Episodes
70
Latest episode
Oct 2024
Language
EN-US
This is a podcast about success for self-employed business owners who want to break through to the next level in their business and have a life in the process. We'll go behind the scenes with CERTIFIED FINANCIAL PLANNER™ and small business owner Leland Gross to hear stories of other how other self-employed business owners navigated the inevitable challenges that arise on the path to success. And get insight from leading business consultants on how to break through to the next level in your business. Whether you own your own small business and want a community of like-minded people who can celebrate and commiserate with you, or you are thinking about making the leap into entrepreneurship, this podcast is for you!
Welcome to What Works Wednesday! Today, we're covering the Fed's recent decision to lower interest rates by 50 basis points in September 2024. We'll quickly explain why rates change, how they impact borrowing and saving, and what this means for you. Let's dive in!
My guest on today’s podcast is Aakash Shah. He is the founder of Wyndly, an at home allergy testing and treatment company, designed to provide personalized immunotherapy treatment plans from real doctors delivered to your door. In this episode Aakash shares his journey which is truly remarkable. He shares about his struggle with allergies and realizing that much of the current healthcare system is not available to many people struggling with allergies, because it is hard to get into see an allergist. He and his cousin discovered a way to provide this treatment, and after fixing his own allergies realized that there is a huge need to be solved and began solving it. Aakash and his cousin used the application for Y Combinator, a startup accelerator that has worked with companies like facebook and google, as a way to think about their business, but then also got accepted and went through the process with Y Combinator. He shares about that experience and how being surrounded by other founders growing their businesses at instance rates created a rising tide that challenged him to rise with the tide and grow his business well too. Aakash has big dreams to cure allergies in America and then all across the world which is inspiring to hear. This episode is filled with incredible nuggets of wisdom for all entrepreneurs. So with that introduction, I hope you enjoy this episode of the Self-Employment Success Podcast with Aakash Shah. wyndly.comhttps://www.linkedin.com/in/mraakashshah/
In this episode of What Works Wednesday, Leland discusses how elections historically impact the stock market. Without diving into party politics, he explains the unpredictability of markets and shares insights on making informed investment decisions during election years, while emphasizing that no one can predict the future.
My guest on today’s podcast is Briar Baughman. Briar is the owner and founder of Off-Load Moving, a moving company based out of Hampton Roads, Virginia. What’s unique about Briar is the level of success he has achieved in such a short time, being only 24 at the time of this recording. In this episode Briar shares his story. He details how his family moved 19 times in the first 18 years of his life and how that deeply shaped him. He had developed a dread for moving and realized that this is typically a transition in one’s life that can be exciting but also very stressful. He explains how amidst growing his family, attending college, and being in the army national guard, he and his wife at the age of 19 decided to start Off Load Moving. In this episode we talk about the progression of business, from the early days of getting off the ground, to beginning to scale your business and how that can sometimes mean that as the business owner you have to take on less hats to prevent bottlenecking the business, which can in turn take you away from parts of the business you may have enjoyed or grown accustomed to. Briar is a family man, who loves investing in kids, and has a wisdom beyond his years. In this episode he talks about “being present where your feet are” when your life is filled with many hats, like being a husband, father, business owner, friend, and coach. He also talks about setting goals for the business that are bigger than yourself and are big enough to encompass the goals and lives of your team as well. And finally Briar shared his definition of success as not being money or achievements, but what you kids say about you when you are not in the room. So with that introduction, I hope you enjoy this episode of the Self-Employment Success Podcast with Briar Baughman. https://offloadmoving.com/
Welcome back to What Works Wednesday! I’m Leland Gross, and today we're covering an often overlooked but crucial investing strategy: tax location. While asset allocation (diversifying investments) is well-known, tax location ensures you're maximizing after-tax returns by placing investments in the right accounts. It’s not just about what you make, but what you keep. So make sure your portfolio is optimized for both asset allocation and tax location to grow and keep more of your wealth!
My guest on today’s podcast is Melissa Broughton. Melissa is the founder of Busy Bee Advisors, a bookkeeping, accounting, and tax advisory firm for busy entrepreneurs and small businesses. What I love about Melissa is her own story of entrepreneurship. In this episode she shares about how she knew from a young age that she wanted to be an accountant and as an adult had a great career in accounting, but how eventually the long weeks and the requirement to ask for time off grew to be too much, so one day, while on vacation, she decided to quit her current job. She then shares a wild story, that I won’t ruin now, about how she was forced to take time to really dream about and build out what she wanted next and that was to launch her own business. Melissa and her husband now run a team of bookkeepers, accountants, and tax advisors and have found ways to save on average 30-40% in taxes for their clients. This episode is filled with great nuggets of wisdom for all entrepreneurs as well as practical bookkeeping tips. So with that introduction I hope you enjoy this episode of the Self-Employment Success Podcast with Melissa Broughton.As a token of our appreciation I wanted to offer a FREE copy of my newest book THE 4-HOUR BOOKKEEPER to your listeners. No strings attached. Please let listeners know that all they need to do to get their FREE copy is shoot me an email (melissa@busybeeadvisors.com) RE: name of your podcast - FREE BOOK *copies are being sent directly from Amazon so they'll need to provide their shipping address in the email.https://busybeeadvisors.com/
Welcome to this weeks What Works Wednesday! Today, we're breaking down three common personal finance mistakes self-employed pros make—starting with the myth that you can deduct everything on your taxes. Tune in to avoid these costly mistakes!
My guest on today’s podcast is Garrett Delph. Garrett is the founder of Clarity Ops, a company that provides process and performance consulting and implementation for high impact organizations. What is unique about Garrett is his unique ability to help businesses navigate the complexities of expansion, due to his own experience running businesses and having his chairman of the board tell him that he was the issue due to his own micromanagement that was hindering the business’ growth. In this episode we talk in depth about business scaling, the pain points that arise for businesses, and how if your business is not growing it’s dying. And be sure to listen to the end as Garrett shares his own definition of success that doesn’t just cater to his own well being but the success and well being of the people around him. So with that introduction, I hope you enjoy this episode of the self-employment success podcast with Garrett Delph. https://clarityops.co/https://www.linkedin.com/in/garrettdelph/
Welcome to What Works Wednesday! Today, we're highlighting a crucial concept: Information without implementation is useless. It’s not enough to have a solid financial plan or business strategy—what really matters is turning that knowledge into action. Without implementation, even the best advice or plan becomes wasted effort. Let’s focus on taking actionable steps to ensure that information drives real value in our lives.
My guest on today’s podcast is Kate Moore. Kate is the founder of Melted and Moved, a boutique, luxury travel advisor business that provides travelers with tailor-made travel itineraries that deliver both luxury and a local touch world-wide. In this episode Kate shares her entrepreneurial journey. She shares how building a staffing agency from the ground up gave her 10 years of business experience in a 4 year period, and how when they rolled the staffing agency up under a larger conglomerate, she realized that she doesn’t make for a good employee and needed to be her own boss. From there she decided to merge entrepreneurship with her passion for traveling and hospitality and launched Melted and Moved…. In January 2020. Kate shares how starting a travel advisory business during COVID was both incredibly hard and trial by fire that build knowledge, experience, and relationships that have allowed her to deliver even more value to her clients. In this episode we dive into what it means to deliver value in hard times for your clients, keys to balancing working in your business versus on your business, and the importance of being passionate about what you do, because that will get you through the days when work feels hard. Melted And Moved is the real deal for anyone looking to level up their travel experience and if you are interested, their links are in the show notes. So with that introduction, I hope you enjoy this episode of the Self-Employment Success Podcast, with Kate Moore. Meltedandmoved.comInstagram MeltedandmovedLinkedin Meltedandmoved
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