In this conversation, Steve Turney interviews Margo Masri, owner of Heartfelt CFO and tax services, about her work helping clients with money, business, and tax-related issues. They discuss the challenges faced by behavioral health therapists, the importance of time management and prioritization, and the mindset shift needed to achieve financial abundance. Margo emphasizes the power of incremental change and the need for a coach to guide individuals through the process. She recommends the book 'Don't Split the Difference' for negotiation skills and 'Deep Work' for understanding oneself and aligning schedules.

Keywords

money, business, tax, behavioral health therapists, time management, prioritization, financial abundance, incremental change, coach, negotiation skills, deep work

Takeaways

Behavioral health therapists often struggle with the transition from working for someone else to working for themselves, and they face challenges related to taxes, proper business setup, and marketing.

Time management and prioritization are crucial for success. Starting the day with the hardest tasks, focusing on income-generating activities, and implementing incremental changes can lead to significant progress.

Money is an energy exchange, and understanding the systems and processes around it can help individuals tap into financial abundance.

Overcoming fear and doing the hard things is where the treasure lies. Working with a coach can provide guidance and support in navigating challenges and achieving goals.

Recommended resources include the book 'Don't Split the Difference' for negotiation skills and 'Deep Work' for understanding oneself and aligning schedules.

Titles

Overcoming Fear and Finding the Treasure

The Power of Time Management and Prioritization

Sound Bites

"The cave you fear holds the treasure you seek."

"Money is just an energy exchange."

"Information leaves clues."

Chapters

00:00

Introduction and Virtual Hug

04:10

Challenges Faced by Behavioral Health Therapists

08:23

Unlocking Financial Abundance through Mindset Shift

13:19

Overcoming Fear and Finding the Treasure

25:08

Money as an Energy Exchange and the Flow of Currency

28:38

Recommended Resources for Personal and Professional Growth

34:05

Conclusion and Where to Find Margo Masri

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