421 | End-of-Year Financial Planning for Product Business Owners with Mary Beth Storjohann, Allora Wealth
On today's episode, we are digging into the financial side of running a creative product business and I've invited someone that I deeply trust with both my personal and business finances. It's Mary Beth Storjahan from Allora Wealth. Mary Beth and I have worked together since 2016 and she has guided my husband and I through everything from financial planning for the family to long-term business strategy. She's one of the few financial planners and advisors who really understands how intertwined your life and your business become when you are a small business owner. Her approach to "whole life wealth," is exactly what so many founders need. It's a practical framework for building stability today while also setting yourself up for future security. In this conversation, we're going to get into real, actionable steps that you should be taking before the end of the year. These are things that can save you money come tax time and also support your long-term financial health. We will talk about blind spots that she sees most often with creative entrepreneurs and why getting clear on your enough number can change how you plan and make decisions. Now, if you want to finish the year on solid financial footing and also set yourself up for success in the future, this episode is going to be incredibly useful for you. Before we get into today's conversation, if you are serious about growing your product-based business, you need to be inside of Proof to Product LABS. LABS is where creative product brands go for coaching and strategies, community and accountability that actually move the needle. We're talking stronger sales, better systems, smarter marketing, and a clearer plan for profit. If you are ready to stop guessing and start really growing with proven guidance, then come join us in LABS. REQUEST YOUR INVITATION You can view full show notes and more at http://prooftoproduct.com/421 Quick Links: Free Wholesale Audio Series Free Resources Library Free Email Marketing for Product Makers PTP LABS Paper Camp
--------
34:20
--------
34:20
5 Days of Deals | LABS Annual Membership
Day 5 Deal: Labs Annual Membership with recurring discount! $799 per year for as long as you're a member! http://prooftoproduct.com/bfdeals ____________ Our biggest sale of the year is happening this week! 5 days. 5 Deals. Each day brings an exclusive offer available for just 24 hours. Mon, Nov 24: Retailer Roundtable interview series for just $17! Tues, Nov 25: Paper Camp early access & extended payment plan! Wed, Nov 26: Production Planner & Profitability Calculator Bundle Thurs, Nov 27: Live Workshop: 3 Day Sales Campaign Fri, Nov 28: LABS Annual Membership with recurring discount! ALL WEEK: First 5 people to apply for the Advisory Board mastermind receive $6,000 off and a free 1-1 strategy session. Apply here: http://prooftoproduct.com/ab-application Once the deal is gone, it's gone. Make sure to grab them before time runs out! http://prooftoproduct.com/bfdeals
--------
9:14
--------
9:14
5 Days of Deals | Live Workshop: 3 Day Sales Campaign
Day 4 Deal: Live Workshop: 3 Day Sales Campaign http://prooftoproduct.com/bfdeals ____________ Our biggest sale of the year is happening this week! 5 days. 5 Deals. Each day brings an exclusive offer available for just 24 hours. Mon, Nov 24: Retailer Roundtable interview series for just $17! Tues, Nov 25: Paper Camp early access & extended payment plan! Wed, Nov 26: Production Planner & Profitability Calculator Bundle Thurs, Nov 27: Live Workshop: 3 Day Sales Campaign Fri, Nov 28: LABS Annual Membership with recurring discount! ALL WEEK: First 5 people to apply for the Advisory Board mastermind receive $6,000 off and a free 1-1 strategy session. Apply here: http://prooftoproduct.com/ab-application Once the deal is gone, it's gone. Make sure to grab them before time runs out! http://prooftoproduct.com/bfdeals
--------
4:49
--------
4:49
5 Days of Deals | Production Planner & Profitability Calculator
Day 3 Deal: Production Planner & Profitability Calculator Bundle Both tools for only $79 (normally $149) http://prooftoproduct.com/bfdeals ____________ Our biggest sale of the year is happening this week! 5 days. 5 Deals. Each day brings an exclusive offer available for just 24 hours. Mon, Nov 24: Retailer Roundtable interview series for just $17! Tues, Nov 25: Paper Camp early access & extended payment plan! Wed, Nov 26: Production Planner & Profitability Calculator Bundle Thurs, Nov 27: Live Workshop: 3 Day Sales Campaign Fri, Nov 28: LABS Annual Membership with recurring discount! ALL WEEK: First 5 people to apply for the Advisory Board mastermind receive $6,000 off and a free 1-1 strategy session. Apply here: http://prooftoproduct.com/ab-application Once the deal is gone, it's gone. Make sure to grab them before time runs out! http://prooftoproduct.com/bfdeals
--------
7:48
--------
7:48
5 Days of Deals | Paper Camp
Day 2 Deal: Pre-Register for Paper Camp Early Access to Module 1 Guaranteed Spot in Paper Camp (March 2026) Extended Payment Plan Option http://prooftoproduct.com/bfdeals ____________ Our biggest sale of the year is happening this week! 5 days. 5 Deals. Each day brings an exclusive offer available for just 24 hours. Mon, Nov 24: Retailer Roundtable interview series for just $17! Tues, Nov 25: Paper Camp early access & extended payment plan! Wed, Nov 26: Production Planner & Profitability Calculator Bundle Thurs, Nov 27: Live Workshop: 3 Day Sales Campaign Fri, Nov 28: LABS Annual Membership with recurring discount! ALL WEEK: First 5 people to apply for the Advisory Board mastermind receive $6,000 off and a free 1-1 strategy session. Apply here: http://prooftoproduct.com/ab-application Once the deal is gone, it's gone. Make sure to grab them before time runs out! http://prooftoproduct.com/bfdeals
Ranked in the top 1% of ALL podcasts, the Proof to Product podcast is your trusted resource for sustainable business growth - especially if you make and sell physical products!
Join Katie Hunt, each week as she shares strategies & solutions to enhance your sales & marketing so that you're building a business that supports your best life.
If you've ever asked yourself can I make money selling physical products? Am I ready to sell my products wholesale to stores like Target, Anthropologie, Nordstrom or Barnes & Noble? When should I consider hiring a sales team or sales reps? Can I really turn my passion into profits? Whether you're a just starting out on your business journey or you've been at it a while growing an empire, this show is for you.
Proof to Product is like on-demand business school for product sellers spanning a wide range of industries. Whether you're in home decor, apparel, beauty, food & beverage, hand-made items, jewelry, consumer gifts or the stationery world, you'll gather new ideas each week to help you grow your profit, build your team and lead with integrity.
Host Katie Hunt and her guests bring you actionable ways to expand your product line, manufacturing overseas, optimize your e-commrce websites on Shopify, Faire, Etsy, Abound, Tundra, Squarespace or in brick & mortar locations. How to start or scale wholesale sales including pitching stores, wholesale outreach, trade show exhibition, working with sales reps, managing inventory, warehousing product, sales systems, wholesale follow-up strategies and working with key accounts. Marketing strategies for small businesses including content creation, leveraging tik tok and instagram tactics without feeling burned out, why you can't rely solely on social media for sales and why email marketing systems on platforms like Klaviyo, Flodesk and Active Campaign are so powerful. Listen in as Katie and our guest experts help you strategize and tackle your biggest business goals.
Host Katie Hunt brings a unique perspective to entrepreneurship. Since 2011, she's helped thousands of product brands get their products on the shelves of their favorite retail stores through her Paper Camp program (www.prooftoproduct.com/papercamp). Prior to that she worked in the corporate world for over a decade leading business development and marketing teams. She has two MBAs - one in finance and one in marketing. And, she owned & operated her own product based business for over 8 years, selling her products to stores throughout the world from her garage. Katie knows the struggles you face as a product based business and she's here to pull back the curtain and share her best kept secrets so that you don't have to learn things the hard way.
Find our free trainings & resources for product based business owners at www.prooftoproduct.com/resources
New Zealand