143 - 3 Steps to Build a Simple Action Plan to Hit your Financial Goals

143 - 3 Steps to Build a Simple Action Plan to Hit your Financial Goals

Author: Justin Green, CFP® July 18, 2024 Duration: 8:06

In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, walks listeners through the three key steps to create a financial action plan.

He emphasizes the importance of defining one's financial vision and goals, prioritizing tasks, and setting achievable actions within a 90-day period.

These strategies aim to help solopreneurs and entrepreneurs achieve their business financial goals.

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Justin Green, a CERTIFIED FINANCIAL PLANNER™, noticed a gap between the physical wellness online coaches promote and the financial health of their own businesses. That’s the space where Dollars and Dumbbells-Profit and Wealth Tips for Online Health and Fitness Coaches lives. This isn't just generic business advice; it's a focused conversation for creators in the health and fitness space who are ready to move from passion project to sustainable wealth. Justin, drawing from his work at Assist Financial Planning, digs into the specific money decisions coaches face. You’ll hear practical discussions on managing irregular cash flow, structuring your business finances efficiently, and making sense of investing so your profits work for the long term. The podcast unpacks often-overlooked areas like tax strategy, appropriate insurance, and even estate planning, because building a legacy is part of the goal. Through interviews and solo episodes, the content is designed to translate complex financial concepts into actionable steps. Tune in for a straightforward resource that addresses the unique intersection of personal training and personal finance, helping you build a resilient business that supports the life you want.
Author: Language: English Episodes: 100

Dollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches
Podcast Episodes
155 - Stop making the money mistake with your coaching business. [not-audio_url] [/not-audio_url]

Duration: 5:22
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares a big money mistake he's seen for many Online Fitness Coaches and how they can fix it to build real we…
153 - 3 Ways to Increase Profits in your Business w/ Lauren Schoenfeld [not-audio_url] [/not-audio_url]

Duration: 40:21
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares his conversation with Lauren Schoenfeld of Active Core Consulting, a fractional CFO, bookkeeping, sales, an…
151 - The #1 Wealth Killer for Solopreneurs [not-audio_url] [/not-audio_url]

Duration: 9:11
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares how he helps Online Coaches & Solopreneurs tackle the #1 wealth killer. Connect with Justin Green⁠⁠⁠⁠⁠…
150 - 5 Reasons Millennials Should be Saving for Retirement [not-audio_url] [/not-audio_url]

Duration: 7:15
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares 5 reasons that he believes that Millennials should be saving for retirement. Connect with Justin Green…