In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
The 5 Buckets of Profit First | Growing Money with Sean Trace
Growing Money with Sean Trace
5 minutes
1 week ago
The 5 Buckets of Profit First | Growing Money with Sean Trace
What’s up everyone! In this episode of Growing Money with Sean Trace, it’s just me today, and I’m hyped to share a huge win. I finally paid off my credit card! And the reason I was able to do it is because I started using something that completely changed how I handle money in my business: The 5 Buckets of Profit First. I’ve always been the type who struggled with managing money, but after working with an amazing certified financial planner, I started applying the Profit First method and it’s...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
