March 27, 2025
16. The Big Leap: Breaking Limits and Embracing Change 🚀
🧠 Episode Summary:
In this heartfelt episode, Tiffany Vogel shares a big update — she's pressing pause on the Energetic CFO Podcast. As she enters her third trimester and prepares for a new season of motherhood and entrepreneurship, Tiffany reflects on how her time, energy, and passion are shifting. Instead of weekly episodes, she’s leaning into a new avenue of connection and empowerment: a finance-focused book club that’s already sparking powerful conversations and community.
Tiffany opens up about the “revelation” that led to this shift, the tools she’s using to assess her time and energy, and how she’s stepping further into her zone of genius. If you’ve ever felt pulled to reevaluate your priorities or felt the nudge to simplify your life and business, this episode will resonate.
📚 In This Episode, Tiffany Covers:
- Why she’s pausing the podcast for now
- How entering her third trimester shifted her business focus
- The joy and interaction the Energetic CFO Book Club is bringing
- How she's moving from content creation to deep connection
- The importance of honoring your energy and your genius
- Her new VIP Days + half-day options for focused financial clarity
- Insights on what it really looks like to align your business with your season of life
🔗 Resources & Links Mentioned:
- 💬 Join the Book Club Facebook Group: https://www.facebook.com/share/g/16L1YCiqfM/
- 📧 Get on the Email List for updates, invites, and financial tools: www.energeticcfo.com
- 📅 Book a Call with Tiffany: https://calendly.com/tiffanyv-cfo/connect-discover
- 📘 Currently Reading in Book Club: The Big Leap by Gay Hendricks
💬 Let’s Stay Connected:
Even though the podcast is on pause, Tiffany is still supporting clients and growing the Energetic CFO community. Whether through book club conversations, one-on-one financial deep dives, or just a Zoom coffee chat — she’d love to hear from you.
🌀 Final Takeaway:
Don’t be afraid to pivot. Sometimes pressing pause is the most powerful step you can take to grow. Reevaluate where your energy is going, and make sure it’s aligned with what lights you up.
Transcript
WEBVTT
00:00:46.368 --> 00:00:48.948
Welcome back to the energetic CFO podcast.
00:00:48.948 --> 00:00:54.978
I'm your host, Tiffany Vogel, and today we have a little bit of something different.
00:00:55.427 --> 00:01:01.758
I am actually going to be pausing the podcast and wanted to just take some time to.
00:01:02.207 --> 00:01:15.287
Chat about the reasons behind the decision and how you can continue to receive support and insights from me as I enter a new phase in chapter in business and life and all the things.
00:01:15.378 --> 00:01:17.748
So thank you so much for being here.
00:01:18.197 --> 00:01:22.397
I am just a few days away from entering my third trimester.
00:01:22.847 --> 00:01:39.587
I am heading out for one last business trip before I pause through the end of the year and have really spent a lot of time reflecting on my business and what's really working well, what I really enjoy doing, and really just it.
00:01:39.617 --> 00:01:45.707
I think a lot of it has been how I spend my time and how much of my time is going to different activities.
00:01:46.112 --> 00:01:49.203
And the impact that has in the business.
00:01:49.263 --> 00:01:56.793
And what I have kind of realized is doing the podcast, I love doing it, but it takes a lot of my time.
00:01:57.242 --> 00:02:01.712
And I had a, I can never say this right.
00:02:02.162 --> 00:02:03.302
Revelation.
00:02:03.393 --> 00:02:05.912
There's a really good movie called The Good Dinosaur.
00:02:05.942 --> 00:02:07.593
If you have little kids, it's fantastic.
00:02:08.013 --> 00:02:10.802
And they call it a revelation cause he says it wrong.
00:02:10.862 --> 00:02:11.883
And I think it's hilarious.
00:02:12.212 --> 00:02:14.402
So now I can never say it right, so I got it right.
00:02:14.802 --> 00:02:18.612
So I've had a revelation that I really wanna do a book club.
00:02:18.673 --> 00:02:20.742
So I've talked about it in my emails.
00:02:20.742 --> 00:02:22.513
I think I've talked about it on the podcast, I'm not sure.
00:02:22.573 --> 00:02:25.552
But, I launched a book club about a month ago.
00:02:25.552 --> 00:02:29.032
We have our first official meeting I believe it's next week.
00:02:29.082 --> 00:02:31.353
I'll put the info in the show notes so you can check it out.
00:02:31.353 --> 00:02:32.282
But my.
00:02:32.643 --> 00:02:42.543
Energy has shifted from doing the podcast to the book club, and the reason is I get more interaction and I feel like I can support people better through the book club.
00:02:42.812 --> 00:02:59.793
So we selected a book, we've been chatting in the Facebook group about the book and then we'll do a call once a month to deep dive into it, answer any questions that come up, and it's just, it's really been filling my cup in a different way than the podcast has.
00:03:00.242 --> 00:03:00.842
So.
00:03:01.293 --> 00:03:11.312
Entering third trimester, I've reduced my work hours to about 15 hours a week, and I realized the podcast was taking up such a large portion of that time.
00:03:11.673 --> 00:03:24.022
Yeah, and I work with a really good business coach and she helped me break down my calendar into the different components between like finding clients versus delivering on clients.
00:03:24.022 --> 00:03:33.413
And then as far as like the finding like sales and marketing side goes, how much should be an attraction, which is finding people nurture, which is talking to the people I already know.
00:03:33.682 --> 00:03:36.233
And then conversion would be the actual sales component.
00:03:36.538 --> 00:03:44.127
And I realized so much of my time was going into more of the attraction phase of it and not as much into the nurture.
00:03:44.578 --> 00:03:50.217
So I wanna spend my time doing more one-to-one outreach and phone calls with people.
00:03:50.217 --> 00:03:53.638
So if you're listening to this and you wanna chat, like, please, let's get on a call.
00:03:54.087 --> 00:03:57.657
I would love to just chat and see how things are going in life and business and all the things.
00:03:58.108 --> 00:03:59.848
But that's really what's lighting me up.
00:03:59.948 --> 00:04:02.078
I don't know like what's gonna happen.
00:04:02.108 --> 00:04:14.277
Having another baby always throws things for a complete loop and I'm just trying to streamline the business right now and free up more time to start nesting.
00:04:14.307 --> 00:04:15.508
'cause that's for sure.
00:04:15.568 --> 00:04:16.408
I know it's coming.
00:04:16.838 --> 00:04:18.608
So we gotta get the house ready for the baby.
00:04:18.882 --> 00:04:24.463
We've got the two kiddos that I wanna spend as much time with before we completely wreck their world with another little brother.
00:04:24.913 --> 00:04:30.673
And we're getting into spring where it's nice out and sitting behind a microphone's.
00:04:30.673 --> 00:04:38.728
Just not how I wanna spend my time right now, but I'd love to, you know, hop on a Zoom call or so even the Facebook group for the book club.
00:04:39.148 --> 00:04:42.927
So that's really the rationale and the logic behind the shift.
00:04:42.927 --> 00:04:45.538
So it's just focusing on other.
00:04:45.987 --> 00:04:48.387
Other parts of the business that really fill my cup.
00:04:48.838 --> 00:04:57.668
And I have enjoyed this so much over the last four or five months and I might pick it back up after we get through the first couple months with the baby.
00:04:57.668 --> 00:05:09.577
I'm not really sure what the long-term plans are, but for now I'm shifting my energy into the book club and that's where I will be consistently showing up in that Facebook group and supporting.
00:05:10.028 --> 00:05:13.088
The people that are coming in there and asking questions and you don't have to read the book.
00:05:13.117 --> 00:05:22.697
I mean, let's be honest, there's audio books for one, and then also like you could go get a summary from AI and get enough of the just to be able to engage in the conversation.
00:05:23.148 --> 00:05:23.567
But.
00:05:23.747 --> 00:05:26.247
And right now to stay connected.
00:05:26.247 --> 00:05:28.858
If you wanna join the book club, we have a Facebook group.
00:05:29.177 --> 00:05:30.257
We also have the email list.
00:05:30.257 --> 00:05:38.057
So if you wanna be on the email list, please hop over to the website, energetic cfo.com and join the email list so you can stay up to date with all the things.
00:05:38.507 --> 00:05:41.747
But yeah, so with the book club, it was funny.
00:05:41.747 --> 00:05:47.148
I pulled my, the people that were in the Facebook group and asked, what finance book do you wanna cover?
00:05:47.507 --> 00:05:53.627
And we had some really good finance books and one mindset book, and we chose the mindset book.
00:05:53.658 --> 00:05:55.067
That's what everyone voted for.
00:05:55.067 --> 00:05:59.478
So we're reading the Big Leap right now, it's such a good book.
00:05:59.478 --> 00:06:01.398
If you haven't read it, I highly recommend it.
00:06:01.848 --> 00:06:07.653
It talks a lot about overcoming your upper limit beliefs and stepping into your zone of genius and.
00:06:08.103 --> 00:06:17.072
It's about like we have a set point of how much happiness we can hold, and typically when we find success in one area of life, we sabotage another area.
00:06:17.463 --> 00:06:25.442
So for example, you sign a big client or you have a huge win in your business, and then you go home and have a fight with your wife that night or your husband.
00:06:25.892 --> 00:06:35.702
So it talks about how we will subconsciously sabotage our life when things are going well and part of.
00:06:36.153 --> 00:06:39.033
Getting out of that is to be in your zone of genius.
00:06:39.423 --> 00:06:45.182
So your zone of genius is the thing that's like uniquely special to you that no one else can do.
00:06:45.632 --> 00:06:49.262
And like for me, I have found that it's in this financial empowerment.
00:06:49.713 --> 00:06:56.103
And it's not something I know a lot of people are out there doing, but it's something that real, it's, I didn't realize that people don't.
00:06:56.103 --> 00:06:58.413
I like to play with spreadsheets just for fun.
00:06:58.862 --> 00:07:00.543
Like I thought that was a normal behavior.
00:07:00.992 --> 00:07:08.432
And over time have realized no, like the way I look at the numbers and how much I enjoy looking at numbers is a very unique skill.
00:07:08.432 --> 00:07:11.612
So that has led me to be in my zone of genius.
00:07:11.612 --> 00:07:29.353
And it's funny because honestly the podcast right now is not in my zone of genius, but the book club is I love reading finance books and chatting about them and by starting a book club, I relieve Eric from having to hear, we talk about all the books I'm reading, so it's lining up perfectly the shift with the podcast into the book club.
00:07:29.382 --> 00:07:34.062
We're shifting our mindset with this book, and it's been so, so good.
00:07:34.452 --> 00:07:38.442
And seeing some of the shifts that are happening in the Facebook group have been so good.
00:07:38.802 --> 00:07:46.872
So I'm really excited to launch the official first call next week, and then we'll pick the next book and go from there.
00:07:46.872 --> 00:07:49.273
So if it's something that.
00:07:49.588 --> 00:07:50.608
Sounds interesting.
00:07:50.668 --> 00:07:52.288
Please definitely reach out.
00:07:52.288 --> 00:07:55.767
I'd love to chat more and get you in the group.
00:07:56.218 --> 00:08:11.452
I'm also shifting, I originally started with three month containers for my people, and the intent was to cover all the finance topics we could cram into three months, which is not really a lot of time, but.
00:08:11.903 --> 00:08:25.733
I've realized in talking with some people in my audience that their preference is more for like a, to dedicate a full day or a half day to one or two topics, knock it out, and then go back on with their life.
00:08:26.062 --> 00:08:27.862
So I have shifted.
00:08:28.312 --> 00:08:32.993
I still have my three month container, and this actually aligns really well with maternity leave because.
00:08:33.442 --> 00:08:50.692
As I enter third trimester, you know, we're running outta time for a three month container, so I am pivoting to now including VIP days and half day options where if you have one topic that you want to deep dive on, we can do a half day and knock it out.
00:08:50.692 --> 00:08:59.753
So you get a dashboard or a spreadsheet, whatever it looks like for you in your specific situation where we'll dig in and give you all the information you need, the frameworks around it.
00:09:00.202 --> 00:09:07.462
And a couple hours of calls to explain what you're looking at, and it's really just an empowerment situation to help you make those decisions.
00:09:07.913 --> 00:09:13.072
And then the full day is for if you wanna pull in some personal finance or you have a couple topics you wanna cover.
00:09:13.432 --> 00:09:19.373
It makes more sense to go with the full day option where we can really dig into your numbers and create a plan.
00:09:19.623 --> 00:09:29.613
So one of my clients right now, we are working on a metrics dashboard, so it's not even financial, but she is trying to get a clear picture of.
00:09:30.062 --> 00:09:39.013
The business as a whole and it's website to like website opt-in pages to calls booked to applications and things like that.
00:09:39.013 --> 00:09:43.452
So she wants to see like how the funnel is performing for a particular program.
00:09:43.452 --> 00:09:45.763
We're gonna look at monthly recurring revenue.
00:09:45.763 --> 00:09:54.102
So she can clearly see how much revenue she can expect because she has some clients pay on payment plans, some clients pay on one-time payments.
00:09:54.523 --> 00:09:56.592
Um, it's just been so fun.
00:09:56.682 --> 00:09:59.623
So we're giving her so many insights.
00:09:59.653 --> 00:10:05.923
And one of my favorite moments was I asked her what her income target was.
00:10:06.373 --> 00:10:08.503
We had just finished her projections for the year.
00:10:08.952 --> 00:10:17.732
And I asked her what her target was for income for the year and she told me a number and I had totaled up her annual forecast and I was like, if you hit these forecasts, you'll hit that number.
00:10:18.182 --> 00:10:25.023
So it was just really eye-opening for her to see that she can achieve her goal and relatively easily.
00:10:25.082 --> 00:10:28.592
So we're shifting that goal to make it a little bit bigger, but.
00:10:29.043 --> 00:10:29.883
I'm just loving it.
00:10:29.883 --> 00:10:45.802
So if there's a topic that comes to mind I've looked at portfolio analysis on the full day, where we dig into the portfolio and see are there potential houses to sell If you're a real estate investor that could have the equity working harder in a different situation.
00:10:45.832 --> 00:10:51.577
I've done this for Eric and I have found some of our houses that we rent by the room aren't as efficient as we thought.
00:10:52.028 --> 00:10:55.298
And we could make more having them as a long-term rental and work less.
00:10:55.357 --> 00:10:58.957
So we've started converting some of them to standard rentals.
00:10:58.957 --> 00:11:09.658
So having that deep dive analysis for myself and for my clients has been really eye-opening and transformative in how we look at our finances.
00:11:10.048 --> 00:11:12.567
So any of that sounds interesting.
00:11:12.628 --> 00:11:17.898
The book club, the vIP days, or if you wanna just chat shoot me a note.
00:11:17.898 --> 00:11:19.217
We can hop on a Zoom call.
00:11:19.217 --> 00:11:22.097
I can send you my calendar link and we can just get on a chat.
00:11:22.097 --> 00:11:28.878
Or if you wanna just, you know, chat about life and all the things going on, I'd love to hear how things are going in your business and your life and all that.
00:11:28.878 --> 00:11:35.927
So I just wanna say thank you so much for supporting me in this endeavor and.
00:11:36.378 --> 00:11:40.123
I have really enjoyed it and I have a feeling I'll come back to it at some point.
00:11:40.572 --> 00:11:51.613
I just know with coming up into postpartum, I'd either have to bash record a ton of episodes so that I could continue producing them while I'm on maternity leave or pause it for maternity leave.
00:11:51.613 --> 00:11:58.363
So I've just decided to shift my focus fully into the book club for these last three months.
00:11:58.812 --> 00:12:02.263
I'll probably pause for a month on the book club with the baby coming.
00:12:02.682 --> 00:12:07.942
I'll see if, you know, if my group wants to continue to read and host their own book club.
00:12:07.942 --> 00:12:11.092
But I'll probably pause for a month and then pick it back up from there.
00:12:11.493 --> 00:12:14.822
It's just, I already read a lot, so.
00:12:15.273 --> 00:12:17.373
The time requirement for me is just it.
00:12:17.523 --> 00:12:20.072
It's probably the same amount of time, but just looks very different.
00:12:20.072 --> 00:12:23.283
So I feel like I can provide more value through the book club as well.
00:12:23.342 --> 00:12:39.513
So if you're interested, I'll put the link in the show notes to join and just wanna say like, look at your life and how you're spending your time, and make sure that it's going to the things that are really in your zone of genius and not just your zone of excellence.
00:12:39.962 --> 00:12:44.432
There are things that we're good at, but it's not the thing that, like we were put on this earth to do.
00:12:44.763 --> 00:12:50.253
And by making these changes, it puts us more in alignment with where we're supposed to be.
00:12:50.643 --> 00:13:14.493
And I don't know, maybe this is not the sole purpose change that I needed, or, think it's gonna be, but at the end of the day, I'm gonna try it out, see how it goes, and who knows, maybe I'll be back sooner than expected, I appreciate so much you listening and joining me on this journey, and if you wanna continue on, join the email list top in the book club and I look forward to seeing you there.
00:13:14.942 --> 00:13:18.643
Thanks for joining me on this episode of the Energetic CFO Podcast.
00:13:19.052 --> 00:13:21.743
Remember, small steps can lead to massive rewards.
00:13:22.143 --> 00:13:27.043
By taking action, staying disciplined, and seeking knowledge, you can achieve your financial dreams.
00:13:27.493 --> 00:13:31.143
If you enjoyed this episode, please be sure to share, like, and subscribe.
00:13:31.432 --> 00:13:33.883
And don't forget to leave a comment with your thoughts and questions.
00:13:34.322 --> 00:13:37.993
Until next time, keep learning, keep growing, and keep thriving.
00:00:46.368 --> 00:00:48.948
Welcome back to the energetic CFO podcast.
00:00:48.948 --> 00:00:54.978
I'm your host, Tiffany Vogel, and today we have a little bit of something different.
00:00:55.427 --> 00:01:01.758
I am actually going to be pausing the podcast and wanted to just take some time to.
00:01:02.207 --> 00:01:15.287
Chat about the reasons behind the decision and how you can continue to receive support and insights from me as I enter a new phase in chapter in business and life and all the things.
00:01:15.378 --> 00:01:17.748
So thank you so much for being here.
00:01:18.197 --> 00:01:22.397
I am just a few days away from entering my third trimester.
00:01:22.847 --> 00:01:39.587
I am heading out for one last business trip before I pause through the end of the year and have really spent a lot of time reflecting on my business and what's really working well, what I really enjoy doing, and really just it.
00:01:39.617 --> 00:01:45.707
I think a lot of it has been how I spend my time and how much of my time is going to different activities.
00:01:46.112 --> 00:01:49.203
And the impact that has in the business.
00:01:49.263 --> 00:01:56.793
And what I have kind of realized is doing the podcast, I love doing it, but it takes a lot of my time.
00:01:57.242 --> 00:02:01.712
And I had a, I can never say this right.
00:02:02.162 --> 00:02:03.302
Revelation.
00:02:03.393 --> 00:02:05.912
There's a really good movie called The Good Dinosaur.
00:02:05.942 --> 00:02:07.593
If you have little kids, it's fantastic.
00:02:08.013 --> 00:02:10.802
And they call it a revelation cause he says it wrong.
00:02:10.862 --> 00:02:11.883
And I think it's hilarious.
00:02:12.212 --> 00:02:14.402
So now I can never say it right, so I got it right.
00:02:14.802 --> 00:02:18.612
So I've had a revelation that I really wanna do a book club.
00:02:18.673 --> 00:02:20.742
So I've talked about it in my emails.
00:02:20.742 --> 00:02:22.513
I think I've talked about it on the podcast, I'm not sure.
00:02:22.573 --> 00:02:25.552
But, I launched a book club about a month ago.
00:02:25.552 --> 00:02:29.032
We have our first official meeting I believe it's next week.
00:02:29.082 --> 00:02:31.353
I'll put the info in the show notes so you can check it out.
00:02:31.353 --> 00:02:32.282
But my.
00:02:32.643 --> 00:02:42.543
Energy has shifted from doing the podcast to the book club, and the reason is I get more interaction and I feel like I can support people better through the book club.
00:02:42.812 --> 00:02:59.793
So we selected a book, we've been chatting in the Facebook group about the book and then we'll do a call once a month to deep dive into it, answer any questions that come up, and it's just, it's really been filling my cup in a different way than the podcast has.
00:03:00.242 --> 00:03:00.842
So.
00:03:01.293 --> 00:03:11.312
Entering third trimester, I've reduced my work hours to about 15 hours a week, and I realized the podcast was taking up such a large portion of that time.
00:03:11.673 --> 00:03:24.022
Yeah, and I work with a really good business coach and she helped me break down my calendar into the different components between like finding clients versus delivering on clients.
00:03:24.022 --> 00:03:33.413
And then as far as like the finding like sales and marketing side goes, how much should be an attraction, which is finding people nurture, which is talking to the people I already know.
00:03:33.682 --> 00:03:36.233
And then conversion would be the actual sales component.
00:03:36.538 --> 00:03:44.127
And I realized so much of my time was going into more of the attraction phase of it and not as much into the nurture.
00:03:44.578 --> 00:03:50.217
So I wanna spend my time doing more one-to-one outreach and phone calls with people.
00:03:50.217 --> 00:03:53.638
So if you're listening to this and you wanna chat, like, please, let's get on a call.
00:03:54.087 --> 00:03:57.657
I would love to just chat and see how things are going in life and business and all the things.
00:03:58.108 --> 00:03:59.848
But that's really what's lighting me up.
00:03:59.948 --> 00:04:02.078
I don't know like what's gonna happen.
00:04:02.108 --> 00:04:14.277
Having another baby always throws things for a complete loop and I'm just trying to streamline the business right now and free up more time to start nesting.
00:04:14.307 --> 00:04:15.508
'cause that's for sure.
00:04:15.568 --> 00:04:16.408
I know it's coming.
00:04:16.838 --> 00:04:18.608
So we gotta get the house ready for the baby.
00:04:18.882 --> 00:04:24.463
We've got the two kiddos that I wanna spend as much time with before we completely wreck their world with another little brother.
00:04:24.913 --> 00:04:30.673
And we're getting into spring where it's nice out and sitting behind a microphone's.
00:04:30.673 --> 00:04:38.728
Just not how I wanna spend my time right now, but I'd love to, you know, hop on a Zoom call or so even the Facebook group for the book club.
00:04:39.148 --> 00:04:42.927
So that's really the rationale and the logic behind the shift.
00:04:42.927 --> 00:04:45.538
So it's just focusing on other.
00:04:45.987 --> 00:04:48.387
Other parts of the business that really fill my cup.
00:04:48.838 --> 00:04:57.668
And I have enjoyed this so much over the last four or five months and I might pick it back up after we get through the first couple months with the baby.
00:04:57.668 --> 00:05:09.577
I'm not really sure what the long-term plans are, but for now I'm shifting my energy into the book club and that's where I will be consistently showing up in that Facebook group and supporting.
00:05:10.028 --> 00:05:13.088
The people that are coming in there and asking questions and you don't have to read the book.
00:05:13.117 --> 00:05:22.697
I mean, let's be honest, there's audio books for one, and then also like you could go get a summary from AI and get enough of the just to be able to engage in the conversation.
00:05:23.148 --> 00:05:23.567
But.
00:05:23.747 --> 00:05:26.247
And right now to stay connected.
00:05:26.247 --> 00:05:28.858
If you wanna join the book club, we have a Facebook group.
00:05:29.177 --> 00:05:30.257
We also have the email list.
00:05:30.257 --> 00:05:38.057
So if you wanna be on the email list, please hop over to the website, energetic cfo.com and join the email list so you can stay up to date with all the things.
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But yeah, so with the book club, it was funny.
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I pulled my, the people that were in the Facebook group and asked, what finance book do you wanna cover?
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And we had some really good finance books and one mindset book, and we chose the mindset book.
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That's what everyone voted for.
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So we're reading the Big Leap right now, it's such a good book.
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If you haven't read it, I highly recommend it.
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It talks a lot about overcoming your upper limit beliefs and stepping into your zone of genius and.
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It's about like we have a set point of how much happiness we can hold, and typically when we find success in one area of life, we sabotage another area.
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So for example, you sign a big client or you have a huge win in your business, and then you go home and have a fight with your wife that night or your husband.
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So it talks about how we will subconsciously sabotage our life when things are going well and part of.
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Getting out of that is to be in your zone of genius.
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So your zone of genius is the thing that's like uniquely special to you that no one else can do.
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And like for me, I have found that it's in this financial empowerment.
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And it's not something I know a lot of people are out there doing, but it's something that real, it's, I didn't realize that people don't.
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I like to play with spreadsheets just for fun.
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Like I thought that was a normal behavior.
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And over time have realized no, like the way I look at the numbers and how much I enjoy looking at numbers is a very unique skill.
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So that has led me to be in my zone of genius.
00:07:11.612 --> 00:07:29.353
And it's funny because honestly the podcast right now is not in my zone of genius, but the book club is I love reading finance books and chatting about them and by starting a book club, I relieve Eric from having to hear, we talk about all the books I'm reading, so it's lining up perfectly the shift with the podcast into the book club.
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We're shifting our mindset with this book, and it's been so, so good.
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And seeing some of the shifts that are happening in the Facebook group have been so good.
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So I'm really excited to launch the official first call next week, and then we'll pick the next book and go from there.
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So if it's something that.
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Sounds interesting.
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Please definitely reach out.
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I'd love to chat more and get you in the group.
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I'm also shifting, I originally started with three month containers for my people, and the intent was to cover all the finance topics we could cram into three months, which is not really a lot of time, but.
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I've realized in talking with some people in my audience that their preference is more for like a, to dedicate a full day or a half day to one or two topics, knock it out, and then go back on with their life.
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So I have shifted.
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I still have my three month container, and this actually aligns really well with maternity leave because.
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As I enter third trimester, you know, we're running outta time for a three month container, so I am pivoting to now including VIP days and half day options where if you have one topic that you want to deep dive on, we can do a half day and knock it out.
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So you get a dashboard or a spreadsheet, whatever it looks like for you in your specific situation where we'll dig in and give you all the information you need, the frameworks around it.
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And a couple hours of calls to explain what you're looking at, and it's really just an empowerment situation to help you make those decisions.
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And then the full day is for if you wanna pull in some personal finance or you have a couple topics you wanna cover.
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It makes more sense to go with the full day option where we can really dig into your numbers and create a plan.
00:09:19.623 --> 00:09:29.613
So one of my clients right now, we are working on a metrics dashboard, so it's not even financial, but she is trying to get a clear picture of.
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The business as a whole and it's website to like website opt-in pages to calls booked to applications and things like that.
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So she wants to see like how the funnel is performing for a particular program.
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We're gonna look at monthly recurring revenue.
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So she can clearly see how much revenue she can expect because she has some clients pay on payment plans, some clients pay on one-time payments.
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Um, it's just been so fun.
00:09:56.682 --> 00:09:59.623
So we're giving her so many insights.
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And one of my favorite moments was I asked her what her income target was.
00:10:06.373 --> 00:10:08.503
We had just finished her projections for the year.
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And I asked her what her target was for income for the year and she told me a number and I had totaled up her annual forecast and I was like, if you hit these forecasts, you'll hit that number.
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So it was just really eye-opening for her to see that she can achieve her goal and relatively easily.
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So we're shifting that goal to make it a little bit bigger, but.
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I'm just loving it.
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So if there's a topic that comes to mind I've looked at portfolio analysis on the full day, where we dig into the portfolio and see are there potential houses to sell If you're a real estate investor that could have the equity working harder in a different situation.
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I've done this for Eric and I have found some of our houses that we rent by the room aren't as efficient as we thought.
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And we could make more having them as a long-term rental and work less.
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So we've started converting some of them to standard rentals.
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So having that deep dive analysis for myself and for my clients has been really eye-opening and transformative in how we look at our finances.
00:11:10.048 --> 00:11:12.567
So any of that sounds interesting.
00:11:12.628 --> 00:11:17.898
The book club, the vIP days, or if you wanna just chat shoot me a note.
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We can hop on a Zoom call.
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I can send you my calendar link and we can just get on a chat.
00:11:22.097 --> 00:11:28.878
Or if you wanna just, you know, chat about life and all the things going on, I'd love to hear how things are going in your business and your life and all that.
00:11:28.878 --> 00:11:35.927
So I just wanna say thank you so much for supporting me in this endeavor and.
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I have really enjoyed it and I have a feeling I'll come back to it at some point.
00:11:40.572 --> 00:11:51.613
I just know with coming up into postpartum, I'd either have to bash record a ton of episodes so that I could continue producing them while I'm on maternity leave or pause it for maternity leave.
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So I've just decided to shift my focus fully into the book club for these last three months.
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I'll probably pause for a month on the book club with the baby coming.
00:12:02.682 --> 00:12:07.942
I'll see if, you know, if my group wants to continue to read and host their own book club.
00:12:07.942 --> 00:12:11.092
But I'll probably pause for a month and then pick it back up from there.
00:12:11.493 --> 00:12:14.822
It's just, I already read a lot, so.
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The time requirement for me is just it.
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It's probably the same amount of time, but just looks very different.
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So I feel like I can provide more value through the book club as well.
00:12:23.342 --> 00:12:39.513
So if you're interested, I'll put the link in the show notes to join and just wanna say like, look at your life and how you're spending your time, and make sure that it's going to the things that are really in your zone of genius and not just your zone of excellence.
00:12:39.962 --> 00:12:44.432
There are things that we're good at, but it's not the thing that, like we were put on this earth to do.
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And by making these changes, it puts us more in alignment with where we're supposed to be.
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And I don't know, maybe this is not the sole purpose change that I needed, or, think it's gonna be, but at the end of the day, I'm gonna try it out, see how it goes, and who knows, maybe I'll be back sooner than expected, I appreciate so much you listening and joining me on this journey, and if you wanna continue on, join the email list top in the book club and I look forward to seeing you there.
00:13:14.942 --> 00:13:18.643
Thanks for joining me on this episode of the Energetic CFO Podcast.
00:13:19.052 --> 00:13:21.743
Remember, small steps can lead to massive rewards.
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By taking action, staying disciplined, and seeking knowledge, you can achieve your financial dreams.
00:13:27.493 --> 00:13:31.143
If you enjoyed this episode, please be sure to share, like, and subscribe.
00:13:31.432 --> 00:13:33.883
And don't forget to leave a comment with your thoughts and questions.
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Until next time, keep learning, keep growing, and keep thriving.