In episode 13 of Built By Margin, Laurie Chen shares insights from her upcoming book, "Risk Worthy", emphasizing the importance of making choices that align with the best version of oneself and prioritizing qualitative returns on investment over purely quantitative measures.

Tune in for valuable strategies on becoming your best self and making risk-worthy decisions.

TIMESTAMPS

[00:01:33] Best version of yourself.

[00:04:54] Financial metrics tracking.

[00:07:15] Turning insights into income.

QUOTES

• "You must activate the best version of yourself if you are making decisions that are risk-worthy."
• "Deciding to become the best version of myself led to visible changes in my body, but it was a lot of discipline and commitment to become that person."
• "If you're proactively tracking the financial impact of your decisions, then you are actively becoming the best version of yourself."

SOCIAL MEDIA LINKS

Laurie Chen

Instagram: https://www.instagram.com/lauriechencpamba/

Facebook: https://www.facebook.com/lauriechencpamba

LinkedIn: https://www.linkedin.com/in/lauriechen/

WEBSITES

Built By Margin: https://www.builtbymargin.com/

Advanced CFO: https://www.advancedcfo.co/

In episode 12 of Built By Margin, Laurie Chen shares insights from her upcoming book, Risk Worthy, exploring the concept of risk beyond just numbers. Discover how to evaluate risks in your life and business through a new framework that emphasizes qualitative outcomes.

Tune in to discover how to navigate the complexities of risk and make smarter financial decisions.

TIMESTAMPS

[00:01:18] Evaluating risks in decision-making.

[00:03:46] Risk-worthy decision-making framework.

QUOTES

• “Riskworthy is a type of action that we can all aspire to as we navigate the complexities and uncertainties of our lives.”
• “Sometimes the investments we make will cost more time and money, but it would have been worth it if it still lead us to our best possible selves and our best possible futures.”
• “Decisions shouldn't be driven by fear of loss or feel of failure.”

SOCIAL MEDIA LINKS

Laurie Chen

Instagram: https://www.instagram.com/lauriechencpamba/

Facebook: https://www.facebook.com/lauriechencpamba

LinkedIn: https://www.linkedin.com/in/lauriechen/

WEBSITES

Built By Margin: https://www.builtbymargin.com/

Advanced CFO: https://www.advancedcfo.co/

Risk Worthy: https://www.riskworthy.co/

In episode 11 of Built By Margin, Laurie Chen welcomes tax strategist Tony Hoong, the Founder and CEO of The CPA Dude, as he shares insights into the biggest misconceptions about taxes, emphasizing that they don’t have to be a dreaded obligation. Instead, he explains how taxes can be used strategically as a wealth-building tool.

Tune in for valuable insights on how to navigate tax season and make smarter financial decisions for your business.

TIMESTAMPS

[00:01:21] Tax misconceptions and wealth building.

[00:04:48] Ideal clients for tax strategies.

[00:06:44] Decision-making and risk framework.

[00:10:35] Investing in coaching programs.

[00:14:11] Powerful tax strategies for clients.

[00:18:50] Common tax strategy mistakes.

[00:20:47] Value of investing in quality.

[00:25:26] Relationship building in finance.

[00:28:56] R&D expenses tax reversal.

[00:34:09] Taxes as a financial weapon.

[00:35:40] Reasonable compensation and audits.

QUOTES

• "The tax is actually going to be like a weapon if you know how to use it." -Tony Hoong
• “That human aspect of working between the client and the tax strategist or tax planner is a key piece of what they're paying for.” -Laurie Chen
• “A lot of real estate folks, and after a while, like once they kind of get good at it, it also becomes like a game to them, just like entrepreneurship.” -Tony Hoong

SOCIAL MEDIA LINKS

Laurie Chen

Instagram: https://www.instagram.com/lauriechencpamba/

Facebook: https://www.facebook.com/lauriechencpamba

LinkedIn: https://www.linkedin.com/in/lauriechen/

Tong Hoong

Instagram: https://www.instagram.com/thecpadude_/

TikTok: https://www.tiktok.com/@thecpadude

WEBSITES

Built By Margin: https://www.builtbymargin.com/

Advanced CFO: https://www.advancedcfo.co/

The CPA Dude: https://thecpadude.com/