#92 - How to Set up Your Financial Operating System w/ Justin Green, CFP®

#92 - How to Set up Your Financial Operating System w/ Justin Green, CFP®

Author: Justin Green, CFP® July 12, 2023 Duration: 44:41

This episode originally aired on the Healthcare Hacks & Connections podcast hosted by Nate Navas.

In this episode, I discuss how to manage your business and personal finances as an online business owner.

Some of the topics included:

  • Track your numbers in the business

  • Create a cash flow management system

  • Are you building a sellable business?

  • The risk of showing no profit in your business

And much more!

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Assist FP Website


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
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