27. Money Talk with Financial Planner, Helen Ngo

<p><strong>“Usually people come to me thinking that they have a money problem, but they really have a habit or organizational problem.” -Helen Ngo</strong></p> <p>My friend, you are in for a treat! In this week’s episode I sit down with my very own financial planner, Helen Ngo who is honestly one of the smartest people I know. And she keeps it alllllll the way real!</p> <p>There are SO MANY incredible takeaways, including:</p> <ul> <li>Choosing to pursue your passion over pressure from family or friends<br> </li> <li>How being an entrepreneur can affect your kids (the good and the bad)<br> </li> <li>Why at the end of the day, it’s not about how much money you make, it’s about how much you can keep.<br> </li> <li>The *better* way to adjust your budgeted expenses<br> </li> <li>Why not everyone should be an entrepreneur (yikes)<br> </li> <li>The power of strong relationships when starting your entrepreneurial journey<br> </li> <li>Why you should Marie Kondo your client list<br> </li> </ul> <p>We also talked about how owning a business is really about creating economic opportunity, not just for yourself, but for the people you are serving. Whew! I took so many notes myself!</p> <p>Links mentioned in this episode:</p> <ul> <li><a href="https://capitalbenchmarkpartners.com/free-checklist-calendar"><u>Helen’s 2020 Financial Planning Checklist and Calendar<br> </u></a></li> <li><a href="https://www.instagram.com/meethelenngo/"><u>Follow Helen on Instagram: @meethelenngo<br> </u></a></li> <li><a href="https://capitalbenchmarkpartners.com/"><u>Check out Helen’s Financial Planning Firm: Capital Benchmark Partners<br> </u></a></li> <li><a href="https://birdwilliams.mykajabi.com/business-launch-checklist"><u>Ready Set Launch: the first 10 steps to launching your business<br> </u></a></li> </ul> <p><a href="https://www.birdwilliams.com/27transcript"><u>Click here to read the transcript</u></a> of this episode!</p> <p>Want to work together? <a href="https://www.birdwilliams.com/workwithme"><u>Click here to g