#71 Shannon Blackmon on how Dental Assistants can create wealth, one paycheck at a time

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/iIRZck0XLr0dpzJBy9bTRobo 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