There are so many different considerations when you invest as a business owner vs an employee. Unfortunately, most of the investment advice out there is NOT for entrepreneurs with our fluctuating cash flow, need for tax write-offs, need for ACCESS to our own money just in case.

In fact, the mismatch was so great, that I just walked away from my Series 6, 63, 65 licenses because of it. More on THAT drama in this and a BONUS episode for those considering any side of the money business as a career- so WATCH FOR IT.

The point is, like most everything else, we need financial advisors who speak to our unique needs, so we do that in this episode plus give you a chance to meet small business financial advisors at the end on AND on May 4th to ask your questions. Enjoy!

:00  Episode Preview - Save Save Save (Then Invest!)
1:14 Money Talk! for the "Modern" Entrepreneur
2:18 Finishing Up Spring Tax Season

4:52 If You Filed Your Return, Watch For Notices

8:12 Entrepreneur? You're ALREADY Investing!

6:35   We Use Tech on the Tax Side Too

13:51 Blog Post - Investing in US vs The Stock Market
17:42 My Investment Licensing Story
18:41  Get Advice Tailored for Entrepreneurs - May 4th 10AM CST

20:39 You Want Write-Offs Now, Tax Free Money Later 💯

22:03 Meet Justin Kendall, Senior Associate, The Miliare Group, Frisco, Texas

23:37 Check out Tax Codes IRC 162 and 7702a

24:39 Don't Gamble Your Financial Future, Use Professionals Who Know These Tax Codes!

26:29 Please Leave a Review! How to Reach Us @YourMoneyDr on all platforms


Links mentioned: 
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Smart Investing for Entrepreneurs Blog and FREE GUIDE: https://yourmoneydr.com/blog/why-spring-is-a-great-time-for-entrepreneurs-to-invest-or-not/

Family Financial Workshop - https://learn.yourmoneydr.com/webinar/family-financial/register

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