Money Myths

Financial Clarity Starts Here.

Remember that 401(k) from your old corporate job?

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And the one from the job before that?

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And the Roth IRA at Vanguard, traditional IRA at Schwab, checking account at Chase and Wells Fargo, savings at Ally.

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Did I forget any?

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Oh yea, brokerage at Schwab.

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Oh and then all of your wife’s accounts.

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This is all BEFORE you started your business, too.

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🤯 😠

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No wonder so many entrepreneurs are confused in their financial situation!

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What do you have where?

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When you have stuff everywhere, you know where nothing is.

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It causes confusion and anxiety.

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Especially when it comes to money.

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So, what do you do to fix this?

Organize Your Sh*t

Download this free money organizer and start organizing.

Login to all of your accounts and log your stuff.

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Figure out WTF you have where.

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Then begin to simplify.

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Combine accounts. Get rid of others.

Then What?

After you’ve ALIGNED your finances and have an idea of what you have where, you can begin to improve your financial situation.

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Ideally, you’ve already created your vision.

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Now you can follow the next step of the CASH framework and take steps to create the vision by SEEING your cash differently.

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If you want to be guided through our CASH framework, you can take the guesswork out of creating your budget and register for our free 4 day Business Budget Bootcamp mini course here!

Action Steps

Here’s how you can act on this advice:

1. Download your free money organizer.
2. Figure out what you have where.
3. Simplify. Combine accounts. Remove others.
4. Join Business Budget Bootcamp to remove the guesswork from your budget.

Money myth of the week 🤐

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It doesn’t have to be tedious.

Just take it one step at a time and start with figuring out what you have where.

The worst part of this process is resetting all of your old passwords.

But it’s a small hurdle for the long term clarity and relief.

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Tell me your best dad joke 🤣

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Got any dad jokes to share? Let ‘em rip by responding to this email. 😜

Thanks for reading, and see you next week!

Ryan Page, Backpocket CPA

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​Find me on LinkedIn or Book a 1:1 Call​

Whenever you're ready, there are 3 ways I can help you:

1. ​Family Legacy Builder: Our course on how to take full control of your family finances. I share 8+ years of expertise in budgeting, saving, and developing your debt plan.
2. ​CASH Clean Up: Our flagship financial tune up that will have you in control of your finances in less than 2 hours.
3. ​Business Scan: Our deep dive review of your Quickbooks Online business books giving you an action plan of exactly how to fix your bookkeeping.

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