Ever wonder what separates thriving CEOs from those who struggle?

The secret isn't just business savvy—it's mindset. This compelling conversation with Megan Schwan, founder of Sidekick Accounting Services, explores how CEO-level thinking can radically improve both your business and your personal finances.

As a single mom and successful entrepreneur with over 11 years of experience, Megan shares her journey from surviving to thriving. She explains how transitioning from reactive, task-based management to intentional, strategic leadership transformed her business and life. This mindset shift is equally powerful when applied to personal finances.

Megan also emphasizes the power of embracing your financial data. Avoiding your numbers may feel safer, but regularly reviewing them is the key to clarity and confidence. Her use of the Profit First methodology ensures you pay yourself first and run a business—or a household—that works for you.

We explore why outsourcing isn’t a sign of failure, but a strategic tool for growth. Whether it's hiring in your business or getting help at home, letting go of the guilt around asking for support can unlock a new level of financial and emotional well-being.

Whether you're a business owner, managing household finances, or juggling both, this episode delivers real, relatable insights to help you become the CEO of your money. Tune in for actionable tips, powerful mindset shifts, and a reminder that financial leadership starts with you.

Key Takeaways:

• Shifting from doing the work to strategic thinking changes everything
• Setting boundaries protects your energy and your priorities
• Financial data is a tool for empowerment, not something to avoid
• Profit First helps ensure you prioritize your own pay
• Delegation and outsourcing free up space for growth
• Grace and small wins help maintain long-term financial momentum
• Vulnerability and support-seeking are strengths in any financial journey

If you found value in this episode, please share it with a friend or leave us a review.

Connect With Megan:

https://www.linkedin.com/in/meganmschwan/

https://www.instagram.com/mompreneurof4/

https://www.facebook.com/sidekickaccounting

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...