Ross Brannon is a financial advisor with a focus on specialized approaches to financial planning for dental professionals, helping clients achieve their financial dreams and goals without worry. His unique expertise lies in creating Tax Alpha strategies, which help investors outperform by taking advantage of tax-savings strategies that are largely esoteric. Ross works with high net worth & high-income professionals & investors to defer, reduce or eliminate taxes on various types of income. In addition, he has access to strategies and products to solve some of the most significant tax issues faced by accredited investors and qualified purchasers. He is also a Tax-Shelter & Private Equity Consultant at CoastalOne, where he helps to raise funds through partnerships that utilize government tax incentives for high-impact social investing.

Listen to this informative Your Life. Your Legacy. episode with Ross Brannon as he provides advice for small business owner dentists planning to retire, highlighting the importance of a smooth transition and long-term planning, while also discussing his own strategies for leaving a legacy for his children through building strong relationships and emphasizing perseverance and growth mindset.

Here is what to expect on this week’s show:

●    Ross' connection to a college acquaintance led him to discover the unique challenges faced by small business owner dentists and the importance of transitioning out of practice smoothly, ultimately leading him to specialize in helping this specific group.

●    Dentists who plan to retire must avoid selling too early, turn their practice into a business, and think long-term about their future.

●    Ross advises his children to always save money, and not be an employee, and he aims to leave them as much money as possible along with his wisdom, building a strong relationship with them to pass on his legacy, and hoping to be their lifelong friend and advisor.

●    To strengthen your bond with your children, spend quality time together, join in their activities, prioritize family time, encourage resiliency, avoid excessive technology use, and promote independence.

●    To raise successful children, instill in them grit and a growth mindset, and emphasize the importance of never giving up and always doing their best.

Links Mentioned:

Mindset: The New Psychology of Success by Carol S. Dweck: https://www.amazon.com/Mindset-Psychology-Carol-S-Dweck/dp/0345472322

Grit: The Power of Passion and Perseverance by Angela Duckworth: https://www.amazon.com/Grit-Passion-Perseverance-Angela-Duckworth/dp/1501111108

Guest Contact Info:

Facebook: https://www.facebook.com/RossBrannonFA/

LinkedIn: https://www.linkedin.com/in/rossbrannon/

Website: https://rossbrannon.com/

Podcast: https://podcasts.apple.com/us/podcast/financial-flossing/id1573619911

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