The Money Doctor® Money Talk Podcast

Mildred Dillon CPA
  • 5.0 (2)
  • Investing
  • Updated Bimonthly

Modern Entrepreneurs are ON-THE-GO! So we need financial strategies that fit that movement and MONEY THAT MOVES when we move. What you’ll find here are practical tips you can use to "fix" what’s not working with your finances so you can take action and get some quick wins. As of 2026 and in celebration of this brand making 20 years old, I began a second show for us to tell our stories of how we got here. You'll hear me reference it, but check out "Faith & Finance" with Mildred Dillon CPA https://open.spotify.com/show/7cOey6jBVGsZARhEdJRlsz?si=8c8882773f394a87 Ready? Let's go! 😎

  1. Sep 5

    Ep. 65: Sep 15 Tax Filings & The Real Cost of Becoming an S Corp Too Soon

    Most new business owners have no idea their own money could be being taxed as income — and it's costing them thousands.  In this episode, Mildred Dillon, CPA breaks down: -Corporate and Partnership filing deadlines - Why the "just become an S corp" advice is often premature - A real (former) client story about a $1,200+ penalty that could've been avoided. 🎧 Chapters: 0:00 – Your Own Money Isn't Income 1:07 – Extensions & Why CPAs Ghost New Businesses 6:19 – Two People, One Business: Partnership Basics 9:08 – The S Corp Trap: Start Small First 11:47 – Real Client Story: The S Corp Penalty Find Mildred at @MDillonCPA on social, mdilloncpa.com to get help or a quote, Check out the 📚 The ABC Accounting System Setup Course at: abc.yourmoneydr.com and @YourMoneyDr on social for year round hands-on financial help before tax time.

  2. Jul 31

    Ep. 64: Stop Guessing With Your Money: The 3-Step Money Organization System Every Entrepreneur Needs

    If you're an entrepreneur worried about marketing, taxes, or the next AI tool — stop. Mildred Dillon, CPA and founder of The Money Doctor® shares the one thing that helped her Dreamers cohort more than anything else: organization. Learn the simple 3-step weekend system to get your finances under control before August hits, plus what's coming next with Dreamers and Work With Me Wednesdays. Timestamps: 0:00 – The Money Problem Every Entrepreneur Ignores 1:10 – Your 3-Step Money Organization System 2:34 – Join Dreamers & What's Next Ready to get organized? Join the next Dreamers cohort, doors open August 1st: dreamers.yourmoneydr.com Follow along: YourMoneyDr on social and YouTube

  3. Jul 10

    Ep. 63: The Pivot or the Plan: What Every Stuck Entrepreneur Needs to Hear with Andre Barracks

    This past Father's Day on the Faith & Finance podcast, we celebrated the dads who are not just holding it down at home — they're building something on the side, step by step, with faith. Brooklyn native, Andre Barracks, founder of Barracks Branding Services, who helped us launch The Dreamers Cohort, shared his journey moving his family from South Jersey to Princeton, NC — to brand strategist helping entrepreneurs package what God already placed inside them. Andre is a husband, father of SEVEN, and a man who's been saying since high school: "I don't want to do a 9-to-5 for 40 years." This episode is his roadmap — and it's for anyone sitting on a dream, a job, or both. What We Covered: - How Andre and his family relocated from South Jersey to North Carolina and what it really looks like to balance a work-from-home government job, seven kids, and a growing business. - The origin story of Barracks Branding Services — from artist management to master's degree to LLC - The Brand Essentials Kit and Pivot Workbook — and who each is for - Why clarity is the key to success and how writing things down is step one Resources: 🔗 Brand Essentials Kit (for those not in business yet): https://courses.barracksbranding.com/bek 🔗 Pivot Lunch & Learn + Workbook (for existing biz owners): https://dreamers.yourmoneydr.com 📞 Free Discovery Call: https://calendly.com/barracksbs 📧 andre@barracksbranding.com 📱 IG: @BarracksBranding | FB: BarracksBS | YouTube: BarracksBranding | TikTok: @DreBarracks 🎙️ Extended version: Faith & Finance Podcast Podcast: https://podcast.mdilloncpa.com Canva Style Guide Example:  https://canva.link/oh9sd5w42171y66

  4. Jun 11

    Ep. 62 - Beyond the Balance Sheet: How The Entrepreneur Can Turn Ideas into Assets

    In this episode, Mildred Dillon, CPA breaks down what's happening inside Dreamers Cohort this month — and why the systems she's teaching literally changed her business. From Afterpay-eligible enrollment to publishing your expertise as an income-generating asset, this one is packed. In this episode: 0:00 – The Dreamers Cohort is now Afterpay eligible 0:45 – The 4 areas entrepreneurs struggle with most (per Entrepreneur Week study): cash flow, sales, marketing & time management 2:09 – Time-blocking your way to success: how Mildred structures her calendar across 4 categories 4:19 – Why marketing must be on your calendar (or your side hustle won't grow) 6:24 – FREE Lunch & Learn: "Publish Your Expertise" with guest speaker Candace — Friday, June 12 at 12 PM CT 9:29 – How to turn your knowledge into a real asset (books, courses, manuscripts & more) 9:29 – Dreamers Cohort: still accepting enrollments on Afterpay 9:30 – Tax services available through June — get it behind you before summer Links & Resources: Dreamers Cohort (Afterpay eligible): dreamers.yourmoneydr.com Tax services: mdilloncpa.com Social: @yourmoneydr

  5. May 28

    Ep. 61: Hey Entrepreneur: Your Business IS the Investment (Let's Make It Count!)

    Are you an entrepreneur wondering whether you should be investing in the stock market? CPA and founder of The Money Doctor® Mildred Dillon, breaks down why your business is already your best investment — and why Wall Street may not be the move for you right now. In this episode, Mildred shares why she got (and walked away from) her securities licenses, what indexed investing actually means, the truth about active vs. passive investing and how it affects your taxes, and how entrepreneurs can grow their money with guarantees instead of gambling it on market volatility. 💡 Whether you're a full-time entrepreneur or a side hustler, this one's for you. ⏱️ Chapters:   0:00 – Intro: The Investment Question   1:07 – Tax Season Antsy-ness & The Poverty Loop   3:19 – The Entrepreneur Advantage: Controlling Your Income   5:07 – My Journey to (and Away From) the Securities Licenses   7:49 – Pay to Play: Indexed Growth Explained   9:52 – Active vs. Passive & The Tax Write-Off Reality 10:09 – Your Business IS an Investment 10:53 – Self-Directed Investing  11:35 -     Review Your Tax Return With Us - May 30, 2026 - The Dreamers Cohort 13:50 – Closing: Make It a Great Day for Your Money 🔗 Connect & Resources: Follow The Money Doctor® @YourMoneyDr and CPA Mildred: @MDillonCPA Join The Dreamers Cohort: Dreamers.YourMoneyDr.com Find the podcast on Spotify, Apple Podcasts & anywhere you listen #entrepreneurfinance #moneyadvice #CPApodcast #indexedinvesting #moneydoctor #taxplanning #blackentrepreneur #wealthbuilding #financialliteracy #youtubepodcast

  6. May 14

    Ep. 60: Entrepreneur Stress is REAL (and Money Makes It Worse)

    Being “your own boss” sounds cute… until the stress hits, the bills hit, and your brain won’t turn off at 3AM.  In this episode, I’m sitting down with my friend and colleague Yanada Essex, LCSW — founder of Brighter Days Inc. (and newly elected President of the Broad Street Business Association) — to talk about what entrepreneurs are really dealing with behind the scenes.  We get into: why stress + money go hand in hand, how to know when you need therapy or support boundaries, admin days, and time-blocking so you don’t burn out.  She’s giving us simple tools as a preview to her Lunch & Learn with  Dreamers Cohort: May 15 at 12PM CT.  Need support? Brighter Days Inc. 📞 504-941-5339 🌐 www.brighterdaysinc.com 00:00 Serving Through Social Work 07:00 Business Brighter Days 13:14 Yanada Business Journey 17:32 How to Connect with Yanada 22:03 Dreamers Cohort: Giving You Money Stress Tools 31:05 Mental Health Access 🔗 Contact Yanada Essex: 504.941.5339  Website: www.brighterdaysinc.com 📊 May 15th 12PM CT Lunch & Learn with The Dreamers Cohort Join the Dreamers Cohort: https://dreamers.yourmoneydr.com 📱 Follow for more: All platforms: @YourMoneyDr

  7. May 1

    Ep. 59: You Filed the Extension… Now What? (Let’s Fix What Held You Up)

    You filed the extension… now what? Every year, so many people end up in the same position — not because they don’t care, but because they didn’t have a system in place to track deductions and organize their numbers. In this episode, we’re talking about what really holds tax returns up and why extensions are often a sign of a deeper issue: no accounting system. As we move into May, this is your window to fix it. Because once summer hits, it gets pushed off…then fall comes…and before you know it, you’re right back in the same spot next tax season. Inside this episode: The real reason your taxes weren’t ready Why “doing it later” keeps repeating the cycle How to set up a system that actually works Opportunities to get your accounting system set up live Whether you join Dreamers or just need help getting your system in place, this is about getting it done — and getting it behind you. 00:00 You Filed the Extension… Now What? 02:13 Why We Keep Ending Up Here Every Year 02:36 The Real Problem: No System = No Numbers. Let’s Fix That. 03:35 Let’s Set Your Accounting System Up (Live) 05:30  Need Personal Finance Help Too? - The Dreamers Cohort Is For You  08:18 Don’t Let This Drag Into Summer Again Links mentioned: 🔗 Live System Setup (1099 Taxes) https://www.mdilloncpa.com/f/1099-taxes-help 📊 Need Help With Personal & Business Numbers?Join the Dreamers Cohort: https://dreamers.yourmoneydr.com 📱 Follow for more tax + financial clarityInstagram: @MDillonCPA

    Ep. 59: You Filed the Extension… Now What? (Let’s Fix What Held You Up)

  8. Apr 13

    Ep. 58 Avoiding Tax Pressure: When Filing An Extension Can Save Entrepreneurs Money

    The April deadline is here—but filing on time isn’t always the smartest move. In this episode, CPA Mildred Dillon explains why filing an extension (with a payment) can actually protect your money, reduce errors, and give you the clarity you need as a business owner. If you’re missing documents, unsure about your numbers, or planning to use your tax return for financing, this is a must-listen before you rush to file. Key TakeAways Filing an extension is not a failure—it’s a strategy You can (and should) pay your tax bill + estimated taxes even if you extend Rushing increases the risk of errors and amended returns Business owners need accurate numbers—not fast filings Your tax return may serve a bigger purpose (loans, funding, etc.) Get a quote: ⁠https://www.mdilloncpa.com/tax-quote⁠ Dreamers Cohort (Accounting Setup):⁠ https://dreamers.yourmoneydr.com⁠ Instagram (CPA):⁠ https://www.instagram.com/mdilloncpa⁠ 00:00 Show Intro 00:29 April Deadline Coming Up: Make A Payment With That Extension 01:38 The Dreamers Cohort - Done-With-You Accounting Setup   03:08 File An Extension If Docs Are Missing or Incorrect  04:49 File Right the First Time vs Amend The Return 05:42 File An Extension When The Spouse You File With Isn't Ready 07:27 File An Extension If Your Return Could Be Needed For A Loan 09:46 MDillonCPA.com: We're Here To Help

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About

Modern Entrepreneurs are ON-THE-GO! So we need financial strategies that fit that movement and MONEY THAT MOVES when we move. What you’ll find here are practical tips you can use to "fix" what’s not working with your finances so you can take action and get some quick wins. As of 2026 and in celebration of this brand making 20 years old, I began a second show for us to tell our stories of how we got here. You'll hear me reference it, but check out "Faith & Finance" with Mildred Dillon CPA https://open.spotify.com/show/7cOey6jBVGsZARhEdJRlsz?si=8c8882773f394a87 Ready? Let's go! 😎

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