Episode 163

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Published on:

2nd May 2022

Dive Into Your Finances As An Entrepreneur

#163: Oftentimes as entrepreneurs, we forget to plan for retirement as we get caught up in the day to day operations that comes with running a business, or we feel uncertain about how to invest, so where do we go from here?


This is where today's guest comes in. I'd like you to meet Brandon Galici, who is a Certified Financial Planner™ and the founder of Galici Financial, an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the United States. 

He has been a financial advisor since 2018 and is passionate about helping people Maximize Life Today, Plan for Tomorrow.™ 

He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling. 

Brandon lives in California with his beautiful wife Amanda and loves golfing, mountain biking, and making craft coffee at home.

In this episode, we dive into  his framework of maximizing today while planning for tomorrow, 2 things you should look out for when preparing your taxes as entrepreneurs, 3 questions to ask yourself before making decisions about purchases, and what we should prepare for as our income increases and tax brackets change.

This episode is jam-packed full of great ideas, so let's get to it! 

 Learn More About Financial Management....

  • [06:08] Brandon's journey from studying marketing and how his interest was piqued into the world of finance
  • [10:54] Funny story from Brandon's days as a door to door salesman
  • [13:53] What does it mean to maximize today while planning for tomorrow? 
  • [21:12] Why renaming your budget can change the way you view and utilize it
  • [23:20] 2 things you should do when preparing your taxes as entrepreneurs
  • [28:39] What to prepare for when your income rises and your tax bracket changes?
  • [33:05] What you should do if you're looking for investments to make
  • [35:13] Brandon's advice to those who don't know what to do next 


Important Links & Mentions in this episode:

 

Remember, YOU Matter! See you in the next episode. 

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About the Podcast

Burnout to Brilliance, A Mother & Daughter Dialogue
Moving Beyond Hustle Culture: Burnout to Brilliance integrates Biblical wisdom with sustainable productivity to transform how women build businesses
Welcome to Burnout to Brilliance, A Mother-Daughter Dialogue, (Formerly Known as Christian CEO Podcast) the inspiring podcast where the seasoned business and leadership coach Kelly Baader teams up with her daughter Sarah Baader, a dynamic leader and human psychology student.

This mother-daughter duo blends seasoned wisdom with fresh insights to empower Christ-centered female entrepreneurs.

Kelly brings her expertise in guiding entrepreneurs toward sustainable success without burnout. Sarah adds her unique perspective as a next-gen leader and psychology student navigating modern business challenges.

In each episode, they share honest conversations and practical, faith-based strategies to help you move from overwhelmed to empowered.

Join Kelly and Sarah as they explore overcoming burnout, embracing God's design for rest, and reigniting your passion.

Tune in to transform your entrepreneurial journey from burnout to brilliance. Let's embark on this empowering journey together!

For more actionable and result-driven tips, visit https://sheinherited.com/podcast

About your host

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Kelly Baader

Kelly Baader is born again Christian, she is a child-sexual-abuse survivor turned highest-paid female executive in her former corporate career, then existed out her 1st marriage with deep scars, God saved and redeemed her in 1996.

Since 2004, Kelly started to transfer her offline Sales & Marketing expertise to Digital Marketing field. She also invested in personal leadership growth and received certification from ICF and John C Maxwell Team. She excelled at Sales & Marketing and Leadership training for organizations, also for high achievers who would like to build their personal brand based businesses.

Obeying God's call to publish her personal story to the book - A Little Girl Called Grace, later became Amazon Bestseller in 2012.

Today, Kelly is a Marketing and Business Mentor to Christian Entrepreneurs who are serious to create a profitable and impactful business through her Christain CEO University™, Power Of One Framework™, high-end mastermind groups and VIP consulting service; she is also the host of Christian CEO Podcast, the Premier Business Podcast for Christian Entrepreneurs.