Podcast
Planning Your Moonshot
Hosted by Louis Guajardo · EN
Do you know what a moonshot is? In baseball, it's a homerun that is so big that it's almost unbelievable, for Elon Musk it's colonizing Mars, for us it's building a personal finance community on four pillars, growth, design, community, and transparency. What's your moonshot? Explore it with us and let us help lead the way through personal finance, business, and personal development conversations.
10episodes
Episodes
Newest firstAll episodes
Don't be Afraid to Fail
Jan 29, 202500:11:14Tap to summarizeFailure often has bad connotations, but I'd like to challenge you to think about failure in a different light. =======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Tracking Your 2025 Goals
Jan 16, 202500:22:46Tap to summarizeThis week we continue our goal-planning episode for 2025. In this podcast, we will go over what my goals are in my business and personal life. We will also give you some solid resources that you can use to track and plan out your goals in 2025.🧠 SMART Goal Template=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →2025 Goals that Actually Stick
Dec 18, 202400:21:48Tap to summarizeToday we embark on a journey of goal setting. As 2024 comes to a close many people begin to focus on what the next year will hold for them. This is the perfect opportunity to take control of your year by setting goals that actually stick. Join us in this journey as we track our goals and act as your accountability partner in tracking yours! =======================Sources:https://www.dominican.edu/sites/default/files/2020-02/gailmatthews-harvard-goals-researchsummary.pdf=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Finance Professional Helps You Plan a Stress-Free Holiday Season
Dec 4, 202400:13:15Tap to summarizeIn this episode, we explore the complexities of holiday gift-giving, from managing financial stress to finding meaningful and impactful gifts. We discuss how to balance time and budget, set expectations with family and employees, and offer unique gift ideas like contributions to education savings accounts and supporting local businesses. =======================Timestamps:00:00 Introduction and Quote of the Day00:24 The Stress and Rewards of Gift Giving01:11 Financial Strain During the Holiday Season02:55 Balancing Expectations and Avoiding Resentment04:29 Tips for Stress-Free Gift Giving08:02 Unique and Thoughtful Gift Ideas10:04 Supporting Local Businesses and Planning Ahead10:42 Audience Q&A and Conclusion=======================Resources:https://www.bankrate.com/personal-finance/how-to-deal-with-holiday-financial-stress-and-anxiety/https://www.usinflationcalculator.com/inflation/current-inflation-rates/=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →How You and Your Business Can Actually Benefit from Credit Cards
Nov 20, 202400:21:13Tap to summarizeToday we discuss how you and your business can benefit from a strategic credit card strategy. We'll address the rise in American credit card debt, and share a success story, a personal story about using credit cards. Lastly, we will give you the strategy that we've used to avoid 100% of interest while maintaining a 100% credit payment. history 00:00 Introduction to Financial Freedom00:34 The Reality of Credit Card Debt in the US01:47 Analyzing Credit Card Debt Statistics04:41 Understanding Credit Utilization Rates05:55 The Impact of High Interest Rates07:26 A Story of Responsible Credit Use11:07 Implementing a Credit Management System16:17 Audience Q&A: AI Tools for Personal Finance19:48 Conclusion and Final Thoughts=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Handling Loneliness as an Entrepreneur
Nov 8, 202400:20:49Tap to summarizeThis episode of 'Planning Your Moonshot' starts with a quote from Dr. Miriam Kiermeier, emphasizing that loneliness is more about being unseen than being alone. We discuss a study by Inc. magazine revealing that the top three challenges for CEOs are loneliness, delegating tasks, and feeling the weight of the world on their shoulders. The tragic story of Tony Hsieh of Zappos is shared to highlight the severe consequences of unchecked loneliness. We also explore my personal struggles with isolation since starting my financial planning firm, Moonshot Planning, and provide practical solutions such as joining or creating mastermind groups and building communities. The episode concludes with a listener's question about generating business ideas and offering advice on aligning those ideas with personal goals and market needs.=======================Timestamps:00:00 Understanding Loneliness in Entrepreneurship01:03 Inc Magazine's CEO Survey Insights02:30 The Weight of Leadership: A CEO's Story04:07 Tony Hsieh's Struggle with Loneliness05:38 My Personal Journey with Loneliness08:46 Practical Solutions to Combat Loneliness13:28 Building Your Own Community15:43 Q&A: Finding a Great Business Idea19:52 Conclusion and Final Thoughts=======================Articles:Inc. Magazine CEO Study.Top 3 Challenges that CEOs Face=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Top 3 Finance Problems for Freelancers
Oct 23, 202400:22:39Tap to summarizeIn this episode of 'Planning Your Moonshot,' the financial challenges faced by freelancers and contractors are tackled. Topics include strategic budgeting, establishing buffer funds, and using the 'pay yourself first' system with the 50-30-20 rule. The episode also delves into setting up multiple savings accounts, retirement planning options like IRAs and Solo 401k, and ensuring financial consistency through automated contributions. Essential tax-saving tips, including maintaining separate tax savings accounts and paying quarterly taxes, are discussed. Emphasis is placed on practical advice, resources for tax deductions, and consulting professionals for personalized guidance.00:00 Introduction to Managing Unpredictable Cash Flows00:42 Budgeting for Freelancers: Start with Your Lowest Earning Month01:36 Building a Buffer Fund: Your Safety Net04:40 Pay Yourself First: The 50/30/20 Rule08:15 Setting Up Separate Accounts for Financial Goals09:43 Retirement Planning for Freelancers11:13 Understanding Retirement Accounts11:44 Automating Your Retirement Contributions12:28 Maximizing Contributions During High Earning Months12:53 Determining Your Retirement Needs13:42 Retirement Calculators and Inflation Adjustments15:08 Long-Term Investment Strategies16:28 Managing Your Tax Situation18:09 Quarterly Tax Payments19:33 Taking Advantage of Deductions20:50 Tracking Expenses and Deductions21:33 Conclusion and Resources=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Managing Imposter Syndrome as a Female Business Owner
Oct 16, 202400:22:33Tap to summarizeIn this episode of 'Planning Your Moonshot,' host Louis Guajardo explores the concept of imposter syndrome, particularly its prevalence and profound impact on women in the business world. Featuring the story of Vincent Van Gogh and examples from prominent figures like Sheryl Sandberg and Maya Angelou, the discussion highlights how societal pressures, media influence, and gender roles contribute to these feelings. The episode provides practical strategies for managing imposter syndrome, such as being open about feelings, balancing learning and teaching roles, building a supportive community, and practicing mindfulness. 00:00 Introduction to Planning Your Moonshot00:12 Understanding Imposter Syndrome00:30 Vincent Van Gogh: A Case Study02:01 Defining Imposter Syndrome03:02 Imposter Syndrome in Women Entrepreneurs03:39 Manifestations of Imposter Syndrome05:43 Root Causes of Imposter Syndrome in Women07:59 Societal Norms and Media Influence11:35 Exploring Gender Roles in Society12:18 Facing Criticism and Judgment12:23 Famous Women and Imposter Syndrome14:17 Strategies to Combat Imposter Syndrome17:19 The Power of Community Support18:41 Embracing Honesty and Acknowledging Achievements21:22 Conclusion and Final Thoughts=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →Overcoming Challenges in Women Entrepreneurship
Oct 10, 202400:25:29Tap to summarizeIn this episode of 'Planning Your Moonshot', discussions center around common challenges faced by women entrepreneurs, including work-life balance and unequal access to capital. The episode highlights Arianna Huffington's story as an advocate for work-life balance and provides practical tips such as prioritizing sleep, setting technology boundaries, practicing mindfulness, and taking time to recharge. It also addresses societal norms affecting women in business and offers resources for accessing funding, such as seeking out local women's business centers and related government programs. The content aims to inspire and provide actionable steps for women entrepreneurs to navigate these obstacles effectively.00:00 Introduction to Planning Your Moonshot00:22 Challenges Faced by Women Entrepreneurs00:39 Work-Life Balance: Lessons from Arianna Huffington05:25 Practical Strategies for Work-Life Balance06:08 The Importance of Sleep09:14 Setting Boundaries with Technology11:04 Mindfulness and Meditation12:50 Taking Time to Recharge15:14 Redefining Success17:10 Creating a Supportive Work Environment19:50 Access to Capital for Women Entrepreneurs24:44 Overcoming Funding Challenges26:37 Conclusion and Resources=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
Transcribe →How to Handle Every Role in Your Business - COO
Oct 2, 202400:18:37Tap to summarizeIn this episode of Planning Your Moonshot, we’re diving into the critical role of the Chief Operations Officer (COO). As a business owner, knowing the role of a COO can be pivotal to your growth. The COO is the person responsible for overseeing the daily operations, ensuring that everything within the business runs smoothly—from team management to operational systems and logistics. We explore the key responsibilities, like filling gaps in the organization, troubleshooting issues, and maintaining communication between teams. Plus, we discuss how a COO shapes company culture and ensures employee success, ultimately driving the overall success of the business. Whether you’re considering a COO role for your business or filling the role yourself, this episode is packed with actionable insights to help you streamline operations and scale efficiently.Tune in to learn how a COO can be the right-hand person to the CEO and a driving force behind business growth.=======================Resources:💸 Free Resources🌔 Get Started on Your Moonshot Today!
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