Financial Wellness

Financial Wellness

11 Seasons

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Financial Wellness
  • 5 Min Navigating Business Loans

    Episode 1

    Understand how business loans work, what lenders look for, and how to choose financing that fits your business goals!

    ☑ Enhanced Funding Readiness
    ☑ Informed Loan Selection
    ☑ Stronger Financial Positioning

    ✎ Learn The Facts: A U.S. Bank study found that 82% of small business failures are due to...

  • 5 Min Cash Flow Management

    Episode 2

    Learn how to predict, track, and manage cash flow to keep your business running smoothly—even during slower seasons.

    ☑ Smarter Cash Planning
    ☑ Reduced Financial Risk
    ☑ Increased Business Stability

    ✎ Learn The Facts: A CB Insights report shows that 38% of startups fail because they run out of ca...

  • 5 Min Bookkeeping Basics

    Episode 3

    Learn the core principles of bookkeeping to help you maintain accurate records, track expenses, and reduce costly errors.

    ☑ Improved Financial Accuracy
    ☑ Stronger Record Keeping
    ☑ Increased Audit Preparedness

    ✎ Learn The Facts: According to Intuit, only 27% of small business owners use bookkeep...

  • 5 Min Business Bank Accounts & Separation

    Episode 4

    Learn how and why to separate personal and business finances to stay legally compliant and financially organized.

    ☑ Better Financial Boundaries
    ☑ Simplified Tax Preparation
    ☑ Clearer Expense Tracking

    ✎ Learn The Facts: The IRS recommends maintaining separate business accounts to reduce audit ri...

  • 5 Min Understanding Financial Statements

    Episode 5

    Learn how to read and interpret financial statements to guide smart decisions and track your business’s financial health.

    ☑ Informed Financial Analysis
    ☑ Improved Business Insight
    ☑ Smarter Financial Planning

    ✎ Learn The Facts: A QuickBooks survey found that 40% of small business owners feel un...