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20/20 MONEY


Sep 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

https://integratedpwm.com/201 

 

20/20 Money Community Information

 

Email 20/20 Money

podcast@integratedpwm.com 

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.

 

Follow us on Instagram: https://www.instagram.com/2020moneypod/ 

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