What’s the one financial blind spot keeping smart entrepreneurs stuck in “just-enough” mode?
Ever wonder what happens when a burnout social worker accidentally becomes a powerhouse investor, early retiree, and financial coach for women?
Let’s just say… it’s not what you’d expect—and it’s exactly what your business and bank account might need.
In this episode, I’m sitting down with Annie Cole, the founder of Money Essentials, who shares how she fast-tracked her retirement by 20 years (yes, 2-0!) and built a 7-figure portfolio—all while helping other women do the same.
We talk about what’s really keeping entrepreneurs stuck in feast-or-famine cycles (hint: it’s not your offer), and how Annie uses simple financial foundations and lead gen strategies to unlock consistent, scalable growth.
If you’ve been winging your finances or wondering why your leads aren’t translating into revenue, this one is loaded with tactical takeaways you can use today.
On This Week’s Episode, We Discuss:
- Annie’s Unplanned Pivot into Entrepreneurship: How burnout and a little bit of “what if” led to a booming business.
- The Biggest Financial Mistakes Entrepreneurs Make—and how to avoid them before they cost you your future.
- How to Set Financial Goals You’ll Actually Hit: Breaking down KPIs, P&Ls, and money targets you can work backwards from.
- Why Most Lead Gen Isn’t Working (and how to reverse-engineer it to hit your income goals).
- Scaling Your Business Intentionally: From solo service provider to CEO—what to shift and when.
- How One Simple Funnel Fix Changed Everything: Why a 1% boost in conversion can radically impact your profit.
- Using Long-Form Content to Build Trust (and Buy-In): Smart ways to leverage summits, webinars, and media to grow deeper relationships.
- Real Talk on Retirement and Financial Freedom: What early retirement actually takes—and how to start building that roadmap now.
- Cash Flow Meets Wealth Building: Juggling monthly income with long-term growth through real estate and investing.
- The Feedback Loop You Need: Annie’s insights on how testing and feedback lead to smarter offers and stronger sales.
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Connect with Annie:
Follow Annie on Instagram: https://www.instagram.com/build.wealth.with.annie/)
Follow Annie on LinkedIn: https://www.linkedin.com/company/money-essentials-for-women)
Check out Annie’s website: https://www.money-essentials.com/)
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