Start the new year by setting meaningful financial goals and taking actionable steps to achieve them. In this week’s podcast episode, Managing Partner and Senior Advisor at Dentist Advisors, Matt Mulcock, CPF®, shares foundational principles of financial freedom and offers practical strategies to help you gain control of your financial future. Plus, Matt and Dr. Yum walk through a client consultation role-play, breaking down real-life financial decisions and scenarios. Episode 296 is available for download now on all of the top podcast platforms or listen now by clicking the player above!
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Episode highlights:
Discover the true concept of financial freedom and understand the foundational principle of investing
Discussion on when to hire a financial advisor and who should be on your financial team
Find out common mistakes dentists make when establishing financial goals
Explore key habits essential for achieving financial independence
Learn the key question to ask your financial advisor
Meet this week’s guest:
Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist Money™ Show podcast and author of the “Money Matters” blog.
Our self-study courses offer the opportunity to earn continuing education credit by listening to specific episodes of our podcast, and then taking an online quiz for certification.
Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond.
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