The Dentalpreneur Podcast w/ Dr. Mark Costes 1935: Strategic Wealth Management
Mar 6, 2024
Learn from wealth strategist Eunicea Perret about unconventional savings methods and tax minimization for enhancing wealth. Discover her formula for increasing retirement income and optimizing financial teams. Explore exclusive financial strategies tailored for successful business owners, focusing on tax optimization and maximizing returns. Discussions include unique tax-saving strategies, real estate investments, and proactive planning for successful business owners.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Insightful Interview with a Seasoned Wealth Strategist
02:09 • 2min
Optimizing Financial Strategies for High-Income Professionals
04:26 • 18min
Exploring Financial Investment Options and Aligning with Personal Preferences
22:40 • 4min
Strategic Financial Planning for High-Income Professionals
26:25 • 13min
Financial Strategies and Working with Existing Financial Teams
38:57 • 5min