Ep. 27 Money Talk with Financial Planner, Helen Ngo
“Usually people come to me thinking that they have a money problem, but they really have a habit or organizational problem.” -Helen Ngo
My friend, you are in for a treat! In this week’s episode I sit down with my very own financial planner, Helen Ngo who is honestly one of the smartest people I know. And she keeps it alllllll the way real!
There are SO MANY incredible takeaways, including:
Choosing to pursue your passion over pressure from family or friends
How being an entrepreneur can affect your kids (the good and the bad)
Why at the end of the day, it’s not about how much money you make, it’s about how much you can keep.
The *better* way to adjust your budgeted expenses
Why not everyone should be an entrepreneur (yikes)
The power of strong relationships when starting your entrepreneurial journey
Why you should Marie Kondo your client list
We also talked about how owning a business is really about creating economic opportunity, not just for yourself, but for the people you are serving. Whew! I took so many notes myself!
Links mentioned in this episode:
Check out Helen’s Financial Planning Firm: Capital Benchmark Partners
Ready Set Launch: the first 10 steps to launching your business
Click here to read the transcript of this episode!
Want to work together? Click here to get started
For more great episodes, visit: www.birdwilliams.com/podcast
Rate, Review and Subscribe on Apple Podcasts
Make sure you subscribe to Bird Means Business podcast so you don't miss an episode! And while you’re at it, rating and reviewing the show will help more people learn about Bird Means Business as they navigate entrepreneurship!
More ways to enjoy this episode:
Read the Transcript | Listen on Itunes/Apple Podcasts | Listen on Spotify