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The Leader’s Personal Finance Checklist: Lead Better With Your House in Order

The Leader’s Personal Finance Checklist: Lead Better With Your House in Order

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Strong leadership does not start in the boardroom. It starts at home, with the personal systems that create clarity, confidence, and calm.

Are you taking care of yourself first?

In this episode of the Growth Department podcast, Chelsey Reynolds sits down with financial advisor Jessica Scola, CFP®, to talk about the five personal finance systems every leader needs in place. This conversation is practical, human, and refreshingly shame free.

Jessica brings her experience as a former Big Four CPA and her lived experience through major life transitions to help leaders simplify their financial lives so they can show up stronger for their teams, families, and futures.

Rather than focusing only on wealth or retirement, this episode walks through the foundational systems that reduce stress, free up mental bandwidth, and support better decision making at work and at home.

What you’ll learn in this episode

  • The five essential financial systems that support clear, confident leadership
  • Why estate planning and insurance matter at every income level
  • How an emergency fund changes the way leaders make decisions
  • What an annual financial review should actually include
  • How removing shame from money conversations creates momentum and calm

This episode is a must listen for anyone who wants their personal finances to support the life and leadership they are building and maybe has been kicking that can down the road long enough.


Where you can find Jessica:

www.linkedin.com/in/jessicaaikenscola
instagram & facebook: @jessicascola
jessica@jessicascola.com

jessicascola.com

If you found enjoyed this episode, please consider sharing with a friend and leaving a review so others can find us!
Each week, we interview founders, business leaders, and experts in their field about how to grow a business and the personal growth that comes with the journey. #LetsGrow !


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