Ep 63: Simple Financial Planning
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Show Notes
Please join in my conversation with Jim Moore CFP of Allworth Financial. Jim started his career as a player in the NFL. Hear about how his experience in sport has helped him to be the success he is today with his Dentist clients. What exactly is a “fiduciary”? Why does a dentist need a fiduciary as his/her financial advisor? What are some financial strategies that can be implemented for dentists? All dentists are different so their financial plan needs to be adapted to their needs, interests and lifestyle. Financial planning, estate planning, succession planning, exit strategies, and tax planning are all parts to the puzzle. Find out how Jim and Allworth Financial can put it all together for you. You can reach Jim at Ji*******@***************al.com
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