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The Key to Financial Peace: Expert Bookkeeping with Vonmarie Thomas
Manage episode 435600676 series 3379125
Contenido proporcionado por Ed Coambs - Therapy-Informed Financial Planning™. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ed Coambs - Therapy-Informed Financial Planning™ o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
“I think that we focus on these metrics that don't mean anything. My metric is, am I able to travel the way I want? And I have the numbers for that.”
On this episode of the Healthy Love and Money, our host Ed Coambs welcomes Vonmarie Thomas, a passionate bookkeeper and accountant who turned her fascination with clean financial management into a thriving career. Vonmarie takes us on a journey, sharing her admiration for Warren Buffett and the invaluable lessons learned from her family's financial struggles and triumphs after emigrating from the Dominican Republic. Her story is not just about numbers; it's a tribute to resilience and the inspiration to help others achieve financial peace.
Money and emotions often go hand in hand, especially when it comes to taxes. Vonmarie emphasizes the importance of providing comfort and practical advice to clients who feel overwhelmed. Through relatable anecdotes and solid guidance, Ed and Vonmarie explore how addressing financial concerns, no matter how delayed, can unlock new freedoms and empower individuals to pursue their life goals. The conversation aims to demystify financial crises, showing that they are often more manageable than they appear.
From making timely tax payments to avoiding all-or-nothing thinking, Vonmarie's insights are a treasure trove for anyone looking to understand their financial standing better. Ed and Vonmarie highlight the indispensable role of bookkeepers and accountants, demonstrating how their expertise can convert financial chaos into clarity and organization, ultimately contributing to both personal and business success.
Key Topics:
- Vonmarie’s Journey into Bookkeeping and Accounting (01:24)
- Challenges and Solutions in Bookkeeping (03:49)
- Organizing Financial Records and Staying on Top of Bookkeeping (16:16)
- Overcoming Financial Anxiety and Celebrating Small Wins (19:15)
- The Importance of Estimated Tax Payments (23:43)
- Financial Transparency in Relationships (33:02)
- Wrap-Up and Working with Vonmarie (35:51)
Resources:
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