We are so excited to bring you Episode 18 "Not Your Average CPA: Money Mindset-Free Yourself" with Brennan Schlagbaum, CPA of Budgetdog. In this episode we talk about some characteristics that most millionaires possess according to studies (and he does too!), how his work in oneof the big 4 financial firms guides his advice to middle America. In addition, we explored some financial tips for early stage Medspa owners and his personal opinion on investing tips for new business owners.
Please keep in mind that this is general financial advice and is in no way shape or form a recommendation for your personal solution.
Some highlights:
4:37 What characteristics that all millionaires share
5:15 Changing the financial lives of people around the world
5:46 Applying what you learn in the business world to your personal life
8:12 Advice for newer Medspa owners to separate the business side of finances to personal
side of finances
11:26 Brennan's tips on investing for business for new business owners
12:30 Funding Priorities for planning-Opinion
16:05 You are not evil if you have a lot of money
18:58 How to balance your business and personal financial priorities
@budgetdog
Hey! I'm Brennan, a CPA at one of the largest financial firms in the country. Nice to meet you! But this isn't about me... this is about Niko.
AKA "The Budget Dog".
I got Niko about 3 years ago when he was just a little pup.. and I'm not sure if you've ever had a pet, but they have such a huge impact on the way you look at life.
You see, Niko is a dog... so he doesn't worry too much. He naps, he wags his tail, he eats and goes about his day. He doesn't have a care in the world.
As I watched him grow up, I thought to myself...
Why isn't everyone's life like that? 9 times out of 10, when I talked with a client, they sounded miserable. Everyone is so stressed out, especially about money.
In fact, CNBC says 30% (!!!) of people report being stressed about money "constantly"...
That's no way to live life.
And Niko's smiling, care-free attitude inspired me to create this, an entire brand and educational platform around him!
Budget Dog is about one thing: creating full understanding and complete clarity around your money so you can live a financially stress-free life!
