Episode 36: Money is an energy exchange. Doing hard things first. Tapping into abundance. A conversation on managing time and money with guest Margo Masri

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In this conversation, Steve Turney interviews Margo Masri, owner of Heartfelt CFO and tax services, about her work helping clients with money, business, and tax-related issues. They discuss the challenges faced by behavioral health therapists, the importance of time management and prioritization, and the mindset shift needed to achieve financial abundance. Margo emphasizes the power of incremental change and the need for a coach to guide individuals through the process. She recommends the book ‘Don’t Split the Difference’ for negotiation skills and ‘Deep Work’ for understanding oneself and aligning schedules.

Keywords

money, business, tax, behavioral health therapists, time management, prioritization, financial abundance, incremental change, coach, negotiation skills, deep work

Takeaways

Behavioral health therapists often struggle with the transition from working for someone else to working for themselves, and they face challenges related to taxes, proper business setup, and marketing.

Time management and prioritization are crucial for success. Starting the day with the hardest tasks, focusing on income-generating activities, and implementing incremental changes can lead to significant progress.

Money is an energy exchange, and understanding the systems and processes around it can help individuals tap into financial abundance.

Overcoming fear and doing the hard things is where the treasure lies. Working with a coach can provide guidance and support in navigating challenges and achieving goals.

Recommended resources include the book ‘Don’t Split the Difference’ for negotiation skills and ‘Deep Work’ for understanding oneself and aligning schedules.

Titles

Overcoming Fear and Finding the Treasure

The Power of Time Management and Prioritization

Sound Bites

“The cave you fear holds the treasure you seek.”

“Money is just an energy exchange.”

“Information leaves clues.”

Chapters