From Teacher to Mortgage Pro: How to Master Your Money Mindset and Thrive as a Small Business Owner

October 18, 2024

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In this episode, we dive deep into the world of financial mindset and career transitions with our special guest, Brianna, a former French immersion teacher who successfully transitioned into the mortgage industry. Whether you’re an entrepreneur looking to get your finances in order or you’re contemplating a career shift, this episode is packed with actionable advice.

Key Highlights:

Brianna’s Journey: From spending 10 years in the classroom to finding her true calling in mortgages, Brianna shares her story of leaving an unfulfilling career in teaching, spurred by her family and the challenges of COVID-19, to thrive in the financial world.

Mental Health and Career Transitions: Brianna opens up about her struggles with mental health and imposter syndrome during her time as a teacher and early on in her mortgage career. She discusses how finding alignment in her new role helped her overcome these challenges.

Money Mindset & Client Care: Brianna explains why money problems often stem from deeper issues and how she approaches financial conversations with honesty and transparency. She also discusses her approach to making clients feel comfortable when sharing their financial stories.

Top Financial Tips for Small Business Owners: Brianna shares her expert tips, including the importance of keeping business and personal finances separate, setting up a strong filing system, and why a 20% down payment can be a game-changer for better mortgage options.

Overcoming Financial Anxiety: With her own financial anxiety in mind, Brianna emphasizes the importance of investing in your business and developing a growth mindset to achieve long-term financial success.

Confidence Gaps in Business: Brianna highlights the confidence gap between men and women when discussing financial goals, encouraging women to show up professionally and confidently in their business dealings.

Practical Steps for Mortgage Readiness: Learn when to connect with a mortgage professional and what documents you need to be prepared with, so you can avoid costly mistakes and streamline the mortgage process.

Brianna’s Podcast: Be sure to check out Brianna’s podcast, Let’s Talk About Money, where she tackles financial topics with professionals and everyday Canadians to remove the stigma around financial literacy.

Episode Takeaways:

This conversation is loaded with valuable insights for millennial small business owners determined to level up their financial game and navigate career transitions successfully. Brianna’s expert advice on money mindset, separating business and personal finances, and maintaining financial confidence is essential for anyone looking to create lasting financial stability in their entrepreneurial journey.

Listen now and start taking control of your financial future!

Connect with Brianna on Instagram: @briannagoslinmortgages

Learn more at briannagoslinmortgages.com

Available October 21st

Keywords

Money mindset, small business finances, financial tips for entrepreneurs, career transition, mortgage advice, financial confidence, overcoming imposter syndrome, separating business and personal finances, financial anxiety, mortgage readiness, podcast for business owners

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