Cross Roads Podcast

Cross Roads Podcast Money Moves - 3Vital Steps for the Self-Employed


Listen Later

For Questions or Comments Send us a Text Message

Ready to swap guesswork for a game plan that actually compounds? We break down three strategic investments every solo entrepreneur and freelancer can make today: learning from mentors who’ve already walked the path, building simple processes that buy back time, and using the right retirement accounts to keep more of what you earn. No fluff—just stories, examples, and tools you can pick up and run with.

We start with mentorship as leverage. Whether it’s a trusted advisor, a local pro over lunch, or the distilled wisdom in a great book, a mentor gives you calibrated feedback, faster decisions, and fewer expensive detours. You’ll hear how to choose the right model for your goals and why asking better questions consistently produces better answers. Then we shift to process: client onboarding that feels smooth, invoicing that runs itself, and project management that keeps you out of chaos. Think small, repeatable systems that lower stress while increasing your capacity to serve.

Finally, we tackle money moves for the self-employed. From solo 401(k)s and SEP IRAs to Roth options, we outline practical choices that match real income patterns. An eye-opening IRS story shows how documentation and second opinions can turn a crisis into relief. We close with a simple cadence—start today, pay yourself first, and stay consistent—so your efforts build momentum month after month.

If you’re a solopreneur, freelancer, or side-hustler who wants clarity on mentorship, operations, and tax-smart saving, this conversation is your blueprint. Hit play, take notes, and choose one action to implement before the day ends. If this helped you think clearer or move faster, subscribe, share with a friend who needs a nudge, and leave a quick review to help others find the show.

Support the show

Order your copy today of "Achieve Optimal Brain Health with Nutrition," by Stefan McDermott.

https://www.amazon.com/dp/B0DYWMB929

www.stefanmcdermott.com

Would you like Santa Claus and Mrs. Claus to come to your home or office? Contact The Santa Steven at [email protected] or book a party on https://www.gigsalad.com/the_santa_steven_aubrey or call 469-230-5956 for more information.



...more
View all episodesView all episodes
Download on the App Store

Cross Roads PodcastBy Steven Killfoil