Managing To Be Wealthy

American Enterprise

THEN AND NOW
The critical footprint of small business
and its foundational value to the U.S. economy

- Innovation starts here!
- Job creation
- The side effect of competition
- Big Fry-Small Fry
- The influence on community
- Tax breaks for all!
- Flourishing diversity
- The thumbprint of industrial icons
- What does the future hold for small business?
- Virtual operations and their consequences
- Flexibility in the workplace
- Cheers to the economy!

https://www.managingtobewealthy.com/podcast/2022/3/27-ep-227-american-enterpris

CREATING NET WORTH

WHAT IS YOUR NET WORTH?
Tips to creating, growing, and protecting your money

- Investing is long term: Reap the benefits by resisting fear!
- Discipline and attentiveness are key
- How do YOU compare: Tracking your net worth
- Keep yourself accountable: Set goals!
- Will you need to work longer?
- Breaking down your assets: Liquid vs. Illiquid
- Tips to saving more while paying down debt
- Can owning a business help your net worth?
- How does insurance affect your money?
- Check in with your Certified Financial Planner for more help!

https://www.managingtobewealthy.com/podcast/2022/3/6/ep-224-creating-net-worth

Tax Optimization

OPTIMIZE YOUR TAXES
To Create The Most Proficient Financial Plan

- A quick review of the tax law changes
- What opportunities are on-deck with the current tax code?
- Maximize the tax efficiencies
- The intricacies of the tax cuts and Jobs Act
- Business tax rates - Location! Location! Location!
- How will the tax law benefit YOU?
- Where do you start when tax planning?
- Check in with your Certified Financial Planner!

https://www.managingtobewealthy.com/podcast/2022/1/23/ep-220-tax-optimization

2022 GOALS
FINANCIAL PLANNING GOALS TO TAKE YOU INTO THE NEW YEAR
Are your "resolutions" realistic?

- Create great habits - small and large!

- Hindsight is 20/20 to success in the future

- Time period goal setting

- Accountability lights the fire!

- Navigating short term and long term goals

- Out of sight, out of mind: SAVE!

- How do YOU respond to risk?

- Track you living expenses

- Evaluate your insurance needs

- Educate yourself and exercise new muscles

https://www.managingtobewealthy.com/podcast/2021/12/19/ep-217-2022-goals