In this heartfelt episode, Joy honors the legacy of her late mentor, Teresa Morgan—a trailblazing attorney and unapologetic builder of women. Through personal stories, Joy shares how one woman’s encouragement, confidence, and connections helped shape her life and career. This episode dives into what real mentorship looks like, how to be a mentee worth investing in, and why it’s your responsibility to prove you're ready for the opportunities you're asking for. Whether you're looking for a mentor, hoping to be one, or reflecting on the people who’ve shaped your journey, this episode is a powerful reminder of the impact one person can make—and how you can carry that legacy forward.

AI isn’t here to replace you, it’s here to make life and business easier. This episode explores simple ways to use AI in everyday life, highlights custom GPTs that save time at Aligned, and shows how to build a team culture of curiosity. Start small, stay curious, and let AI multiply your effectiveness.

In this episode, we’re talking all about what it means to live and lead with intention. We share how setting clear goals and building intentional habits has shaped our success, both personally and professionally, and how you can apply the same tools in your own life. From yearly vision-setting to daily non-negotiables we walk you through practical strategies that will help you get clear on what you truly want and take consistent action to achieve it.

Whether you’re a business owner, team leader, or someone striving for more direction in your life, this episode will give you the clarity and confidence to move forward.

Most business owners set ambitious goals. Whether it's scaling revenue, growing a client base, or hitting that next big milestone. But why do so many fall short? In this episode, we dive into a critical mindset shift: moving your focus from the outcome to the activity that creates the outcome.

Whether you're aiming for your first $1M year or just want to move the needle, this episode will challenge you to trade wishful thinking for intentional action. Don’t just chase the goal, own the process.

Feel like you don’t have time to understand your financials? In this short and practical episode, we break down a 5-minute monthly checklist that every business owner should review when they receive their financial reports.

You’ll learn exactly what numbers to look at, why they matter, and how to use them to make smarter decisions, without spending hours in spreadsheets. Whether you're trying to improve cash flow, stay on top of expenses, or prepare for growth, this quick guide will help you feel more confident and in control of your business finances.

In this episode of Upleveling, we're flipping the script on what it really means to lead. Growth doesn’t eliminate problems, it upgrades them. And the faster you learn to solve those bigger, messier challenges, the faster your business grows.

We’re diving into:

• Why problem-solving is the CEO’s real job title
• How resilience is built through decision-making reps
• Tools and tactics for making better, faster decisions
• A simple mindset shift that could change how you lead forever

If you're feeling stuck, overwhelmed, or like the problems never end, this one's for you.

Is time management really the key to productivity—or just a well-marketed myth?

In this episode, Joy breaks down why traditional approaches often fall short and what actually helps you get more done. She covers smarter strategies like time blocking, energy management, delegating tasks, and setting clear boundaries. If you're ready to stop feeling busy and start feeling effective, this one’s for you.

Most business owners think growing revenue is complicated, but it really comes down to three simple levers. In this episode, we break down each one and explain how you can use them to increase revenue immediately. Whether it's bringing in more clients, increasing the value of each transaction, or encouraging repeat business, these classic levers are straightforward and effective. You'll walk away with practical tactics you can apply today to start seeing results.

If you want help identifying which lever will move the needle fastest in your business, reach out to Aligned CPA and we’ll help you build a simple plan that works.