The Financial Dad Podcast – Details, episodes & analysis

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

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

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

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

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

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

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

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

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

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