All Episodes

Displaying 31 - 57 of 57 in total

Implementing "Getting Things Done"

Steve has had a few weeks trying to implement Getting Things Done and has lots of questions for Tyler, the resident GTD veteran. Capturing actions, weekly reviews, sel...

Everything is budgeting

In this episode, we acknowledge that maybe we love the word "budgeting" too much and what we really mean is "making better decisions". Allocating resources (time, atte...

Boredom in all its forms

Boredom typically means your brain is telling you something is not sufficiently meaningful or engaging, and once you recognize that you can decide how to deal with it....

Creativity and the drive to create

The desire to create is a core human impulse. Tyler and Steve talk about things they've created that they're proud of, whether it's a family, a business, an early-2000...

How do we get things done?

Steve describes his process for managing work, and Tyler convinces him to read Getting Things Done.  Links: David Allen's "Getting Things Done" https://www.goodreads.c...

The power of focus

Tyler has a breakthrough in saving for his true expenses, and it's about more than just rearranging the financial deck chairs. What are the benefits of focusing on one...

Appliance Repairs, or, What is the Client Really Buying?

Steve has repaired a handful of appliances himself, but others he won't touch without hiring a professional. Why the difference, and what is he really trying to buy? W...

Tyler hires a coach

Tyler is a coach, and now he has hired a coach. Steve asks him about how it works, what he's learned, and how it's making him a better coach to his own clients. But fi...

Optionality

Steve discusses an iPad purchase and its accompanying sheet music adventures. Tyler finds a surprise bank account. An acquaintance buys a house for cheap. Having cash ...

Book Club: Psychology of Money

Steve and Tyler discuss Morgan Housel's 2020 book, "The Psychology of Money". It distills a lot of financial wisdom into an easy-to-read anthology of advice and, espec...

Should you outsource your chores?

Should Steve outsource his lawn maintenance? What did Tyler think of hiring house cleaners? And why is that so different from going to a car wash? Today, we talk about...

Why coaching and taxes make good side gigs

What characteristics make a good side gig? How do you strike a balance between your day job and your side project? How much is enough? --- Steve Nay: https://daybreakt...

Book Club: Total Money Makeover

Today we review that classic personal finance book, Dave Ramsey's Total Money Makeover. Credit cards, sustainable journeys, Murphy repellant, budgeting, and behavior. ...

Finding a niche in HVAC, with Jeremy Wells

Jeremy Wells, EA, CPA is the owner of JWellsCFO and recently launched a new business called The HVAC CPA focused on the particular needs of HVAC business owners. In th...

To niche or not to niche

Should you find a niche in your business? When is it too early? How should you figure out the "right" niche? And will Tyler change his mind about it? --- Steve Nay: ht...

Optimizing for serendipity

Do the best things in life come from planning or from serendipity? Tyler and Steve explore this question and give some ideas about how to welcome more serendipity into...

Book Club: The Prosperous Coach

Tyler mentions it often, and it's high time we had a proper discussion about it. The book is "The Prosperous Coach" by Steve Chandler and Rich Litvin. From getting bet...

Bookkeeping: YNAB vs. QuickBooks

What are some good tools if you want to get started keeping the books of your business? Steve and Tyler discuss YNAB and QuickBooks: their strengths and weaknesses, th...

Bookkeeping: What is it? Why do it?

What is bookkeeping? Why do you need it as a small business owner? How do you get started? In this episode, Steve and Tyler dive into these questions and give you prac...

How to close clients

Once you've found prospective clients, how do you get them to decide to hire you? On this episode, Tyler and Steve discuss two sales techniques and what works and does...

How to find clients

How do you find clients as a solopreneur running a virtual service business like coaching or tax prep? Tyler and Steve describe many of the things they've tried, as we...

The Person is the Program

Tyler has an epiphany about coaching. We explore his discovery and what it means for how he connects with his clients, whether they need consulting, teaching, or coach...

When is it time to hire a tax pro?

TurboTax is great for a lot of people, but how do you know when you've outgrown it? Steve and Tyler discuss when it's time to find a good accountant who's worth the pr...

Do I need an LLC?

One of the big decisions when you start a business is how to structure the legal entity. Do you need an LLC? What is a DBA? Why do people have S Corps? All those detai...

Meet Tyler

Steve Nay interviews co-host Tyler Smith about building a financial coaching practice while pursuing a career as a localization professional. --- Steve Nay: https://da...

Meet Steve

Tyler Smith interviews co-host Steve Nay, a tax professional and owner of Daybreak Tax, about his career in software and building a tax practice that serves small busi...

Introduction

This is “It’s Not About The Money,” a podcast for current and aspiring solopreneurs and small business owners. You'll hear stories of building a tax practice and a coa...

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