Disrupt Your Money
Building Your All-Star Financial Team & Why Taxes Are the Least Important Thing Your Accountant Should Do For You
Episode notes
Welcome back to Disrupt Your Money! In today’s episode, host Meg K. Wheeler, CPA, Business Money Coach, and Founder of The Equitable Money Project, dives into one of the most transformative steps for building generational wealth: creating your financial all-star team.
If you’ve ever felt overwhelmed by the financial side of your business or thought hiring experts was out of reach, this episode is for you. Meg breaks down the essential roles on your financial team—tax advisor, bookkeeper, CFO, investment advisor, insurance specialist—and how to afford them, no matter your budget. Learn actionable steps to grow and protect your wealth while navigating systemic barriers and rewriting the rules of financial success.
Plus, Meg shares a sobering statistic about the wage gap’s impact on retirement, a must-read book recommendation, an inspiring money mindset tip from Larissa Steffen, and answers a listener’s question about whether financial advisors are worth it for small budgets.
What You’ll Learn in This Episode:
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Why building a financial all-star team is critical for marginalized business owners.
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The five key roles on your financial team and how each one supports your goals.
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How to afford financial experts—even if you’re just starting out.
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The compounding effects of the wage gap on retirement and why fighting for equal pay is essential.
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Practical tips to address money trauma and develop healthier financial habits.
Mentioned in This Episode:
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Book Recommendation: Get Good with Money: Ten Simple Steps to Becoming Financially Whole by Tiffany “The Budgetnista” Aliche. Purchase your copy at EquitableMoneyProject.com/READ.
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Money Mindset Coach Highlight: Larissa Steffen (@worriedtowealthy on Instagram).
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Listener Question: Is hiring a financial advisor worth it if you don’t have a lot of money to invest?
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This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg here!
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Need to get your money stuff set up right? Check out our financial foundations course the Biz Money Blueprint!
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Submit Your Questions - DisruptYourMoney.com
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Leave A Review- Apple Podcasts or wherever you listen
This podcast is intended for informational & educational purposes only and is not intended as professional financial advice.
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Connect with Meg across social:
Instagram- Equitable Money Project
Did you Disrupt Your Money, build your bank account, and transform your way of life? Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen.
Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com
Song Credit: Midnight Specials by Ash Nino