• Coaches, Consultants, and Money

  • 著者： Erica Goode CPA
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Coaches, Consultants, and Money

著者： Erica Goode CPA
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  • "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
リーダーシップ 経済学
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エピソード
  • 86. Retirement Plans for Consultants

    86. Retirement Plans for Consultants
    2024/11/12

    Get my Monthly Newsletter here

    This episode, Erica covers 4 key retirement plans: Roth IRAs, Traditional IRAs, SEP IRAs, and Solo 401ks. Erica explains the eligibility criteria, 2024 contribution limits, and special considerations based on business structure (sole proprietor, LLC, or S Corp). She highlights the benefits and potential drawbacks of each plan, offering insights to help solo consultants make informed retirement savings decisions.

    (00:54) Retirement Planning for Self-Employed Consultants

    (02:11) Roth IRA: The Favorite Child

    (03:55) Traditional IRA: A Flexible Option

    (05:46) SEP IRA: Ideal for High, Fluctuating Income

    (07:57) Solo 401k: High Limits and Flexibility

    (09:48) Key Takeaways and Final Thoughts

    (11:43) Stay Connected and Informed

    ____________________

    Resources Referenced:

    Ep69 - SEP vs Solo 401(k) with Sean Mullaney, CPA

    ____________________


    Connect with Erica | LinkedIn | Website | Newsletter
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    12 分
  • 85. Understanding Self-Employed Health Insurance with Jessica Skoney

    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

    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

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