• Summer School: Meg's Money Story
    Jul 31 2023

    Summer school is in session and it’s all about getting real with our money stories. Today, Meg’s in school and she’s getting vulnerable with her money mistakes and what she does every day to stay on top of the money stuff.

    Join us as we discuss:

    • What is summer school?

    • Taking the Taboo Out of Talking About Money by Meg K. Wheeler, featured in Soulacy Magazine

    • The money mistakes Meg made as a kid

    • How Meg’s family influenced her thoughts and feelings around money 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    20 mins
  • Investing 101: A Conversation with Chloé Daniels
    Jul 24 2023

    Meg is joined today by Chloé Daniels, money coach and founder of Clo Bare Money Coach and The Lazy Investor’s Course, to talk about how to make your money work for you. Investing is for everyone and Chloé makes it easy. 

    Join us as we discuss:

    • The difference between a financial advisor and a fiduciary 

    • How financial advisors make their money (spoiler alert: it’s fees and they might be hidden)

    • Why being debt free at all costs is NOT the answer to building wealth

    • What’s up with IUL and whole life insurance products 

    • Chloe’s Money Right Guide http://moneyrightguide.com/ - her free 30 page guide that will take you from developing your money mindset to budgeting to learning how to invest! Plus, it includes a free resource library, free templates, and more! 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen

    Chloé Daniels, founder of Clo Bare Money Coach and The Lazy Investor’s Course, is a money coach, focused on helping people learn how to invest and build wealth the lazy way. She’s been featured on CNBC + Acorns, Entrepreneur, Bloomberg, Business Insider, TIME, and more. Her ultimate goal is to provide education in a fun, easy to understand, and accessible way, and is known for her reels and TikToks that showcase her terrible dance moves while also providing finance tips. She can be found on Instagram and TikTok @clobaremoneycoach or at clobare.com.

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    40 mins
  • Avoid Burnout by Making Bank: A Conversation with Tiffany McLain, LMFT
    Jun 12 2023

    Meg is joined today by Tiffany McLain, a licensed marriage and family therapist, to talk about how mental health professionals can build the sustainable businesses of their dreams and earn more when they ethically raise their rates. 

    Join us as we discuss:

    • Why mental health professionals are not charging clients at the rates they want AND why that does a disservice to everyone

    • Kiss burnout goodbye when you get rid of the guilt and shame around taking care of yourself 

    • The intersection of insurance reimbursements and access to mental health care

    • Stats about women’s work and its effect on the economy- UN Women, Politico

    • Tiffany’s Fee Calculator - Fun with Fees Calculator. **It's particularly for mental health workers in private practice, but other professionals have benefited from it as well. 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    Tiffany McLain, LMFT is a clinical fee strategist for therapists in private practice. Her mantra is, “Full fees are the new black.” Via her program, The Lean In. MAKE BANK. Academy, she helps therapists ethically earn significantly more per month while seeing fewer clients and doing BETTER clinical work.

    The Lean In. MAKE BANK. Academy is a program that addresses the underlying money mindset stories that keep therapists broke so they can become THAT therapist who charges premium fees, cash pay. With the LIMB 4-step framework to make BANK, regular coaching calls to help you go to the next level, a phenomenal community of funny and intelligent therapists, be ready get real raw and real rich. 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    36 mins
  • Stop Playing Small: Money Lessons We Can Learn from Big Companies
    May 22 2023

    As a former corporate dropout, I can say that there is absolutely no love lost between me and these big companies. But despite the harm that they are inflicting in this world, there are still some things that big companies do right that we small business owners can all stand to learn from. 

    Join us as we discuss:

    • The importance of treating your business like a real business

    • Why we have to stop being our own worst bosses

    • What it really means to leave your emotions out of your business

    • Why leveraging debt is not a bad thing

    • Money news you might actually use 

      • The Supreme Court preserved access to mifepristone in states where abortion is legal

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    33 mins
  • Accounting for Everything: Why Bookkeeping Matters
    May 15 2023

    No one likes talking about it, but staying on top of your books makes  a huge difference in your business. And most importantly, making sure that we have a handle on our numbers is a critical part of effectively disrupting our money and working towards economic equity.

    Join us as we discuss:

    • Why bookkeeping matters so much

    • The benefits of knowing your numbers

    • Where to start and how to choose an accounting system

    • Need a step-by-step guide to do your bookkeeping? Grab my free Wave Apps training over here: https://equitablemoneyproject.com/wave 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    36 mins
  • Rich, White Guys Make Crappy Financial Advisors
    May 8 2023

    Katy Chen-Mazzara joins us on the show today to help us explain why taking financial advice from privileged white guys is not the move. That’s right- we’re doing a deep dive into the not-so-wise words of Dave Ramsey. Meg and Katy chat about the nuances that folks like Ramsey completely gloss over to create one-size-fits-all programs that really fit nobody. 

    Join us as we discuss:

    • The hypocrisy and double standards of “advisors” like Dave Ramsey 

    • Why debt isn’t automatically a dirty word 

    • What is involved in creating generational wealth

    • The worst piece of Dave Ramsey financial “advice” at 30:00

    • Navigating job loss while keeping your finances afloat 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    Katy Chen Mazzara is a certified trauma-informed Master financial wellness coach and graduate of UC Berkeley’s Personal Financial Planning Program. As a former freelance TV producer and award-winning documentary filmmaker, Katy understands the balance between dreaming and doing. She helps creative freelancers and entrepreneurs release generational traumas and fears so that they can find emotional and financial freedom.

    You can learn more about Katy on her website, follow her on Instagram @katychenmazzara. Retreat information can be found here.  

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    45 mins
  • New Business? Don't F*** Up the Money Stuff
    May 1 2023

    If you're thinking of starting a business or have just started one, you're probably overwhelmed by the million and one things you need to know. That's why the goal of this episode is to give you enough guidance to get some good systems in place without making things too complex. Listen up as we talk about how you can start your business and get the money stuff set up in a way that won't f*** it up.

    Join us as we discuss:

    • The tools you need to build and grow a long-lasting and financially-stable business

    • Why having a biz money plan is crucial to your success

    • What "treating your business like a real business" means

    • Want to set up your accounting system? We recommend Wave Apps for newbies: https://www.waveapps.com/ 

    • Ready to get a separate business bank account? We're big fans of Novo: https://equitablemoneyproject.com/novo (affiliate link) 

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

    Show More Show Less
    29 mins
  • Let’s Talk About S Corps
    Feb 28 2023

    We’re getting technical today, but it’s for a good reason. S Corps or S Corporations are a hot topic among business owners, but they are not a “one size fits all” solution. Listen to this episode to find out exactly what an S Corp Election is, who it benefits, and what you need to do if you decide this is the right choice for your business. 

    Join us as we discuss:

    • What exactly an S Corp is (spoiler alert- it’s a tax entity NOT a legal entity)

    • The steps you need to take to become an S Corp

    • Wondering if you should elect to be an S Corp? Take this quiz- it will help guide you as you get more information. 

    • Need help figuring out a reasonable compensation? We offer Reasonable Compensation Reports and you purchase one here. 

    • Ready to set up payroll? We love Gusto! (affiliate link)

    • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://megkwheeler.com/free 

    • Submit Your Questions - DisruptYourMoney.com

    • Leave A Review- Apple Podcasts or wherever you listen 

    💰✊🏾💸✊🏽💵✊🏻

    This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg here!

    This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

    💰✊🏾💸✊🏽💵✊🏻

    Connect with Meg across social:

    Facebook

    Instagram- Equitable Money Project

    Instagram- Meg K. Wheeler

    Pinterest

    Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

    Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

    Song Credit: Midnight Specials by Ash Nino

     

    Show More Show Less
    33 mins