Our guest today is Brad Clark, who is a former management consultant – he was a Principal at Oliver Wyman. Later, he was the Chief Marketing Officer at The Motley Fool, and he has now built a holistic financial planning and investment management service, where many of his clients are consultants. In our discussion, Brad describes the five financial planning tips he believes are essential for independent professionals: entity conversion, retirement planning, insurance, paying for college, and tax planning. You can learn more about Brad's services on his website:  www.bradleyclark.com The weekly Unleashed email includes a transcript of each episode, book recommendations, and consulting tips. Sign up at: https://www.umbrex.com/unleashed-podcast/