Mastery Conversationsand Q&A’s
Get caught up with previous event recordings at your leisure.
2021
Mastery Conversationsand Q&A’s
Get caught up with previous event recordings at your leisure.
2021
December 17, 2021Mindset Q&A
In this Mindset Q&A, Creating Cashflow’s Kristine Oller ends the year with an outstanding session discussing mindset strategies to combat fear, anxiety, and guilt. Abundance Bound members seeking clarity around being paid your value, taking a vacation, dealing with a money block when experiencing abundance, or silencing the voices and getting clarity, will find this session to be enlightening and inspiring.
December 15, 2021Management Q&A
In the final Management Q&A of 2021, Miata provides thorough insight and knowledge on declaring sideline income, choosing a credit card for travel, bank selection, credit card usage, prioritizing payment of necessary expenses, and introductory steps to educate oneself on building wealth. Miata also briefly discusses the mindset shift needed to welcome abundance.
December 10, 2021Annual Planning Mastery Conversation
During this special Mastery Conversation, we work together to create clarity around our goals, tasks and intentions as we prepare for the New Year. Download the I Am Abundance Bound Action Plan to guide you through steps to help clearly define not just the areas where you would like to see progress, but also the texture you are committed to creating in your life, and the condition of your heart that will allow you to soar.
December 3, 2021Management Q&A
During today’s Q&A session, Miata thoroughly discusses the purpose of planned savings, transferring investment accounts, and managing a large sum of money, along with many other topics. Members also learn about Target Retirement Funds and are reminded and encouraged to experience and prioritize joy.
November 22, 2021Management Q&A
This Management Q&A, facilitated by Abundance Bound creator, Miata Edoga, is filled with information, helpful resources, and guidance for members who desire to increase their knowledge and understanding as it relates to personal versus professional expenses, managing parents’ property, repaying student loans, opening a Roth IRA, diversifying investments, and so much more.
November 19, 2021Mindset Q&A
Kristine Oller opens this Mindset Q&A with a question for members to ponder. “What are you waiting to do until you feel a certain way?”. She then offers guidance for holiday spending, negotiating a raise, valuing one’s time, and energy expenditure with regard to wanting and/or needing money.
November 12, 2021Mastery Conversation
In this month’s live Mastery Level Conversation, we spoke with Meredith Riley Stewart, actor, producer AND the Founder of PiperMed, a turnkey solution for COVID compliance on film and television sets around the globe. Meredith is an inspiring example of someone who says a resounding “Yes!” to opportunities, resulting in a dynamic career that allows her to continue learning and growing in tremendous ways. Don’t miss this exciting chance to learn more about and from Meredith’s story!
November 5, 2021Management Q&A
In this Management Q&A session, Miata answers questions ranging from investing for children, to estate planning, and some of what happens in between. Topics covered include; Rolling Over 401K when changing employers, stock options, life insurance, transferring property, and the Pain and Power cycle. Miata also discusses the importance of shifting one’s mindset to reflect the growth and abundance being experienced by members.
October 22, 2021Mindset Q&A
In this week’s Mindset Q&A, Kristine Oller encourages Abundance Bound members to get to the root of the mindset that hinders the making of a big purchase, setting prices for clients, and pivoting from a management mindset to a growth mindset. Kristine closes this session giving members a clear distinction between comfort and alignment.
October 18, 2021Management Q&A
In this Q&A session Miata answers an array of questions for Abundance Bounders. Members are bound to gain more clarity on next steps upon setting a strong financial foundation, tax withholdings, shareholder distributions versus salary compensation, when in the year one should connect with an accountant, planned/emergency savings and a host of other topics. Feeling a little overwhelmed? Miata takes time during this session to offer a moment of encouragement and positive reinforcement just for you.
October 15, 2021Mastery Conversation
In this month’s live Mastery Level Conversation, we spoke to Alexandria Bellivan, a career development specialist for the entertainment and performing arts community. Alexandria coaches arts workers on how to market themselves on LinkedIn to help them gain networking and employment opportunities. In addition, she provides arts workers with guidance on how to navigate their career journey as they pursue their creative endeavors.
October 8, 2021Management Q&A
Members interested in learning more about retirement and investing will find this week’s Management Q&A beyond informative. Miata offers insight and in depth details about a SEP IRA vs a Solo 401K, examining one’s investment goals, setting up an IRA, and the difference between a financial advisor and a financial planner. She also gives advice on depositing a large settlement, what to look for when opening a personal account, and planning a big trip.
September 24, 2021Mindset Q&A
In this week’s Mindset Q&A, Kristine Oller opens the session with “The Seven Steps to Better-Feeling Thoughts”. Kristine then provides insight and exercises on topics including; the “Lack” mindset, learning from disappointment, sustaining belief, and living in gratitude.
September 20, 2021Management Q&A
In today’s Management Q&A Miata thoroughly answers various questions centered around Credit including debt consolidation, rolling over credit card debt/ debt balance transfer, and credit scores. She also discusses student loan consolidation and brings to light the truth about student loan forgiveness. This enlightening and informative session covers the aforementioned topics and so much more.
September 17, 2021Mastery Conversation
Watch this very special Mastery Conversation on the topic of FREEDOM. Miata helps us to distinguish between internal and external freedom, in a talk designed to address and challenge the limiting beliefs and assumptions that you may have about money. We discuss the things we do to ourselves that limit our financial freedom, providing tools & techniques that allow you to approach your finances from a more empowered place.
September 10, 2021Management Q&A
Miata does a deep dive into the structure of your Money Map while also offering insight on building a business, starting payroll, when to obtain an EIN as well as when to incorporate. During this Management Q&A, members are also given a thorough explanation of the reasoning behind the three key pieces of the Financial Empowerment Program. New and old members alike will find this Q&A quite informing.
August 20, 2021Mindset Q&A
Kristine Oller provides Abundance Bound members with new perspectives as it relates to expansion and growth, moving through and learning from stressful experiences, understanding the difference between thoughts and facts as well as navigating distorted thoughts and frenetic energy. This empowering Mindset Q&A has something for everyone.
August 13, 2021Mastery Conversation
In this month’s live Mastery Level Conversation, we spoke to Sam Valentine, actor and host of the extremely popular podcast One Broke Actress.
Sam moved to LA with a Theatre degree and more conviction than she had dollars and proceeded to spend the better part of a decade trying to be literally anything a breakdown wanted her to be. Sharing the mistakes she makes and the victories she collects is her main objective!
Is she the all-knowing being in Hollywood who has booked a billion jobs and made big bucks with acting, therefore, knows how to advise people and lead like the Gandhi of Southern California? Negative. But Sam feels there is a lack of honesty from actors and all kinds of creatives who are in the thick of it.
This career path can be crazy but that doesn’t mean you have to be. So let’s get real and maybe learn a life lesson or two from Sam in the process!
August 6, 2021Management Q&A
There’s something for everyone during this week’s informative Management Q&A. Miata answers questions and concerns on topics including marrying into debt, finding short term car rentals, when to request an increased credit limit, purchasing a car. She also gives a thorough breakdown on the California Corona Virus Rent Relief Program and how we need to forecast our personal AND business expenses. Bring your notepad as there are lots of helpful resources mentioned during this Q&A.
July 23, 2021Mindset Q&A
During the inaugural Mindset Q&A, Creating Cash Flow Coach, Kristine Oller shares profound insight and extremely helpful tools to combat the many concerns and challenges we encounter with our financial relationship. Members learn tactics for tackling Self Sabotage, (un)Worthiness, Anxiety, Grief, other states of being and varying emotions. Grab your pen and pad. You’re going to want to take notes.
July 22, 2021Management Q&A
Miata gives (new) Members a guided tour through the Abundance Bound website. Also included in this week’s Management Q&A is a discussion on the importance of having a High Interest Savings Account, Removing paid debts from one’s credit report, and advice on how to invest.
July 16, 2021Management Q&A
Today’s Q&A was jam packed with great, thought provoking questions. Miata offers keen insight, thoroughly addressing topics including the Stabilization Plan, Strategic Investing, and how to play the Credit Game. Members also learn next steps after maxing out one’s ROTH IRA. Icing on the cake; Miata celebrates two Abundance Bounders on achieving milestones. Congratulations Britt and Angelique!
July 9, 2021Mastery Conversation
During this Mastery Level Conversation, we use our time to create clarity around your goals, tasks and intentions as you prepare for the second half of 2021. For those who participated in our December annual planning session, this is an opportunity to consciously reconnect to your Action Plan. What shifts and steps are necessary to continue movement forward in your primary Life Zones? For any of our newer members, this is a wonderful chance to create a powerful vision AND clear structure for how you would like to approach the coming months. Together, we worked through the elements of our Action Plans, bringing some structure, companionship AND fun to this important activity.
June 18, 2021Mastery Conversation
The implications of your estate plan control everything from how you are treated in the hospital to what happens with your family’s finances and whether your social media accounts will be accessible to your loved ones. Covering common documents, the probate process, legal capacity, and techniques for how to have the hard discussions with family members about these topics, this mastery discussion will help you wrap your arms around your own family’s plan. Katrina Soelter, CFP® from KCS Wealth Advisory, LLC and Lindsay Altamirano, Esq. from Stone & Sallus, LLP join Abundance Bound for this important conversation.
June 11, 2021Mindset & Management Q&A
Strategic would be the perfect descriptor for this week’s Q&A. Miata takes a deep and thorough dive into topics around debt planning, calculating your number, your mid year review, investing in self via the Power Cycle, strategic use of balance transfers and new lines of credit- maximizing your credit utilization, and so much more, while offering strategies that empower Abundance Bound Members transitioning into a “post” pandemic work life.
June 4, 2021Mindset & Management Q&A
In a thorough discussion on debt planning Miata guides members through a step by step process on how to pay off debt. Other topics include documenting payment of expenses with the California Covid grant, determining pricing for services using the revenue model, bank selection and how to calculate one’s monthly salary.
May 21, 2021Mastery Conversation
Brian Patacca is a truly brilliant coach and teacher who helps creative people get what they want without suffering! And if the word network makes you wanna barf… that’s good news! Cuz that means you’re human and this training will help you. Get ready to grow and cherish your network in a way that doesn’t feel sales-y, inauthentic, or gross.
- How to create meaningful, authentic connections on Zoom or in-person without feeling like a stalker
- The mindset you need so you can show up confident and attract the right collaborators
- Easy ways to keep the convo going with your new contacts so you don’t lose momentum
- Why it’s never too late for gratitude – thank you is the new hello!
- How you “leave money on the table” when you don’t maintain an effective database – and how to do that without hating your life
May 14, 2021Mindset & Management Q&A
Abundance Bound members put their calculators to work during this Q&A as Miata guides them through knocking out credit card debt, forecasting through uncertainty, and contributing to your Roth IRA; while also discussing developing and maintaining actions that lead to abundance. There is something for everyone to learn from or be reminded of during this week’s Q&A!
May 7, 2021Mindset & Management Q&A
Miata thoroughly answers AB Members’ questions regarding Online only Cellphone providers, planning around uncertainty, and married filing jointly while also revisiting topics such as revenue modeling, PPP Loan forgiveness, and contributing to one’s ROTH IRA. An informative and empowering session!
April 23, 2021Mastery Conversation
A brilliantly talented singer and actor, Zonya Love has starred both on Broadway and in national and international touring companies. She performed at Carnegie Hall, and is a member of the Grammy nominated group, Broadway Inspirational Voices (BIV).
Zonya shares her journey over the past year as she created Spiritual Uprising, a streaming concert of Negro Spirituals. Zonya reimagined, arranged and performed each piece. The result is a stunningly powerful project that was birthed from the hurt, anger, confusion, hopelessness, and then resilience she experienced during the global pandemic, but specifically the subsequent murders of Ahmaud Arbery, Breonna Taylor, and George Floyd.
Nina Simone said that “an artist’s duty is to reflect the times.” Don’t miss this opportunity to hear directly from a fellow artist, who has taken on that duty with fierce and genuinely inspiring courage.
April 16, 2021Mindset & Management Q&A
In today’s Q&A, Miata discusses PPP loans, the Debt Cycle- specifically what’s next after paying off a debt, the pros and cons when leasing or purchasing a car, and how to stabilize when income fluctuates. She also suggests how long one should retain financial documents. Members are sure to find this Q&A helpful as Miata along with community members explore what it takes to develop new habits.
Mindset & Management Q&A April 9, 2021
During this Q&A Miata advises Abundance Bound members on planned savings, the best options for paying off credit card debt, how often to look at monthly forecast numbers, choosing between refinancing or obtaining an HELOC for home renovations, locating missing W2s and whether or not to accept the EIDL. Also included in this Q&A, a thorough conversation on repayment of Student Loan and when settling for a lesser amount might be a possibility.
Mindset & Management Q&A Mar 25, 2021
Members are in for a treat as this Q&A dives into various questions surrounding the topic of Mindset. Miata discusses the pain and power cycle when making necessary purchases during the pandemic and shares invaluable wisdom on business relationships and partnerships. Other topics include creating a quarterly financial checklist, early pension, and prioritizing debt repayment.
Mar 19, 2021Mastery Conversation
Exactly one year ago this very month, Kristine Oller was our Mastery Guest – offering her advice on how to play the “long game” even during a pandemic. What a difference a year makes! Kristine is back, and she and Miata will give you a behind-the-scenes glance at their businesses from why they decided to incorporate her Creating Cashflow Program into the Financial Empowerment Program to how they were able to make such a huge shift within only two months (while one of them was moving to a new country and the other was launching a new venture). This is also your chance to ask any questions you have about the Creating Cashflow Program and to figure out if Kristine’s course and coaching might be a good fit for you.
Mindset & Management Q&A Mar 12, 2021
Abundance Bounders have lots of Wins to celebrate during this Q&A packed with information about Living Trusts, identity protection, transferring funds internationally, saving for children’s future, ways to avoid probate, being an independent contractor, certifying for unemployment, removing a collection from your report, and an array of other questions. This Q&A is sure to leave you feeling empowered.
Mindset & Management Q&A Mar 5, 2021
There’s something for everyone in this informative Q&A! Miata celebrates accomplishments made by various Abundance Bounders, including one member who is on the road to a perfect credit score! She goes back to the basics with a thorough explanation of Cash Flow Money Mapping, acquiring a CFP, Term versus Whole Life Insurance and a host of other topics. You are sure to leave this Q&A with more information.
Mastery Conversation Feb 19, 2021
In today’s mastery conversation, television and voice over actress, Elizabeth Pan, walks Abundance Bound members through her journey as a Real Estate Investor. Members learn about the possibility of investing in real estate, increasing financial freedom and granting more time to focus on their respective careers. Elizabeth shares tips on house hacking, obtaining an FHA loan, as well as a step by step process from purchasing your first property to finding the right rental occupant(s). All of that and more in; Today a Duplex, Tomorrow, World Domination!
Mindset & Management Q&A Feb 12, 2021
During this extremely informative Q&A Miata has a thorough discussion on Roth vs Traditional Retirement plans and how one should strategize for both. Members learn the difference between stocks and bonds and in a beautifully transparent moment, uses her experience to explain the risk involved with putting all eggs in one basket. Other topics of discussion include prioritizing debt, to use or not to use the SBA loan and Miata gives a clear and succinct definition of a Charge Off followed by instructions on possible actions to take when receiving one. Numerous gems are dropped as well as offers of grace and kindness by Abundance Bound members in this Q&A!
Mindset & Management Q&A Feb 5, 2021
In another highly informative Q&A, Miata gets specific on questions about owner distribution vs retained earnings, subdivisions of S-Corps, Term vs Permanent life insurance, Tax prep, and even gives some advice on choosing web designers for your business as well as how to deal with imposter syndrome. All that and more included in this Q&A.
Mastery Conversation Jan 22, 2021
It was such an honor to welcome Elena Campbell-Martinez as our first Mastery Guest for 2021. Elena is an accomplished actor AND the founder of “Drama-Free Taxes”. In this information packed session, Elena provides a clearly structured plan to prepare to file your tax return, calmly and without stress!
Mindset & Management Q&A Jan 15, 2021
Tax season is upon us. Miata leads this week’s Q&A giving in depth answers to various questions about 1099s. Other topics include estate planning, choosing the right bank for your S-Corp, investing in your retirement, creating a report of vendors, and a brief discussion about incorporating. Members receive a hot tip on how to stay informed about your earnings using the IRS website.
Mindset & Management Q&A Jan 8, 2021
During our first Mindset and Management Q&A of 2021- HAPPY NEW YEAR! – Miata discusses with members how to increase their credit score, steps to take to become a new investor, and how to organize debt, expenses, and forecast for shared accounts. Miata also provides additional resources on the new W-4 form, 1099-MISC vs 1099-K, and choosing the best internet service.
Mindset Q&A December 17, 2021
In this Mindset Q&A, Creating Cashflow’s Kristine Oller ends the year with an outstanding session discussing mindset strategies to combat fear, anxiety, and guilt. Abundance Bound members seeking clarity around being paid your value, taking a vacation, dealing with a money block when experiencing abundance, or silencing the voices and getting clarity, will find this session to be enlightening and inspiring.
Management Q&A December 15, 2021
In the final Management Q&A of 2021, Miata provides thorough insight and knowledge on declaring sideline income, choosing a credit card for travel, bank selection, credit card usage, prioritizing payment of necessary expenses, and introductory steps to educate oneself on building wealth. Miata also briefly discusses the mindset shift needed to welcome abundance.
December 10, 2021Annual Planning Mastery Conversation
During this special Mastery Conversation, we work together to create clarity around our goals, tasks and intentions as we prepare for the New Year. Download the I Am Abundance Bound Action Plan to guide you through steps to help clearly define not just the areas where you would like to see progress, but also the texture you are committed to creating in your life, and the condition of your heart that will allow you to soar.
Management Q&A December 3, 2021
During today’s Q&A session, Miata thoroughly discusses the purpose of planned savings, transferring investment accounts, and managing a large sum of money, along with many other topics. Members also learn about Target Retirement Funds and are reminded and encouraged to experience and prioritize joy.
Management Q&A November 22, 2021
This Management Q&A, facilitated by Abundance Bound creator, Miata Edoga, is filled with information, helpful resources, and guidance for members who desire to increase their knowledge and understanding as it relates to personal versus professional expenses, managing parents’ property, repaying student loans, opening a Roth IRA, diversifying investments, and so much more.
Mindset Q&A November 19, 2021
Kristine Oller opens this Mindset Q&A with a question for members to ponder. “What are you waiting to do until you feel a certain way?”. She then offers guidance for holiday spending, negotiating a raise, valuing one’s time, and energy expenditure with regard to wanting and/or needing money.
Mastery Conversation November 12, 2021
In this month’s live Mastery Level Conversation, we spoke with Meredith Riley Stewart, actor, producer AND the Founder of PiperMed, a turnkey solution for COVID compliance on film and television sets around the globe. Meredith is an inspiring example of someone who says a resounding “Yes!” to opportunities, resulting in a dynamic career that allows her to continue learning and growing in tremendous ways. Don’t miss this exciting chance to learn more about and from Meredith’s story!
Management Q&A November 5, 2021
In this Management Q&A session, Miata answers questions ranging from investing for children, to estate planning, and some of what happens in between. Topics covered include; Rolling Over 401K when changing employers, stock options, life insurance, transferring property, and the Pain and Power cycle. Miata also discusses the importance of shifting one’s mindset to reflect the growth and abundance being experienced by members.
Mindset Q&A October 22, 2021
In this week’s Mindset Q&A, Kristine Oller encourages Abundance Bound members to get to the root of the mindset that hinders the making of a big purchase, setting prices for clients, and pivoting from a management mindset to a growth mindset. Kristine closes this session giving members a clear distinction between comfort and alignment.
Management Q&A October 18, 2021
In this Q&A session Miata answers an array of questions for Abundance Bounders. Members are bound to gain more clarity on next steps upon setting a strong financial foundation, tax withholdings, shareholder distributions versus salary compensation, when in the year one should connect with an accountant, planned/emergency savings and a host of other topics. Feeling a little overwhelmed? Miata takes time during this session to offer a moment of encouragement and positive reinforcement just for you.
Mastery Conversation October 15, 2021
In this month’s live Mastery Level Conversation, we spoke to Alexandria Bellivan, a career development specialist for the entertainment and performing arts community. Alexandria coaches arts workers on how to market themselves on LinkedIn to help them gain networking and employment opportunities. In addition, she provides arts workers with guidance on how to navigate their career journey as they pursue their creative endeavors.
Management Q&A October 8, 2021
Members interested in learning more about retirement and investing will find this week’s Management Q&A beyond informative. Miata offers insight and in depth details about a SEP IRA vs a Solo 401K, examining one’s investment goals, setting up an IRA, and the difference between a financial advisor and a financial planner. She also gives advice on depositing a large settlement, what to look for when opening a personal account, and planning a big trip.
Mindset Q&A September 24, 2021
In this week’s Mindset Q&A, Kristine Oller opens the session with “The Seven Steps to Better-Feeling Thoughts”. Kristine then provides insight and exercises on topics including; the “Lack” mindset, learning from disappointment, sustaining belief, and living in gratitude.
Management Q&A September 20, 2021
In today’s Management Q&A Miata thoroughly answers various questions centered around Credit including debt consolidation, rolling over credit card debt/ debt balance transfer, and credit scores. She also discusses student loan consolidation and brings to light the truth about student loan forgiveness. This enlightening and informative session covers the aforementioned topics and so much more.
Mastery Conversation September 17, 2021
Watch this very special Mastery Conversation on the topic of FREEDOM. Miata helps us to distinguish between internal and external freedom, in a talk designed to address and challenge the limiting beliefs and assumptions that you may have about money. We discuss the things we do to ourselves that limit our financial freedom, providing tools & techniques that allow you to approach your finances from a more empowered place.
Management Q&A September 10, 2021
Miata does a deep dive into the structure of your Money Map while also offering insight on building a business, starting payroll, when to obtain an EIN as well as when to incorporate. During this Management Q&A, members are also given a thorough explanation of the reasoning behind the three key pieces of the Financial Empowerment Program. New and old members alike will find this Q&A quite informing.
Mindset Q&A August 20, 2021
Kristine Oller provides Abundance Bound members with new perspectives as it relates to expansion and growth, moving through and learning from stressful experiences, understanding the difference between thoughts and facts as well as navigating distorted thoughts and frenetic energy. This empowering Mindset Q&A has something for everyone.
Mastery Conversation August 13, 2021
In this month’s live Mastery Level Conversation, we spoke to Sam Valentine, actor and host of the extremely popular podcast One Broke Actress.
Sam moved to LA with a Theatre degree and more conviction than she had dollars and proceeded to spend the better part of a decade trying to be literally anything a breakdown wanted her to be. Sharing the mistakes she makes and the victories she collects is her main objective!
Is she the all-knowing being in Hollywood who has booked a billion jobs and made big bucks with acting, therefore, knows how to advise people and lead like the Gandhi of Southern California? Negative. But Sam feels there is a lack of honesty from actors and all kinds of creatives who are in the thick of it.
This career path can be crazy but that doesn’t mean you have to be. So let’s get real and maybe learn a life lesson or two from Sam in the process!
Management Q&A August 6, 2021
There’s something for everyone during this week’s informative Management Q&A. Miata answers questions and concerns on topics including marrying into debt, finding short term car rentals, when to request an increased credit limit, purchasing a car. She also gives a thorough breakdown on the California Corona Virus Rent Relief Program and how we need to forecast our personal AND business expenses. Bring your notepad as there are lots of helpful resources mentioned during this Q&A.
Mindset Q&A July 23, 2021
During the inaugural Mindset Q&A, Creating Cash Flow Coach, Kristine Oller shares profound insight and extremely helpful tools to combat the many concerns and challenges we encounter with our financial relationship. Members learn tactics for tackling Self Sabotage, (un)Worthiness, Anxiety, Grief, other states of being and varying emotions. Grab your pen and pad. You’re going to want to take notes.
Management Q&A July 22, 2021
Miata gives (new) Members a guided tour through the Abundance Bound website. Also included in this week’s Management Q&A is a discussion on the importance of having a High Interest Savings Account, Removing paid debts from one’s credit report, and advice on how to invest.
Management Q&A July 16, 2021
Today’s Q&A was jam packed with great, thought provoking questions. Miata offers keen insight, thoroughly addressing topics including the Stabilization Plan, Strategic Investing, and how to play the Credit Game. Members also learn next steps after maxing out one’s ROTH IRA. Icing on the cake; Miata celebrates two Abundance Bounders on achieving milestones. Congratulations Britt and Angelique!
MasteryConversation July 9, 2021
During this Mastery Level Conversation, we use our time to create clarity around your goals, tasks and intentions as you prepare for the second half of 2021. For those who participated in our December annual planning session, this is an opportunity to consciously reconnect to your Action Plan. What shifts and steps are necessary to continue movement forward in your primary Life Zones? For any of our newer members, this is a wonderful chance to create a powerful vision AND clear structure for how you would like to approach the coming months. Together, we worked through the elements of our Action Plans, bringing some structure, companionship AND fun to this important activity.
MasteryConversation June 18, 2021
The implications of your estate plan control everything from how you are treated in the hospital to what happens with your family’s finances and whether your social media accounts will be accessible to your loved ones. Covering common documents, the probate process, legal capacity, and techniques for how to have the hard discussions with family members about these topics, this mastery discussion will help you wrap your arms around your own family’s plan. Katrina Soelter, CFP® from KCS Wealth Advisory, LLC and Lindsay Altamirano, Esq. from Stone & Sallus, LLP join Abundance Bound for this important conversation.
Mindset &Management Q&A June 11, 2021
Strategic would be the perfect descriptor for this week’s Q&A. Miata takes a deep and thorough dive into topics around debt planning, calculating your number, your mid year review, investing in self via the Power Cycle, strategic use of balance transfers and new lines of credit- maximizing your credit utilization, and so much more, while offering strategies that empower Abundance Bound Members transitioning into a “post” pandemic work life.
Mindset &Management Q&A June 4, 2021
In a thorough discussion on debt planning Miata guides members through a step by step process on how to pay off debt. Other topics include documenting payment of expenses with the California Covid grant, determining pricing for services using the revenue model, bank selection and how to calculate one’s monthly salary.
MasteryConversation May 21, 2021
Brian Patacca is a truly brilliant coach and teacher who helps creative people get what they want without suffering! And if the word network makes you wanna barf… that’s good news! Cuz that means you’re human and this training will help you. Get ready to grow and cherish your network in a way that doesn’t feel sales-y, inauthentic, or gross.
- How to create meaningful, authentic connections on Zoom or in-person without feeling like a stalker
- The mindset you need so you can show up confident and attract the right collaborators
- Easy ways to keep the convo going with your new contacts so you don’t lose momentum
- Why it’s never too late for gratitude – thank you is the new hello!
- How you “leave money on the table” when you don’t maintain an effective database – and how to do that without hating your life
Mindset &Management Q&A May 14, 2021
Abundance Bound members put their calculators to work during this Q&A as Miata guides them through knocking out credit card debt, forecasting through uncertainty, and contributing to your Roth IRA; while also discussing developing and maintaining actions that lead to abundance. There is something for everyone to learn from or be reminded of during this week’s Q&A!
Mindset &Management Q&A May 7, 2021
Miata thoroughly answers AB Members’ questions regarding Online only Cellphone providers, planning around uncertainty, and married filing jointly while also revisiting topics such as revenue modeling, PPP Loan forgiveness, and contributing to one’s ROTH IRA. An informative and empowering session!
MasteryConversation April 23, 2021
A brilliantly talented singer and actor, Zonya has starred both on Broadway and in national and international touring companies. She performed at Carnegie Hall, and is a member of the Grammy nominated group, Broadway Inspirational Voices (BIV).
Zonya shares her journey over the past year as she created Spiritual Uprising, a streaming concert of Negro Spirituals. Zonya reimagined, arranged and performed each piece. The result is a stunningly powerful project that was birthed from the hurt, anger, confusion, hopelessness, and then resilience she experienced during the global pandemic, but specifically the subsequent murders of Ahmaud Arbery, Breonna Taylor, and George Floyd.
Nina Simone said that “an artist’s duty is to reflect the times.” Don’t miss this opportunity to hear directly from a fellow artist, who has taken on that duty with fierce and genuinely inspiring courage.
Mindset &Management Q&A April 16, 2021
In today’s Q&A, Miata discusses PPP loans, the Debt Cycle- specifically what’s next after paying off a debt, the pros and cons when leasing or purchasing a car, and how to stabilize when income fluctuates. She also suggests how long one should retain financial documents. Members are sure to find this Q&A helpful as Miata along with community members explore what it takes to develop new habits.
Mindset &Management Q&A April 9, 2021
During this Q&A Miata advises Abundance Bound members on planned savings, the best options for paying off credit card debt, how often to look at monthly forecast numbers, choosing between refinancing or obtaining an HELOC for home renovations, locating missing W2s and whether or not to accept the EIDL. Also included in this Q&A, a thorough conversation on repayment of Student Loan and when settling for a lesser amount might be a possibility.
Mindset &Management Q&A Mar 25, 2021
Members are in for a treat as this Q&A dives into various questions surrounding the topic of Mindset. Miata discusses the pain and power cycle when making necessary purchases during the pandemic and shares invaluable wisdom on business relationships and partnerships. Other topics include creating a quarterly financial checklist, early pension, and prioritizing debt repayment.
MasteryConversation Mar 19, 2021
Exactly one year ago this very month, Kristine Oller was our Mastery Guest – offering her advice on how to play the “long game” even during a pandemic. What a difference a year makes! Kristine is back, and she and Miata will give you a behind-the-scenes glance at their businesses from why they decided to incorporate her Creating Cashflow Program into the Financial Empowerment Program to how they were able to make such a huge shift within only two months (while one of them was moving to a new country and the other was launching a new venture). This is also your chance to ask any questions you have about the Creating Cashflow Program and to figure out if Kristine’s course and coaching might be a good fit for you.
Mindset &Management Q&A Mar 12, 2021
Abundance Bounders have lots of Wins to celebrate during this Q&A packed with information about Living Trusts, identity protection, transferring funds internationally, saving for children’s future, ways to avoid probate, being an independent contractor, certifying for unemployment, removing a collection from your report, and an array of other questions. This Q&A is sure to leave you feeling empowered.
Mindset &Management Q&A Mar 5, 2021
There’s something for everyone in this informative Q&A! Miata celebrates accomplishments made by various Abundance Bounders, including one member who is on the road to a perfect credit score! She goes back to the basics with a thorough explanation of Cash Flow Money Mapping, acquiring a CFP, Term versus Whole Life Insurance and a host of other topics. You are sure to leave this Q&A with more information.
MasteryConversation Feb 19, 2021
In today’s mastery conversation, television and voice over actress, Elizabeth Pan, walks Abundance Bound members through her journey as a Real Estate Investor. Members learn about the possibility of investing in real estate, increasing financial freedom and granting more time to focus on their respective careers. Elizabeth shares tips on house hacking, obtaining an FHA loan, as well as a step by step process from purchasing your first property to finding the right rental occupant(s). All of that and more in; Today a Duplex, Tomorrow, World Domination!
Mindset &Management Q&A Feb 12, 2021
During this extremely informative Q&A Miata has a thorough discussion on Roth vs Traditional Retirement plans and how one should strategize for both. Members learn the difference between stocks and bonds and in a beautifully transparent moment, uses her experience to explain the risk involved with putting all eggs in one basket. Other topics of discussion include prioritizing debt, to use or not to use the SBA loan and Miata gives a clear and succinct definition of a Charge Off followed by instructions on possible actions to take when receiving one. Numerous gems are dropped as well as offers of grace and kindness by Abundance Bound members in this Q&A!
Mindset &Management Q&A Feb 5, 2021
In another highly informative Q&A, Miata gets specific on questions about owner distribution vs retained earnings, subdivisions of S-Corps, Term vs Permanent life insurance, Tax prep, and even gives some advice on choosing web designers for your business as well as how to deal with imposter syndrome. All that and more included in this Q&A.
MasteryConversation Jan 22, 2021
It was such an honor to welcome Elena Campbell-Martinez as our first Mastery Guest for 2021. Elena is an accomplished actor AND the founder of “Drama-Free Taxes”. In this information packed session, Elena provides a clearly structured plan to prepare to file your tax return, calmly and without stress!
Mindset &Management Q&A Jan 15, 2021
Tax season is upon us. Miata leads this week’s Q&A giving in depth answers to various questions about 1099s. Other topics include estate planning, choosing the right bank for your S-Corp, investing in your retirement, creating a report of vendors, and a brief discussion about incorporating. Members receive a hot tip on how to stay informed about your earnings using the IRS website.
Mindset &Management Q&A Jan 8, 2021
During our first Mindset and Management Q&A of 2021- HAPPY NEW YEAR! – Miata discusses with members how to increase their credit score, steps to take to become a new investor, and how to organize debt, expenses, and forecast for shared accounts. Miata also provides additional resources on the new W-4 form, 1099-MISC vs 1099-K, and choosing the best internet service.
