Building a Better Relationship with Money through Storytelling with Katherine Pomerantz
Episode description
Do you struggle with understanding money? Maybe you're afraid to address it. In today's episode, Katherine Pomerantz joins us to highlight the complex relationship most entrepreneurs have with money. Listen in as she explains how to make financial management less daunting by viewing money as a storytelling medium and implementing rituals to ease the bookkeeping process.
Today’s episode is brought to you by my Client Hub Template inside the DIY Systems Template Shop. Business owners often have their client information spread across a variety of different tools, making it hard to access the information they need to make critical decisions. That’s why I built the Client Hub Template for Airtable, to take the guesswork out of building your own!
Find it Quickly:
(01:28) Understanding Money as a Storytelling Medium
(03:29) The Importance of Regular Financial Check-Ins
(04:51) Forming a Healthy Relationship with Money
(08:52) Creating a Money Ritual Framework
(18:12) Practical Steps for Financial Organization
(22:16) Creating Effective Money Rituals
(22:57) Custom Checklists for Financial Management
(23:43) Outsourcing Bookkeeping
(24:59) Weekly, Monthly, and Quarterly Financial Tasks
(30:10 Setting and Tracking KPIs
(36:30) Learning from Business Mistakes
Connect with Katherine
Website: katherinepomerantz.com
LinkedIn: linkedin.com/in/katherinepomerantz