Shows
Wealth WitchesThe #1 Finance Rule That Strengthens Your Business FoundationIn this solo episode, Katelyn explains why treating your business like a legitimate business starts with one foundational practice: separating business and personal finances.She breaks down how commingling funds creates legal risk, bookkeeping issues, missed deductions, and unclear profitability. The episode also highlights how clean financial records support better decision-making, including identifying what services or products are actually driving revenue.This is a practical episode for business owners who want stronger systems, cleaner taxes, and clearer direction.Key TakeawaysSeparate business and personal finances to reduce legal and tax risk.Commingling...
2026-01-1914 minWealth WitchesThe Woo Side of Business: Intuition, Alignment, and Wealth with Leah WeinbergThis week on the Wealth Witches Podcast, Katelyn is joined once again by attorney, author, and former wedding industry pro Leah Weinberg, but this time, they’re going beyond business structure and diving into the woo side of entrepreneurship.From human design and astrology to energetic alignment and spiritual self-awareness, Leah opens up about her journey into the world of intuitive and holistic practices, and how understanding her energy has transformed the way she runs her business and honors her wellbeing.This conversation explores how honoring rest, self-knowledge, cycles, and intuition allows us to build we...
2026-01-0550 minWealth WitchesEnd-of-Year Finance Checklist: How to Close Out Your YearThis episode is your short, practical, no-fluff guide to wrapping up your financial year with confidence. Katelyn walks you through the essential December checklist for business owners and anyone DIY-ing their bookkeeping or preparing for tax season.From reconciling your November statements to preparing W-9s, reviewing your subscriptions, and strategically timing year-end purchases, this episode breaks down the tasks that save stress, money, and time.If you’ve ever wondered, “Am I missing something important before year-end?” this is your go-to reminder list. It’s simple, actionable, and perfect to replay every December.Key Ta...
2025-12-2214 minWealth WitchesThe Seasonality of Success: Planning Your Year With IntentionIn this throwback episode, Katelyn Magnuson dives into the natural seasonality that shapes her life, business, energy, and creativity. She shares how her year unfolds in cycles, from the demanding winter tax season, to the ease and rest of summer, to the productive spark of early fall, and how honoring these rhythms has transformed her personal well-being and the way she leads her team.Katelyn discusses how energy, weather, menstrual cycles, relationships, and business demands all influence how she works and rests. She also explores how shifting responsibilities, team dynamics, and personal boundaries create more sustainable workflows...
2025-12-0820 minWealth WitchesOwning Your Multi Passionate Self Changes EverythingIn this empowering solo episode, Katelyn Magnuson explores what it truly means to be multi-passionate in a world that keeps telling us to “pick a lane.” She shares her own journey from corporate roles to entrepreneurship, and how embracing her many interests (numbers, magic, sustainability, creativity, and teaching) became her greatest advantage.From rebranding The Confident Money Podcast into Wealth Witches to fully integrating her left-brain business strategy with her right-brain intuition, Katelyn dives into the freedom that comes from rejecting the idea of being “too much.” This episode reminds listeners that your quirks, cu...
2025-11-1723 minWealth WitchesMoney as a Catalyst for Change with Leisa PetersonIn this week’s episode, Katelyn sits down with Leisa Peterson, money coach, author, and founder of WealthClinic, to explore the deeper connection between wealth, worthiness, and self-awareness.A former financial advisor turned mindful money mentor, Leisa helps entrepreneurs revolutionize their relationship with money by addressing the mindset and behavioral patterns traditional finance often ignores.With over 30 years of experience in wealth management, Leisa shares how money can serve as a mirror for our inner world, revealing patterns of scarcity, fear, or overgiving that keep us from living in abundance. She also discusses how awareness an...
2025-11-0350 minWealth WitchesHow to Build Money Habits That Don’t Burn You OutIn this grounding solo episode, Katelyn Magnuson blends the tactical with the magical to show you how to build money routines that actually work… even when your energy is low.She shares how daily money check-ins, weekly “CEO-level” cash flow rituals, and monthly reflections can help you stay connected to your finances without shame or overwhelm. Katelyn also explores how astrology, menstrual cycles, and energetic rhythms can guide your money management so it feels intuitive, not forced.Whether you’re new to financial routines or trying to reconnect with your business finances, this episode o...
2025-10-2023 minWealth WitchesSales Skills: The Hidden Wealth Accelerator with Maria BayerIn this episode, Katelyn sits down with high-ticket sales coach Maria Bayer, the creator of Irresistible Selling. With over $25 million in personal sales, Maria has helped countless entrepreneurs raise their rates, shorten their sales cycles, and step into confidence they didn’t know was possible.Maria shares her journey from finance to software sales, the mindset shifts that transformed her income, and the importance of learning to sell in a way that feels authentic. She explains how avoiding proposals and tough conversations carries an unseen cost, why “benefit of the benefit” language changes everything, and how mastering sales...
2025-10-0637 minWealth WitchesUnlocking Your Intuition in Business with Jenn CohenIn this episode of the Wealth Witches Podcast, Katelyn welcomes Jenn Cohen, intuitive consultant and former entertainment industry executive, to explore how intuition can transform not just your personal life but also your career and company culture.From navigating a life-changing spiritual experience at age 20 to bridging creativity and corporate strategy in her 27 years in entertainment, Jenn has seen firsthand how listening to your inner knowing leads to clarity, better decisions, and stronger alignment in teams.Together, Katelyn and Jenn break down why intuition is not “woo”, it’s energy, strategy, and leadership. They discuss practi...
2025-09-2233 minWealth WitchesBuilding a Steady Path Through Economic UncertaintyWhen sales slow, it’s easy to panic, freeze, or throw spaghetti at the wall, hoping something sticks. In this solo episode, Katelyn Magnuson breaks down exactly how to navigate dips in sales and economic uncertainty without losing your footing.From client relationships to financial planning, she shares how to spot early warning signs, make confident business decisions, and build stronger systems so you can bounce back with clarity. This episode is packed with real-life examples that show how small shifts can help you stay profitable and aligned.If you’ve ever felt anxio...
2025-09-0835 minWealth WitchesBreaking Free From The Matrix with Danielle McCleereyIn this transformative episode of the Wealth Witches Podcast, Katelyn sits down with Danielle McCleerey to explore how human design, astrology, and nervous system regulation can radically shift the way you do business.From her decade-long career at SoulCycle to building multiple thriving ventures, Danielle opens up about the turning points that shaped her approach to sustainable success, including the personal loss that became the catalyst for deep healing and transformation.She shares her four-pillar framework for aligning your business with your energetic blueprint, how to identify and honor your “life context” and why choosing unfa...
2025-08-1859 minWealth WitchesContractor vs Employee for Small Business Owners with Leah WeinbergIn this eye-opening episode of the Wealth Witches Podcast, Katelyn sits down with Leah Weinberg, a lawyer, author, and former wedding planner, to unpack one of the most misunderstood topics in the business world: the legal and financial differences between employees and independent contractors.Whether you’re hiring your first team member or reviewing your current structure, Leah breaks down what every small business owner needs to know to stay compliant, avoid costly fines, and make confident decisions.They also dig into the real risks of misclassification, why a contract doesn’t automatically protect you, and...
2025-08-0442 minWealth WitchesRewriting the Rules of Business with Human Design with Mel McSherryIn this episode of the Wealth Witches Podcast, Katelyn sits down with international business and life guide Mel McSherry for a soul-deep conversation about human design, energy management, and building a profitable business rooted in who you actually are.Mel shares their journey from being a personal trainer and coach to becoming a spiritual business guide, integrating human design into every layer of their work. Together, Katelyn and Mel explore how traditional business advice can lead to burnout, and how flipping the script through energetic alignment can unlock deeper clarity, profit, and joy.If you've...
2025-07-2152 minWealth WitchesFinding Community in a Chaotic WorldIn this deeply reflective solo episode of the Wealth Witches Podcast, host Katelyn Magnuson opens up about the heaviness of the world right now and how she’s navigating it through community, connection, and choosing presence over perfection.She shares her personal struggles living in a politically mismatched area, the loneliness that can come from feeling disconnected from her local community, and how she’s intentionally rebuilding, both locally and long-distance.From planning batch cooking days with friends to romanticizing errands as quality time, Katelyn walks through what real, sustainable community looks like and how we c...
2025-07-0718 minWealth WitchesLegacy, Logins, & Loved Ones: The Overlooked Essentials of Modern Estate Planning with David EdeyIn this honest and eye-opening episode of the Wealth Witches Podcast, Katelyn is joined by Certified Executor Advisor and bestselling author David Edey for a candid conversation about death, inheritance, and the legacy you leave behind.David shares his personal story of spending 7 years, $50,000, and 10 court appearances settling his parents’ estate, even though they had a will. Now he’s on a mission to help families avoid the emotional and financial disasters that can happen when estate planning is delayed or ignored.Together, they cover everything from executor horror stories and sibling fallout to digital asse...
2025-06-1636 minWealth WitchesHealing Wealth Wounds through Identity, Inheritance & Inner Work with Melissa HoyerIn this deeply nourishing episode of the Wealth Witches Podcast®, Katelyn is joined by Certified Financial Planner™ and Life/Wealth Coach Melissa Hoyer for a heartfelt conversation about the intersection of wealth, self-love, and identity.Melissa works with inheritors and individuals navigating financial transitions to bring calm, confidence, and clarity into their relationship with money. Through a holistic blend of financial planning and coaching, she helps clients align their wealth with their values and create lives rooted in abundance, not just dollars.Together, Katelyn and Melissa explore how self-love fuels abundance, how to feel wealthy eve...
2025-06-0238 minWealth WitchesHow Biases Shape Your Money Decisions with John De GoeyIn this episode of the Wealth Witches Podcast, Katelyn sits down with portfolio manager and author John De Goey to unpack one of the most overlooked factors in personal finance: cognitive bias.From optimism bias and confirmation bias to recency bias and emotional decision-making, John breaks down how our brains often sabotage our money moves, especially during periods of economic and political uncertainty.Drawing from his book, John shares how many investors falsely believe they’re the exception to risk, why that can lead to poor decisions, and what we can do to recognize and co...
2025-05-1937 minWealth WitchesAstrology & Rebellion: An Annual ReflectionIn this deeply personal and empowering episode of the Wealth Witches Podcast, host Katelyn Magnuson reflects on the past year of her life and what’s ahead as she turns 35. Through the lens of astrology, cycle awareness, neurodivergence, and radical self-expression, Katelyn shares the rituals, revelations, and routines that have shaped her identity, her business, and her next chapter.From navigating Mercury retrogrades and Venus-led perfection years to celebrating body autonomy and creativity as a form of rebellion, this episode is both a love letter to self-discovery and a roadmap for reclaiming joy, softness, and fun as co...
2025-05-0520 minWealth WitchesSomatic Success: Nervous System Secrets for Money Clarity with Sheridan RuthIn this deeply human and healing episode of the Wealth Witches Podcast, Katelyn sits down with bestselling author and nervous system specialist Sheridan Ruth. Together, they explore the body-based foundations of true financial clarity and why regulation, not just budgeting, might be the missing piece in your money journey.Sheridan opens up about her personal path, including a diagnosis of ADHD, navigating grief, and her lived experience with alopecia and trauma. From there, the conversation moves into powerful, grounded tools for listeners to tune into their bodies, reduce money anxiety, and finally stop collapsing into shame spirals...
2025-04-2153 minWealth WitchesThe Business Owner’s Starter PackIf you’ve ever wished being a business owner came with a starter pack, this episode is for you! Host Katelyn Magnuson dives deep into the essentials of running a profitable, optimized business—without falling into shiny object syndrome.Katelyn shares her personal lessons from over a decade in business, helping you avoid unnecessary expenses, determine what to outsource, and rethink how you pay yourself so you can build a sustainable business without burnout.She also breaks down the Profit First model, discussing why it works for some but isn’t always the best approach for ev...
2025-04-0724 minWealth WitchesMoving Abroad: How to Build Financial & Location Independence with Vanessa WachtmeisterIn this episode of the Wealth Witches Podcast, Katelyn Magnuson sits down with Vanessa Wachtmeister, a travel tech professional, angel investor, and founder of Wander Onwards, to discuss how to move abroad to achieve financial and location independence.Vanessa has lived abroad for over 11 years, residing in China, the UK, Turkey, and Germany, and now helps others navigate the complexities of international relocation, build financial security, and take control of their futures.If you've ever thought about moving abroad but feel overwhelmed by the logistics, this episode will give you clarity, practical strategies, and the...
2025-03-1732 minWealth WitchesMerging Money & Magic: A Holistic Approach to FinanceIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson invites you to merge financial strategy with spiritual alignment for a truly holistic approach to wealth. Through breathwork, mindset shifts, and energy work, Katelyn walks listeners through how money and magic go hand in hand—helping you create financial abundance while staying connected to your values.She challenges listeners to examine their relationship with money and to identify limiting beliefs that may be blocking their financial success. Whether it’s incorporating gratitude practices, using tarot for financial insights, or aligning financial decisions with personal energy cycles, this...
2025-03-0312 minWealth WitchesBlending Feminine Energy and Strategic Business Mastery with Marie-Eve TalbotIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Marie-Eve Talbot, an Online Business Manager and mentor for soulful entrepreneurs, to discuss how spiritual business owners can scale their impact while staying in alignment with their energy cycles, values, and intuition.Marie-Eve shares her journey from working as an ecologist—where she felt misaligned with corporate goals—to building a business that truly resonates with her love for systems, strategy, and spirituality. Together, Katelyn and Marie-Eve unpack the biggest mistakes business owners make when trying to organize their back-end systems, and why you...
2025-02-1738 minWealth WitchesDo I Need To Buy More To Save On Taxes?In this episode of the Wealth Witches Podcast, host Katelyn Magnuson tackles the ever-popular question: “Do I need to buy more to save on taxes?” Katelyn explains how the U.S. tax system works, providing clarity on tax brackets and how they impact your income. She shares actionable strategies for business owners to make smarter financial decisions, including the best timing for purchases and when it might make sense to hold off.The episode also dives into the importance of avoiding unnecessary spending and instead focusing on high-impact moves like investing in retirement accounts, such as SEP IRAs...
2025-02-0414 minWealth WitchesHow to Resolve Financial Disagreements with Dr. Darla BishopIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by Dr. Darla Bishop, affectionately known as “The FinanSis,” a financial expert, author, and founder of FinanSis, LLC. Together, they dive into the intersection of money and relationships, uncovering five actionable strategies to avoid becoming part of the 41% of couples who cite financial disagreements as a leading cause of divorce.Dr. Darla shares her journey from a challenging financial upbringing to empowering others with her practical, relatable advice, as highlighted in her book, How to Afford Everything. Through candid conversations, Katelyn and Darla explore how...
2025-01-2051 minWealth WitchesReflecting on 2024, Stepping into 2025Welcome to Season 5 of The Wealth Witches Podcast! In this special episode, host Katelyn Magnuson reflects on the transformative year that was 2024 and shares her hopes and plans for an intentional, magical 2025. She begins with gratitude for the Wealth Witches community, celebrating the support, connections, and shared journey that have made this year unforgettable.Katelyn revisits some of 2024’s most defining moments, including rebranding the podcast to Wealth Witches, the acceptance of her trademark, and the return of her signature mastermind program. This year marked a deeper alignment with her mission of financial empowerment through holistic practices, bl...
2025-01-0620 minWealth WitchesEmbrace Your Creative Spirit with Jamie RidlerIn this inspiring episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Jamie Ridler, founder of the School of Creative Magic, to explore the transformative power of creativity. Jamie shares her journey of embracing her artistic spirit and how it has shaped her life and work. Together, they discuss the intersection of practical and artistic pursuits, the importance of showing up authentically, and the magic that unfolds when you honor your creative self.Whether you’re a seasoned artist, a budding creative, or someone looking to reconnect with your passions, this episode is packed wi...
2024-12-1659 minWealth WitchesAuthenticity in Action with Danielle RileyIn this episode of the Wealth Witches Podcast, Katelyn sits down with Danielle Riley, a brand photographer and business mindset coach for creatives, to explore the art of showing up authentically and navigating the complexities of creative burnout. Danielle shares her personal journey of transitioning from wedding photography to brand photography during the pandemic and the lessons she learned about prioritizing herself and her mental health.The conversation delves into the unique nature of creative burnout, practical strategies for recognizing and overcoming it, and the importance of hobbies and self-care in sustaining creativity. Katelyn and Danielle also...
2024-12-021h 06Wealth WitchesTurning Email into Profit with Shannon VondyIn this special episode of the Wealth Witches podcast, host Katelyn Magnuson sits down with Shannon Vondy, founder of The Email Club, to explore the untapped potential of email marketing. Shannon shares how she pivoted from a burnout-prone career as a wedding photographer to becoming an email marketing pro. She reveals how sending just one email generated over $2600, prompting her to embrace email as an easy and profitable marketing strategy. Throughout the episode, Shannon emphasizes that email doesn’t have to be complicated and encourages business owners to approach it with consistency rather than perfection.The conversation co...
2024-11-1836 minWealth WitchesNavigating Relationship and MoneyIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson offers an intimate look into her relationship with her husband, exploring how they’ve cultivated a balanced and supportive partnership. She reflects on lessons from her early marriage, where unequal dynamics led to emotional burnout, and explains how she consciously avoided creating a similar “parenting relationship” with her current partner. Through candid storytelling, Katelyn reveals how mutual respect, autonomy, and clear communication have been essential to their success.Katelyn also opens up about the challenges of managing household duties, finances, and mental load while running a busine...
2024-11-0425 minWealth WitchesCreating Abundance Through Feng Shui with Amanda Gibby PetersIn this enlightening episode of the Wealth Witches podcast, host Katelyn Magnuson welcomes Amanda Gibby Peters, founder of Simple Shui and a renowned feng shui expert, to explore how the ancient practice of feng shui can transform both your life and business. With over two decades of experience, Amanda shares practical, actionable tips on how to use feng shui to invite prosperity, clarity, and abundance into your spaces.The conversation covers how small changes in three key areas—the front door, kitchen, and bedroom—can have a profound impact on your energy and financial well-being. Amanda breaks down...
2024-10-2142 minWealth WitchesLean InIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson explores the transformative power of “leaning into discomfort” to drive personal and professional growth. She shares her own experiences, such as the journey of rebranding the podcast and embracing her true identity, emphasizing the importance of distinguishing between discomfort that leads to growth and discomfort that indicates a misalignment with one’s values.Katelyn discusses practical strategies for managing discomfort, including aligning her work with her energy levels and outsourcing tasks that drain her energy, like email management. By hiring an executive assistant, she has been able t...
2024-10-0723 minWealth WitchesHarnessing Neurodivergence in Entrepreneurship with Jess GelvinIn this special episode of the Wealth Witches podcast, recorded live during our Wealth Witches Membership, host Katelyn Magnuson sits down with Jess Gelvin, a trailblazing entrepreneur who has turned her neurodivergence into her superpower. Diagnosed with ADHD in 2015 and autism in 2023, Jess shares her candid story of navigating a world built for neurotypical people and how these experiences have profoundly influenced her entrepreneurial journey. The conversation unpacks the realities of masking and burnout, common struggles for neurodivergent individuals trying to fit into conventional business models, and highlights the liberating moment when Jess decided to embrace her true self.
2024-09-2355 minWealth WitchesYour Roadmap to Tax Savviness w/Tyler RussellIn this insightful episode of the Wealth Witches Podcast, host Katelyn Magnuson sits down with Tyler Russell, a seasoned tax strategist, to explore the essential steps toward achieving tax savviness. Together, they dive deep into key strategies every entrepreneur and small business owner should know. The conversation begins with practical tips on maximizing mileage deductions, ensuring listeners are well-equipped to claim the most from their business travel expenses—a straightforward yet effective way to cut down on taxes.As the discussion continues, they explore the complexities of health insurance for the self-employed, highlighting crucial deductions that are of...
2024-09-0947 minWealth WitchesCreating a Wedding Business that Actually Feels Good with Aislinn McKennaIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson welcomes Aislinn McKenna, a former luxury wedding photographer turned successful business coach. Aislinn shares her inspiring journey from being a renowned photographer, published in Martha Stewart Weddings and Brides, to coaching women in the wedding industry. She highlights the importance of building a business that feels good and supports your overall well-being.Aislinn and Katelyn discuss various challenges faced by wedding industry professionals. They cover the essential strategies for avoiding burnout, setting boundaries, and creating supportive systems that enhance productivity and client satisfaction. Aislinn emphasizes the...
2024-08-2653 minWealth WitchesCycle Sync Your Biz with Guest Christy VillasenorIn this enlightening episode of the Wealth Witches Podcast, host Katelyn Magnuson welcomes Christy Villasenor, a fractional director of operations and business strategist dedicated to empowering women in business. Christy shares her expertise on cycle syncing, a powerful tool for enhancing productivity by aligning business tasks with the natural phases of the menstrual cycle.The conversation starts with an introduction to cycle syncing, breaking down its various applications, from exercise to productivity and business management. Christy provides an in-depth explanation of the four phases of the menstrual cycle—menstrual, follicular, ovulatory, and luteal—and how each phase impa...
2024-08-1240 min
Wedding Industry InsiderWII 147 – Katelyn Magnuson’s Formula for Pricing & Profit
Do you ever wish someone would give you a magic formula for planning your business finances? Do you dream of that sweet spot where you’re taking on a reasonable amount of weddings and reaching your financial goals?
If so, our latest episode of Wedding Industry Insider is perfect for you! We’re joined by Katelyn Magnuson, founder of The Freelance CFO, a full-service accounting firm for creative small businesses.
Katelyn has an easy-to-follow formula to help you set and reach your income goals. Plus, she’s providing real examples with real numbers so you c...
2024-07-3047 minWealth WitchesPreventing Future Burnout with Guest Johanna HribalIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by the inspiring Johanna Hribal, a former educator turned burnout prevention coach. The conversation delves into Johanna's personal journey from experiencing severe burnout as a public school teacher and photographer to creating a balanced and fulfilling career.Johanna introduces her program, designed to help photographers and other business owners prevent future burnout by managing their workloads and setting intentional goals. She shares practical strategies for achieving a healthier work-life balance, the importance of setting boundaries, and how to maintain mental health while running a...
2024-07-2952 minWealth WitchesFocusing Your Energy with Annual Profections with Guest Robin LangfordIn this episode of the Wealth Witches Podcast, host Katelyn Magnuson is joined by the insightful Robin Langford, a Fate and Free Will coach who blends historical knowledge with astrological expertise. The conversation centers around the concept of annual profections, a powerful timing technique that helps you focus your energy and strategically plan your year.Robin provides an in-depth explanation of the 12 houses in astrology and how each house influences different aspects of your life and business. She highlights the significance of specific houses for entrepreneurs, particularly the 10th, 12th, 1st, and 2nd houses, and shares real-life...
2024-07-1545 minWealth WitchesWelcome to Wealth Witches™Welcome to the Wealth Witches podcast! In this episode, your host Katelyn Magnuson reintroduces you to a revamped and enchanted journey of financial empowerment. Previously known as the Confident Money podcast, Wealth Witches™ aims to create a more inclusive and holistic approach to financial discussions. You’ll learn about the exciting changes coming to the podcast, including a diverse lineup of guests such as astrologers, neurodivergent business owners, and magical creatives. These guests will share their insights on blending the practical with the mystical, offering you a fresh perspective on wealth creation.TakeawaysRebranding Annou...
2024-07-0108 min
SHIFT with Elena AgarEpisode 124 - Financial Alchemy: Transforming Wealth with The Freelance CFO (with Katelyn Magnuson)In this episode of Shift with Elena Agar - I sit down with Katelyn Magnuson - the visionary behind The Freelance CFO, shares her expertise in transforming the financial well-being of entrepreneurs and businesses. Her unique approach blends accounting, bookkeeping, and tax preparation to break down barriers to financial success. Katelyn also discusses her creation, Wealth Witches, which combines holistic finance with energetics and woo, offering entrepreneurs a path to a life full of abundance and balance. With her approachable and non-judgmental style, she's the go-to expert for making, saving, and investing money wisely while embracing life's little luxuries.
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2023-10-2736 min
Success Beyond PodcastUnderstanding S-Corp Elections with Katelyn MagnusonHave you ever wondered whether or not you’re currently set up under the right tax entity? Guess what… you might not be! Also, it may benefit you WAY more in the end to go with a true tax entity rather than starting as a sole proprietor. Katelyn Magnuson is a Fractional CFO and owner/founder of The Freelance CEO and she’s here to share her thoughts on all things numbers and tax entities. Listen in as she shares her top advice and why filing as an LLC sooner than later may mean saving tens of thousan...
2023-07-1936 min
Confessions of a CEOEp. 46: Setting Up Your Business For Financial Success with Katelyn MagnusonWho’s ready to talk about money?! Today’s guest is podcast host, author, money expert, and fellow business owner, Katelyn Magnuson. Katelyn is the owner of The Freelance CFO, a full-service accounting, bookkeeping, and tax preparation firm that empowers you and your business to achieve your own version of success. In today’s episode, Katelyn and I discuss a variety of topics from setting up your business for financial success, how to effectively manage a fully remote team, and what it means to be “anti-budget”. Let’s dive in! Follow Kate...
2022-12-0659 min
Rise & FlowDebunking Solopreneur Finances with Katelyn MagnusonWe get asked countless times by our clients - "Do you know any good accountants?!" And for a while, that was a hard question to answer. We knew talented tax professionals, but none that we ever felt were the right fit for our clients. Our clients came to in|flow because we were different and understood where our clients were at - we wanted to ensure any referred accountants were on the same level. Enter Katelyn Magnuson - who passed the vibe check with flying colors 🔥 Katelyn Magnuson, founder and CEO of The Freelance CFO, LLC...
2022-11-1153 min
Own Your BusinessMoney Matters with Katelyn MagnusonFinances are one of the most important parts of owning your own business. And they’re also one of the scariest, too. But like most things in life that we’re afraid of, it's because we don’t know how easy it can be to do.
In this week’s episode of Own Your Business, I sit down with finance expert, Katelyn Magnuson, to discuss:
- What holds you back from feeling confident about managing your business’s finances
- 3 big mistakes owners make with their money
- What you can DIY, and w...
2022-09-1954 minWealth WitchesAre We Heading For A Crash? with Kyle SeagravesIs the housing market going to crash like it did in 2008? In today’s episode Kyle and I will discuss the similarities and differences between the 2008 housing market and the current housing market so you can make smart decisions.Historically, home value increases over time, usually around 4% per year. This appreciation is closer to 18-20% over the last few years. There was a similarly large increase in home values before the 2008 crash, so it’s understandable that people are wary.The big difference is that in 2006-ish, there were a lot of bad loans being made...
2022-08-1539 min
Confident MoneyAre We Heading For A Crash? with Kyle SeagravesIs the housing market going to crash like it did in 2008? In today’s episode Kyle and I will discuss the similarities and differences between the 2008 housing market and the current housing market so you can make smart decisions.Historically, home value increases over time, usually around 4% per year. This appreciation is closer to 18-20% over the last few years. There was a similarly large increase in home values before the 2008 crash, so it’s understandable that people are wary.The big difference is that in 2006-ish, there were a lot of bad loans being made...
2022-08-1539 minWealth WitchesBuying A Home Strategically with Kyle SeagravesWelcome back to another episode with Kyle Seagraves, Certified Mortgage Advisor, Licensed Loan Originator, and full-time home loan educator. In previous episodes we’ve talked about the logistics of buying a home, so in this episode we will go through some strategy tips and common worst-case scenarios.How long you’ll need to stay in a home for the appreciation value to catch back up if the market slipsWhat to do if you have to move but can’t sell your house yetHow much of an emergency fund to save up firstSelf-employed income versus W2 income for getting approv...
2022-08-0841 minConfident MoneyBuying A Home Strategically with Kyle SeagravesWelcome back to another episode with Kyle Seagraves, Certified Mortgage Advisor, Licensed Loan Originator, and full-time home loan educator. In previous episodes we’ve talked about the logistics of buying a home, so in this episode we will go through some strategy tips and common worst-case scenarios.How long you’ll need to stay in a home for the appreciation value to catch back up if the market slipsWhat to do if you have to move but can’t sell your house yetHow much of an emergency fund to save up firstSelf-employed income versus W2 income for getting approv...
2022-08-0841 minWealth WitchesHome Buying Part 4: Budgeting with Kyle SeagravesNow that we’ve discussed how to apply and qualify for a mortgage, now we’re going to talk about what all the numbers mean and how you can look at your budget to realistically afford to buy a home.We’ll go into detail about:Debt to income ratioDream home versus starter homeUpfront costsHow to choose between a 15 year and 30 year loan termBudgeting and investment strategiesHow to use points and what that means for the interest rateDon’t let the payment estimators online fool you. Make sure you talk to a loan officer...
2022-08-0147 minConfident MoneyHome Buying Part 4: Budgeting with Kyle SeagravesNow that we’ve discussed how to apply and qualify for a mortgage, now we’re going to talk about what all the numbers mean and how you can look at your budget to realistically afford to buy a home.We’ll go into detail about:Debt to income ratioDream home versus starter homeUpfront costsHow to choose between a 15 year and 30 year loan termBudgeting and investment strategiesHow to use points and what that means for the interest rateDon’t let the payment estimators online fool you. Make sure you talk to a loan officer...
2022-08-0147 min
The Soar! PodcastEpisode 31 – Katelyn Magnuson: Business Entities: Sole Proprietor, LLC, or S-Corp – Which Is Right for You?It's easy to do what you do well in your business – whether that's writing, designing, problem-solving, tasking. The business-y stuff of being a self-employed creative is where it starts to get far more difficult and far less sexy. Join us for this episode where we get a breakdown of when you should be a sole proprietor, an LLC, or an S-Corp (or, god forbid, a C-Corp!) with The Freelance CFO, Katelyn Magnuson. Inside, you'll learn about the smart factors you'll want to consider to save big at tax time, plus a number of financial knowledge bombs you'll want to pi...
2022-07-2944 minWealth WitchesHome Buying Part 3: Timing It Right with Kyle SeagravesIt’s very tempting to house shop online and crunch all the numbers yourself before taking any steps in buying a home, but don’t wait around just because you aren’t sure. Talk to a loan officer first and see where you’re really at. Remember, the pull on your credit will only affect it by a few points.Talk to 3 lenders. Start with a big bank, then a local credit union, then a brokerage so you have 3 options. Your credit report will last around 4 months and closing will take about 30 days, so you have about 3 months t...
2022-07-2532 minConfident MoneyHome Buying Part 3: Timing It Right with Kyle SeagravesIt’s very tempting to house shop online and crunch all the numbers yourself before taking any steps in buying a home, but don’t wait around just because you aren’t sure. Talk to a loan officer first and see where you’re really at. Remember, the pull on your credit will only affect it by a few points.Talk to 3 lenders. Start with a big bank, then a local credit union, then a brokerage so you have 3 options. Your credit report will last around 4 months and closing will take about 30 days, so you have about 3 months t...
2022-07-2532 minConfident MoneyHome Buying Part 2: Home Loan Types with Kyle SeagravesToday we’re going to get into the nitty gritty of the different types of home loans available, what credit scores are required to qualify, and we’re going to debunk some myths.Kyle and I will cover:Conventional loansMortgage insurance and PMIFHA loansVA loans for veteransUSDA loans for rural areasJumbo loans and loan limitsBank statement loans and down payment assistanceFinding the right loan officer for youConnect with Kyle:Purchase Price Calculator: https://www.winthehouseyoulove.com/max-purchase-price-calculatorLoanClarity Advisor: https://www.winthehouseyoulove.com/advisorOn YouTube: https://www...
2022-07-1848 minConfident MoneyHome Buying Part 1: Credit Scores with Kyle SeagravesWelcome back to another mini-season of Confident Money! In the next few episodes I’ll be talking with Kyle Seagraves, Certified Mortgage Advisor, Licensed Loan Originator, and full-time home loan educator.In this episode, we’ll cover:What credit scores are and what they meanThe difference between a soft pull and a hard pullDifferent types of loansWhat credit score numbers to aim forWhat kinds of credit you should have when applying for a mortgageHow much credit history you needConnect with Kyle:On YouTube: https://www.youtube.com/c/WinTheHouseYouLoveOnli...
2022-07-1125 minConfident MoneyAll Things Recession, Part 3 with BrockToday, we’re going to dive into student loans, the moratorium, and types of debt. Student loans, although they are considered a “responsible” debt, can still seem crippling.Here are some things to consider concerning student loans:If your loans aren’t federal, then the moratorium on interest and collections does not apply.If you refinance or consolidate your federal loans, the moratorium won’t apply.If you continue to make payments through the moratorium, there will be less principal to charge interest on when interest does kick back in.If you’re considering college righ...
2022-07-0430 minConfident MoneyAll Things Recession, Part 2 with BrockFollowing up from last week’s discussion about recession and what it is, I’m back with Brock to talk about some strategies we can use right now to prepare.Millionaires can be made during recessions. Opportunities abound for those who are able to take advantage of them.There’s a few things we recommend:Have 3 months of minimum monthly expenses saved upDon’t bail out on your investments, but don’t check them all the time eitherMake business decisions logically, not just emotionallyDon’t react to the panic!Invest in some technology to save you cos...
2022-06-2731 minConfident MoneyAll Things Recession, Part 1 with BrockToday we’re going to discuss recession, what it is, and what to do during one. Spending is down, the stock market isn’t performing, inflation is out of control, interest rates are higher than we’ve seen since 1994, and we feel the effects everywhere in the economy and not just in the US. It comes down to how we’re each living our lives financially. Do we have enough built up in our savings? Can we decrease spending on wants so that needs can be met?Some common things that happen during a recession are:I...
2022-06-2122 min