#590: Unfiltered Advice on Choosing a Financial Advisor
The Dental A Team Podcast
English - October 18, 2022 10:00 - 23 minutes - 32 MB - ★★★★★ - 172 ratingsManagement Business Health & Fitness Medicine career medical success dental dentalateam dentist entrepreneur millionaire Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Financial advisor Ryan Isaac is on the podcast once again to give advice on selecting a financial advisor, including whether or not you should even get one. Together with Kiera, Ryan covers the following in this episode:
What a financial advisor does
How to hire a financial advisor
When to hire one
And more
About Ryan:
Co-Founder of Dentist Advisors and host of the Dentist Mone Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system.
Episode resources:
Tune in to The Dentist Money Show
Listen to episode 544, Stocks & Assets: What is on the Horizon
Subscribe to The Dental A-Team podcast