Back to School, Back to Budget
School is back in session, and for many of us that means it's time to reset after a summer of road trips, pool days, and maybe a little extra spending. This episode aims to encourage you to give your fall budget a quick tune-up so you can feel confident about where your money's going. We'll share practical tips, easy swaps, and a few mindset shifts to help you keep enjoying the season while keeping your finances in check.
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The Marketing Checklist We Wish Someone Gave Us Sooner
Marketing can feel like a beast. With endless tools, platforms, and advice flying around, it's easy to feel like you're always one step behind. But here's the truth: You don't have to master it all at once. The most successful businesses aren't doing everything, they're just doing the right things really well. So whether you're a brand-new business owner or someone who's been around the block but hasn't taken the time to nail your marketing strategy, these five foundational steps will give you a solid place to start and grow.
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Are You Missing Out on These Online Banking Perks?
Still driving to the bank? You might be missing out on some game-changing features. From snapping pics of checks to transferring money in real-time, online banking isn't just convenient, it's powerful. In this episode, we sat down with Customer Service Representative Taylor Shanks to uncover the online tools that can save you time, simplify your life, and keep your money moving on your schedule. If you've ever wondered what you're not using (or what your bank account could be doing better), tune in now. You'll be shocked at what your bank can already do without ever stepping foot in a branch.
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CD's for Every Savings Level: From $1,000 to $1 Million
Ever wondered if a CD is worth it and how much you really need to get started? In this episode, we break down smart CD strategies for every savings level, from $1,000 to $1 million. Whether you're new to saving or sitting on a large lump sum, we'll explain how to structure your CDs, avoid common mistakes, and even keep more than $250,000 fully insured at one bank. Don't worry if you've never heard of laddering, PODs, or CDARS. We're explaining it all in simple terms so you can start growing your money with confidence.
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The Business Valuation Episode Every Owner Should Hear
In this episode, we're sitting down with Ryan Masterson, Partner at Kemper CPA Group and a seasoned expert in business valuation and succession planning. Whether you're years away from selling or just starting to think about your exit strategy, this conversation is packed with insight on what makes a business valuable and what business owners often overlook. From practical steps to prepare for a sale to common mistakes that can cost you in the long run, Ryan shares what every owner needs to know before handing over the keys. If you've ever wondered, "What's my business actually worth" this one's for you.
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