon, 10 Jan 2022 00:00:00 -0400

It’s tax season… do you have your finance shit together? Do you have the right designations and deductions in order? The good news is that you have me!

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Sustainable Money Habits

Mon, 03 Jan 2022 00:00:00 -0400

Today we’re going to talk about bridging the gap between personal and business finances and creating habits and systems that are sustainable across both, because they’re not completely separate things.

What is your actual end goal? Hint: it’s different for everyone!
Are your offerings aligned with what you’re good at, what you like to do, and what is profitable?
What feelings come up around money? Is your energy calm and collected towards both your personal and business finances?

Having clarity, ease, and comfort with your personal and business finances are really important because they are so interconnected. Once you’re all set up the way I’ve outlined here (and if you already have, I’m so proud of you!), there’s a constancy, predictability, and confidence that comes with that.

I challenge you to go do one small thing, right now, that moves your finances forward.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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How To Make Taxes Less Stressful

Mon, 27 Dec 2021 00:00:00 -0400

I can see the eyerolls now… quarterly taxes. You shouldn’t be thinking about taxes only during tax season. You may think that paying taxes quarterly would be an even 3-month rotation, but payments are actually due April 15th, June 15th, September 15th, then January 15th of the following year. If your state does income taxes, their dates may be different.

Paying quarterly estimated taxes is just another way to pay your tax bill. It actually means you don’t have a massive tax bill in April that you may end up having to put on a credit card or payment plan. There are other ways to go about paying it, so make sure you check with your tax preparer about that. If you would like help from me and my team, you can reach out on Instagram.

Now understand, quarterly estimated taxes are just an estimate! You won’t know what your total taxes owed are until your taxes are filed so if your profit was different from last year, the estimate won’t necessarily match. Paying the estimate allows you to avoid underpayment penalties from the IRS - that’s it. You may still owe at the end of the year if your business grew, or you may get a refund for overpaying if there was a dip in sales.

Inside my course, there’s a tax calculator that will help with this. Overall, I still recommend that you meet with your trusted tax professional once or twice a year outside of tax time to make sure your entity is correct, retirement is set up correctly, you’re not missing anything, and if anything needs to be changed before the year closes.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Getting Your Business Finances In Order

Mon, 20 Dec 2021 00:00:00 -0400

This is an information heavy episode, so get ready to take some notes!

First, calculating how much your business should make based on your personal financial needs. Start with listing all your personal expenses like rent and utilities, then add 20%. That’s a starting point for the amount of money you need each month. To find your business revenue goal to support that, double that number. That’s your revenue goal in order to cover your owner pay, business expenses, and 20-30% saved for retirement and taxes. This is just a starting point, so adjust as needed.

Now, the big F-You to “profit first.” On paper, it sounds like a great idea, but in reality it’s much easier to mess up when you’re trying to do it yourself. Most businesses getting started aren’t making enough profit to support this system, so there are more transactions happening than necessary just moving money around. I recommend 1 checking account, 1 savings account, and 1 credit card for your business.

How can you make things simpler? Can you set some bills on auto pay? Does traditional budgeting work for you or not?

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Foundations Part 2: Paying Yourself

Mon, 13 Dec 2021 00:00:00 -0400

Now that you’ve narrowed down what entity type fits best, it’s really common for entrepreneurs wonder about the best way to pay themselves. For sole proprietors, single member LLCs and partnerships, for the most part you can’t pay yourself wrong. You’ll be taxed on all of the profits either way, whether you pay yourself all the profits or leave them all in the business account. For an S-Corp election, you will need to run payroll in order to get the tax benefits. I recommend using Gusto* for your payroll. As for timing, you can set that up however works best for you. Just be aware that as an S-Corp you can’t just transfer money to yourself without either running it through payroll as a bonus or writing yourself a check as a profit share.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

*FTC/Affiliate Disclaimer: By using some of these links, at no extra cost to you, I may earn a small commission or referral fee, which helps me continue to produce content like this, support my business, and my team.

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Foundations Part 1: Entity Types

Mon, 06 Dec 2021 00:00:00 -0400

Get your notebook - today we’re diving into the different entity types and what they all mean. Some things you need to consider:

Are you planning to continue this business, or are you just dipping your toe in?
Do you have employees or contractors?
How much profit do you expect to make in a year?
Do you want to do all the registrations yourself or do you want help?
Do you want your home address listed publicly?

Listen for definitions, recommendations, and tips to sort all this out, because it’s a lot!

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

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Your Successful Business Foundation

Mon, 29 Nov 2021 00:00:00 -0400

We’ve chatted about why you need to really understand your numbers, now it’s time to go deeper with your infrastructure and foundation.

Business entity types - should you be a sole proprietor, LLC, or S-Corp? Don’t just go to legalzoom - understand what each of those is and what you actually need. Get registered with the IRS and your state, and possibly your county.
Set up a business bank account.
Set up contracts and insurance if you need to have liability or errors & omissions insurance.
Make sales! Track everything the way we’ve discussed.
If you decide to pay estimated quarterly taxes, do it personally through your SSN, even if you have an EIN! You don’t need to file separate taxes until you’re an S-Corp.

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Tips vs. Strategy

Mon, 22 Nov 2021 00:00:00 -0400

There are a million tips out there, like: Save your receipts. Contribute to retirement. Be an S-corp!

The problem is there's no "why" behind those. If you don't know why you're doing those things, you're going to miss out on a lot of tax deductions. You can go through the motions, but you aren't making money moves that support your life goals. Blanket advice is one-size-fits-all and everybody's goals, business, household, goals, and priorities are different.

Once you have some things documented and categorized, the first report you'll need to understand is your income statement, or your profit-and-loss report. Income, minus expenses, equals profit. Seeing what goes on from month to month will allow you to see patterns and plan accordingly. Now, you will be taxed on that profit line, even if you didn't pay yourself that much.

Another report you need to understand is your balance sheet. Assets and liabilities, what do you have and what do you owe? This report is where your owner's draw, or owner's pay, will show up. So you can do all the things, but if you don't understand the strategy behind it you won't be able to make the moves that will move you forward.

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Run Your Business Like a Business

Mon, 15 Nov 2021 00:45:00 -0400

Not treating your business like a business could be costing you tens of thousands of dollars in taxes every year.

First, you need to separate your finances. Keep your business account separate from your personal account. Mixing finances is called “piercing the corporate veil,” and that can render your LLC protection essentially useless.

Also, if you aren’t keeping business expenses separate, you could be missing a LOT of tax deductions come tax time. If you can’t tell what expenses are personal and which ones are business, how can you deduct them? You can’t!

When making business decisions, are you looking at your numbers first? What if the one offer you weren’t excited about anymore turned out to be your #1 bestseller and you dropped it and lost all those sales? Do you understand where your profits are coming from?

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

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Modern Day Money Guide

Mon, 15 Nov 2021 00:30:00 -0400

Would you take money advice from a crusty old white man using technical jargon? Me neither. Finances are gate-kept and overwhelming, for no good reason.

Let's take a step back and investigate our money beliefs. For one, that all debt is bad - it's not. Debt is just a decision to borrow money, for a fee. You don't need to pay your mortgage off to be financially responsible. Long term, it's actually better to invest more into retirement than it is to pay off your mortgage early. Make sense? I'm tired of traditionalists treating online businesses like they aren't valid.

Let's improve your financial knowledge and confidence.

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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It's Okay To Let Go

Mon, 15 Nov 2021 00:15:00 -0400

My company, The Freelance CFO, has been around in various iterations for about 10 years now, but I really went all in full time at the beginning of the pandemic in March of 2020 after being let go unexpectedly from my day job. Because I had a solid financial foundation in my business, I was able to survive and thrive.

Cliches aside, I want to change the world. I want to change the way our workforce is treated and in order to do that, I needed to create my own workforce.

If you are still working a corporate job and that’s benefiting you, great! If you decide to job hop or leave corporate altogether, remember that it’s a transactional relationship. Don’t feel guilty for your coworkers or your boss. When it’s time to go, it’s okay to let go.

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Money Talk For Real People

Mon, 15 Nov 2021 00:00:00 -0400

Have you worked with accountants or lawyers that use language around money that doesn’t make sense to the average person? We’re here to remove the stigma around money conversations for everybody.

We’re going to focus on how to stop ignoring your money and burying your head in the sand. Taking control of your finances and how you show up in life will give you more energy, excitement, clarity, and confidence.

This season we’re diving specifically into your bookkeeping, accounting, and registration so you really understand how to do it right. We’ll talk about wealth building with regards to building your business, investing in yourself, retirement, family and more, while securing and protecting our bag.

We fill in the gaps and knowledge to help guide our clients towards the goals that THEY want - not what they think they should want. This isn’t your parents’ financial advice!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

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Welcome to Confident Money!

Sat, 06 Nov 2021 00:00:00 -0400

Here, I will help people just like you increase their understand fo money, finances, and accounting and gain the clarity they need to make bold money moves with confidence. You'll learn how to take control of your finances, drop your shame, and make decisions that move you forward.

I'm here to disrupt the narrative of how we interact with our money.

In season 1, we'll be covering business finance do's and don'ts.

Send me a DM on Instagram @katelyn.magnuson!