Ditch the Suits - Start Getting More From Your Money & Life

Setting up your money business scoreboard

April 09, 2021 Steve Campbell & Travis Maus Season 1 Episode 6
Ditch the Suits - Start Getting More From Your Money & Life
Setting up your money business scoreboard
Show Notes

Setting up a scoreboard for your business (2:00) 

  • The importance of appraising your business the right way (3:55)
  • Identifying your personal and business readiness assessments (6:05)
  • Understanding your business attractiveness assessment (7:35)
  • Establishing goals and priorities and understanding differences between risks and opportunities (14:30) 
  • Utilizing Master Planning and creating key measurements and metrics (18:50)

 

Setting up a personal finance scoreboard (23:38)

  • Creating your personal balance sheet, committing to your goals, and assessing your financial readiness (25:38)
  • Start by identify goals and priorities and recognizing differences between risks and opportunities (31:50)
  • Breaking down the financial planning process and acknowledging when it’s time to get professional help (38:20)

 

The financial industry scoreboard (44:50)

  • Describing what the industry wants from you and recognizing incomplete and unfinished planning (46:00)
  • Tailoring financial planning to your personal situation and a better path to running your money business (53:12)

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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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