#590: Unfiltered Advice on Choosing a Financial Advisor
Dental A Team Podcast · The Dental A Team
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Show Notes
Financial advisor Ryan Isaac is on the podcast once again to give advice on selecting a financial advisor, including whether or not you should even get one. Together with Kiera, Ryan covers the following in this episode:
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What a financial advisor does
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How to hire a financial advisor
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When to hire one
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And more
About Ryan:
Co-Founder of Dentist Advisors and host of the Dentist Mone Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system.
Episode resources:
Tune in to The Dentist Money Show
Listen to episode 544, Stocks & Assets: What is on the Horizon
Subscribe to The Dental A-Team podcast