Clean Slate Check: Money, Offers, Strategy

Ready to start 2026 with a true clean slate? We’re laying out a no-nonsense year-end audit that helps you cut financial leaks, prep for tax season, and focus on the offers and content that actually drive revenue. No fluff, just a clear path to momentum you can feel on your bottom line.

We begin with a fast but thorough financial cleanup: map revenue by offer, spotlight your highest-margin product, and find the expenses that quietly drain cash. From subscriptions on auto-renew to ad spend that never converts, we show you how to decide what to keep, cut, or renegotiate. Then we stack in smart tax prep—gather receipts, confirm mileage, get your contractor details ready for 1099s—so you don’t lose money to avoidable mistakes. Think of this as tightening the bolts before the road trip.

Next, we evaluate offer fit and delivery: what sold with ease and what demanded constant pushing. If an offer felt aligned and moved quickly, it likely has a clear promise and buyer. If it felt exhausting, it needs a sharper problem statement, stronger proof, or a sunset. We pair this with a content and platform review focused on conversion. Which channels drove real leads—email, podcast, YouTube, or a specific social platform? Likes and comments are not a strategy. We prioritize assets that create replies, bookings, and sales, then prune the rest.

Finally, we zoom out to your marketing systems. How does someone join your list, and where do they stall? Which funnels turned subscribers into customers, and which ones need to be simplified or retired? By aligning your most profitable offer with the channels that convert, you create a simple, repeatable engine for growth. Take notes, make the cuts, and line up the wins now so January starts fast.

If this helped sharpen your plan, follow the show, share it with a friend who’s gearing up for 2026, and leave a quick review with your biggest takeaway. Your feedback steers what we build next.

Chapters

• 0:01 Welcome Back And Year Reset
• 0:26 Financial Cleanup And Profit Leaks
• 1:48 Offers That Sell Versus Force
• 2:19 Content That Converts, Not Just Likes
• 2:47 Marketing Systems And What’s Next

Transcript

SPEAKER_00: 0:01

I hope you all had a wonderful holiday season with your families. Last week we took the week off from Unhinged, but we are back and ready to go. We are rolling into your 2026, and before we can actually do that, there's a couple things that we need to make sure that we do. Before we step in to 2026 feeling like we've got a clean slate. So in this week, what I want you to focus on is making sure that you tie up your loose ends. So this can start with a financial cleanup. I want you to take a look at your revenue screens, what actually made money, expenses, what wasn't worth it. And I want you to identify your most profitable offer and your biggest financial leak. And then the last piece of your financial piece of this is going to be to prep for tax season. We recently had an episode on your taxes and how to make sure that you are not losing money on the normal podcast episodes. I want you to make sure that you go back and check that out. But there are certain things that you need to be making sure that you're ready and prepped, and that is to make sure that you have any sort of receipts that it could potentially be missing or that you're going to need to follow up on, as well as looking at potentially mileage. If you've been driving for certain things, your contractors have are you ready to send out your 1099s and any potential subscriptions that could be renewing or that you may want to cancel because you haven't been using. So if you were advising your own company, what would you change financially next year? That's what I want you to actually take a look at. And I want you to dive into this. The other piece of before walking into 2026, and I want you to take a look at is your offers, your content, and your overall strategy. This is something that you most likely have started to do already when you were creating your 90-day plan. But I really want you to look at your offers, figure out what sold easily versus what required constant pushing and what felt aligned versus exhausting. And then for the content, I want you to look at platforms that actually drove leads or sales. So was it social media, was it your email? Was it your podcast? Was it your YouTube? And then I also want you to take a look at the contact types that converted versus just got likes, which again goes back to what we've been talking about for years on end. That it needs to be about taking action, not getting simple engagements of likes and potential just comments on social where it doesn't actually go anywhere and result in anything for your bottom line for your business. And then the other piece that I want you to look at are your marketing systems. What do you need to do to continue to grow your list? And take a look at the funnels that worked and did not work. Now, these are the two places that I want you to make sure that you are really doing a self-examination of your business on your finances and your offers and your content. Because tomorrow we're going to talk a little bit more about your systems and the structure that needs to go into it, as well as the relationships that you should or should not have within your business. I appreciate you as always for listening in and I hope to have you back here tomorrow.