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Conteúdo fornecido por Dr. James Martin. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dr. James Martin ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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How A Dentist Can Retire Early with Anick Sharma DWI-EP282

49:00
 
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Manage episode 429615977 series 2846596
Conteúdo fornecido por Dr. James Martin. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dr. James Martin ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport
———————————————————————
Unlock the secrets to a secure and fulfilling retirement by tuning into our enlightening episode on financial freedom and retirement planning. We promise you'll gain invaluable insights into cash flow planning, understanding liquid assets, and building a detailed balance sheet, all illustrated through a compelling case study of Adam and Aisha, a dental practice owner and her husband. With my co-host, Anick Sharma, a seasoned financial planner, we explore the emotional transformation that comes with realizing financial freedom, offering you actionable strategies to map out your path to a worry-free retirement.
Ever wondered how to navigate the intricate process of selling a dental practice while securing your financial future? Anick and I delve into the critical aspects of this journey, emphasizing the power of setting clear financial targets and leveraging cash flow models to make informed decisions. From mitigating business risks by transitioning value to personal assets to adjusting your financial plan in response to unexpected changes, we provide a comprehensive roadmap to ensure you maintain your desired lifestyle, even in unpredictable times.
Lastly, we challenge the traditional retirement timeline, advocating for early retirement planning to enjoy life's pleasures while you're still physically able. Discover how conservative investment assumptions and a holistic financial perspective can help you achieve financial freedom without depending solely on business or property assets. Anick shares his experiences with clients who reached financial independence through pensions and ISAs, shedding light on the FIRE movement and the unique opportunities for dentists to boost their income. Get ready for a thought-provoking discussion that will inspire you to rethink retirement and take charge of your financial destiny!
———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

  continue reading

Capítulos

1. Retirement Planning and Financial Freedom" (00:00:00)

2. Financial Planning for Retirement (00:11:04)

3. Optimizing Financial Portfolios for Success (00:25:19)

4. Rethinking Retirement Planning (00:31:06)

5. Navigating Financial Freedom and Cash Flow (00:36:48)

284 episódios

Artwork
iconCompartilhar
 
Manage episode 429615977 series 2846596
Conteúdo fornecido por Dr. James Martin. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dr. James Martin ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport
———————————————————————
Unlock the secrets to a secure and fulfilling retirement by tuning into our enlightening episode on financial freedom and retirement planning. We promise you'll gain invaluable insights into cash flow planning, understanding liquid assets, and building a detailed balance sheet, all illustrated through a compelling case study of Adam and Aisha, a dental practice owner and her husband. With my co-host, Anick Sharma, a seasoned financial planner, we explore the emotional transformation that comes with realizing financial freedom, offering you actionable strategies to map out your path to a worry-free retirement.
Ever wondered how to navigate the intricate process of selling a dental practice while securing your financial future? Anick and I delve into the critical aspects of this journey, emphasizing the power of setting clear financial targets and leveraging cash flow models to make informed decisions. From mitigating business risks by transitioning value to personal assets to adjusting your financial plan in response to unexpected changes, we provide a comprehensive roadmap to ensure you maintain your desired lifestyle, even in unpredictable times.
Lastly, we challenge the traditional retirement timeline, advocating for early retirement planning to enjoy life's pleasures while you're still physically able. Discover how conservative investment assumptions and a holistic financial perspective can help you achieve financial freedom without depending solely on business or property assets. Anick shares his experiences with clients who reached financial independence through pensions and ISAs, shedding light on the FIRE movement and the unique opportunities for dentists to boost their income. Get ready for a thought-provoking discussion that will inspire you to rethink retirement and take charge of your financial destiny!
———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

  continue reading

Capítulos

1. Retirement Planning and Financial Freedom" (00:00:00)

2. Financial Planning for Retirement (00:11:04)

3. Optimizing Financial Portfolios for Success (00:25:19)

4. Rethinking Retirement Planning (00:31:06)

5. Navigating Financial Freedom and Cash Flow (00:36:48)

284 episódios

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