#71 Shannon Blackmon on how Dental Assistants can create wealth, one paycheck at a time
ZenOne Podcast
English - July 13, 2023 19:02 - 47 minutes - 43.6 MBManagement Business Arts dentistry dental practice dental business dental inventory dental supplies Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
This podcast is not financial advice, please talk to your financial adviser or tax planner or people that are certified.
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau.
Reach out to Shannon: [email protected]
Resources:
Link for Shannon’s Assessment: https://measure.datapoints.com/survey/842/iIRZck0XLr0dpzJBy9bT
Robo Adviser (we do not earn any commission) https://www.wealthfront.com/
Online Brokerage Firms (we do not earn any commission)
We cover so many topics ranging from:
Timestamps:
(01:32) What do people get wrong about the finances
(04:31) How Dental Assistants can get on the path of creating wealth
(07:22) How start setting money aside for Emergency Fund (Rainy Day fund)
(10:45) Emergency Fund gives you a boost of confidence
(12:51) What to do if the practice you work for doesn’t have 401K offering
(14:37) Traditional vs Roth IRA differences
(17:36) How and why to choose Certified Financial Planner
(19:13) What is the cost of working with a Certified Financial Planner
(24:20) People hide bigger problems behind Money Problems
(28:50) How to discover your goals
(36:10) Modern platform to manage your finances
(39:11) Real meaning of Paying Yourself First