1284: Your Retirement Timeline
The Dentalpreneur Podcast w/ Dr. Mark Costes · Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader
October 19, 202147m 20s
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Show Notes
Our guest today is a comprehensive wealth advisor, and specializes in helping clients within five years of retirement. Their process starts with sitting down and personalizing their client's plans according to their goals. During the show today you'll hear about year tax planning, capital gains legislation, estate planning, and much more.
EPISODE RESOURCES
- www.morrisseywealthmanagement.com
- www.retirewithryan.com
- https://www.voicesofdentistry.com/ - use code "COSTES10" for 10% off!
- Subscribe to The Dentalpreneur Podcast
- Visit the Dentalpreneur Podcast website
- Write a Review on iTunes
- Dental Success Network