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The Financial Dad Podcast (The Financial Dad™)

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DateTitreDurée
15 Jan 2025Interrogation Expert to Neuro-Cognitive Intelligence (NCI) Entrepreneur | Chase Hughes x TFD00:29:36

In this episode of The Financial Dad, Bridget Sicsko & Tim Smith interview Chase Hughes, a former military specialist turned successful entrepreneur. Chase shares his journey from the military to understanding human behavior, the importance of confidence in entrepreneurship, and the diverse business ventures he has pursued. He emphasizes the significance of self-awareness in leadership and offers valuable advice for aspiring entrepreneurs, highlighting the need for passion and a healthy money psychology.

Talking Points:
🧠Chase's journey began with a rejection that sparked his obsession with human behavior.
🧠Understanding human behavior can lead to greater empathy and connection with others.
🧠Confidence in entrepreneurship is rooted in understanding the mammalian brain.
🧠Hearing the voices of self-doubt as fiction is a key to overcoming limiting beliefs.
🧠The market is always right; entrepreneurs must adapt to it.
🧠Prioritizing action over perfection is crucial for success.
🧠Self-awareness is essential for effective leadership and management.
🧠Passion is vital for sustaining motivation in business endeavors.
🧠Sales should be viewed as a positive exchange, not a burden.
🧠Taking care of one's physical and mental health is crucial for entrepreneurial success.

00:00 Introduction to Chase Hughes' Unique Journey
04:34 Understanding Human Behavior and Empathy
06:47 Building Confidence and Overcoming Limiting Beliefs
13:00 Transitioning from Military to Entrepreneurial Ventures
17:11 Diverse Business Endeavors and Lessons Learned
23:10 The Importance of Self-Awareness in Leadership
26:00 Advice for Aspiring Entrepreneurs


👇Learn more about Chase: https://go.nci.university/
https://www.instagram.com/chasehughesofficial/
https://www.youtube.com/@chasehughesofficial

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

16 Jan 2025Unlocking the Entrepreneurial Mindset (Part 1) | The Financial Dad00:33:57

In this episode of The Financial Dad, we discuss the essential traits and skills integral in entrepreneurship. We explore the importance of mental toughness, a clear vision, leadership skills, and time management, emphasizing how these elements contribute to success in entrepreneurial ventures. Our conversation highlights the challenges of rejection in any self-employment journey, the necessity of strong self-belief, and practical strategies for managing time effectively in a freelance or entrepreneurial setting.

Talking Points:
🧠 Every entrepreneur needs a clear vision of their goals.
🧠 Mental toughness is crucial for dealing with rejection.
🧠 Resilience is key to bouncing back from setbacks.
🧠 Self-belief is essential in the face of challenges.
🧠 Time management is a critical skill for entrepreneurs.
🧠 Discipline involves doing tasks even when unmotivated.
🧠 Breaking down goals into smaller tasks aids productivity.
🧠 Energy and chemistry are important in professional interactions.
🧠 Structure in work hours enhances productivity.
🧠 Learning to manage time effectively is a continuous process.

0:00 Intro to Entrepreneurial Personality Traits
2:25 Mental Toughness
4:49 Taking Rejection at Face Value
7:35 Projecting Confidence
15:35 Discipline and Motivation
19:24 Break Goals Down into Bite-Sized Pieces
21:32 ABCD’s of Prioritizing Tasks
25:21 Separating Work Tasks and Home Tasks

Mentioned in this episode:
The EOS Life: How to Live Your Ideal Entrepreneurial Life by Gino Wickman

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

14 Jan 2025Quarterly Estimated Taxes, The Basics | The Financial Dad00:31:08

Welcome to The Financial Dad Podcast!! For our first episode we're covering the basics of Quarterly Estimated Taxes, so fun. Friendly reminder quarterly taxes are due tomorrow, Wed. Jan. 15th!

In this episode, we explore the differences between being an employee and self-employed, the challenges of fluctuating income, and strategies for managing taxes effectively. Our conversation emphasizes the importance of financial literacy and planning for those in creative fields, providing practical advice and insights for navigating the financial landscape.

Talking Points:
🧠 Quarterly estimated taxes are essential for self-employed individuals.
🧠 Self-employed people must pay both employee and employer portions of social security taxes.
🧠 Setting aside a percentage of income for taxes is crucial.
🧠 Fluctuating income can complicate tax payments, but strategies exist to manage it.
🧠 Using accounting software can help track income and expenses effectively.
🧠 Paying taxes on time can prevent additional penalties and interest.
🧠 Creating a separate account for tax savings can help manage funds better.
🧠 Understanding tax obligations is vital for financial planning.
🧠 The importance of mental toughness in entrepreneurship cannot be overstated.
🧠 Future episodes will cover budgeting, financial strategies, and more.

00:00 Introduction to Financial Dad Podcast
03:37 Understanding Estimated Taxes
09:51 Managing Fluctuating Income and Taxes
15:41 Strategies for Paying Quarterly Taxes
24:14 Dealing with Tax Liabilities and Extensions

Mentioned in this episode:
Profit First by Michael Michalowicz

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

23 Jan 2025You Could Use a Lawyer! Trademarking & Entity Formation for Entrepreneurs | Shefali Lakhani x TFD00:31:41

In this episode of the Financial Dad podcast, hosts Hally Smith and Bridget Sicsko welcome attorney Shefali Lakhani to discuss the importance of legal guidance for entrepreneurs. Shefali shares insights on when to consult a lawyer, the different types of business entities, how lawyers charge for their services, and the significance of intellectual property, including trademarks and copyrights. The conversation emphasizes the value of personalized legal advice and the complexities of navigating the legal landscape as a startup founder.

Key Takeaways:
⚫Consult a lawyer early to avoid future issues.
⚫Lawyers can provide personalized guidance tailored to your business.
⚫Understanding different business entities is crucial for entrepreneurs.
⚫LLCs and corporations offer limited liability protection.
⚫Trademarks protect your brand and increase business valuation.
⚫Legal services are more than just document preparation.
⚫Building a relationship with a lawyer can save time and stress.
⚫Intellectual property is a valuable asset for any business.
⚫Lawyers charge hourly or flat fees depending on the service.
⚫Navigating the trademark process can be complex without professional help.

00:00 Introduction to Legal Guidance for Entrepreneurs
01:17 When to Consult a Lawyer
06:37 Understanding Business Entities
12:00 The Journey to Becoming an Attorney
15:02 How Lawyers Charge for Their Services
20:38 Navigating Intellectual Property: Trademarks and Copyrights

👇Learn more about Shefali
https://www.linkedin.com/in/shefali-lakhani/
https://www.instagram.com/lawyershefali/
https://www.lakhanilegal.com

Shefali Lakhani is the Founder and Managing Attorney of Lakhani Legal, a business and IP law firm, working with businesses, startups, and creatives. She provides legal advice to businesses at every stage of growth, ensuring that they're well-protected and set up to thrive! With years of experience in law firms and in the tech and innovation spaces, Shefali brings a fresh perspective to her clients to provide tailored and innovative legal solutions and simplify complex legal issues. 

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

30 Jan 2025How to Manage Your Time & Motivation as an Entrepreneur (Part 2)00:48:15

In this episode of The Financial Dad podcast, we do a total deep dive into essential strategies for entrepreneurs to stay organized, motivated and disciplined. Our conversation delves into the significance of to-do lists & time management, managing overwhelm, prioritizing tasks, and easing anxiety related to deadlines. We also focus on the importance of systems and apps/technology in project management, along with tips for navigating remote work and maintaining productivity in isolation. Organization, discipline, and knowing yourself are integral to your success as an entrepreneur!

Talking points:
🧠 A to-do list expands your ability to manage information.
🧠 Writing things down helps prevent forgetting important tasks.
🧠 Prioritization is key to managing overwhelming tasks.
🧠 Anxiety can be a motivating factor for productivity.
🧠 It's important to distinguish between urgent and important tasks.
🧠 Using technology can streamline project management.
🧠 Creating a dedicated workspace enhances focus and productivity.
🧠 Scheduling tasks can help manage time effectively.
🧠 Accountability can improve motivation in remote work.
🧠 Understanding your own psyche is crucial for productivity.

00:00 The Importance of To-Do Lists
04:44 Managing Tasks Amid Life Changes
09:58 Prioritizing Tasks and Managing Anxiety
15:06 Balancing Work and Personal Life
21:34 Utilizing Technology for Task Management
23:45 Mastering Email and Task Management
25:50 Building Effective Project Management Systems
30:20 Leveraging Technology for Business Efficiency
35:10 Navigating Remote Work and Isolation
46:30 Creating a Productive Workspace

Things mentioned:
Focusmate:
focusmate.com/?fmreferral=6emamkRi7u
Notion
Auditional
WeAudition
Trello
Asana

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

06 Feb 2025The Keys to Consistency, Time Management, and Scaling Up your Business | Ben Greenfield x TFD00:43:06

In this episode, Ben Greenfield shares his journey from a personal trainer to a successful entrepreneur in the health and wellness industry. He discusses the importance of finding purpose, the value of delegation, and effective time management strategies. Ben emphasizes the significance of creating value for others and how this mindset has shaped his business approach. He also offers insights for aspiring entrepreneurs on identifying their strengths and building a successful business around them.

Talking points:
🧠 Ben started his entrepreneurial journey at a young age.
🧠 He transitioned from personal training to online coaching.
🧠 Outsourcing and hiring a team is crucial for scaling a business.
🧠 Time management is essential for maintaining work-life balance.
🧠 Creating value for others should be the primary focus in business.
🧠 Consistency in routines leads to long-term success.
🧠 Family values play a significant role in Ben's life and work.
🧠 Books and self-education have been his primary mentors.
🧠 Finding purpose is key to staying motivated in business.
🧠 Ben's journey illustrates the importance of adaptability and learning. 

00:00 Introduction to Ben Greenfield
02:06 Ben's Journey into Health and Wellness
04:24 Transitioning from Personal Trainer to Entrepreneur
07:10 Building a Successful Online Coaching Business
09:42 The Evolution of Kion and Other Ventures
12:15 Mentorship and Team Building in Entrepreneurship
14:50 Navigating the Entrepreneurial Journey
17:34 The Importance of Delegation and Focus
20:08 The Power of Delegation and Outsourcing
22:16 Time Management Strategies for Entrepreneurs
32:38 Lessons Learned: Successes and Regrets in Business
36:57 Foundations of Entrepreneurship: Finding Your Purpose

Where to find Ben:

Where you can find Ben:
Ben Greenfield Life
KION Supplements
The Life Network
Ben's Facebook
Ben's Instagram
Ben's X
Ben's YouTube
Ben's LinkedIn

Things mentioned:

The 4-Hour Work Week: Escape The 9-5, Live Anywhere And Join The New Rich By Timothy Ferriss

The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results  by Gary Keller

Ikigai 2.0 eBook: A Step-by-Step Guidebook to Finding Life Purpose & Making Money Meaningfully (+ Bonus Workbook)

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

13 Feb 2025Master Your Money Management! From Cashflow Projections to Profit & Loss Statements for Freelancers & Entrepreneurs00:30:33

Hello! In this episode of the Financial Dad podcast, Bridget and Tim discuss the essential aspects of managing cash flow for entrepreneurs, creatives, and freelancers. The conversation covers the importance of record keeping, creating financial projections, understanding profit and loss statements, and the role of accountants and accounting software in maintaining financial health. While many of us are creatives, and want to focus on our given craft, investing time (and sometimes money) into our business admin & financial planning can be make it or break it for the success and longevity of our businesses.

 💸 Managing cash flow is crucial for entrepreneurs.
 💸 Record keeping is essential for tax purposes.
 💸 Consulting an accountant can save you money in the long run.
 💸 Create a financial projection to anticipate income and expenses.
 💸 Understanding profit and loss statements is key to financial health.
 💸 Using accounting software can simplify financial management.
 💸 Separate personal and business finances for clarity.
 💸 Having a financial cushion is important when starting a business.
 💸 The numbers provide a clear picture of your business's health.
 💸 It's important to be proactive about financial management.

00:00 Navigating Cash Flow as an Entrepreneur
06:07 The Importance of Financial Planning
12:42 Creating Projections and Tracking Income
18:29 Transitioning from Projections to Actuals
23:52 Utilizing Accounting Software for Efficiency
28:30 Embracing Financial Realities

Things Mentioned:
Quickbooks
Wave
Xero

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

20 Feb 2025The Reality of Freelancing as a Writer in the Entertainment Industry | Laura Hunter Drago x TFD00:30:33

Hello and welcome back! In this episode of The Financial Dad podcast, we interviewed Laura Hunter-Drago, an Austin Film Festival award-winning writer and producer in the entertainment industry. We cover everything from Laura's journey into entrepreneurship, to pursuing both financial stability and artistic fulfillment, to the challenges of funding creative projects, to finding flexibility in a busy schedule. If you're finding your legs in the entertainment industry, this episode will help you be more than just a struggling artist.

00:00 Introduction to Laura Hunter-Drago
01:00 The Journey from Acting to Entrepreneurship
03:55 Navigating the Corporate and Creative Worlds
07:36 Funding Creative Projects: Self-Funding vs. Crowdfunding
11:21 The Importance of Financial Stability for Creatives
15:04 Managing Time and Flexibility in a Creative Career
18:55 Building a Support Network as an Entrepreneur
21:42 Understanding Money: A Personal Reflection
25:32 Advice for Aspiring Freelancers and Entrepreneurs
27:28 Current Projects and Future Aspirations

Where to find Laura:
Instagram: @laurahunterdrago
Website: laurahunterdrago.com
The Crime at Camp Ashwood Audio Drama: https://podcasts.apple.com/us/podcast/the-crime-at-camp-ashwood/id1713637754

Things mentioned:
Fiverr

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

27 Feb 2025Understanding the REAL Financial Costs of Having a Baby as an Entrepreneur00:22:56

Thinking of having kids?! It can be a challenging chapter to navigate when you're self-employed! You likely won't receive a leave compared to those who are employed through a larger company. So this episode today will help you plan and prepare financially for having a baby!

In this episode of the Financial Dad podcast, Bridget Sicsko discusses the financial implications of having children, particularly for self-employed individuals. The conversation covers essential topics such as budgeting for new expenses, planning for maternity leave, and the importance of estate planning. Bridget emphasizes the need for thorough financial preparation to ensure a smooth transition into parenthood and to secure the family's financial future.


-Consider the financial implications before having children.
-Budget for the gap in income during maternity leave.
-Research state-specific benefits like FMLA for self-employed individuals.
-Plan for increased costs associated with raising a child.
-Discuss financial readiness with your partner before pregnancy.
-Open accounts for your child's future expenses early on.
-Understand the difference between wills and trusts.
-Consider life insurance to protect your family's financial future.
-Create a buy-sell agreement for business succession planning.
-Seek professional help for estate planning and financial advice.
titles
-Navigating Financial Parenthood: Essential Tips
-Preparing Financially for Your Child's Arrival

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

04 Mar 2025The Power of Small Steps from Struggle to Success | Akira Iguchi x TFD00:27:18

In this conversation, we talked with Akira Iguchi about his transformative journey from feeling lost and alone in New York City to becoming a successful entrepreneur and author. We talked about the importance of mindset, overcoming self-doubt, and the small, practical steps he took to build his business from scratch from a place of passion.

Akira felt lost and alone when he first moved to New York City.
Meeting Tony Robbins transformed Akira's mindset.
He started organizing small seminars to share his message.
Akira learned the importance of combining passion with business acumen.
He set small financial goals to survive in the early days.
Constantly improving and adapting was key to his success.
Time management is crucial for productivity and success.
Asking for help and advice from others is essential.
Financial stability allows for personal investments and growth.
Taking actionable steps is vital for aspiring entrepreneurs.

00:00 Introduction to Akira's Journey
01:46 From Struggles to Self-Discovery
04:35 The Turning Point: Moving to the U.S.
06:35 Building a Business from Passion
10:28 Overcoming Self-Doubt and Fear
14:53 Fundamentals of Business Success
15:43 Time Management Strategies
19:20 Making Key Business Decisions
21:11 Financial Growth and Investment
23:11 Advice for Aspiring Entrepreneurs

Where to find Akira:
Instagram: @akiraiguchi1
Lifestyle Millionaire: How to Turn Your Passion into a $1,000,000 Business by Akira Iguchi

Things mentioned:
Think and Grow Rich!: The Original Version, Restored and Revised by Napoleon Hill
The 7 Habits of Highly Effective People by Stephen R. Covey
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
Neuro-linguistic programming (NLP) is a communication and psychology technique that aims to change behavior and thinking patterns. It's based on the idea that language, neurological processes, and behavior are connected.

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

11 Mar 2025A Beginner's Guide to Financial Concepts for Entrepreneurs00:31:05

What is Gross Revenue?
What is Net Profit?
What investment strategies make sense for me as a business owner?

We dove into it all today in this episode of the Financial Dad podcast. We talked about the importance of understanding financial terminology, particularly for self-employed individuals. We explore what it means to be 'making bank' and how to allocate extra income wisely. The conversation delves into various investment strategies, comparing real estate and stock market investments, and highlights the unique financial landscape faced by entrepreneurs.

We talked about....

👀Understanding gross revenue vs. net profit is crucial.
👀Self-employed individuals must have a clear business plan.
👀Saving at least 10-15% of income is essential for financial health.
👀Making bank means saving a significant portion of income.
👀Investment strategies should align with personal financial goals.
👀Real estate can be a good investment but comes with risks.
👀Stock market investments offer liquidity and ease of access.
👀Financial advisors help keep clients focused on long-term goals.
👀Entrepreneurship involves more financial risk than traditional employment.
👀Understanding financial options is key to making informed decisions.

Other Episodes Referenced
https://www.youtube.com/watch?v=rHZ-Fuf8_Kw
https://www.youtube.com/watch?v=J5KwwbGfLYc

Chapters
00:00
Understanding Financial Terminology
04:43
Defining 'Making Bank' as a Self-Employed Individual
09:20
Allocating Extra Income Wisely
13:51
Investment Strategies and Priorities
18:19
Real Estate vs. Stock Market Investments
23:12
The Complexity of Business Ownership
27:36
The Entrepreneurial Mindset and Financial Decisions

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

18 Mar 2025Real Estate, Biohacking, and Beyond: Physical and Financial Transformation | Anthony Lolli x TFD00:23:02

In today's episode, we got to talk with Anthony Lolli, a successful entrepreneur whose career has ranged the gamut from real estate to film to health and wellness. Anthony shared his financial journey, starting out as an assistant to his street performer father, becoming a real estate broker, to finally becoming a leading documentarian in the longevity space. He emphasized the impact of being raised by an immigrant on his work ethic, the importance of outsourcing for time management, and his desire to set his children up for success by encouraging entrepreneurialism from a young age.

00:00 Introduction to Anthony Lolli
02:14 Anthony's Journey in Real Estate and Film
05:11 Understanding Money: Anthony's Early Influences
08:31 Time Management and Outsourcing for Success
13:42 Teaching Entrepreneurship to the Next Generation
17:06 Lessons Learned: Successes and Mistakes in Business

Where to Find Anthony:
Instagram: @anthonylolli @terezalolli
biohackyourself.com
lollibrands.com

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

25 Mar 2025How To: Sales Tips for New Entrepreneurs w/ Victor Nichols00:30:54

In this episode of The Financial Dad, we interview longtime friend and New Jersey native, Victor Nichols, a seasoned entrepreneur and #marketingexpert. #publishing #entrepreneurshipinsights

Victor is a business veteran—founder of  @pleOSagency and Publisher for  @newarkboundmagazine1268 as well as CEO of DMC Publishing. He has worked with clients like the New York Jets, Rutgers University, American Express, the U.S. Army, Levis and more.

We discuss Victor's journey from childhood entrepreneurship to running successful businesses, emphasizing the importance of mentorship, financial management, and learning from mistakes. Victor shares insights on time management, the significance of capitalization, and the value of identifying unique skills in business. The conversation highlights the challenges and rewards of entrepreneurship, offering practical advice for aspiring business owners.

Topics:
👀Victor's entrepreneurial spirit began in childhood with candy sales.
👀Success in business requires time, effort, and learning from mistakes.
👀Undercapitalization can hinder business growth and marketing efforts.
👀Understanding your relationship with money is crucial for entrepreneurs.
👀Identifying unique skills can enhance business success.
👀Time management is essential for productivity and profitability.
👀Rejection is a part of the sales process; learn to embrace it.
👀Business discipline is key to staying focused on goals.
👀Mentorship can provide guidance and keep entrepreneurs grounded.
👀Every opportunity should be evaluated carefully before pursuing.


Connect with Victor:
https://www.linkedin.com/in/victor-m-nichols/
http://www.dmcpublishingllc.com/

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

02 Apr 2025Supply and Demand #explained | Entrepreneurs, Gen Z and Millennials00:12:04

This is episode 1 of a 22 day series over on our Youtube channel! Head over there for the full series. 

In this episode of The Financial Dad, we’re breaking down foundational money concepts everyone should know! I sit down with my dad — a Certified Financial Planner with over 30 years of experience — to explain supply and demand, interest, and how to set realistic financial goals.

Whether you're just starting your money journey or brushing up on the basics, this 12-minute chat will leave you feeling more confident about your finances.

0:00 Intro
0:25 Skip intro
0:40 What is Supply & Demand
2:30 What is Opportunity Cost

💡 What we cover:
What supply and demand actually means in everyday life
How interest works (and why it can be your best friend or worst enemy)
The importance of having clear financial goals — and how to set them
📈 Subscribe for more real talk on money, entrepreneurship, and building wealth from the ground up!

📢 Video Disclaimer:
The information in this video is for educational and informational purposes only. It is not intended as financial, legal, or investment advice. Please consult with a qualified financial advisor or professional who understands your specific situation before making any financial decisions.

👉 New videos every week: www.youtube.com/@Thefinancialdad
👍 Like this video if you learned something new
📝 Drop a comment — what financial topic should we cover next?

#TheFinancialDad #FinancialLiteracy #MoneyTips #FinanceForBeginners #PersonalFinance #FamilyFinance

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

08 Apr 2025What Are Income Taxes & Why Do We Pay Them? | U.S. Tax Basics Explained00:20:34

This is day 8/22 of our FREE financial literacy mini series over on our Youtube channel—head there for the full series!

Income taxes can feel confusing (and kinda painful), but understanding what they are and why we pay them is a huge part of leveling up your financial literacy.

In this episode of The Financial Dad, I sit down with my dad — a Certified Financial Planner with over 30 years of experience — to explain how income taxes work, where your money goes, and how taxes affect your paycheck, your side hustle, and your financial goals.

If you’re a young adult, creative, or entrepreneur and no one ever taught you this stuff — this video is for you.

💸 What we cover:
What income taxes are and who pays them
The difference between gross and net income
What taxes actually fund (and where your money goes)
Tips for W-2 workers vs. freelancers
Why understanding taxes = keeping more of your money long term

📈 Subscribe for weekly, no-fluff money talks: www.youtube.com/@Thefinancialdad
💬 Drop your tax questions in the comments — we’ll cover them in future episodes!
👍 Like + share to help more people understand their money

📢 Disclaimer:
The information in this video is for educational and informational purposes only. It is not intended as financial, legal, or investment advice. Please consult with a qualified financial advisor, accountant, or professional who understands your specific situation before making any financial decisions.

#TheFinancialDad #IncomeTaxes #TaxBasics #FinancialLiteracy #MoneyTips #TaxesExplained #PersonalFinance

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

15 Apr 2025Stocks, ETFs, Mutual Funds & More | What You’re Actually Investing In00:15:20

Remember, this is day 15/22 of our 22 day spring into finances FREE financial literacy mini series. Head over to our Youtube channel for the full thing!

What is a stock, really? And how do things like ETFs, mutual funds, or bonds fit into the picture?

In Part 2 of our Investing Series on The Financial Dad, I sit down with my dad (a Certified Financial Planner with 30+ years of experience) to explain what you’re actually investing in — from individual stocks to bonds, ETFs, mutual funds, calls & puts, and even variable annuities.

If investing terms have ever made your eyes glaze over, this video will finally make it click.

📊 What we cover:
What is a stock and how does it work?
How to invest in a stock (without guessing or gambling)
What’s the difference between ETFs, mutual funds, and index funds
What are bonds and why do people invest in them?
A simple explanation of calls and puts (and why they’re risky)
What’s a variable annuity and who are they for?

📈 Subscribe to follow the full Investing Series + weekly financial education: www.youtube.com/@Thefinancialdad
💬 Got questions about any of these terms? Drop them below — we’ll answer in future videos!
👍 Like + share to help demystify investing for others

Watch the full series:
Investing 101: https://www.youtube.com/watch?v=rxBR4U3flHo (part 1 )
Part 2 - this video!



📢 Disclaimer:
The information in this video is for educational and informational purposes only. It is not intended as financial, legal, or investment advice. Please consult with a qualified financial advisor or investment professional who understands your specific situation before making any financial decisions.

#TheFinancialDad #InvestingBasics #StocksETFsBonds #FinancialLiteracy #InvestmentTermsExplained #YoungAdultMoney #FinanceForCreatives #HowToInvest #StockMarketEducation

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

22 Apr 2025How to Start a Business in 2025 | Money Tips for Creators & Entrepreneurs00:22:46

Thinking about starting a business in 2025? Whether you're launching a side hustle, creative brand, or full-on company — this video breaks down what you need to know before you take the leap.

In this episode of The Financial Dad, I sit down with my dad (a Certified Financial Planner with 30+ years of experience) to talk through the financial foundation every new entrepreneur should have. We cover startup costs, business structure, tax basics, and how to avoid the biggest mistakes people make when launching.

If you're a creative, freelancer, or self-employed dreamer — this one’s for you.

🚀 What we cover:
What to do before you start a business
How to estimate your startup costs (like insurance if needed!)
Why a business plan is (still!) an important step
Funding options & understanding business taxes
What no one tells you about running your own business
Why a brand matters (this is what your customers interact with!)

0:00 Intro  
0:25 Skip the Intro / Start Here


📈 Subscribe for financial advice that actually applies to creatives and entrepreneurs: https://www.youtube.com/@Thefinancialdad
💬 Thinking of starting a business? Drop your idea in the comments!
👍 Like + share if this helped you feel more prepared to launch

📢 Disclaimer:
The information in this video is for educational and informational purposes only. It is not intended as financial, legal, or tax advice. Please consult with a qualified financial advisor, accountant, or legal professional who understands your specific situation before making any business decisions.

#TheFinancialDad #StartABusiness2025 #EntrepreneurTips #SmallBusinessBasics #FinancialLiteracy #CreativeEntrepreneurs #MoneyTips #HowToStartABusiness #FinanceForCreators #YoungAdultFinance

The Financial Dad™ is a podcast for creatives, freelancers and entrepreneurs to help young self-employeds figure out their finances in a world built for employees, not entrepreneurs—from quarterly taxes to W9s to retirement plans to insurance and saving—we’ve got you covered.

Hosted by:
Tim Smith, CFP®, Bridget Sicsko (PR Strategist) + Hally Smith (Actress)

*This is strictly for educational purposes and does not suffice as advice.*


👉Subscribe:
https://www.youtube.com/@Thefinancialdad
👀Follow:
https://www.instagram.com/thefinancialdad_/

✍️Trusted Resources:
Quickbooks
Notion
Riverside

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