Episode 189: How Much Cash You Should Hold Onto Right Now?- Dentist Advisor

05.31.2021 - By The Nifty Thrifty Dentists

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NOTES

-Dentist Advisors have been around for 15 years and they ONLY work with dentists. They are a no commission fiduciary financial advisor.

-Dentists are analytical but many don’t apply those same analytics to financial planning. Getting financial advice from an internet group is not the way to secure your future.

-Start with the basics of how much cash you need. Considerations: 1) business liquidity 2) family liquidity 3) upcoming projects.

-Dentist Advisors have a different business model. They are a no commission advisor and our mission is to ensure your financial health (fiduciary).

-They don’t recommend any product until they understand your ENTIRE financial status.

 

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LINKS

Website: https://dentistadvisors.com/

Link to Free Webinar: https://dentistadvisors.com/.../202104-how-much-cash-you.../

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