Plan Simple with Mia Moran Mia Moran

“Don't be afraid to ask for help, whether it's paid help or friendly help, ask for help.”
–Courtney Nalty
Are aging parents one of the things you’re balancing right now? Or maybe you see coming? So many people in FLOW365 are balancing caring for parents along with kids, their own health, their business ... and it’s hard. Courtney Nalty wants to make it easier.
Courtney Nalty, is the founder of Generational Support and the creator of The Caregiver Toolbox, which helps people get ready for something a lot of us don’t want to think about — caring for our parents. We’ll talk about ways to prepare to make it more easeful — and things you can do if you are already in the thick of it.
If you google aging in place on, you're going to be inundated with ideas and solutions. Getting advice from somebody who has done the research already, who can guide you, can smooth the way. Then a really important place to start is with what your parents want.
We talk about: 
How elder law attorneys can help you, having power of attorney before an emergency and having copies of the paperworkSafe house checks and medication managementStarting conversations about what your parents want by talking about what you would like later in lifeSpecific challenges related to a hospital dischargeKnowing who to talk to when it comes to bank accounts, stuff, homes, and moreDealing with dementia
ABOUT COURTNEY
Courtney Nalty is a daughter, wife, and a mother of three. She gets the need to find time for everyone and give the best support to all. Courtney spent 11 years working in a retirement community in many different roles. She  also helped care for her father when he was fighting cancer. Courtney knows caregiving takes time, research, education, and even a little trial and error, and she’s here to make life easier for others navigating generational support in the 21st century. She’s the creator or The Caregiver Toolbox, which helps people gain knowledge and confidence while reducing stress in caring for a loved one. 
LINKS
https://generationalsupport.com/The Caregiver Toolbox
DOABLE CHANGES
At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Sometimes we don’t act because we’re emotionally stuck or because the change seems so huge. Change comes from action. Even a little shift can make a difference, especially when you keep making those micro shifts. 
Choose one of these doable changes that piques your interest or resonates with where you are — and roll with it. 
Here are three Doable Changes from this conversation:
START THE CONVERSATION. One of the first steps is finding out what your parents want. You can ask directly, but if your parents are reluctant to talk, try one of these techniques: Using a checklist or workbook — try just leaving it on the table and seeing if they start filling it in or talking — is one way to get started. Another entry to these conversations is talking about your own wishes for your late / end of life. Remember, this isn’t a one and done conversation.GET ORGANIZED. Do your parents have power of attorney, living wills, and final wills in place? Do you have copies of them or know how to access them? Do you know your parents’ accounts and passwords? Do you know their doctors, health conditions, medications? You don’t have to gather everything at once, but it can be helpful to start collecting this information if your

“Not only are you putting good into the world, but it feels good too.” –Jenn Klein
Are you an overgiver? Women can get into a position of over giving or giving in a depleting way. How can we navigate giving in a better way? I’m talking with Jenn Klein about the benefits of generosity and volunteering — and how to make that a rewarding part of a busy life.
We talk about the helper’s high and the health benefits of giving. We also look at volunteering as a couple or a family. Jenn reminds us that volunteering can be a form of self-care, a way to fill your cup, not drain it.
We talk about: 
The boomerang nature of givingWorking with organizations and being intentional about putting kindness into the worldGiving three ways — time, treasure, talent
ABOUT JENN
Jenn Klein is a world-class and highly respected nonprofit fundraiser, author of the book Giving Is Selfish, speaker, coach and a proud mother of two boys.
For more than 18 years, Jenn has helped nonprofits grow through best fundraising practices and strategies. Jenn also coaches individuals to make healthy lifestyle choices, which, at their core, include giving to charity.
Jenn is on a mission to share the benefits of generosity, not just for others but also for yourself and our world.
LINKS
Website: https://youareaphilanthropist.com/Instagram: https://www.instagram.com/_jennklein/Facebook: https://www.facebook.com/youareaphilanthropist/LinkedIn: https://www.linkedin.com/in/jennkleincoach/
DOABLE CHANGES
Even though we want big change, it’s really little things done over and over that make the difference. So pick a doable thing. Put it in your calendar. Weave it through your days for a week and then move on to the next one. It will have a snowball effect.
At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Action is where change happens.
Here are three Doable Changes from this conversation:
ASSESS HOW YOU FEEL ABOUT GIVING. Sometimes we get on a board or volunteer for an event and start to feel drained instead of filled. It might be the wrong work or the wrong time in your life. Get clear on how your volunteer hours make you feel — which things excite or energize you? Which do you dread? Knowing this can lead to change.DECIDE WHAT YOU HAVE TO OFFER. You can give your time, your talents, or your treasure. What do you have to offer? How can it serve a cause you feel passionate about?PUT KINDNESS INTO THE WORLD. Maybe this isn’t a time in your life when you have a lot of time to give. You can still put kindness into the world without a formal or ongoing volunteer gig. Offer smiles or compliments. Send a thank you note. Hold a door. Offer to help a neighbor with a task you see them struggling with. Try building a little more kindness into your day.

“You have to market twice as much as you think you do, which is why simplifying really is important.”
–Christine McShane
Tired of feeling frenzied and behind on marketing and sales? Copywriter and content marketing strategist Christine McShane is going to help us make a summer content plan so we can stay calm and sane all while connecting with and selling to our people.
You don’t have to be an annoying telemarketer. You don’t have to send spammy emails. You do have to market your business. That starts with getting back to basics and getting really clear on who you serve, what they need, and how you help.
You don’t have to do it all. You shouldn’t do it all — that’s a route to burn out. Christine suggests choosing three channels and explains how to choose based on your business model.
We talk about: 
What gets in our way when it comes to marketing and how to shift our mindsetDecision fatigue and how to make good decisions less oftenUnderstanding the seasons of your business and of your client businesses and how to scale back in the summerRepurposing popular contentNoticing what you open and like to read, thinking about what people want when you show up in their inboxWays to actually get it done.
ABOUT CHRISTINE
Christine McShane is a copywriter and content marketing strategist that believes just like great cooking, you’ll get the best results with simple and high quality ingredients.  If you’re a mission driven personal brand, marketing can feel exhausting or confusing. But the best part is that you’ll get the best results if you show up as yourself.  
Christine creates content strategies for service based professionals and even writes the content for them. She also writes their website copy and sales funnel copy to have genuine and effective conversations with dream clients.
LINKS
christinemcshane.comPower of 3 Content Marketing training
DOABLE CHANGES
At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Action is how change happens.
Often we feel like our actions have to be huge to match the bigness of our desires, but we have seen over and over and over again that the little things add up. By stacking up a series of Doable Changes, you will create that big change that you crave. Choose the one that really resonates with you this week and really make it part of your life. 
Here are Three Doable Changes from this conversation:
GET BACK TO BASICS. Ask yourself and get really clear on: What am I trying to accomplish in my business? Who am I trying to serve? Why am I different? How do I get in front of those people that I want to serve and show them how I'm different and show them how I can make their lives better, whether it's solving a pain point in their lives or bringing them some joy or helping them achieve a dream or a combination of the three.CHOOSE YOUR CHANNELS. Where will you show up? Choose three channels: email, podcast, Facebook, Instagram, YouTube, TikTok, Pinterest, FB group or other networking space … You don’t have to be everywhere. Choose places you like to be. Choose places where your ideal clients or customers spend time.NOTICE WHAT YOU CONSUME. Which emails do you always open? What podcast do you never miss? Whose content do you love? While you will have your own topics, your own voice, and your own rhythm, you can learn from what engages you. It’s also a good reminder to help you get out of the mindset that people will get tired of hearing from you or that marketing is always

As you may have heard, May was my birthday month, and I have a habit of celebrating my birthday month. On this minisode, I talk through what happened, what did not, and what I learned along the way. May was nothing like what I planned, and it far exceeded my expectations!

“I get to be the creatrix, the creator, of my own life and my own experience.”
–Sil Read
Being human is a hero’s journey. Are you ready for yours? I’m so excited for this conversation with my mentor Sil Read in this special birthday episode about stepping into the next part of your life.
What is it about midlife? Life is a constant cycle of death and rebirth, and midlife is more intense because you've got the time element. You realize it isn’t infinite. Other parts of your life may be changing.
For you to rebirth yourself — and you get to be the creatrix of your life — some part of you has to die. You can choose to slow down time and honor the transitions and the change.
We talk about: 
The power of retreatsShowing up with crone wisdom and beginner’s mindHolding oppositesStages of maiden, mother, crone, and being with the wisdom of the crone even if we aren’t there yetTrusting the process and that a new life will welcome you outside of the chrysalisWhat we can discover from symbols and archetypes
ABOUT SIL
Sil Read is a mother, author, teacher, and a coach for women. She is proud to call herself an elder. Sil brings 40-years of experience working with women to her coaching and teaching: experience as a nurse practitioner, psychotherapist, and workshop leader. 
Sil graduated from Brown University where she majored in Women's Studies. She studied with the renowned Jungian author and analyst Marion Woodman for two decades and graduated from Woodman's BodySoul Rhythms training in dreamwork, archetypal psychology, and the art and science of listening to the wisdom of the body. Sil loves guiding women in reclaiming rejected parts of themselves, so that they can experience their wholeness and, therefore, a more conscious and authentically lived life.
LINKS
Sil’s Site: https://www.silread.com/
On the PlanSimple Podcast: 
From the Inside Out with Sil ReynoldsMothering with Sil Reynolds The Heroine’s Journey with Kristin Hanggi
DOABLE CHANGES
At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Action is where change happens. 
But here's the thing: when we have a goal, a wish, a desire bubbling up in us, it can feel really huge. Sometimes we stop ourselves in our tracks based on how huge our desire feels. Change needs action, but it doesn't need huge action. When we focus on the next step, the next Doable Change that we can integrate into our lives, we don’t get stuck and we create momentum. 
Choose one Doable Change that resonates with you today and really play with it. Fit it into your life, your days, make it work for you — then move on to your next Doable Change. 
Here are Three Doable Changes from this conversation: 
HOLD OPPOSITES. You can hold an inner or outer conflict quietly instead of trying to resolve it quickly. Start by asking yourself: What opposites am I holding today? Holding that conflict can help birth the new. Start with identifying your opposites...

“Part of my mission is to teach women business owners that it's so empowering to be able to look at and know your numbers.” –Sara Fins
Not a numbers person? Uncomfortable with money? Let’s make it easier and something you actually do. I'm really excited to talk with Sara Fins, a financial coach and retired CPA. She has experience as an accountant in corporate and gets the needs of entrepreneurs from a decade of running her own health coaching practice. 
So many of us are triggered by financial things because of money stories we picked up when we were younger. Sara explains how to use triggers to help us actually take action around our financial lives.
We talk about how to really keep it simple while getting more comfortable with money. If you’d like less of a panic and scramble at tax time, if you’d like more confidence about your financial situation, and to actually start attracting more money, this conversation is for you.
We talk about: 
Having a financial accountability buddyStarting by paying attention and actually looking at what’s coming in and out of your businessWhy having separate accounts for business saves you time and headacheCreating a good-better-best money plan Making a habit of paying yourself — even in the beginningCreating your own financial checklist — where to check when you track revenue or expenses
ABOUT SARA
Sara Fins is an expert Financial and Certified Health Coach and retired CPA who spent over a decade as an accountant in the corporate world and a decade running her own health coaching practice. Now she blends her accounting background and entrepreneurial experience to help other solopreneurs manage and master their business finances with ease.
Through her private coaching programs, workshops, and her signature course, “Easy Business Bookkeeping,” Sara helps small business owners feel confident managing their business finances so they can save time, stress less and keep more of the money that they earn.
When Sara isn’t working with clients, you’ll find her hanging out with friends and family or curling up with a good book in her Long Island, New York home. She loves to travel and see the world and her favorite place to relax and recharge is at the beach.
LINKS
www.sarafins.comhttps://www.facebook.com/easybusinessbookkeepinghttps://www.linkedin.com/in/sarafins/
DOABLE CHANGES
At the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Change comes from action. 
Doable changes are things that you can add into your life, one at a time to make micro shifts and really create a ripple effect that will create a big change over time. Choose one that really piques your interest and roll with it. 
Here are three Doable Changes from this conversation:
PLAN A MONEY DATE. Pick a regular time to look at your accounts. See how much money is coming in, when, and now. Notice where money is flowing out and how much. Any tracking you do will flow out of starting to pay attention. Paying attention will help you make better decisions and scramble less at tax time.SEPARATE ACCOUNTS. In addition to being a good business practice for tax purposes, you make your own life easier when you keep your business accounts separate. You know that expenses from your business bank account or on your business credit card are for business. If you don’t have separate