20/20 Money Episode #363: Where’s my money?! with Sharon Carter

Ever wonder where all your money’s going in your practice? Sharon’s here to share the “usual suspects” of practice (mis)management that’s costing practice owners tens (sometimes hundreds) of thousands of dollars. We also highlight the importance of goal setting and creating a positive workplace culture to retain staff and drive practice growth. Lastly but importantly, if there’s a topic that you hear us discuss that you’d like us to dive deeper into on a future episode, let me know! Email podcast@integratedpwm.com with your suggestion and Sharon has promised to come back on the show for a deeper dive on listener favorites.

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 monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

And with that introduction, I hope you enjoy my conversation with Sharon Carter.

Resources:

20/20 Money Ultimate Financial Success Masterclass

OD Mastermind Interest Form

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For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!