Wealth Witches

The Most Tax-Efficient Way to Pay Yourself

In this episode, Katelyn answers one of the most common (and most misunderstood) questions from entrepreneurs: how do you actually pay yourself?She breaks down the differences between paying yourself as a sole proprietor, single-member LLC, partnership, and S-Corp. You’ll learn why owners draws are not payroll, why how you move the money doesn’t change your tax liability, and how to set up a consistent system that keeps your cash flow predictable.The episode also covers when payroll is required, how S-Corp elections change the process, and why semi-monthly payroll may be more practical than biweekly. If you’ve ever worried you’re “doing it wrong” or avoided paying yourself because of tax confusion, this episode brings clarity and simplicity to the process.Key TakeawaysOwner’s draws are not payroll and do not count as business expenses.You pay taxes on profit whether you transfer the money to yourself or leave it in the business.Setting a consistent weekly or biweekly pay schedule reduces chaos.Sole proprietors and single-member LLCs have flexibility in how they pay themselves.S-Corps must run payroll to maximize tax benefits.Profit distributions and bonuses are handled differently than payroll wages.Check out Gusto to simplify your payroll: https://thefreelancecfo.biz/gusto 🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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Building Your Business Foundation: Entities, Banking & Legal Setup

Feb 1600:22:05Tap to summarize

In this episode, Katelyn walks through the foundational decisions every business owner needs to make when setting up or restructuring their business.From choosing the right entity type to understanding when an S-Corp election makes sense, she breaks down what each option means and how it affects your taxes and long-term flexibility.She also covers the difference between contractors and employees, how to properly register with the IRS and your state, what to consider when choosing a registered agent, and why opening the right business bank accounts matters for growth and organization.The episode closes with key legal considerations, including contracts, intellectual property protection, and operating agreements, especially for multi-member businesses.This episode is a comprehensive roadmap for anyone who wants to build their business on a solid financial and legal foundation.Key TakeawaysChoose the right entity (sole proprietor, LLC, S-Corp) based on long-term goals.Evaluate state costs before forming an LLC.Consider an S-Corp election once profits reach $40–50K.Know the difference between contractors and employees.Register properly at the federal, state, and local levels.Open dedicated business bank accounts and establish credit early.Put contracts and legal protections in place from the start.Use operating agreements for partnerships and multi-member entities.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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Understanding the Strategy Behind Your Business Finances

Feb 200:16:07Tap to summarize

In this episode of the Wealth Witches Podcast, Katelyn explains the difference between financial tips and financial strategy, and why knowing the “why” behind your money decisions is what actually supports business growth.She walks through how systems, reporting, and financial structure connect to your personal goals, business model, and long-term plans.The episode covers how to read key reports like your Profit & Loss statement and Balance Sheet, why categorizing transactions isn’t enough on its own, and how understanding your numbers leads to better decisions about growth, hiring, and profitability.This is a foundational episode for business owners who want to move beyond surface-level advice and build a financial strategy that aligns with their goals.Key TakeawaysTips are tasks. Strategy is understanding why those tasks matter.Financial decisions should align with your personal and business goals.Bookkeeping without understanding reports limits your growth potential.Your Profit & Loss shows profitability trends and spending patterns.Your Balance Sheet reflects what you own, owe, and take from the business.Clear financial reporting supports better hiring, pricing, and growth decisions.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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The #1 Finance Rule That Strengthens Your Business Foundation

Jan 1900:14:05Tap to summarize

In this solo episode, Katelyn explains why treating your business like a legitimate business starts with one foundational practice: separating business and personal finances.She breaks down how commingling funds creates legal risk, bookkeeping issues, missed deductions, and unclear profitability. The episode also highlights how clean financial records support better decision-making, including identifying what services or products are actually driving revenue.This is a practical episode for business owners who want stronger systems, cleaner taxes, and clearer direction.Key TakeawaysSeparate business and personal finances to reduce legal and tax risk.Commingling funds creates bookkeeping errors and leads to missed deductions.Clear records allow you to measure profitability and make informed business decisions.Reviewing income and expenses regularly helps you identify what to keep, refine, or eliminate.Treating finances seriously supports long-term stability and growth.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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The Woo Side of Business: Intuition, Alignment, and Wealth with Leah Weinberg

Jan 500:50:16Tap to summarize

This week on the Wealth Witches Podcast, Katelyn is joined once again by attorney, author, and former wedding industry pro Leah Weinberg, but this time, they’re going beyond business structure and diving into the woo side of entrepreneurship.From human design and astrology to energetic alignment and spiritual self-awareness, Leah opens up about her journey into the world of intuitive and holistic practices, and how understanding her energy has transformed the way she runs her business and honors her wellbeing.This conversation explores how honoring rest, self-knowledge, cycles, and intuition allows us to build wealth and businesses that actually support our lives, instead of draining them.Whether you’re deeply spiritual or just curious, this episode invites you to expand your lens on success, decision-making, and self-care without abandoning logic, practicality, or strategy.Key TakeawaysSelf-awareness is one of the most important tools in business and life.Human design and astrology can help us understand how we naturally operate.Rest isn’t laziness; it’s energetic recalibration.Clearing space creates room for aligned opportunities.Wealth supports freedom, autonomy, and authentic self-expression.Intuition can coexist with grounded strategy and professional structure.Understanding your cycles helps prevent burnout.Guest Bio: Leah Weinberg is the founder of Weinberg Legal, an attorney, a recovering wedding planner, and the author of The Wedding Roller Coaster.After nearly a decade running her New York-based wedding planning company, Color Pop Events, she returned to her legal roots to support creative entrepreneurs and event professionals.She’s also a longtime WeddingPro Educator with The Knot and WeddingWire, and speaks at industry events all over the world.Connect with Leah Weinberg:Website: https://www.weinberglegal.com/Instagram: https://www.instagram.com/theLeahWeinbergLinkedIn: https://www.linkedin.com/in/leah-weinberg-50655a19/🔮 Wealth Witches™ Monthly Membership🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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End-of-Year Finance Checklist: How to Close Out Your Year

Dec 2200:14:17Tap to summarize

This episode is your short, practical, no-fluff guide to wrapping up your financial year with confidence. Katelyn walks you through the essential December checklist for business owners and anyone DIY-ing their bookkeeping or preparing for tax season.From reconciling your November statements to preparing W-9s, reviewing your subscriptions, and strategically timing year-end purchases, this episode breaks down the tasks that save stress, money, and time.If you’ve ever wondered, “Am I missing something important before year-end?” this is your go-to reminder list. It’s simple, actionable, and perfect to replay every December.Key TakeawaysReconcile November fully so your books match your actual statements.Categorize all Q4 activity and get December caught up even before the month closes.Estimate your Q4 taxes using prior-year comparisons or a calculator.Never buy unnecessary items “just to save taxes.” Use the tax-bracket strategy instead.Send W-9 reminders to anyone you paid $600+ for services via cash, check, ACH, Venmo, Zelle, etc.Review subscriptions quarterly so unused tools don’t drain profit.Year-end is the best time to catch bookkeeping issues before tax season begins.Resources:Smart Year-End Tax Strategies: https://thefreelancecfo.biz/blog/smart-year-end-tax-strategies-balancing-spending-and-tax-savingsQuarterly Estimated Taxes Made Simple: https://thefreelancecfo.kartra.com/page/QuarterlyEstimatedTaxesMadeSimple🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided. Music credit: Neon Fairies by Wolves 

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The Seasonality of Success: Planning Your Year With Intention

Dec 800:20:09Tap to summarize

In this throwback episode, Katelyn Magnuson dives into the natural seasonality that shapes her life, business, energy, and creativity. She shares how her year unfolds in cycles, from the demanding winter tax season, to the ease and rest of summer, to the productive spark of early fall, and how honoring these rhythms has transformed her personal well-being and the way she leads her team.Katelyn discusses how energy, weather, menstrual cycles, relationships, and business demands all influence how she works and rests. She also explores how shifting responsibilities, team dynamics, and personal boundaries create more sustainable workflows throughout the year. This episode is an invitation to acknowledge and work with your own cycles instead of forcing yourself into constant productivity.Key TakeawaysYour business and personal life both move through natural cycles; acknowledging them reduces burnout.Productivity, creativity, rest, and ease each have their own seasons, and all are necessary.Shifting responsibilities within your home and team can create balance during busy periods.Energy levels fluctuate weekly and monthly; aligning your tasks (like calls or creative work) with your cycles supports better outcomes.Resource allocation becomes more intuitive when you notice team members’ strengths and preferences.Seasonal planning helps you prepare for busy periods, downtime, and energetic changes with more intention.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided. Music credit: Neon Fairies by Wolves 

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Owning Your Multi Passionate Self Changes Everything

Nov 1700:23:54Tap to summarize

In this empowering solo episode, Katelyn Magnuson explores what it truly means to be multi-passionate in a world that keeps telling us to “pick a lane.” She shares her own journey from corporate roles to entrepreneurship, and how embracing her many interests (numbers, magic, sustainability, creativity, and teaching) became her greatest advantage.From rebranding The Confident Money Podcast into Wealth Witches to fully integrating her left-brain business strategy with her right-brain intuition, Katelyn dives into the freedom that comes from rejecting the idea of being “too much.” This episode reminds listeners that your quirks, curiosity, and constant reinvention are not distractions… they’re your magic.Key Takeaways“A jack of all trades is a master of none, but oftentimes better than a master of one.”Being multi-passionate is not a flaw; it’s a reflection of depth, creativity, and adaptability.You can build systems that honor both novelty and structure, especially for neurodivergent entrepreneurs.Integrating spirituality, creativity, and business creates more authentic success.The world needs more people willing to show up as their full, unfiltered selves.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided. Music credit: Neon Fairies by Wolves

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Money as a Catalyst for Change with Leisa Peterson

Nov 300:50:14Tap to summarize

In this week’s episode, Katelyn sits down with Leisa Peterson, money coach, author, and founder of WealthClinic, to explore the deeper connection between wealth, worthiness, and self-awareness.A former financial advisor turned mindful money mentor, Leisa helps entrepreneurs revolutionize their relationship with money by addressing the mindset and behavioral patterns traditional finance often ignores.With over 30 years of experience in wealth management, Leisa shares how money can serve as a mirror for our inner world, revealing patterns of scarcity, fear, or overgiving that keep us from living in abundance. She also discusses how awareness and self-reflection are the first steps toward lasting financial freedom, and how aligning giving and receiving creates balance at the heart (and heart chakra) of true wealth.From her Mindful Millionaire framework to lessons learned through her new parable, The Money Catalyst, Leisa reminds us that building wealth isn’t just about numbers; it’s about healing, reinvention, and permission to live fully.This is an episode for anyone ready to explore the energetic and emotional side of money and use wealth as a tool for deep, lasting change.Key TakeawaysMoney can be a mirror for personal growth, not just a means of exchange.Awareness and honesty about your relationship with money create the foundation for change.Balancing giving and receiving helps heal feelings of scarcity and overgiving.Wealth gives you freedom to reinvent yourself, make aligned choices, and live fully.Everyone’s version of abundance looks different, and that’s the beauty of it.Guest Bio: Leisa Peterson is a money coach and ‘sudden wealth’ specialist who helps entrepreneurs revolutionize their relationship with money. After years working as a traditional financial advisor, she founded WealthClinic to address what the industry was missing—the behavioral and mindset aspects of wealth-building. Author of “The Money Catalyst” and “The Mindful Millionaire,” Leisa was recognized by Forbes as one of the pioneering “10 Women Driving Growth in Wealth Management and Investing.” She uses practical tools like the GAP Analysis to guide clients from their current situation to millions, focusing on productive assets, debt elimination, and automated savings systems.Connect with Leisa Peterson:Website: https://www.wealthclinic.com/Email: lpeterson@wealthclinic.comProsperity Quiz: https://www.wealthclinic.com/quiz/The Money Catalyst Book: https://moneycatalystbook.com/The Mindful Millionaire Book: https://www.mindfulmillionairebook.com/Instagram: https://www.instagram.com/leisapeterson/Facebook: https://www.facebook.com/leisa.peterson/LinkedIn: https://www.linkedin.com/in/leisapeterson1/🔮 Wealth Witches™ Monthly Membership🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Throughout October 2025 you can get 2 months free with our annual option! Sign up today: www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves

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How to Build Money Habits That Don’t Burn You Out

Oct 2000:23:49Tap to summarize

In this grounding solo episode, Katelyn Magnuson blends the tactical with the magical to show you how to build money routines that actually work… even when your energy is low.She shares how daily money check-ins, weekly “CEO-level” cash flow rituals, and monthly reflections can help you stay connected to your finances without shame or overwhelm. Katelyn also explores how astrology, menstrual cycles, and energetic rhythms can guide your money management so it feels intuitive, not forced.Whether you’re new to financial routines or trying to reconnect with your business finances, this episode offers practical structure with a gentle, self-aware twist.Also check out:Cycle Sync Your Biz with Guest Christy Villasenor: https://wealth-witches.captivate.fm/episode/40Creating a Wedding Business that Actually Feels Good with Aislinn McKenna: https://wealth-witches.captivate.fm/episode/41Key TakeawaysStart with daily 5-minute “money check-ins” to ground yourself and prevent avoidance.Turn financial tracking into a gratitude practice, be thankful for both income and expenses.Schedule weekly “money dates” to review cash flow, bookkeeping, and upcoming expenses.Use monthly reviews to identify trends, plan for slow seasons, and audit subscriptions.Contracts, clarity, and communication are acts of kindness that support both you and your clients.🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.Music credit: Neon Fairies by Wolves 

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All episodes

The Most Tax-Efficient Way to Pay Yourself

Building Your Business Foundation: Entities, Banking & Legal Setup

Understanding the Strategy Behind Your Business Finances

The #1 Finance Rule That Strengthens Your Business Foundation

The Woo Side of Business: Intuition, Alignment, and Wealth with Leah Weinberg

End-of-Year Finance Checklist: How to Close Out Your Year

The Seasonality of Success: Planning Your Year With Intention

Owning Your Multi Passionate Self Changes Everything

Money as a Catalyst for Change with Leisa Peterson

How to Build Money Habits That Don’t Burn You Out