
1967: KPIs & Strategic Finance
The Dentalpreneur Podcast w/ Dr. Mark Costes
00:00
Financial Rules and Strategies for Retirement Planning
This chapter explores essential financial rules and strategies used by wealth managers and financial advisors for retirement planning, including concepts like the rule of 200, the 7% rule, and the 4% rule. It discusses the 'freedom number' for retirement, investment strategies like private placements, liquidity management, and financial planning tips for high-income earners with student loan debt. The speaker also shares personal reflections on choosing a career in dentistry, highlighting the blend of science, math, art, and entrepreneurship it offers, along with insights for mid to late career dentists on financial planning and investment building.
Play episode from 24:26
Transcript


