Mildred Dillon CPA - Podcast Details

Shows

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#20 Family Finance Fun! - Part 1 of 2 - Marriage & MoneyIt's hard enough for most of us to feel "smart" with money starting out, but imagine two people coming together in marriage feeling that way, unprepared and maybe just skipping over the money conversation entirely. Now that's scary! Well it was for me. And as you'll hear, I had a rocky start with figuring out the "how," which is why I had to invite cousin extraordinaire, Dr. Jonie Steward, to share with us on how she approached the topics in a more healthier way and helps families do the same. Thanks Jonie! 🤗❤️ 1:35 Special Episode Introduction - Featuring Dr. Jonie Steward 4:00 The Insecurities S...2021-10-2824 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#19 Want To Weather Whatever Storm Heads Your Way? Build Back "Mobile!"Many people are surprised to hear I was once "The Google Girl" at a local area Best Buy back in 2012. It was during the launch of Google's Chromebook, and not only did my TECH get me the gig, but it's kept me afloat and with a vibrant business during all kinds of storms. So I'm excited to be featuring and sharing with one my colleagues who was part of that project, Lenny Washington, educator, business owner, and gamer (whaaaa???) Yep, he's aka RavenXero on Twitch.tv. Please say a big "HI" and WELCOME to...2021-09-2331 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPAPodcast Episode #18: Swipe Left and Swipe Right - It's THAT Easy To Get Your Money On Track!So here's an encore from guest host Charlotte Harris - you remember, Ms. Phenomenal Woman herself from Podcast 16? Well, she's still at it, being phenomenal and being on top of her finances at the same time. Pretty awesome huh? Of course we always have a great time sharing, but looks like we have just as great a STRATEGY to help anyone who wants to take action on those New Year's Resolutions to get our money on track this year. Wow that seems like years ago! 1:00 Charlotte Introduction - Pt 2 2:00 ...2021-08-2623 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#17 YES, Family Finance Can Be Fun!Hopefully you're enjoying summer and spending "quality time" with family. Can we suggest an activity? Let's go over the household finances - all together, ALL AT ONCE, and as a T-E-A-M. Reggie Parker, parent "extraordinaire," is giving you the "cheat sheet" for including the kids in what's going on financially, for getting everyone talking, and young minds THINKING before they spend. Wow! And those cash payments from the Biden Administration's Advanced Child Tax Credit program just took away all our excuses! So let's take some of that "...2021-07-2914 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#16 Here's How to REALLY Think & Grow Rich!So it's summer time, but you know what doesn't take a break? Money matters! So for the next few episodes we're going to talk about how to make it more FUN with the FAMILY and wait until you hear who's schooling us on how to get it done. Charlotte Harris, real estate investor, planning expert is showing us how to work "smarter" so we can reach those goals - one by one. 2:00 Charlotte Introduction, "Why" & Purpose 4:00 Why It's Important to Tell Our Story 6:00...2021-06-2427 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#15 The FIX is in! The Bad Credit Fix, that is...We've been talking about 3 of the 4 Cs, (Capital, Capacity, Collateral) But I know THIS is the C on everyone's minds! It's the one that gets the MOST ATTENTION: CREDIT SCORE. So in this episode, I, and colleague, Larry Miles, are giving you the "Rx Prescription" for all things CREDIT REPAIR - and how you can get started right at home. 2:30 The problem with NOT having credit education 4:15 Larry's Credit Story & "Why" 6:30 What to Focus On FIRST to Get Back...2021-05-2724 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#14 The 4 Cs of CreditMany people would be surprised to hear I had bad credit for 7 years...yep, it’s true. It’s why I’m so passionate about SAVING MONEY. In this #14 Episode SHOCKER, I talk about how a DIFFERENT C (Capital), helped me rebuild not just my finances, but my credit also. You can do it too! 3:43 Ever struggled juggling business & personal finances? 5:43 Credit is a HUGE part of the PAST & the RIGHT NOW of your personal finances 7:00 Character - My Credit Story (Part of It) - 10:30 Capita...2021-04-2225 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#13 The Best "Formula" For Using Your StimulusAs millions of Americans prepare to receive stimulus checks, in this episode, I lay out my signature prescription for financial success called my MoneyRx. This is the exact roadmap I followed for rebuilding my finances that hit rock bottom during the 2008 recession. You'll never believe who my coaches were: 5 little kids who are making money, saving money, keeping track of spending, investing and even using credit. Yep, it's true and that was the start of what would eventually become our signature MoneyRx. You have to hear the story to believe it and how timely, when children and their wellbeing are the...2021-03-1112 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#12 What's Your "Net?" Speaking the Language of Your Small Business LenderSmall Business loan applications contain an interesting mix of personal and business questions, but a true business always shows some sales. But how much did you have left over after expenses? Are you showing any profit? Small business bankers are interested in all of those, but chief among the questions is those gross receipts or sales, and what you have left over after expenses (net income). Do you know your numbers? Here are a few minutes to getting to the answer of “yes.”2021-03-0407 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#11 Withhold While You Work? The Ins and Outs of Payroll TaxesIn this episode I resume the discussion from Ep#10 on how the W-2 versus 1099 affects your ability to save money, taking a deep dive into the concept of refunds and "overpayments" on taxes. 1:22 The financial consequences of overpaying taxes 2:30 How Withholding Works 3:55 How 1099s differ from W-2 6:05 How to get your money! Links mentioned: 2021 Form W-4 (irs.gov) 2021-02-2508 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#10 Mail Mastery Course Announcement (Guest Interview)So why all the talk about mail and a course on paperwork? Because I've had more clients than a few, PAY me to help them with it, before we can even get to the money conversation. It's also derailed many a financial plan with missed FINAL NOTICES, bank overdrafts, late and delinquent fees. So in this episode, we're giving a bit of an update to our ongoing "reality show" about the challenges of staying on top of the paper and ways we do it. Links mentioned: Free Course Link...2021-02-1821 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#9 A (Tax) Tale of Two ClientsIn this week's episode, I take a deeper dive into the biggest two documents tax documents people are receiving this time of year: the W-2 and 1099, the differences and how you can take advantage of each. I do that by telling the story of two different clients, both with back tax issues and describing how the documents they had made all the difference. I am including the link I referenced for more IRS guidance on the subject and especially if you’re a business owner, how to correctly classify your workers for tax reporting purposes. https://www.irs.gov/businesses/sm...2021-02-1111 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#8 Getting Organized (Guest Interview)You know there’s a saying that TWO are better than one, and I have to say that couldn't be more true than talking about getting ORGANIZED. This was a really fun interview I gave right before the new year, when I heard the replay - and the different take on the topic, I had to share it with the Podcast family! PLUS we did have that tax season delay, so I figured, "why not, we can squeeze this in!" If you’re on top of it all already, just sit back and enjo...2021-02-0421 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#7 What Kind Of Worker Are You?In this week's episode, I take a deep dive into the biggest two documents tax documents people are receiving this time of year: the W-2 and 1099 the differences and how you can take advantage of each. I also am including the link I referenced for more IRS guidance on the subject and especially if you’re a business owner, how to correctly classify your workers for tax reporting purposes. https://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee 2021-01-2813 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#6 Money Success Starts with Money "Organization"In this episode I describe a LIVE mail session showing how I” put money in it's place” - and that was by tackling my mail, on-camera previously"sight unseen" - and I do it in LESS than 20 minutes! You can too. But you'll need to SEE it to fully believe it, and since this is audio world, you’ll need the link NOT just to the video, but a FREE mini-course designed to take the "fear factor" and overwhelm out of dealing with money matters that come in the mail. Our new website launches on Jan 25, and we published this episod...2021-01-2107 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#5 About Those New Years Resolutions ....In this episode I talk about how easy it is to take our eye off the ball, lose focus and even quit altogether. The year is still “new” and there is still time to refocus our efforts to reach our goals. Here’s a tried and true strategy I’ve used for several decades to stay motivated no matter how rocky things may get.2021-01-1409 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#4 Here’s a REAL Holiday PayoffAnd by pay off, I mean "LITERALLY" paying off what we spent during the holidays, but even more is possible and I share all about how in this episode I share with you a secret weapon to jumpstart your savings and maybe even replace the money spent for the holidays. The keys to building some serious savings start with what's happened in the past - and there's a quick easy way to find out. Just look at your last month's bank statement and in just minutes, you'll find out all the withdrawals affecting your money future...2021-01-0708 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#3: Getting Organized For The New YearToday I’m sharing with you six key organization tools to help you go into the next year super prepared and super on top of the paper.2020-12-3107 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#2: The Gift of “Financial Health” is Priceless.If you hadn't heard last week's episode, this is a continuation of the combination of "financial diet and exercise." This week, we go deeper into what it means to have a healthy financial diet and what we need to have in place to have one. :10 The Money Doctor® Your "Financial" Physician :35 The Financial "Diet" 1:25 Credit, Good Debt vs. Bad Debt 2:05 Assets & Insurance Go Together 3:43 So Do Investments & Accounting 5:26 Taxes - They Don't Have To Hurt! 6:23 Great place to get s...2020-12-2408 min

The Money Doctor® Money Talk Podcast by Mildred Dillon CPA#1: Cure For Holiday (Over)SpendingYou'd expect a money advisor to tell you "not to spend" too much for the holidays, but would it matter much considering we're: a) creatures of habit, PLUS b) when it comes to plastic, it's EASY to get a bit carried away. So year after year, we repeat this cycle, but THIS year is going to be different! Get a "preview" of what's to come from me in the way of content for 2021 - oh - and while you're at it, get a jumpstart on next years money...2020-12-1606 min