Failure often has bad connotations, but I'd like to challenge you to think about failure in a different light. ======================= Resources: 💸 Free Resources 🌔 Get Started on Your Moonshot Today!

This week we continue our goal-planning episode for 2025. In this podcast, we will go over what my goals are in my business and personal life. We will also give you some solid resources that you can use to track and plan out your goals in 2025. 🧠 SMART Goal Template ======================= Resources: 💸 Free Resources 🌔 Get Started on Your Moonshot Today!

Today we embark on a journey of goal setting. As 2024 comes to a close many people begin to focus on what the next year will hold for them. This is the perfect opportunity to take control of your year by setting goals that actually stick. Join us in this journey as we track our goals and act as your accountability partner in tracking yours! ======================= Sources: https://www.dominican.edu/sites/default/files/2020-02/gailmatthews-harvard-goals-researchsummary.pdf ============...

In this episode, we explore the complexities of holiday gift-giving, from managing financial stress to finding meaningful and impactful gifts. We discuss how to balance time and budget, set expectations with family and employees, and offer unique gift ideas like contributions to education savings accounts and supporting local businesses. ======================= Timestamps: 00:00 Introduction and Quote of the Day 00:24 The Stress and Rewards of Gift Giving 01:11 Financial Strain During...

Today we discuss how you and your business can benefit from a strategic credit card strategy. We'll address the rise in American credit card debt, and share a success story, a personal story about using credit cards. Lastly, we will give you the strategy that we've used to avoid 100% of interest while maintaining a 100% credit payment. history 00:00 Introduction to Financial Freedom 00:34 The Reality of Credit Card Debt in the US 01:47 Analyzing Credit Card Debt Statistics 04:41 Unders...

This episode of 'Planning Your Moonshot' starts with a quote from Dr. Miriam Kiermeier, emphasizing that loneliness is more about being unseen than being alone. We discuss a study by Inc. magazine revealing that the top three challenges for CEOs are loneliness, delegating tasks, and feeling the weight of the world on their shoulders. The tragic story of Tony Hsieh of Zappos is shared to highlight the severe consequences of unchecked loneliness. We also explore my personal struggles with isola...

In this episode of 'Planning Your Moonshot,' the financial challenges faced by freelancers and contractors are tackled. Topics include strategic budgeting, establishing buffer funds, and using the 'pay yourself first' system with the 50-30-20 rule. The episode also delves into setting up multiple savings accounts, retirement planning options like IRAs and Solo 401k, and ensuring financial consistency through automated contributions. Essential tax-saving tips, including maintaining separate ta...

In this episode of 'Planning Your Moonshot,' host Louis Guajardo explores the concept of imposter syndrome, particularly its prevalence and profound impact on women in the business world. Featuring the story of Vincent Van Gogh and examples from prominent figures like Sheryl Sandberg and Maya Angelou, the discussion highlights how societal pressures, media influence, and gender roles contribute to these feelings. The episode provides practical strategies for managing imposter syndrome, such a...

In this episode of 'Planning Your Moonshot', discussions center around common challenges faced by women entrepreneurs, including work-life balance and unequal access to capital. The episode highlights Arianna Huffington's story as an advocate for work-life balance and provides practical tips such as prioritizing sleep, setting technology boundaries, practicing mindfulness, and taking time to recharge. It also addresses societal norms affecting women in business and offers resources for access...

In this episode of Planning Your Moonshot, we’re diving into the critical role of the Chief Operations Officer (COO). As a business owner, knowing the role of a COO can be pivotal to your growth. The COO is the person responsible for overseeing the daily operations, ensuring that everything within the business runs smoothly—from team management to operational systems and logistics. We explore the key responsibilities, like filling gaps in the organization, troubleshooting issues, and maintain...

In this episode, we’ll explore the multifaceted role of a Chief Financial Officer (CFO) in a small business. As a business owner, you often wear many hats, including that of the CFO, which involves overseeing financial strategy, cash flow management, budgeting, risk assessment, and financial reporting. We’ll break down these responsibilities and highlight the importance of creating efficient financial systems and processes. I’ll share practical tips on managing cash flow, forecasting, setting...

In this episode, we’ll delve into the multifaceted role of a Chief Marketing Officer (CMO) in a small business. As a business owner, you often wear many hats, including that of the CMO, which involves overseeing marketing strategy, brand management, lead generation, customer engagement, and analytics. We’ll break down these responsibilities and highlight the importance of creating efficient systems and processes. I’ll share practical tips on developing marketing strategies, building a strong ...

In this episode, we delve into assessing financial readiness for homeownership, starting with understanding your credit score. We discuss the significance of a high credit score for securing favorable mortgage terms and provide tips on improving your score, such as maintaining timely payments, increasing credit limits, and keeping credit utilization low. Next, we evaluate your financial health using metrics like savings rate, burn rate, and debt rate. We also cover saving for a down payment, ...

In this episode we explore how financial beliefs formed in childhood, known as Money Scripts, influence our financial behaviors and decisions. Louis dives into the four types of Money Scripts, explaining how they shape our relationship with money, from excessive spending to undue frugality. He also shares personal anecdotes and practical strategies for managing these scripts to achieve healthier financial habits. Educational Topics: •Topic #1: Introduction to Money Scripts •Topic #2: The Four...

One of the scariest parts of starting a business is actually the first steps, but ultimately once you've gone through it once it's not that difficult. In this episode of the Founder's Finances we will go over what you should consider when starting a business and whether or not this is something you should even tackle in 2024. Educational Topics: Topic #1: Things to consider when starting the business Topic #2: Funding the business Topic #3: Lifestyle businesses ======================= Reso...

Financial wellness can be an extremly important benefit to your employees. In today's episode we will discuss how you can implement this benefit in your business for your employees. Educational Topics: Topic #1: What is a fringe benefit Topic #2: Financial wellness Topic #3: Tax considerations ======================= Resources: 💸 Free Resources 🌔 Get Started on Your Moonshot Today!

This week we discussed turning our hobbies into a business and starting to treat your business as an actual business. There are things that all business owners should be doing to differentiate their hobbies and their business. Listen to this podcast to hear what those are. Educational Topics: Topic #1: Changing your mindset Topic #2: Tracking KPIs Topic #3: Separating business and personal finances ======================= Resources: 💸 Free Resources 🌔 Get Started on Your Mo...

Step into the family office of your favorite billionaire in todays episode. Let us walk you through how they manage their wealth while also discussing a framework on how we can implement this for your wealth. Educational Topics: Topic #1: What is a family office? Topic #2: How much does it cost to run a family office? Topic #3: How can we implement this family office style of wealth management into our personal situations? Topic #4: How much would it cost to create a personalized fami...

Last week we took you on a journey to your first $100,000. Well this week we take you along the journey to your first $1,000,000. There's a lot of great content in here so stick around. Educational Topics: Topic #1: Why is it so difficult to get to your first $1,000,00 (the other view of compounding) Topic #2: Deferred gratification Topic #3: The top strategies that others have used to achieve their first $1,000,000 ======================= Resources: 💸 Free Resources 🌔 Get St...

This week we want to take you on a journey. What is that journey you ask? It's the journey to achieving your first $100,000! This is an exciting episode as it will detail why getting to the first $100,000 is so difficult to accomplish. We also go over some smart strategies to accelerate your journey. Educational Topics: Topic #1: Why is it so difficult to get to your first $100,00 (the other view of compounding) Topic #2: The Latte Effect and its impact on your journey Topic #3: The top str...