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The Financial Purpose Podcast
Dale Shafer II, CFP®, CBEC®, APMA®
99 episodes
1 month ago
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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All content for The Financial Purpose Podcast is the property of Dale Shafer II, CFP®, CBEC®, APMA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress
The Financial Purpose Podcast
30 minutes
1 month ago
EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress

Episode 99 is for anyone who’s ever wished for “just one normal day.” Dale breaks down how a simple, living plan turns constant fires—cash-flow squeezes, debt, surprise bills, hiring/retention, leadership blind spots—into clear priorities and momentum. You’ll hear practical ways to separate reserves from operating cash (think Profit First–style buckets), choose growth with eyes wide open, time-block for your best brain hours, and use compounding small actions to knock out the biggest problems first.

You’ll learn:

  • The “money mechanics” checklist: cash flow, debt, surprises, insurance gaps

  • When to scale vs. when to stabilize

  • How prioritization + time-blocking beat procrastination and shiny objects

  • Why every person (W-2 or founder) should run their life like a business

  • How a real plan reduces fires, builds confidence, and accelerates wins

Questions about starting your plan? Visit LifeMovesWealth.com or email info@lifemoveswealth.com.

The Financial Purpose Podcast
Straight talk about aligning your financial purpose to Business, Money, and Investing.