I'm no financial pro (so be sure to speak to yours before making any major changes), but here's what's working for me in terms of benefits, retirement and beyond.
Do you follow Vivian Tu (@your.richbff)? I read her book and listened to her podcast and have learned a lot (plus added to my Want to Read list). I’m currently reading “Sweet Success” by Candace Nelson (founder of Sprinkles).
I love when solo-preneurs talk about money. I use Freshbooks for my bookkeeping, and love its invoicing function. I create a draft invoice as soon as I receive an assignment/start a new month with my retainer clients and find it helps me track my projects and financial goals in a motivating way. (I set a monthly goal and tend to say "yes" until I hit it!)
I love this!! Especially the idea of an income cap. It's so hard to get out of a scarcity mindset sometimes, but incredibly important to carve out time away from work. Thank you for the reminder. You've really nailed how to be a successful solopreneur! It sounds like you are doing A-OK, Karla! - Katherine
Do you follow Vivian Tu (@your.richbff)? I read her book and listened to her podcast and have learned a lot (plus added to my Want to Read list). I’m currently reading “Sweet Success” by Candace Nelson (founder of Sprinkles).
I love when solo-preneurs talk about money. I use Freshbooks for my bookkeeping, and love its invoicing function. I create a draft invoice as soon as I receive an assignment/start a new month with my retainer clients and find it helps me track my projects and financial goals in a motivating way. (I set a monthly goal and tend to say "yes" until I hit it!)
I love this!! Especially the idea of an income cap. It's so hard to get out of a scarcity mindset sometimes, but incredibly important to carve out time away from work. Thank you for the reminder. You've really nailed how to be a successful solopreneur! It sounds like you are doing A-OK, Karla! - Katherine