203: What Should Be On Your Financial Review Checklist with Lesley Batson [Goals & Planning Series]

This episode is 2 conversations in one. 

I invited my guest and client Lesley Batson, founder of Rebel Rock Wealth, on to the podcast to help us with our financial review and planning as we end one year and start the next.

Lesley shares with us the areas we need to review as individuals and as business owners. This ends up being the 2nd half of our conversation. 

The 1st half of the conversation is about an incident that happened to Lesley when she was co-hosting an online event in November.

You won’t want to miss either parts of this episode.

 

About My Guest: Lesley Batson launched Rebel Rock Wealth, a strategic financial consulting firm that teaches independent thinking professionals and small business owners, the WHOLE truth about money and helps them implement strategies to control and build the wealth style they desire. Lesley is licensed in several states and meets with clients from Florida to California virtually. She loves Hamilton the Musical, playing golf, and taking up space on a sandy beach.

 

About Us: The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals clarify their brand message and story, create their signature talks, and develop their thought leadership platforms. Our mission is to get more women in positions of influence and power because it's through women's stories and visibility that we challenge the status quo and change existing systems. Check out our coaching programs at https://www.speakingyourbrand.com. 

Links:

Show notes at https://www.speakingyourbrand.com/203

Lesley’s website: https://www.rebelrockwealth.com/ 

Free checklist: https://www.rebelrockwealth.com/syb

Lesley’s video about what happened at the event she was facilitating: https://www.linkedin.com/posts/lbatson_tedxcentennialparksalon-antiracism-diversityandinclusion-activity-6733081975789293568-pw2x 

Lesley’s group No More Ignorance: https://no-more-ignorance.mn.co/ 

Schedule a consult call to talk about creating your signature talk and thought leadership platform: https://www.speakingyourbrand.com/contact. 

Get our LinkedIn for Speakers online masterclass at https://www.speakingyourbrand.com/linkedin. 

Connect on LinkedIn:

• Carol Cox = https://www.linkedin.com/in/carolcox
• Lesley Batson (guest) = https://www.linkedin.com/in/lbatson/