Episode #201
20/20 Money Episode # 201 – Putting practice financials through a personal finance filter
September 12, 2022
Welcome this episode of 20/20 Money! Practice financials can sometimes seem complicated and overwhelming, especially if you haven’t had any business training or your accountant/CPA or bookkeeper hasn’t spent time helping you understand your financials.
In this episode, I’ll walk through the basics of the three important financial documents and how to put those through the filter of your own personal finances and monthly budget.
Resources:
20/20 Money Community Information
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions to help them live their best life on purpose or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.
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