52 min listen
What Business Owner Dentists, Vets, Optometrists, and Lawyers Need to Know, with Tom Bodin
What Business Owner Dentists, Vets, Optometrists, and Lawyers Need to Know, with Tom Bodin
ratings:
Length:
59 minutes
Released:
May 19, 2020
Format:
Podcast episode
Description
As practice owners struggle to get through this tough time, I sat down with Tom Bodin, CFA, CFP®, and a Practice Integration Advisor for Buckingham Strategic Wealth. He shares how business owners can best address financial planning amid the pandemic. In this episode, you'll find out: How Bodin’s background in legislative analysis helps his financial planning clients Roadblocks dentists, optometrists, veterinarians, and lawyers are facing because of COVID-19 Best ways to maximize tax savings to lower your AGI How practice owners can put away six-figures for retirement annually The importance of a cash balance plan in practice ownership Cash preservation techniques for business owners How wealth planning can help even if you’re just thinking about a practice purchase Full show notes at: http://studentloanplanner.com/77 Like the show? There are several ways you can help! Subscribe on Apple Podcasts, Stitcher, Spotify or TuneIn. Leave an honest review on Apple Podcasts. Follow on Facebook, Twitter, or LinkedIn Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan
Released:
May 19, 2020
Format:
Podcast episode
Titles in the series (100)
Alex reveals the financial life and challenges of a marriage and family therapist: Alex Barnette is a Licensed Marriage and Family Therapist (LMFT) who graduated from St. Edward’s University in Austin, Texas. She currently has about $115,000 in student loan debt that she’s paying off. She’s also launched her own practice —... by Student Loan Planner