• Coaches, Consultants, and Money

  • 著者: Erica Goode CPA
  • ポッドキャスト

Coaches, Consultants, and Money

著者: Erica Goode CPA
  • サマリー

  • "Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business! Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?! Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!
    2024
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あらすじ・解説

"Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business! Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?! Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!
2024
エピソード
  • 85. Understanding Self-Employed Health Insurance with Jessica Skoney
    2024/10/29

    Get my Monthly Newsletter here

    This episode features health insurance broker Jessica Skoney. They delve into a broad range of topics essential for self-employed consultants navigating health insurance. They discuss private versus marketplace plans, utilizing healthcare.gov and state exchanges, and the complexities of health insurance applications. Key highlights include understanding brokers vs. agents, accurately reporting income for tax credits, how to verify correct income figures, budgeting for health insurance, and the importance of seeking second opinions on brokers. With practical advice and real-world examples, this episode empowers listeners to make informed decisions about their health insurance options.

    (01:20) Understanding Self-Employed Health Insurance Options

    (02:30) Private Insurance vs. Marketplace Plans

    (04:13) Navigating the Marketplace

    (12:45) State Marketplaces and Medicaid

    (19:34) The Role of Brokers and Agents

    (21:54) Initial Consultation with a Broker

    (23:45) Understanding Client Needs

    (23:55) Impact of Age on Health Insurance

    (24:59) Cost Considerations for Self-Employed Individuals

    (27:47) Importance of Accurate Income Reporting

    (31:24) Household Income and Tax Credits

    (36:12) Navigating Health Insurance Options

    (39:47) Working with Health Insurance Brokers

    (45:34) Conclusion and Contact Information

    ____________________

    Connect with Jessica | Website | Instagram | Facebook

    Connect with Erica | LinkedIn | Website | Newsletter

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    48 分
  • 84. The Value of Trademarks for Consultants with Paulina Proper
    2024/10/15

    Get my Monthly Newsletter here

    In this episode of the Consultants and Money Podcast, host Erica Goode is joined by Paulina Proper, co-founder of District Trademark. They explore the world of trademarks, intellectual property, and strategic branding for solo consultants. Learn how to protect your brand, navigate the trademark process, and ensure your business's legal foundations are solid. Whether you're concerned about copyrights, patents, or trade secrets, this discussion provides valuable insights to help secure your brand's identity. Stay informed on how trademarks can add value to your consulting business and potentially save you from costly rebranding in the future.

    (00:00) Introduction to the Podcast

    (00:46) Meet Paulina Proper: Trademark Expert

    (02:25) Understanding Intellectual Property

    (04:08) Trademarks in Action: Real-World Examples

    (07:26) AI and Intellectual Property

    (09:55) Trademarking for Consultants

    (12:51) The Importance of Trademarking

    (23:48) Navigating the Trademark Process

    (29:15) Costs and Considerations

    (36:06) Final Thoughts and Advice

    (37:56) Stay Connected



    Connect with Paulina | LinkedIn | District Trademark

    Connect with Erica | LinkedIn | Website | Newsletter

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    39 分
  • 83. Unlocking Early Retirement: Joel Clermont's Story
    2024/10/01

    Get my Monthly Newsletter here

    In this episode of the Consultants and Money podcast, host Erica Goode is joined by Joel Claremont. Joel shares his experience with Laravel, his educational business, and his revelations about financial independence and early retirement.

    (00:53) Meet Joel Claremont: Laravel Expert and Podcast Co-Host

    (01:37) Understanding Laravel and Its Applications

    (04:58) Joel's Journey to Financial Independence

    (07:46) The 4% Rule and Retirement Planning

    (16:59) Balancing Work and Personal Goals

    (21:40) Balancing Pre-Tax and Post-Tax Investments

    (26:46) Hiring Your Kids: Tax Implications and Benefits

    (36:59) Final Thoughts

    ===================

    Resources Referenced:

    Ep75 - Navigating early retirement options and "bridge years"

    Ep42 - BONUS: Happy Hour book review - Die With Zero

    Choose FI podcast

    Simple Path to Wealth by JL Collins

    Die with Zero by Bill Perkins

    What is the 4% rule? | Investopedia

    ===================

    Connect with Joel | Twitter | No Compromises | Mastering Laravel


    Connect with Erica
    | LinkedIn | Website | Newsletter

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    39 分

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