The Firm Foundation Podcast is here to help you live a better life by providing the building blocks you need to excel in your career, increase your net worth and establish a lifelong legacy.
10. Creating a Spending Plan with Coach Anita O'Neal
Welcome to another episode of The Firm Foundation Podcast. On today's episode host Gary Daniels sits down with guest Anita O'Neal to talk about how to create a budget or what we refer to in the episode as a "spending plan."
During this episode you'll gain valuable insight into how to make more strategic moves with your money, how to embrace the baby steps to financial wholeness and how to make choices that allow you to have more financial freedom.
Coach Anita O'Neal is a Certified Public Accountant (CPA) and the CEO of Powerful People Plan. She refers to herself as a "professional money manager" helping people make better money decisions.
Timestamps:
2:15: Why Creating a Budget Matters
2:56: How to Educate Yourself on How to Better Manage Your Money
8:54 Why Tracking Your Spending in Real Time is Important
16:30: The Importance of Accountability
20:38: How to Work with Coach Anita
Get connected with Anita at @powerfulpeopleplan
Did you enjoy this episode? Share it with a friend!
Thank you for listening to The Firm Foundation Podcast.
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Today's episode is sponsored by Daniels Insurance Agency. Our agency is here to help you manage the risks that impact your family. We provide insurance for homes, renters insurance, business insurance and we even provide insurance for your pets!
Call 214-299-5799 or visit garydanielsagency.com to get a free quote.
Daniels Insurance is licensed for the state of Georgia and Texas.
4 Mar 2024
09. Money Mistakes to Avoid as an Entrepreneur with Brieanna Lightfoot Smith
It's Women's History Month and we're continuing the conversation around money with two incredible young ladies who are helping young professionals change their view on finances.
This week we sit down with Brieanna Lightfoot Smith, a business owner, wife and mom based in Arlington, Texas. Brieanna believes a peaceful home and a profitable brand can coexist but it takes mindful planning both with your time and with your budget.
On today's episode Brieanna shares some of the early money mistakes she made when she first got started in business.
She breaks down the difference between business essentials and aspirational expenses.
Time Stamps:
05:58 - Operating on Percentages
07:40 - Profit First Method Pros and Cons
08:11 - Benefit of Working with a Financial Advisor
10:38 - Saving Like a Squirrel
17:42 - Hiring to Your Weaknesses
Resources from Brands by Brie (http://brandsbybrie.com):
Enroll in Brieanna's Building a Business on a Budget course here.
Sign up for the Positioned for Profit Masterclass here.
Learn more about Podcast Management services here.
Use code ASPIRATIONS for a special price on these trainings.
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Today's episode is sponsored by Daniels Insurance Agency. Our agency is here to help you manage the risks that impact your family. We provide insurance for homes, renters insurance, business insurance and we even provide insurance for your pets!
Call 214-299-5799 or visit garydanielsagency.com to get a free quote.
Daniels Insurance is licensed for the state of Georgia and Texas.
19 Feb 2024
08. The Power of Saving with CFO Kemp Louis
Welcome back to the Firm Foundation Podcast where we provide the building blocks you need to excel in your career, increase your net worth and establish a lifelong legacy.
Today we're continuing our conversation about money with Chief Financial Officer Kemp Louis. Kemp has worked in the financial industry for over 25 years and has a great wealth of experience.
On today's episode we talk about the importance of saving incrementally, how to look ahead when it comes to your money.
Time Stamps:
11:21 - Business vs. Personal Finances
17:22 - Kemp's Origin Story with Money
22:48 - Changing Your Money Mindset so You Can Keep More
23:55 - Growing Wealth Not Just Your Income
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Today's episode is sponsored by Daniels Insurance Agency. Our agency is here to help you manage the risks that impact your family. We provide insurance for homes, renters insurance, business insurance and we even provide insurance for your pets!
Call 214-299-5799 or visit garydanielsagency.com to get a free quote.
Daniels Insurance is licensed for the state of Georgia and Texas.
5 Feb 2024
07. Mindset First, Money Second with JB McGinnis
Welcome back to another episode of the Firm Foundation Podcast where we've made it our mission to help you excel in your career, increase your net worth and establish a lifelong legacy.
On today's episode of the podcast we're diving into one of people's favorite (or least favorite) topics...MONEY!
Host Gary Daniels sits down with money expert and Financial Trainer JB McGinnis to talk about his new book Mindset First, Money Second.
JB shares incredible insight into how to stop living paycheck to paycheck, be intentional about paying off debt, learning to save and getting into real estate markets.
Timestamps:
3:20: Who This Book is Not For
4:00: Where The Inspiration for the Book Came For
20:05: Should You Have a Credit Card?
33:38: Budget Percentages for Your Home
36:03: How to Stop Living Paycheck to Paycheck
47:05: What Inspired JB to Get Into Real Estate
Grab your copy of the book here: https://www.amazon.com/Mindset-First-Money-Second-Paycheck/dp/B0CMBMRMTV
Watch this interview on YouTube:
https://youtu.be/jifZiZYz4QA?si=Kla9svTkOgIvmhmo
Did you enjoy this episode? Subscribe to the podcast and share it with a friend. Thank you for listening to another episode of the Firm Foundation podcast.
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Today's episode is sponsored by Daniels Insurance Agency. Our agency is here to help you manage the risks that impact your family. We provide insurance for homes, renters insurance, business insurance and we even provide insurance for your pets!
Call 214-299-5799 or visit garydanielsagency.com to get a free quote.
Daniels Insurance is licensed for the state of Georgia and Texas.
30 Jan 2024
06. Money Talks
It's tax season which means there is probably one prevailing thing on your mind right now...MONEY!
For the second half of our season we'll be talking to money experts on a variety of topics from how to change your money mindset, to the individuals you should have on your money team, to who you should work alongside in your career or business to help you grow your money.
Join us each week for fantastic conversations with this expert guests and if you enjoy this show, be sure to subscribe, rate and review and don't forget to share with a friend.
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This podcast is sponsored by Daniels Insurance. Daniels Insurance provides insurance for homes, renters insurance, business insurance and we even provide insurance for your pets!
Call 214-299-5799 or visit garydanielsagency.com to get a free quote.
Daniels Insurance is licensed for the state of Georgia and Texas.
11 Sept 2023
05. This Real Estate Broker Has Sold Over 100 Properties.
On today's episode of the podcast, host Gary Daniels sits down to speak with Real Estate Broker Hank Gaines. Hank has bought and sold over 100 properties and on today's episode he's giving insight into how he built his real estate portfolio and has turned it into a family company.
Get in contact with Hank by visiting his website http://gainesrealestate.com/.
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This episode is brought to you by your friends at Daniels Insurance Services. Helping you to manage the risks that can impact your family. Whether it's Auto, Home, Renters, Motorcycle or protection for your business We’ve got you covered. Call or text 214-299-5799 or simply log on to GaryDanielsAgency.com (garydanielsagency.com) for a quote today.
4 Sept 2023
04. Getting More Into Real Estate with Doris Washington
Welcome back to the fourth episode of the Firm Foundation podcast.
This week we're continuing our conversation around real estate! Last week we talked with Mortgage Lender Ross Rhodes and this week we're sitting down with Doris Washington, a real estate agent with over 40 years in the industry. During this conversation host Gary Daniels and Mrs. Washington talk through topics like interest rates and first steps.
28 Aug 2023
03. First Time Home Buying with Ross Rhodes of Bank of England Mortgage
Looking to buy a home in the next 12 to 18 months? Then you've tuned in to a great episode!
On today's conversation host, Gary Daniels, sits down with Mortgage Broker Ross Rhodes to talk through the tricky terrain that homeownership can be, what steps you should be taking right now if you're interested in buying a home and programs you may qualify for that you may not be aware of already.
Ready to take the next step? Contact Ross Rhodes at Bank of England Mortgage at
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This episode is brought to you by your friends at Daniels Insurance Services. Helping you to manage the risks that can impact your family. Whether it's Auto, Home, Renters, Motorcycle or protection for your business We’ve got you covered. Call or text 214-299-5799 or simply log on to GaryDanielsAgency.com (garydanielsagency.com) for a quote today.
21 Aug 2023
02. Who is Gary Daniels?
Welcome back to the Firm Foundation podcast! We're happy you've tuned in. On this episode you can expect to hear a little more about our host and what led to the launch of this podcast.
14 Aug 2023
01. Welcome to the Firm Foundation Podcast!
Welcome to the Firm Foundation podcast. A weekly podcast helping you with the building blocks you need to live a purposeful life, achieve your goals and establish a lifelong legacy.
During this first episode host Gary Daniels of Allstate in Dallas, Texas is giving you a brief overview of what you can expect.
We have so much amazing content headed your way so make sure to subscribe to the podcast.
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This episode is brought to you by your friends at Daniels Insurance Services. Helping you to manage the risks that can impact your family. Whether it's Auto, Home, Renters, Motorcycle or protection for your business We’ve got you covered. Call or text 214-299-5799 or simply log on to GaryDanielsAgency.com (garydanielsagency.com) for a quote today.
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