FINANCIAL PLANNING ROUND TABLE WITH RENEE COHEN – XX|LA EPISODE 025
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This episode features financial planner Renee Cohen, and guests Harper Halprin of AAHA Studio and Luciana Tagliaferri of Tagliaferri Architects, in a candid discussion about financial planning for small business owners and architects. We discuss topics like the entrepreneur mindset, business and personal finances, outsourcing, forecasting, growth, diversification, retirement and financial freedom, insurance and protection, and the importance of having a board of advisers.
I think it’s super important for us to think about the financial aspects of how we set ourselves up for success both personally and in business. If you heard my interview on the Midnight Charette podcast, I really believe that we need to value our time and expertise and pay our interns, and the only way we’ll be able to do that as business owners is to get comfortable talking about money and figuring it out.
Contact Renee at renee.cohen@nm.com or visit her website at www.reneecohen.nm.com
If you enjoyed this episode, you can also listen to our small business roundtable (Episode 004) with Harper and Luciana