She saw her dad break down over $20. That pain became her purpose.

Meet Margo Masri, founder of Heartfelt CFO & Tax Services. From a childhood shaped by scarcity and financial tension, she built one of America’s top financial strategy firms — helping entrepreneurs, real estate investors, and high earners take back control of their wealth.

In this powerful and emotional episode, Margo shares how a single childhood moment rewired her beliefs, reshaped her mission, and fueled a career that’s now transforming thousands of lives. Her story proves that financial trauma doesn’t have to define you — it can drive you.

Here's what you'll learn:

Why most people never escape their money trauma

The hidden danger of growing without clean books

What Margo teaches her kids about legacy and responsibility

How to shift from survival mode to wealth with intention

The truth about burnout, bookkeeping, and blind spots in high-income families

This conversation will change how you think about money — and how you teach it to the next generation.

Episode Chapters:

(00:00 ) Introduction to Today's Guest: Margo Masri

(00:57 ) Margo's Background and Early Influences

(05:17 ) Overcoming Scarcity Mindset

(11:26 ) The Importance of Purpose in Financial Growth

(20:21 ) Personal Finance and Legacy Planning

(31:28 ) Advice for Young Listeners and Final Thoughts

🔗 CONNECT WITH MARGO MASRI

LinkedIn: linkedin.com/in/margomasri

Website: heartfeltcfoandtaxservices.com

🔗 CONNECT WITH MUSTAFA LADHA (HOST)

LinkedIn: https://www.linkedin.com/in/mustafa-ladha/

YouTube: https://www.youtube.com/@my.finjourney

Spotify: https://open.spotify.com/show/5UmpEcnU2Z0UxxDuvenmNx

Apple Podcasts: https://podcasts.apple.com/us/podcast/myfinjourney/id1815511353

If this episode changed how you think about money, don’t forget to subscribe and leave a 5 star review describing your biggest takeaway!

💬 Drop a comment with the moment that hit you hardest.

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