What Can Financial Planning Do For You With Kurt Mueller

No two financial plans are alike, and you won’t get anywhere good by comparing your plan to those of your friends, family, or neighbours. Your plan should be designed to fit your specific financial goals, needs, and circumstances — no one else’s.Certified financial planner Kurt Mueller helps business owners and entrepreneurs make the complex simple, guiding them through the overwhelm of business tax and accounting. He advises his clients to stay aware of their financial situation, including major expenses, gaps in their insurance coverage, tax implications, and more. “Financial planning is not just about investment management or portfolio management,” Kurt says. “Don’t be fooled into thinking that making your money work just means that you go invest it in the stock market. It could mean that. It could also mean investing in real estate, it could mean investing in start-up companies, it could mean investing in oil and gas.”In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌✔   The importance of choosing the right investments to provide protection against inflation✔   New changes in American tax law & what you need to know about the current state of the market✔  Whether now is a good time to make investmentsAbout Kurt Mueller: Kurt Mueller is a personal financial expert and financial advisor who considers himself a “go-giver” — his passion lies in helping others plan their financial future and develop into tomorrow’s leaders.Highlights:‌01:12  Meet Kurt Mueller02:46  Insurance & retirement04:47  Unique financial plan07:19  Keep your money working09:03  Risk & tolerance14:31  Money & emotion15:58  American tax law19:02  State of the market22:53  Selling financial products23:50  Takeaway25:54  RecommendationsLinks:‌Kurt MuellerTwitter & Instagram: @financearchitecthttps://linktr.ee/financearchitecthttps://flip-podcast.comThe Go-Giver by Bob Burghttps://thegogiver.comMindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoehttps://www.porchlightbooks.com/product/mindful-money-simple-practices-for-reaching-your-financial-goals-and-increasing-your-happiness-divid--jonathan-k-deyoe?variationCode=9781608684366The Business Society: https://thebusinesssociety.co5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapBiz Basics: https://melissahoustoncpa.lpages.co/biz-basics-long-form-sales-pageThe 20 Minute Money Method: https://melissahoustoncpa.lpages.co/the-20-minute-money-methodConfident Cash: https://melissahoustoncpa.lpages.co/mm-cfo-long-form-sales-pagePersonal Finance Money Method: https://melissahoustoncpa.lpages.co/moneymethodmembership

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The She Means Profit Podcast is devoted to helping entrepreneurs master their finances and launch, grow, and scale their businesses. Simple, digestible, actionable advice from Melissa Houston, an accredited CPA with over 20 years of experience. Real business owners, real talk, real solutions.