Send us a text
Please join me for an hour of the chats with my super cool accountant, the great Sandi York of Fit Money Coach!
The older I get, the more I see the consequences of not pursuing financial literacy even though *insert all the reasons it is perfectly horrible to learn financial literacy*. I want to at least give you some resources that I know for a fact to be excellent and trustworthy- therefore, please meet Sandi. :)
What you'll hear:
- How Sandi decided to choose the accountant path 7:00
- When and how she made the decision to go rogue (ie: self employed, baby!) 11:50
- Pure magic and synchronicity at work! Sandi meets Dr. Shante Cofield (aka the Movement Maestro) and the rest is history, I love this story so much 13:30
- The questions Sandi gets more than any others from freelancers/biz owners 18:00
- Making money isn't the same as knowing what to do with it- 20:15
- The huge impact that Sandi has had on my life and mental health around money 25:30
- Sandi's recommendations for QuickBooks, and what to do if you'd rather do it on your own 29:30
- 31:00 Sandi's #1 advice for freelancers and biz owners
- Amazing free resource! Sandi's Profit-First spreadsheet (I use this EVERY month and it's why I never panic at tax season) 34:30
- An article explaining Profit First (you don't have to read it, but if you're a nerd)
- Profit First for Micro-Gyms: Sandi's recommendation if you want to bone up on Profit First as a financial system (it's more simplified and relevant for solo gym owners which more easily translates into solopreneurs)
- The #1 mistake she sees people making 36:45
- Sandi's recommendations to get OUT of credit card debt 39:15
- "If you could wave a magic wand and ensure every freelancer/business owner knew one thing, what would it be?" (we get TWO answers muahahaha) 47:00
- Ways that you can work with Sandi and let her change your life for the better 49:30
Follow Sandi on the Grams
Learn more on her website: Fit Money Coach
Don't go back to sleep.
xoRachel
Sign up here for monthly blasts and functional woo
Find me on Instagram
Support this podcast on Patreon
