Bonus: To Spend or Not To Spend? How To Evaluate Your Expenses + The Questions Every Business Owner Should Ask Before A Big Financial Decision episode artwork

EPISODE · Jun 3, 2026 · 40 MIN

Bonus: To Spend or Not To Spend? How To Evaluate Your Expenses + The Questions Every Business Owner Should Ask Before A Big Financial Decision

from Cubicle to CEO · host Ellen Yin

Is your next business expense an investment or a mistake? The answer is always nuanced, but the right questions can help you make wiser spending decisions that actually align with your ROI expectations and overarching business goals.  With nearly 20 years of experience across multiple sectors of the financial industry (banking, lending, and now financial planning and investment/wealth management), founder of independent adviser Divergent Financial Advisory Services, Alicia Martinez knows exactly how to navigate those tough spending decisions that move your business forward while protecting your budget. Back as a returning guest on our show, she goes meta in today’s episode by walking us through her own decision tree and how she evaluated a recent marketing expense of her own (our offer, Instant Influence).  What questions did she ask in the consideration process? How is she defining and tracking success? How can business owners effectively evaluate a financial commitment when the outcome isn't guaranteed? This is the episode to tune into before you make your next big purchase for your business.  Connect with Alicia: ⁠https://difiadvisory.com ⁠https://www.instagram.com/difiadvisory ⁠https://www.facebook.com/DiFiAdvisory/ https://www.linkedin.com/company/difiadvisory/ Check out Alicia's freebie & 27 other free resources available for download in our Freebie Fest: https://cubicletoceo.co/freebiefest Our last episode with Alicia: Apple Podcasts: https://podcasts.apple.com/us/podcast/cubicle-to-ceo/id1470966370?i=1000712399762 Spotify: https://open.spotify.com/episode/44nj7IVLPBcz3eTIXdqGPZ?si=wAu98ZqyRtWywBXSzkF7ag Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months:  ⁠cubicletoceo.co/podcast⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ so we can repost you. ⁠⁠⁠Subscribe to ⁠our premium feed⁠ for case-study style interviews every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bonus: To Spend or Not To Spend? How To Evaluate Your Expenses + The Questions Every Business Owner Should Ask Before A Big Financial Decision

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