Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025
The Finance Geeks Podcast
57 minutes 10 seconds
9 months ago
Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025
In this episode, Warren and Paul draw on client insights to show that robust financial and business planning is like the detailed charting of a sea voyage. Just as a seasoned captain plots a route with waypoints and contingency plans, you need to plot your business and financial objectives to steer clear of unwanted currents and navigate towards long-term success.
Imagine your Management Information reviews, process audits, and updated documentation as your ship’s rigging and instruments - each element finely tuned to keep your vessel steady. By regularly scheduling compliance checks and planning for team coverage (much like rotating your crew on watch duty during stormy weather), you're ensuring that your financial strategies and business operations are shipshape.
Join The Finance Geeks as they hoist the sails, trim the rigging, and embark on a prosperous journey into the new year.
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Chapters: 0:00 - Intro
8:55 - The Focal Point: Business Planning - How to make 2025 a great year!
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Podcast Reference Links:
Creatine and Whey Protein: Should You Take Both?
https://www.healthline.com/nutrition/creatine-vs-whey#muscle-gain
Creatine vs. protein: Which is better, post-workout, and more
https://www.medicalnewstoday.com/articles/creatine-vs-protein#benefits
The 20 Ultimate Tips for How to Sleep Better | Sleep Foundation
https://www.sleepfoundation.org/sleep-hygiene/healthy-sleep-tips
Tim Berry (entrepreneur) - Wikipedia
https://en.wikipedia.org/wiki/Tim_Berry_(entrepreneur)
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
