During this 9th episode of the Simplifynance Podcast, host Rachel Stewart welcomes Megan Kelly, Founder of Baton Rouge Mompreneurs. Megan is an entrepreneur, a wife, a mother, and a fast-growing friend of Rachel. During this first part of their discussion series, Rachel and Meagan lay the foundation for the discussion on getting started with finances as an entrepreneur.
0:24 - Rachel introduces her guest Megan Kelly.
1:00 - Rachel lists different business topics for future discussions.
2:00 - What is Meagan looking to achieve in the next 1-3 years?
3:30 - Personal goals generally include better spending decisions, saving for education and retirement.
4:11 - Have you written your business goals down on paper?
4:16 - Megan is a part of Marie Forleo’s business school.
5:07 - After you establish goals, it’s time to prioritize.
5:27 - Megan’s most important personal goal is building her savings.
5:50 - As an entrepreneur, business goals tend to blend with personal goals.
6:12 - Take the first step is separating personal from business to provide clarity.
3 Key Take-Aways
1. BR Mompreneurs is an organization for women in Baton Rouge, LA who run their own businesses while also running their family.
2. Managing your personal finances is like running a business.
3. When you write your goals out on paper, you give them life.
Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.