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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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Wealth by Design

Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

1
Followers
0
Plays
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About Us

*Formally known at Worth It Podcast*Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique challenges and opportunities presented by self-employment and entrepreneurship. Each episode is designed to show you how to feel secure, wealthy, and in control of your money + biz. Ready to get started? Tune in. You can also take the first step in designing a life on your terms with our FREE guide, Wealth by Design: Your Blueprint to Real Wealth + Security: toujoursplanning.com/blueprint. Dustin R. Granger, CEO & CFP ®️Danielle Granger Nava, VP & CFP ®️ For a list of states in which the LPL Financial Registered Representatives associated with this site are registered to do business, please visit www.toujoursplanning.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.finra.org | www.sipc.org). Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.

Latest Episodes

99: Adjusting Your Focus with Taylor Jacobson

Anyone who works remotely full-time or runs their biz from their home office knows: it’s not all sunshine and rainbows. Much of the time, you’re fighting distractions that are pulling you away from your work. Thankfully, Focusmate can help you… well, focus. We talked about productivity and human habit with Focusmate’s creator, Taylor Jacobson, on this week’s episode of Wealth by Design.

33 MIN3 d ago
Comments
99: Adjusting Your Focus with Taylor Jacobson

98: Leaving Behind the “Punch Clock” Mindset

The concept of a punch clock — punching in to start a shift and punching out when it ends — is ingrained in many of us, even as business owners who write our own checks and make our own schedules. But it doesn’t have to stay that way! On this episode of Wealth By Design, we talk about how you can start changing your mindset and your life right now.

22 MIN1 w ago
Comments
98: Leaving Behind the “Punch Clock” Mindset

97: What You Need to Know So You Can Prepare for 2020

With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. We’re sharing a few things you should be aware of in 2020 in this episode. Our hope is that, by sharing what the New Year might bring, you can build some buffer into your plans and create a really strong strategy that helps you weather anything that comes your way.

27 MIN2019 DEC 10
Comments
97: What You Need to Know So You Can Prepare for 2020

96: Charitable Giving & Making an Impact All Year-Round

The Giving Season is upon us. Between Giving Tuesday, the Salvation Army Santas standing outside your favorite shops, you’ve probably got giving on the brain. On this episode of Worth It, we’ll be talking about donations — including how you can make more impact with something called a “charitable giving policy.”

22 MIN2019 DEC 3
Comments
96: Charitable Giving & Making an Impact All Year-Round

95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

For biz owners and entrepreneurs, you know it’s about more than just building a business for the money. You want to live the life you want, and use the skills and superpowers that are unique to you. And you want to make a difference, right? Our guest, Alisha Robertson - the creator of “Living Over Existing,” a podcast, a membership community, and a book - understands that, and is reshaping what entrepreneurship looks like.

33 MIN2019 NOV 26
Comments
95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

94: Do You Really Need Insurance?

On this episode, we’re talking about insurance because it. is. critical. We think that insurance is the most overlooked, undervalued, and denied aspect of your financial health. And yeah, it’s crazy boring. But you know what? It could save your

19 MIN2019 NOV 19
Comments
94: Do You Really Need Insurance?

93: Is Your Business Recession-Proof?

There are so many business owners and entrepreneurs who are #killingit out there today. But the majority of them started business after the 2008 financial crisis. As a result, they have no idea what it’s like to own a business during a recession. Today’s episode is dedicated to asking the question: Is your business recession-proof?

27 MIN2019 NOV 12
Comments
93: Is Your Business Recession-Proof?

92: Can You Have Security with Variable Income?

If you don’t work a “traditional” job, one with an office and a salary, you’ve likely dealt with the challenges of variable income. And while that’s part of the thrill of the hustle, it can also be the downside of self-employment. We all want some stability in our lives. In this episode of Worth It, we share our stories and personal experiences with variable income, how we worked through it, and ways YOU can find more security and consistency with your business.

20 MIN2019 NOV 5
Comments
92: Can You Have Security with Variable Income?

91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA

Amy Northard, CPA, has a passion for helping small business owners manage their finances and accounting so they can focus on growing their business. She also loves teaching accounting basics to online entrepreneurs who are just starting out. On this episode of Worth It, we talk all about her CPA firm, what a CPA does, and when a creative biz owner (like yourself) might need to bring a CPA onboard.

34 MIN2019 OCT 29
Comments
91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA

90: Which is Most Important in Your Biz: Revenue or Profit?

How often do you hear an entrepreneur or business owner say “I made 7 figures last year”, and you assumed that meant they took home 7 figures? We’re here to break it to you real nice: 7 figures in revenue is not the same thing as 7 figures in profit. You want to aim for the stars when it comes to both your revenue and your profit, but it’s also important to know the difference so you can properly plan and leverage your business’s money for long-term growth and stability.

16 MIN2019 OCT 22
Comments
90: Which is Most Important in Your Biz: Revenue or Profit?

Latest Episodes

99: Adjusting Your Focus with Taylor Jacobson

Anyone who works remotely full-time or runs their biz from their home office knows: it’s not all sunshine and rainbows. Much of the time, you’re fighting distractions that are pulling you away from your work. Thankfully, Focusmate can help you… well, focus. We talked about productivity and human habit with Focusmate’s creator, Taylor Jacobson, on this week’s episode of Wealth by Design.

33 MIN3 d ago
Comments
99: Adjusting Your Focus with Taylor Jacobson

98: Leaving Behind the “Punch Clock” Mindset

The concept of a punch clock — punching in to start a shift and punching out when it ends — is ingrained in many of us, even as business owners who write our own checks and make our own schedules. But it doesn’t have to stay that way! On this episode of Wealth By Design, we talk about how you can start changing your mindset and your life right now.

22 MIN1 w ago
Comments
98: Leaving Behind the “Punch Clock” Mindset

97: What You Need to Know So You Can Prepare for 2020

With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. We’re sharing a few things you should be aware of in 2020 in this episode. Our hope is that, by sharing what the New Year might bring, you can build some buffer into your plans and create a really strong strategy that helps you weather anything that comes your way.

27 MIN2019 DEC 10
Comments
97: What You Need to Know So You Can Prepare for 2020

96: Charitable Giving & Making an Impact All Year-Round

The Giving Season is upon us. Between Giving Tuesday, the Salvation Army Santas standing outside your favorite shops, you’ve probably got giving on the brain. On this episode of Worth It, we’ll be talking about donations — including how you can make more impact with something called a “charitable giving policy.”

22 MIN2019 DEC 3
Comments
96: Charitable Giving & Making an Impact All Year-Round

95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

For biz owners and entrepreneurs, you know it’s about more than just building a business for the money. You want to live the life you want, and use the skills and superpowers that are unique to you. And you want to make a difference, right? Our guest, Alisha Robertson - the creator of “Living Over Existing,” a podcast, a membership community, and a book - understands that, and is reshaping what entrepreneurship looks like.

33 MIN2019 NOV 26
Comments
95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

94: Do You Really Need Insurance?

On this episode, we’re talking about insurance because it. is. critical. We think that insurance is the most overlooked, undervalued, and denied aspect of your financial health. And yeah, it’s crazy boring. But you know what? It could save your

19 MIN2019 NOV 19
Comments
94: Do You Really Need Insurance?

93: Is Your Business Recession-Proof?

There are so many business owners and entrepreneurs who are #killingit out there today. But the majority of them started business after the 2008 financial crisis. As a result, they have no idea what it’s like to own a business during a recession. Today’s episode is dedicated to asking the question: Is your business recession-proof?

27 MIN2019 NOV 12
Comments
93: Is Your Business Recession-Proof?

92: Can You Have Security with Variable Income?

If you don’t work a “traditional” job, one with an office and a salary, you’ve likely dealt with the challenges of variable income. And while that’s part of the thrill of the hustle, it can also be the downside of self-employment. We all want some stability in our lives. In this episode of Worth It, we share our stories and personal experiences with variable income, how we worked through it, and ways YOU can find more security and consistency with your business.

20 MIN2019 NOV 5
Comments
92: Can You Have Security with Variable Income?

91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA

Amy Northard, CPA, has a passion for helping small business owners manage their finances and accounting so they can focus on growing their business. She also loves teaching accounting basics to online entrepreneurs who are just starting out. On this episode of Worth It, we talk all about her CPA firm, what a CPA does, and when a creative biz owner (like yourself) might need to bring a CPA onboard.

34 MIN2019 OCT 29
Comments
91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA

90: Which is Most Important in Your Biz: Revenue or Profit?

How often do you hear an entrepreneur or business owner say “I made 7 figures last year”, and you assumed that meant they took home 7 figures? We’re here to break it to you real nice: 7 figures in revenue is not the same thing as 7 figures in profit. You want to aim for the stars when it comes to both your revenue and your profit, but it’s also important to know the difference so you can properly plan and leverage your business’s money for long-term growth and stability.

16 MIN2019 OCT 22
Comments
90: Which is Most Important in Your Biz: Revenue or Profit?
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