The Dentalpreneur Podcast w/ Dr. Mark Costes cover image

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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app