The Money Doctor® Money Talk Podcast

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

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. 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

    16 min

  2. 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

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

    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

    9 min

  4. 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

    12 min

  5. Mar 30

    Ep. 57: Real Talk: Why Your Business Still Isn’t Moving

    This episode wasn’t planned. It was one of those moments where everything that’s been building finally came out — raw, honest, and real. If you’ve ever felt like: you have a business idea but don’t know how to move it forward you’re working, sacrificing, but not seeing results or you’re stuck between “dreaming” and actually building This episode is for you. I walk through the exact structure behind The Dreamers Cohort: Stabilizing your finances Clarifying your vision Building something real Not theory. Not motivation. But what actually works — because I’ve lived it. 👉🏼 Learn more: dreamers.yourmoneydr.com 00:00 Video Episode Intro 00:37 The Dreamers Cohort Overview 01:33 Month One - Your Personal Money 04:03 Fixed Spending Allowance 06:47 Month Two - Your Business Numbers 12:29 Month Three - Build With Tech Tools 15:25 Origin Story And Launch

    20 min

  6. Mar 17

    Ep. 56: Business Owner Taxes – 1st Quarter Deadlines Explained

    In this short 7-minute tax mini, Mildred Dillon, CPA breaks down what business owners should already have handled by mid-March — and why “tax season” is really a year-round responsibility. If you’ve started a business, the deadlines don’t just show up in April. There are federal, state, and local requirements happening all year long. In this episode, we cover: ✔️ Why reconciled bank & credit card accounts are non-negotiable ✔️ The 4th estimated tax payment many business owners forget ✔️ 1099 filing requirements for contractors ✔️ Payroll responsibilities for businesses with employees ✔️ Local taxes (property, franchise, occupational licenses) ✔️ Why worker classification matters more than ever Whether you have employees or contractors, this episode will help you understand what should already be filed — and what to double-check before the year gets away from you. 0:17 Tax Season is All Year For The Business Owner   1:46 Being Tax-Ready Starts With Reconciled Accounts  2:53 Contractor Payments vs Payroll 4:46 We're Here to Help With Reports & The Taxes  5:17 Watch for Incorrect Classification of Workers! 6:14 Get An Accounting System - 50% Off in March 📺 Watch the video version on YouTube: @YourMoneyDr 🔗 Get the Checklist: https://mailchi.mp/16cbb4a97e82/1stqtrtaxeschecklist 🔗 Learn more about getting your books tax-ready at mdilloncpa.com 🔗 Learn more about IRS classification requirements:  https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-contractor Make it a great day for your money and tax filings!

    7 min

  7. Mar 17 ·  Bonus

    Ep. 56B BONUS: Faith & Finances Insights for Your Money Mindset

    In this special bonus episode, I’m sharing a behind-the-scenes look at my new podcast, Faith & Finances with Mildred Dillon, CPA. As this brand celebrates 20 years on April 6, I've been reflecting on the journey and wanted a space to explore the intersection of faith, stewardship, and financial decision-making — a side of me many of you haven’t heard before. Episode 2 features a heartfelt conversation with my cousin, Myrtis Fisher, reflecting on a Sunday school lesson about love, stewardship, and purpose — and how these principles show up in our financial lives, whether it's through spending your paycheck thoughtfully, building a side hustle, or growing your business responsibly. This bonus episode is perfect for Money Doctor listeners who want a deeper look at the mindset and values behind your financial choices, and how your spiritual foundation can inform smart money habits. 🎙️ Listen and learn how faith, stewardship, and courage shape the decisions that help you keep more of what you earn. Links & Resources: Check out the full Faith & Finances Podcast: https://apple.co/4rNrM3v 90 Day Dreamers Cohort starting April 1: https://dreamers.yourmoneydr.com

    7 min

  8. Feb 25 ·  Bonus

    BONUS: Holiday Bills Piling Up? Don’t Drown! Do This! ✅

    If you’ve been getting “you owe this” texts lately or from the holidays, don’t ignore them. After mentioning a medical bill notice during my interview on the Convergence Podcast, I finally made the call — and discovered outdated insurance and mailing information were the real issue. That 10-minute phone call prevented a small issue from becoming a credit problem. In this episode, I make the case for:  • why billing notices shouldn’t be ignored • how outdated info causes surprise debt alerts • why entrepreneurs must protect personal credit by getting a handle on personal bills • how a simple weekly system prevents financial chaos 🎧 Bonus episodes share timely insights and real-life money lessons you can act on immediately. Check out the planner at:   ⁠https://shop.yourmoneydr.com⁠ or search Mildred Dillon CPA on Amazon to find the Pocket Planner system mentioned in this episode. Convergence Podcast with Andre Barracks Episode https://open.spotify.com/episode/6rdYguKkMe2SIHboaL5iXC?si=436fca7ff2ac49d4 See you next episode!

    9 min
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Ratings & Reviews

5
out of 5
2 Ratings

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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