Ep #197: Tim Brockman – Is a 401K Always the Best Financial Vehicle?
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Show Notes
Tim Brockman is a financial planner with Consolidated Planning who works with dentists across the country to protect, grow, and exit their practices. A native of southwest Ohio and graduate of Xavier University in Cincinnati, Tim grew up fascinated by the business side of his father’s dental practice and began his career in financial services right after college. Over the years, he has developed a unique take on the best way to prepare for retirement.
In this episode, Tim shares how his philosophy and advice has changed throughout his career, as well as why we should all rethink the typical 401k approach. Listen in to hear his refreshing take on retirement, how he helps dentists prepare to leave their practices without relying on equity and capital, and the controversial asset he encourages clients to consider.
You can find show notes and more information by clicking here: http://bit.ly/2TKDj47
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