Are you making more money than ever but still feeling stressed about your finances? In this episode, I sit down with Kelly Ward, Certified Public Accountant, Certified Tax Coach, and owner of Robinson & Ward, to talk about the habits that help you reduce financial stress, make smarter money decisions, and build long-term wealth. We dive into why so many entrepreneurs avoid looking at their numbers, how to stop making financial decisions from stress and fear, and the systems that can help you create more clarity, confidence, and control over your money. Get ready to create a plan for your money and build lasting financial freedom.
In this episode you will learn:
00:00 Meet Kelly Ward, CPA, Certified Tax Coach, and owner of Robinson & Ward.
08:45 How new experiences help you think bigger and grow faster.
10:00 What are the business benefits of stepping outside your environment?
17:00 The first step to taking back control of your finances.
20:00 How to create a plan for your money.
22:15 What’s the difference between earning money and building wealth?
25:30 Questions every small business owner should ask their accountant.
28:00 How to find advisors who can help you grow and protect your wealth.
32:00 How to tell if your marketing investments are paying off.
34:15 Why do so many entrepreneurs struggle to keep the money they earn?
39:00 The financial planning lesson most people learn too late.
43:00 The resource Kelly is creating to help entrepreneurs navigate business finances.
47:00 Why community and mentorship can accelerate your business growth.
49:15 Kelly’s mission to help entrepreneurs build generational wealth.
RESOURCES
Follow Kelly on Instagram and Facebook at @kellywardcpa and DM “HAPPY” for a list of tax strategies you may be missing out on!
Apply for the Elite Entrepreneur Mastermind HERE!
Get on the waitlist for Mentor Collective Mastermind HERE!
Try glōci for 40% off your first order with code HAPPY at checkout – head to getgloci.com
FOLLOW
Follow me: @loriharder
Follow glōci: @getgloci
Follow Kelly: @kellywardcpa