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1935: Strategic Wealth Management

1935: Strategic Wealth Management

FromThe Dentalpreneur Podcast w/ Dr. Mark Costes


1935: Strategic Wealth Management

FromThe Dentalpreneur Podcast w/ Dr. Mark Costes

ratings:
Length:
45 minutes
Released:
Mar 6, 2024
Format:
Podcast episode

Description

On today’s episode of the Dentalpreneur podcast, Dr. Mark Costes welcomes Eunicia Peret, a wealth strategist with 15 years in the financial services industry. Eunicia specializes in helping high-income individuals enhance wealth beyond traditional methods, aiming to increase retirement income while minimizing taxes. Her approach involves creating cohesive financial teams for her clients, proving effective for many. As a strategic advisor for business and women's leadership groups, Eunicia shares insights from a recent conference and discusses strategies for financial success and wealth management, emphasizing the importance of understanding individual financial situations and customizing strategies accordingly. EPISODE RESOURCES https://www.excelstra.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Released:
Mar 6, 2024
Format:
Podcast episode

Titles in the series (100)

The goal of this podcast is to assemble the greatest minds of the dental profession and to pass on their most valuable and succinct lessons, in order to help you to achieve your full potential in practice and in life. Let's face it. Dentistry can be a frustrating and isolating profession... but you don't have to be an island anymore. It's possible to become more profitable, less stressed and more fulfilled in your career and it's our mission is to help you get there. For a whole host of free practice building tips and resources, visit our website at TrueDentalSuccess.com