DiscoverTop Entrepreneurs Podcast | Enterprise Podcast NetworkEntrepreneurs and Financial Planning: Three Key Must-Knows for 2026
Entrepreneurs and Financial Planning: Three Key Must-Knows for 2026

Entrepreneurs and Financial Planning: Three Key Must-Knows for 2026

Update: 2025-11-07
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Julie Johnson, Financial Advisor, CDFA®, Financial Literacy Educator joins Enterprise Radio. Julie shares three key must-knows for 2026 – empowering entrepreneurs at any level of financial growth to create a sustainable path to financial security and success.

Listen to host Eric Dye & guest Julie Johnson discuss the following:



* Not to generalize, but there is a perception that entrepreneurs are risk takers and leap makers – but not necessarily financially prudent individuals are money savers.  Have you found this to be your experience – and why or why not is this true?

* For early stage entrepreneurs, money can be a struggle.  Is it better to wait to start a retirement and rainy day fund, or is it possible to start with little to no discretionary money?

* Are there are any saving tools or retirement saving strategies that work exceptionally well for entrepreneurs?

* I see from your background that you really focus on teaching financial literacy.  Can you tell me more about why this is a priority for you?

* For entrepreneurs that didn’t start saving early in life, is there anything they can do to “catch up” for retirement and safety net funds?





Julie Johnson has been a financial advisor for over 20 years.   When she found the opportunity to become a financial advisor on the heels of a financially-devastating divorce, she found her calling.  One thing she did not learn as a teenager and young adult was how money really works, and she discovered that very few others learned about it either! Learning, and then teaching, the things about money that Wall Street doesn’t want us to know became her mission.

Julie is a CDFA® Professional (Certified Divorce Financial Analyst) and is the Oregon Director of the Second Saturday Divorce Education Program, sponsored by The Women’s Institute for Financial Education (WIFE.org), the oldest non-profit organization dedicated to providing financial education to women.

Her greatest excitement is being able to bring education and financial products and services, once available only to the wealthy, to everyone, no matter their current financial situation; it’s a crusade that inspires Julie, each and every day, to pursue her vision of serving those who trust her to help them with their finances.

When she’s not talking about financial literacy or serving her clients, you can find her enjoying the great outdoors, spending time with friends and family (especially her amazing 99-year-old father and her 4-legged family members!) and restoring an historic cabin in the Mt. Hood National forest.

Website: https://howmoneyworks.com/juliejohnson

Linkedin: https://www.linkedin.com/in/juliejohnsonhmw



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Entrepreneurs and Financial Planning: Three Key Must-Knows for 2026

Entrepreneurs and Financial Planning: Three Key Must-Knows for 2026

EricDye@EPodcastNetwork.com (EPN)