As entrepreneurs, traditional advice about "saving for retirement" and "diversifying in the stock market" doesn’t always fit our reality. 

Cash flow swings, unexpected opportunities, and business reinvestment needs mean we can’t just set it and forget it. 

In this episode of Money Talk for Modern Entrepreneurs, I’m breaking down why true financial control matters more than chasing unpredictable markets — and how entrepreneurs can rethink investing for real wealth-building.

- Why saving before investing protects entrepreneurs from future setbacks

- The hidden risks of relying too heavily on traditional stock market strategies

- Why reinvesting in your business can be a smarter first move

- Lessons from earning my Series 6, 63, and 65 licenses — and what most advisors won't tell you

- Alternative long-term planning ideas for entrepreneurs who want flexibility and freedom

00:00 “Investing” Show Preview

00:52 Show Welcome

01:40 Post-Tax Season Tips: Extensions and IRS Notices 

06:13 Building Your Financial Cushion (Before You Invest)

08:30 Why Reinvesting in Your Business Might Be Smarter Than Stocks

11:47 Handling Cash Windfalls + Saving First, Spending Later

12:43 Behind the Curtain: What My Investment Licenses Really Taught Me

14:40 Why Traditional Retirement Plans Might Fail Entrepreneurs

15:58 Investments Pay Tax Too - Some TWICE!

19:44 My Face-Off With A Financial Advisor

24:40 Next Episodes: Hire The Kids! + Financial Education For The Entire Family

26:47 Get The "Smart Investing" Download

Links mentioned: 

Smart Investing Blog, Free Download & Family Finance Workshop Replay:

https://yourmoneydr.com/blog/why-spring-is-a-great-time-for-entrepreneurs-to-invest-or-not/  

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Ready to take control of your financial future? Subscribe to the podcast for more real-world strategies — and visit YourMoneyDr.com/Blog to grab the free resource I mention designed to help you master your money, your way.

Disclaimer: 

This podcast episode is for informational and educational purposes only. It is not tax, legal, or investment advice. Every entrepreneur’s situation is different, so be sure to consult with your own professional advisors before making any financial decisions.