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

The Graceful Founder with Kelly
Calling meets cashflow — without the burnout
229+ episodes helping aspiring Christ-centered founders build profitable businesses with grace, not grind.
(Formerly Known as Christian CEO Podcast with Kelly Baader)

Every week, I share the behind-the-scenes of building a sustainable and profitable business as a Christ-centered founder — plus conversations with hand-picked experts who align with our grace-over-grind approach.

No hustle culture. No "rise and grind." No guilt trips about not doing enough.

Just real talk about building a business that honors your faith, your family, and your sanity.

Whether you're still dreaming about your business or already building it, you'll find actionable strategies wrapped in grace — the kind of advice I wish I had before I burned out building my "successful" business.

About your host

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Kelly Baader

Kelly Baader is a TEDx speaker, Amazon bestselling author, and ICF-certified coach who's spent nearly two decades helping Christ-centered entrepreneurs across three continents build profitable businesses without burning out.

After building her own "successful" business that nearly cost her everything that mattered, God met her in her kitchen on her 50th birthday with a clear mandate: gather His Esthers and Josephs and equip them to take their places in the marketplace.

Since 2008, Kelly has coached founders from zero revenue to corporate contracts, helped entrepreneurs scale to teams of 8+, and watched clients hit 50% closing rates on their first launches. Her approach centers on one revolutionary truth: Grace is the fastest accelerator.
You'll get a no-holds-barred look at how Kelly builds her business—plus candid conversations with hand-picked experts and unexpected entrepreneurs who've cracked the code on sustainable success without sacrificing what matters most.

No hustle culture. No "rise and grind." Just real talk about building a business that honors your faith, your family, and your sanity.
Connect with Kelly:

Website: SheInherited.com
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