Women's Money Wisdom

Episode 278: CEO Money Mindset: Think Like a Leader in Business and Life with Megan Schwan

• Melissa Joy, CFP® • Season 4 • Episode 278

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Ever wonder what separates thriving CEOs from those who struggle? 

The secret isn't just business savvy—it's mindset. This compelling conversation with Megan Schwan, founder of Sidekick Accounting Services, explores how CEO-level thinking can radically improve both your business and your personal finances.

As a single mom and successful entrepreneur with over 11 years of experience, Megan shares her journey from surviving to thriving. She explains how transitioning from reactive, task-based management to intentional, strategic leadership transformed her business and life. This mindset shift is equally powerful when applied to personal finances.

Megan also emphasizes the power of embracing your financial data. Avoiding your numbers may feel safer, but regularly reviewing them is the key to clarity and confidence. Her use of the Profit First methodology ensures you pay yourself first and run a business—or a household—that works for you.

We explore why outsourcing isn’t a sign of failure, but a strategic tool for growth. Whether it's hiring in your business or getting help at home, letting go of the guilt around asking for support can unlock a new level of financial and emotional well-being.

Whether you're a business owner, managing household finances, or juggling both, this episode delivers real, relatable insights to help you become the CEO of your money. Tune in for actionable tips, powerful mindset shifts, and a reminder that financial leadership starts with you.

Key Takeaways:

  • Shifting from doing the work to strategic thinking changes everything
  • Setting boundaries protects your energy and your priorities
  • Financial data is a tool for empowerment, not something to avoid
  • Profit First helps ensure you prioritize your own pay
  • Delegation and outsourcing free up space for growth
  • Grace and small wins help maintain long-term financial momentum
  • Vulnerability and support-seeking are strengths in any financial journey

If you found value in this episode, please share it with a friend or leave us a review. 

Connect With Megan:

https://www.linkedin.com/in/meganmschwan/

https://www.instagram.com/mompreneurof4/

https://www.facebook.com/sidekickaccounting

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

Speaker 1:

Welcome to the Women's Money Wisdom Podcast. I'm Melissa Joy, a certified financial planner and the founder of Pearl Planning. My goal is to help you streamline and organize your finances, navigate big money decisions with confidence and be strategic in order to grow your wealth. As a woman, you work hard for your money and I'm here to help you make the most of it. Now let's get into the show. And I'm here to help you make the most of it. Now let's get into the show. Just a quick note before we dive in.

Speaker 1:

The information that we share is meant to educate and inspire, not serve as personalized financial advice. Everyone's situation is unique, so be sure to consult with your own financial professional for guidance that fits your life. And just so you know, the opinions shared in this podcast are my own and those of my guests, and they don't necessarily represent those of any organizations that I'm affiliated with. For more important disclosures, please go to our webpage at pearlplancom. Now let's get started. Welcome back to the Women's Money Wisdom Podcast. I am so pleased to be joined today by Megan Schwan. She is the CEO and founder of Sidekick Accounting Services, and we are going to be talking about our personal lessons learned as business owners and parents, but also the mindsets that are necessary to be a successful CEO. And while Megan works with people that are business owners, I think the lessons learned are so important for all of us to embrace as the CEO of our personal financial life, and so I can't wait to have this discussion. Megan, welcome to the podcast.

Speaker 2:

Thank you so much, Melissa. I'm excited to be here.

Speaker 1:

Well, tell me a little bit about yourself. I know that you're a business owner, but what's you know, kind of, how does that integrate into the rest of your life?

Speaker 2:

Well, for me, business ownership has been so impactful it really helps. Well, I've been in business for 11 and a half years, I guess.

Speaker 2:

I should say Congratulations, thank you, and it's been a journey, but it started out like when I was much younger, of course, and still kind of figuring out life, and having a business has helped with building my confidence. It's helped to provide for my family, helped get me through some pretty rough life circumstances additional children moving across the country so like it's kind of intertwined in everything that I do. And, like now, the last couple of years, I've really been focusing on leadership development and personal development for myself, because we're hoping to grow and scale and the more you know you grow, the more you have to level up as an individual, not just as a business, and so that's been kind of a really big part of my life has been my business and my personal growth. So it's been it's been a really great journey so far.

Speaker 1:

Well, as a fellow business owner, I couldn't agree more. Running a successful business, it is so much of my identity, but it can't be everything. And I do think, like some of the you know kind of foundational CEO mindsets, are to acknowledge that it is so important but also acknowledge that you know you've got to take care of yourself first and there's other things that are important. I'm sure we'll be weaving that in as well as talking about. You know some of the great and important number things as well, but why don't we dive right in there? You have developed kind of the mindsets and secrets that CEOs have. Can you tell us a little bit about some of the things that you see that have to be mastered in order to be a successful business owner? And, like I said, we're applying these to kind of personal lessons learned for your, for your personal balance sheet?

Speaker 2:

yeah, yeah, absolutely, I would have to say one. Uh, well, I've got a few, so the first one I would say is learning how to not just do the thing but like work on the thing, right?

Speaker 2:

oh yeah no, like, don't just work in your business. You got to work on your business and that's really, I think, moving from more like technical work to more strategic work, you know, to being more of the decision maker versus just the task doer. And I think that's the case in our personal lives too, because we, as we grow, you know, we, we manage our families, we manage our households, and so instead of us like just being young college kids trying to figure it out, like we have to start thinking more forward. You know, thinking about retirement, thinking about insurances, you know, like all these different things where it's like you can't take a backseat to life, and you definitely can't take a backseat as a CEO. So I think there's a lot of synergy there.

Speaker 2:

Another thing I've learned is like, like you've mentioned, I think, to taking care of yourself. Right, like not being in burnout. That's like so important. You got to learn how to not just hustle but really create boundaries that are in alignment with where you're trying to go, so that boundary led leadership is really important in business as well as your family, like you can't say yes to everything and you know, as you start adding children and spouses and things to your life, right. There's like all these demands that come and you can't say yes. You can't be the yes person to everything. So there's a lot of similarities between that.

Speaker 1:

I should like if we could just pause there. I so agree because I I I don't want to group everybody into one group, but there are many of us that are likely listening where you're a people pleaser, you want everything to be perfect for everyone. You have kids and you don't want them to experience the hardships or difficulties necessarily that perhaps you went through and you know, when you're constantly looking externally to make sure everything else is okay, sometimes that can be at the impact of yourself, your finances. The same goes in business.

Speaker 1:

Frequently I'll see really externally successful looking businesses that on the inside you know maybe the numbers aren't working. It looks like so amazing from the outside, like oh my gosh, you have so many employees and this and that, and it's like there's no money left at the end of the month to pay the owner, perhaps, to pay the owner perhaps. And so I see that on both sides, both working with busy business owners as well as in family dynamics, especially for single women, where there's there's nothing left to kind of fuel you. And that is, and that is the point in time where you know working with somebody like you, megan, to say what are the books look like when? Like we can't just run either at a deficit or too low in terms of profits. I know you're a profit first expert, and the same goes in the family, where you know everything. Everyone needs everything, but there are limits and boundaries in many cases that need to be enforced.

Speaker 2:

Yeah, for sure. And I think it starts like at that end goal, like what do you? When we work with clients, we always ask, like the first thing we ask them is what do you want out of your business? Like, what do you want it to look like? What are you hoping to get out of your business? Because it should work for you? But the same is on the family side too. Like I'm a single mom, I have three boys at home and you know I've had to think about it that way. Like what kind of family am I trying to be? You know, like raise and that kind of determines like what we do.

Speaker 2:

So, like we, we took a break from some of the sports. My older son is playing sports, the younger ones aren't, because as a single parent like I, just didn't have the capacity to run everybody around and for me it was more important to spend time one on one with them versus, like always being at a sports event. And that was just our personal decision. But for me that was a boundary, you know, and there was some, you know, people's opinions that were like, oh well, you got to have the boys in sports and it's like, well, they're doing other physical activities, so they're still getting that outlet. It's just not structured in the same way. Right, and that was the right decision for me.

Speaker 2:

And same thing on the business right side. You have to think about where you're trying to go and if something's not in alignment with it, then it's okay to say no to that thing. Like that client or that program or that software or whatever it is Like. There's always like shiny pennies, right, they talk about shiny objects that you can say yes to and that look really great. But if it's not in alignment with where you're trying to take your company, then you can say no to that and that's totally fine and that's a huge part of leadership is being able to say no.

Speaker 1:

Yeah, and it's okay. I know in my own experiences we've done things in the business that have been amazing, that worked out great and other things. You know, everything is somewhat of an experiment, unless you're really picking up a recipe and a franchise model or something like that. So if something isn't working, it's time to edit, pivot, delete and so, acknowledging that being in my case, I love to be transparent with my team and say I am the shiny object person.

Speaker 1:

Feel free to push back when you know I come with the next best thing, but we haven't perfected what we committed ourselves to already. Or, you know, we need more of something that is working like. We need to focus on that more um the same goes in your personal life.

Speaker 1:

You may be modeling your life off of what you see on instagram or what you are um. You know what your friends and pickup line, car line or your neighbors are doing, and feel free to kind of craft a strategic vision that is right for you and your life and that may not have anything to do with the script that everybody else has picked up or is displaying on their social media.

Speaker 2:

Yeah, yeah. And that's a great part of life and business right Is you get to make it whatever you want it to be.

Speaker 1:

If you have the courage to like, step above and figure out what that actually is right, because so many of us are so busy in whatever you know kind of stage of life that you're in so that just never, there's never time to think about like, what do we need to tweak, what do we need to change? I think like I don't know what you would say, but definitely setting aside some time and perhaps an accountability partner whether you're in a relationship or you have a trusted friend who can kind of be a trusted mentor, or course professionals like ourselves, where you do have the space and time to think about what's important to you, what you need. You know what you need to change over time, even if it requires an investment.

Speaker 2:

Right, yes, for sure. So tell me more. What are some of the other? You know kind of secrets that you see to successful CEOs.

Speaker 2:

So from going from avoiding your numbers to embracing data for decisions, and I think that's a really huge, crucial part for business owners, especially because so much information is in the data when we take the time to look at it, and we can make so many less mistakes. We can get so many places quicker if we pay attention to the data, versus only going off of, like our feelings or winging it because the situation came up and we didn't, you know, take the time to look at what was going on in the, in the numbers of our business and organization, and so that's that, I think, is a huge thing. I always tell people like big businesses, larger companies, like they spend days looking at their numbers, and that's for a reason. It's because doing that is how you build successful and sustainable businesses. So you can't, you can't ignore it, and the more you embrace it, the more you step into it, the more confident and clear you're actually going to become.

Speaker 2:

And that, that, I think, is kind of the piece people miss, like they miss that as like the benefit of looking at your numbers Like everybody. Sometimes, like you said, not to group everybody, but for most people like they avoid their numbers. Numbers are scary, it's boring, it's, you know, you don't feel like you know what you're doing, but the more you can step into it, like the benefits are huge, like you can understand how your decisions translate to your numbers, the more often you look at them, and then you end up being able to make better decisions as a result, which takes you forward faster and really helps you to prioritize the things that you want to prioritize. And it's really about being proactive versus reactive, and, as a business owner and a leader and CEO, you need to make sure that you're being proactive versus reactive when it comes to your business and your life.

Speaker 1:

I couldn't agree more. I think, like you need to know if you're a business owner, you need to know the flow of when the numbers are relevant and if you've never caught up on your books, which is you know the world that you live in, megan, if you are not caught up on your books. I have had some business owners in the past where it's just like oh yeah, we're, you know, we're wrapping up last year's books in April, you know, and of course there may be some loosens that need to be tied up, the balance sheet may need to be tweaked. When you do your taxes, um, based on you know, what you're reporting, recording, closing out but if you don't know, until your taxes get done, what the business did last year, that it's just like. That's fine if you're independently wealthy, but if you're relying on this business to pay your bills, which most business owners are and should be, then I have a lot of anxiety on their behalf.

Speaker 1:

And so, getting that rhythm, of course I'm assuming, megan, unless you're you have a magic wand that books aren't always wrapped up on the last day of the month, right, like it does take a minute. But if you don't have a cycle where things are regularly being tied up so you can say what happened last month or last quarter in you know somewhat real time, so it's not on the last day of the month, but hopefully it's also not, you know, three months later. Then you're flying blind and that if you're sitting in that situation, I mean changing bookkeepers, looking for options. I mean, what would you say for somebody who comes in and they're just like the books are a mess, or we had somebody on our team responsible but they left, or I don't know that they understand. How do you guys kind of get in there and roll up your sleeves?

Speaker 2:

I mean, basically by doing that, we get in and and see you know where things are at, of course, and then you know kind of craft that plan of what to do going forward. So making sure we have all of the accounts, making sure they're all business accounts, making sure you know people have their personal and business stuff separated, and if not, then you know to start doing that from this point forward. You know so crafting the plan with that, and then we just we get all the data together, because that's the first part that needs to happen anytime. Like the information needs to be done, it needs to be reconciled, it needs to be accurate, and then from there we can start crafting a plan.

Speaker 2:

And this is really where I love profit first in this because, like you've mentioned, like the reports kind of get done after the month ends, but they're still really important. But profit first, which is a cash flow management or money management system that you can put in your business. I feel like it really helps bridge the gap between day to day, what happens on a day-day and your monthly reports. So using those two things together is really really powerful, and that's what we've seen with a lot of our clients and what we help put in place for them so that they have more confidence, they have more intention when it comes to their money and where it goes, and the purpose for every dollar really is essentially what it comes down to.

Speaker 1:

And when. Correct me me if I'm wrong, but this, the concept of profit first, is that you build in your profit to your planned cash flow, so that you don't wake up at the end of the month and find that everybody else has been paid but there's nothing less left to pay the business owner.

Speaker 2:

Yeah, yeah, it really focuses on true profit. Like people think about profit as like your income minus your expenses and what's left over is your profit. Like people think about profit as like your income minus your expenses and what's left over is your profit. But, like you said, a lot of times people aren't paying themselves, they're not saving for taxes and they don't have any plan for strategically reinvesting. So profit first kind of flips it and you take your income, but then you build those other things in on the top your profit, your owner's pay, your tax savings and then your expenses. So it really helps to force profitability and stabilize your cash flow, and in order to be successful and sustainable, you need both of those things consistently in your business, and that's what is really great about that system.

Speaker 1:

I love that.

Speaker 1:

And if I could just pivot to the personal side for those of you who listen, listening, who aren't business owners, the same concepts are mirrored when it comes to budgeting and cashflow. I know budgeting is kind of a four letter word, but it it is necessary in many cases. Not every client that we work with has to have a budget down to the penny, but if you're in a situation where you carry credit card debt through the end of the month, you're constantly going to personal loans or debt in order to finance things or you just can't get that cash flow level up where you have an emergency reserve If surprises keep coming up, then that is where we need to focus on cash flow more. And then there's a whole subset of clients who just were raised to balance their checkbook. They've converted that into religiously using software and whether it's YNAB or we have subscriptions for clients with Monarch Money. Those are great tools and you know it could be just a good old fashioned spreadsheet. Those are great tools and you know it could be just a good old-fashioned spreadsheet.

Speaker 2:

Budgeting is so personal but you know, getting that cash flow right then starts to feed and be additive to your net worth which, on the personal side, is like your balance sheet on the business side, which I know is a really important thing to maintain and understand when it comes to business owners, right, yeah, for sure, it is Got to have all of it together right On both sides, and we often see like people's personal money habits transfer into their business money habits, you know. So like the two things are very well connected as well. So if you want to Absolutely improve the other.

Speaker 2:

You know, start working on one side or the other on it.

Speaker 1:

Well, and not every person is.

Speaker 1:

You can be an extraordinary expert in your field, a visionary CEO.

Speaker 1:

That does not mean that you have the capability or the best use of your time is to write the. You know certainly I hope you're not. You know kind of doing your tax withholding, payroll, without being like kind of set up in the payroll software, or you may need the guidance of people that can see from external, because you're so wrapped up in the day-to-day and what has to happen for the business, that it's really hard to see the forest because you are right in the thick of the trees. So in so many cases as you scale whether it's you know kind of on the personal side, graduating from, you know kind of having the Maslow's basic hierarchy of financial needs kind of nailed to on the business side, you know the company is up and running and, just as you described your hopes for your business, you're scaling now where you're growing, you're taking on more risks, but you have, you're tackling, more opportunities as well. Then that is a point in time where finding whether internal or often outsourced resources that can help you run can be so valuable.

Speaker 2:

Yeah, yeah, and that's definitely a mindset shift to, like you know, moving from doing it all yourself to starting to delegate and manage is a huge part of business growth and leadership growth as well, and it's very important to do that in that process, especially if you're wanting to grow, make a bigger impact, have a greater reach, like you can't do it all yourself. Bigger impact, have a greater reach, like you can't do it all yourself. And I know for me, like even just growing as a CEO, as a mom, one of the things on my list this year is I'm hoping to hire a home manager, because it's hard to do all of the things around the house and run a business and spend time with my kids and there's no shame in that, and I think, like the more we can talk about and normalize that, the better, because it's, it's true, like you can't do all the things. That's too demanding and learning how to delegate in life and business are really important parts to growing as a leader and as an individual.

Speaker 1:

I couldn't agree with you more. I you know that. Why is there? If you're a business owner, you talk to another business owner, you talk to your friend network and you say I just outsource my books, I hired an accounting firm to really help me nail things when it comes to profit. They would applaud you and say that is a sign of success.

Speaker 1:

But we have this on the personal side of things, whether it comes to, you know, having somebody pick up your kids side of things, whether it comes to, you know, having somebody pick up your kids. If one of your younger kids decides they just have to have a passion for a sport, but you can't swing being at every practice and game. That may be something that you end up hiring. Many people, you know, kind of agonize over hiring either household help you know my mom didn't have a maid or, you know, executive assistants as well. And so why is there no shame, when it comes to the business side, for outsourcing what you need, and yet on the personal side, and it goes all the way to hiring financial professionals, including accountants, like I can do it myself when it comes?

Speaker 2:

to.

Speaker 1:

TurboTax or financial planners like. There's some sort of shame that you can't DIY that yourself. You should just, you know, pick up a finance book and invest in indexes, and certainly you know you can quantify the money saved because you know what someone might charge, or you know the expenses involved in investment advisory, but you can't quantify the opportunity costs. You can't quantify the anxiety or stress that you take on yourself if you don't have the same confidence as the person who wrote the book? Who's telling you how to do it? Who?

Speaker 1:

finds it no problem to managing the day-to-day and so getting rid of that mindset of like there's shame and hiring on your personal side, whether you're a business owner or an extraordinary executive or someone who can afford it then we really need to talk about that over time.

Speaker 2:

Yeah, yeah, I agree. Kudos to you for hiring.

Speaker 1:

Yes, eventually, goal, eventually, well, any other kind of lessons learned or you know kind of, if you could tell someone who is um aspiring to really have everything under control, um, what you see in the most successful ceos. I mean, I guess one of my things is nobody's perfect and even if things look great on the outside, there could be a lot of frustrations and a lot of acknowledgement of weaknesses on the inside.

Speaker 2:

But what else?

Speaker 1:

do you see that you wish everybody knew when they were aspiring to success?

Speaker 2:

Yeah, I guess kind of on that same note, you know, because I know a lot of people always look at me and they're like, oh, you know, megan's got it all together and she's running a business and raising her kids. And I always tell people like most of the time, or probably half the time, I feel like a hot mess. You know, like just trying to, and a lot of that comes from, like previous traumas that I'm trying to heal from. You know as well, and things like that growing as a leader is is really hard work. Know as well, and things like that Growing as a leader is really hard work.

Speaker 2:

You know, doing work on yourself is a lot of.

Speaker 2:

There's a lot of intentionality and purpose that has to go into it, which is tough. You know, I've got a lot of responsibility in terms of like my team and my kids and our clients, like it just kind of goes out. So, kind of on the same note which you were mentioning, like give yourself a lot of grace, like people are not perfect and we're all struggling and in different areas, right, there's always something that we got to overcome and work through. So giving yourself a lot of grace is really really important to this leadership journey or mindset shift, you know, from from one place to the next place, and growth and I know I had a lot of people tell me, or have had a lot of people tell me, that, like you know, giving yourself grace, celebrating the wins, is probably the other piece that's like really, really important and it doesn't have to be like yay, I closed a you know, a hundred thousand dollar deal or anything like that. Like it can be like I took a shower, I meal prep today.

Speaker 1:

That is an amazing accomplishment.

Speaker 2:

Sometimes it's like that, right so, giving yourself grace, celebrating those little wins and always just moving forward. Like just continually pushing forward is like the other piece that's like really, really important to living life, growing in life, building leadership, creating a successful life. Like it's all about consistency, right. So just like those little incremental steps forward are huge and I would just want to encourage anybody listening to focus on those things.

Speaker 1:

Well, megan, as you described, and thank you for the vulnerability to share what I also know to be true, which is things can be extraordinary and still feel very imperfect when it comes to a busy business owner's life, especially as a woman.

Speaker 1:

If you are someone who's listening and that resonates with you and you don't have someone you can say that out loud to, then you deserve that person, whether it's a therapist, whether it's a business coach, whether it's a personal coach, a financial planner, your bookkeeper, accountant, all of those things Like. If you're not working with people that celebrate your vulnerability and also tell you when you're doing a good job, remind you to celebrate your success, but also are there, without judgment, for the moments where you feel like you could have done better or it should be different, then you need to rethink who you're working with or seek that person who can be a trusted counsel, because without that, it can be really lonely, vulnerable, anxious, stressed, and if you're constantly living in that state, that has impacts on your health and well-being that need to be addressed yes, absolutely well for people listening.

Speaker 1:

Can you tell us just a little bit about your service offering and describe to our listeners where they can find you?

Speaker 2:

Yeah, yeah, absolutely so. Our firm Sidekick Accounting provides bookkeeping, tax prep, tax planning, and then we're a certified profit first firm, so we help with that system implementation and then I also do business coaching related to that as well.

Speaker 2:

So really full service, really helping businesses grow and scale to the next level, pay more attention to their numbers and really achieve their goals within their business, which is really awesome and kind of like you said, like we end up a lot of times talking people through many different life circumstances. We've had some clients that are like I feel like you're our therapist, or thank you so much for you know walking me through this vulnerable point, because we're dealing people's money. So that's, it's cool to be on that side of thing, it's an honor to be on that side of things, which is really neat. So it must be so rewarding People.

Speaker 1:

I know you're located remind me, in Florida, right.

Speaker 2:

Yeah, I'm physically in north central Florida, but our firm is virtual, so we work with clients across the US. My team's all virtual, which has been really great. It's been awesome to be able to build that for a lot of people too, to have that flexibility work from home as well as with our clients.

Speaker 1:

Yeah, we're very similar. A lot of areas of money really are agnostic. You need to understand state tax laws in some cases, but we are very similar. About half of our clients are located in Michigan and half are all over the country in more than 30 states. About kind of living in a hybrid world is that you can find the perfect fit for clients wherever they may be. Are there certain sizes of business, like amounts of revenue or number of employees that are typical, or areas of industry or profession.

Speaker 2:

Yeah, it depends on the service. I would say, generally speaking, all of our clients are usually around startup to around three, four million. Ok, it just kind of depends on the service and what we're doing. And then, in terms of size, most of our bookkeeping clients have some kind of a team, so they have contractors or they have employees looking to get to the next level for taxes. We can't. We do taxes for everybody, so yeah, that makes sense For taxes.

Speaker 2:

We do taxes for everybody, so that is not as demographically proven. But we work with a lot of women and minority-owned businesses, especially in the service industry, so daycares, group homes, b2b coaches, consultants. We also work with nonprofits and the limited food restaurants, so like food trucks and mall limited food restaurants. So like food trucks and mall type restaurants. We have other clients as well, but those are kind of the niches we focus on.

Speaker 1:

Amazing Megan.

Speaker 1:

Well, I'm so glad to know you and, for everyone here, I hope you realize that your money mindset, whether you're the CEO of your business or your life as I hope all of you are of your business or your life, as I hope all of you are, your money mindset, your mindsets to leadership and success, are something that need to be worked on and deserve your attention and care, and certainly your advice is helpful on that for everyone listening. So thank you so much for sharing, megan. Awesome. Thank you for having me, melissa. Thank you for listening to the Women's Money Wisdom Podcast. If you found value in this episode, the best way you can support the podcast is to forward an episode to a friend or leave a review. Go to pearlplancom and the podcast link to get all the resources and links mentioned.

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Melissa Joy, CFP

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