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This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

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  2. EP164 Financial Planning for Business Owners with Jason Pereira of Woodgate Financial

EP164 Financial Planning for Business Owners with Jason Pereira of Woodgate Financial

Oct 20, 2020

Jason Pereira is a partner and senior financial consultant with Woodgate Financial, a volunteer with the Financial Planning Standards Council, a mentor for entrepreneurs, a podcast host, a lecturer at the Schulich School of Business at York University, and—if that isn’t enough—he is also a regular contributor to The Globe and Mail. With a wealth of experience behind him, Jason is committed to the betterment of the financial industry and has been recognized both nationally and internationally with numerous awards and accolades.

Listen in as he shares how a financial planner helps you to live your best life, as well as the common mistakes he sees business owners make. You'll hear his advice for creating wealth and success in your life (hint: it’s not a quick journey, but it is worth it) and the best time for small business owners to start working with a financial planner. If you’ve been wondering whether a financial planner is something you should have in your life, this is the episode for you.

“Having the right financial planner is having someone in your life that you get to turn to that will basically ask you what it is you want out of life and help you get there.” - Jason Pereira

This Week on Young Money:

  • What the 5-step process of financial planning entails.
  • The best time for small business owners to begin working with a financial planner.
  • What makes most business owners successful.
  • Common missteps Jason sees business owners make.
  • The difference between financial planning and accounting—and why it matters.

Key takeaways:

  1. Financial planners enable you to live your best life.
  2. Successful business owners act like business owners.
  3. Build the business you want 20 years from now.
  4. Don’t be afraid to pay for professionalism.

Resources Mentioned:

Biz Money Mistakes Masterclass – Top 3 Mistakes to Avoid and How to Take Control of Your Business, 

This training has been specifically designed for entrepreneurs with sales in the 6 to 7 figure range who want to proactively change the way they are handling their money matters and navigate the current environment with success. 

If you are an entrepreneur with sales at these levels and want to make informed, powerful money decisions, you do not want to miss this important masterclass. 

In this short, impactful training I will teach you:

  1. Your role as Business Owner
  2. The Top 3 Biz Money Mistakes &
  3. How to Start New Routines that will Support your Business into the Future 

Stop waiting for things to change; take control of your business and join me for the Biz Money Mistakes Masterclass.

Click here to register now.

 

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