The Only 5 Meetings You Need to Run A Business episode artwork

EPISODE · Jun 17, 2026 · 1H 11M

The Only 5 Meetings You Need to Run A Business

from Be Wealthy

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.📥 FREE TOOLS & DOWNLOADSGet the flash report, the 1-3-5 outline, and more at bewealthypodcast.com/#resources━━━━━━━━━━━━━━━━━━━━━━━The Only 5 Meetings You Need to Run A Business (Part 1) | Brett Tanner & Katelyn MitchellBrett runs every one of his 34 companies on the same five meetings, and in this one he walks through where they came from and why they work. Katelyn pushes him on why he still tracks 15 numbers in a plain spreadsheet instead of a dashboard full of red and green dials. The line that sticks: most people in business are losing so slow they think they're winning. If you've never built a flash report or sat down for a real annual plan, this is where you start.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro0:35 Welcome Back2:14 Where This Came From3:20 The Five Meetings4:18 Why Agendas Matter20:17 Inside The Bottle33:08 You're An Asset46:12 Your P&L Is A Tool49:41 The Numbers Most Skip53:16 Tracking The Ratios57:00 The Flash Report1:05:47 Annual Planning1:06:20 The 1-3-5 Tool1:09:13 Losing So Slow━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The 1-3-5 goal-setting tool, credited to Gary Keller- Free flash report and 1-3-5 outline downloads: bewealthypodcast.com/#resources━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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