How much money do you really need to live without financial stress? Most “gurus” throw out random numbers… but today, we break down the real wealth thresholds that determine financial freedom, security, and long-term stability for practice owners.

In this episode of the Financial Beast Podcast, Eric Miller (Chief Adviser & Co-Owner at Econologics Financial Advisors) and Eric Gersch, Financial Advisor, reveals the truth behind numbers like $5 million, $7 million, $10 million, and even $20 million—what each level actually means for your life, your income, your retirement, and your family’s financial future.

If you're a healthcare practice owner wondering how much net worth you really need to live your ideal life, this breakdown will change everything.

In This Episode You’ll Learn:

✔️ Why $5M is the true “minimum freedom number”

✔️ What $7M vs. $10M really means in lifestyle terms

✔️ How practice owners should structure wealth outside their business

✔️ The danger of listening to online financial influencers

✔️ The hidden expenses people NEVER factor into retirement

✔️ Why long-term care can destroy a weak financial plan

✔️ How to build “indestructible wealth” over time

CHAPTERS:

00:00 – How Much Money Is Truly “Enough”? 

00:32 – Welcome to the Financial Beast Podcast 

01:05 – The $20 Million Claim: True or Myth? 

02:11 – What Wealth Really Buys You 

03:14 – The Meaning of Indestructible Wealth 

04:23 – Ultra-High-Net-Worth vs. Real People 

05:08 – Why $5M–$10M Is the Real Target 

06:10 – Breaking Down a $20M Lifestyle 

07:32 – What $5M Actually Provides 

09:01 – The Case for $7M and Up 

10:14 – $10M: The Freedom & Charity Threshold 

11:24 – Real Costs People Forget (Healthcare, LTC, etc.) 

12:48 – Long-Term Care: The Hidden Wealth Killer 

14:07 – Why $5M Is the Minimum Target 

15:33 – The $7M Security Zone Explained 

16:44 – The $10M Wealth Comfort Zone 

17:52 – Real-World Client Examples 

19:03 – Why Influencer Money Advice Is Dangerous 

20:12 – Why “Get Rich Quick” Never Works 

21:25 – The Psychological Trap of Fast Money 

22:40 – The Path to Real, Stable Wealth 

23:51 – Final Thoughts & Episode Wrap-Up

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

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🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com

Are you throwing money at “marketing” without a clear plan or real results?

In this episode of the Financial Beast Podcast, host Eric Miller sits down with healthcare marketing expert Carl White of MarketVisory Group to break down how to build a financially responsible marketing plan for your medical or dental practice.

Instead of chasing tactics, shiny objects, or the latest “funnel,” you’ll learn how to:

* Start with the right revenue and growth goals for your practice

* Tie your marketing budget to actual patient value and ROI

* Avoid the biggest mistakes practice owners make with agencies

* Decide when paid ads, local SEO, social media, and referrals actually make sense

* Build a simple, focused plan instead of 10 disconnected tactics

Whether you run a medical practice, dental office, or other healthcare practice, this conversation will help you see marketing as an investment that should support your long-term financial goals—not a random monthly expense.

CHAPTERS:

00:00 - Intro

01:34 - Welcome Back

02:27 - Marketing Strategies

03:29 - Passion for Marketing

06:15 - Financial and Marketing Similarities

06:55 - Journey into Healthcare Marketing

08:49 - Importance of Industry Specialization

10:04 - Understanding a Marketing Plan

11:00 - Marketing Budget Guidelines

18:24 - Essential Components of a Marketing Plan

22:20 - Common Healthcare Marketing Mistakes

25:38 - Location Considerations for Marketing

29:50 - Contacting Carl

32:41 - Outro

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

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Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com

Are you building wealth or just chasing shiny returns? In this solo episode of the Financial Beast Podcast, Eric Miller breaks down 7 timeless lessons from Benjamin Graham’s The Intelligent Investor and translates them for healthcare practice owners (Veterinarians, PTs, ODs, Dentists, and more).

You’ll learn how to set a real investment policy, avoid yield traps, protect cash flow when you’re dependent on your portfolio, and position your practice as the engine of your net worth without gambling your future.

CHAPTERS:

00:00 Intro why “old school” beats hype

01:18 Strategy vs Policy (the rule that saves portfolios)

05:42 Price matters: value = what you get, price = what you pay

08:14 If you live on your portfolio, reduce surprises

11:03 Don’t marry a yield (spot the 15% trap)

14:10 Concentrate to build it, diversify to keep it

17:35 Your only edge in a panic (and how to use it)

20:35 No one’s tombstone says “Beat the S&P” (what actually matters)

22:30 Next steps & how we can help

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Are you ready to take back CONTROL of your financial future and discover a path to financial freedom and purpose? In this episode of the Financial Beast Podcast, Eric Miller sits down with Dr. Erik Lundquist to explore his inspiring journey from practicing medicine to building personal wealth while aligning with his life’s purpose. Whether you’re a healthcare practice owner or a busy professional, this conversation will give you valuable insights into how to maximize the value of your career, manage money effectively, and build long-term wealth.

Dr. Lundquist shares how he transitioned from primary care to founding the Temecula Center for Integrative Medicine, using strategic planning, mastermind collaboration, and smart financial practices to expand his business and achieve financial independence. Learn actionable tips on charitable giving, investing wisely, and creating freedom for the life you truly want. This episode is packed with empowering advice on how to become a Financial Beast by taking control of your practice's profits and building wealth outside your business.

At Econologics Financial Advisors, we specialize in helping practice owners like you grow their wealth and secure their future. Our proven financial strategies enable you to overcome challenges and thrive, even during a recession. Remember, financial freedom starts with the knowledge and confidence to make informed decisions. Don’t just settle—start building your financial legacy today!

#wealthbuilding #doctorfinances #businessgrowth #financialadviceforpracticeowners #integrativemedicinefinances

CHAPTERS:

00:00 - Intro

01:11 - Eric Miller Introduces Dr. Eric L.

15:51 - Communicating About Money with Your Spouse

18:00 - Importance of Charitable Giving in Wealth Building

22:05 - Key Factors in Building Wealth

25:20 - Talking to Your Kids About Money

28:22 - What to Look for in an Investment

31:51 - How to Reach Dr. Lakin

32:28 - Dr. Lakin’s Podcast Insights

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Selling your practice is the biggest financial decision of your life—don’t leave money on the table! In this video, we share 5 key tips to negotiate your practice sale RIGHT and maximize the value of your hard work. You’ve spent years building your business, now it’s time to take back CONTROL and secure the financial freedom you deserve. On the Financial Beast Podcast, Eric Miller will discuss whether it’s nailing the overall sales price, getting the right lease terms, or understanding earnouts, we’ve got you covered with strategies to protect your wealth and your future.

At Econologics Financial Advisors, we specialize in helping practice owners like you navigate the complexities of selling a business. Learn how to avoid common pitfalls, negotiate like a pro, and ensure your family’s financial future is secure. From maximizing the upfront cash to building personal wealth through smart investments, this video will empower you to make informed decisions every step of the way.

Ready to become a Financial Beast? Start today by downloading Eric Miller’s best-selling book, “How to Become a Financial Beast,” and unlock the secrets to wealth building and financial freedom. Need more personalized guidance? Reach out to Econologics Financial Advisors, the trusted partner for practice owners nationwide.

Don’t forget to like, subscribe, and share this video with other practice owners looking to maximize their practice sale. Let’s make sure your biggest transaction is also your smartest!

#financialplanningforpracticeowners #financialtransactionadvice #negotiationtacticsforselling #financialtransactionnegotiation #maximizingpracticesaleprofits

CHAPTERS:

00:00 - Intro

01:00 - Welcome Back

05:46 - Private Equity Challenges

07:37 - Factors You Can Control

09:47 - Determining Overall Sales Price

12:24 - Negotiating Your Lease Agreement

16:04 - Understanding Employment Agreements

19:22 - Earnout Structures

21:34 - Earnouts Explained

23:15 - Cash vs. Balance of Sale

29:15 - Conclusion and Wrap-Up

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Are you ready to take back CONTROL of your financial future after selling your practice? In this episode of the Financial Beast podcast, Eric Miller, sits down with Nathan Shields, a former practice owner turned advisor, to discuss the dos and don'ts of investing practice proceeds. Whether you're preparing to sell your practice or planning ahead for financial freedom, this episode is packed with actionable insights that will help you maximize the value of your hard-earned proceeds and build personal wealth.

Learn how to create a wealth-building strategy that works for you, avoid common investment pitfalls, and identify opportunities to expand your business or diversify your portfolio. Discover the importance of owning your practice’s real estate, finding the right financial advisor, and having a solid exit plan for long-term success. Nathan shares his personal journey, including the mistakes he made, the lessons he learned, and how he continues to grow his financial footprint through smart investments in real estate and cash-flowing assets.

At Econologics, we help practice owners like you become Financial Beasts, empowering you with the tools and strategies to achieve financial freedom. Like, share, and subscribe to start your journey toward wealth building today!

#financialadviceforpracticeowners #financialtipsforpracticeowners #financialadviceforowners #wealthbuildingforpractitioners #exitstrategiesforpracticeowners

CHAPTERS:

00:00 - Intro

01:00 - Welcome Nathan Shields

06:00 - Pre-Sale Thoughts and Considerations

12:55 - Tax Implications of Selling a Practice

16:04 - Concerns About Financial Windfall

17:42 - Mistakes Made with Received Funds

20:03 - Life After Selling Your Practice

23:18 - Key Deal Terms to Consider

26:38 - Current Investment Strategies

30:34 - Stock Market Investment Insights

34:30 - Exploring Private Lending Opportunities

35:48 - Diversification vs. Concentration in Investing

41:20 - Contacting Nathan Shields

42:24 - Connecting with Ryan and Aaron

42:31 - Outro

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Unlock the secrets to mastering your practice's finances with "Practice Finances Simplified: 27 Key Steps You Need." This episode is packed with essential advice designed specifically for healthcare practice owners looking to take back CONTROL of their financial future. Whether you're struggling to organize your financial documents, maximize the value of your practice, or build personal wealth, this checklist has you covered.

Discover how to establish financial freedom by addressing common pitfalls like income dips, outdated bookkeeping, and inefficient billing systems. Learn how to calculate your facility capacity income goal, stay on top of your make-break number, and ensure your business is running at maximum efficiency. It’s time to stop surviving and start thriving by becoming a Financial Beast and creating a practice that rewards you financially.

As experts in financial training for practice owners, Econologics Financial Advisors equips you with the tools to succeed.  Eric Miller, Host of the Financial Beast Podcast and his Co-Host, Eric Gersch are hosting this podcast and will educate you on how to integrate the practice and household under one financial system.

Ready to transform your financial future? Start your Financial Beast journey by visiting Econologics Financial Advisors today.

#businesssavings #financialhealth #businessfinancialmanagement #facilitycapacityincome #practicefinances

CHAPTERS:

00:00 - Intro

01:13 - Welcome Back

04:52 - Company Financials Overview

07:35 - Strategies for Revenue Generation

09:12 - Facility Capacity and Income Goals

13:05 - Managing Business Credit Card Debt

14:04 - Importance of Business Reserves

17:05 - Addressing Income Fluctuations

20:10 - Financial Data Access Control

23:44 - Timely Payroll for Employees

23:50 - Bonuses and Commissions Structure

25:26 - Conclusion and Wrap-Up

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Are you a veterinary practice owner tired of overpaying taxes and feeling overwhelmed by the complexities of the tax code? It's time to take back CONTROL of your finances and finally stop letting the IRS dictate your hard-earned profits. In this episode of the Financial Beast Podcast, host Eric Miller of Econologics Financial Advisors teams up with Jharid Pratt of Granite Peak CPA to reveal exclusive strategies tailored specifically for veterinary practice owners to maximize the value of your business, build personal wealth, and achieve true financial freedom.

Discover why outdated advice and generic tax tips aren’t enough and how a proactive, year-round financial system can empower you to keep more of what you earn. Learn how to strategically manage your tax planning, avoid common pitfalls, and ensure your practice is working for YOU—not the IRS. Jhari'd shares insider insights into the veterinary industry, offering actionable steps to expand your business and boost your bottom line.

As the author of "How to Become a Financial Beast," Eric Miller encourages you to take charge of your financial destiny. Don’t miss out on this opportunity to learn from the experts who specialize in helping healthcare business owners like you. Watch now and start your journey toward financial peace and prosperity!

#taxdeductions #taxplanning #taxtips #taxstrategies #irsstrategies

CHAPTERS:

00:00 - Intro

01:14 - Welcome Jharid Pratt

04:13 - Unique CPA Services

07:40 - Value of Organization and Accountability

09:50 - Importance of Business Relationships

11:40 - Tax Philosophy Insights

16:40 - Understanding Filing Extensions

18:43 - Selling Your CPA Practice

21:25 - Exiting Strategies for CPAs

25:25 - Good Profit Margin Explained

28:22 - Understanding Profitability

29:55 - Importance of Business Reserves

30:45 - Managing Personal Expenses

32:27 - Recent Tax Law Changes

34:06 - Aggressive Tax Strategies Explained

36:07 - Contacting Jharid Pratt

36:13 - Connecting with Jharid and Granite Peak CPA

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Discover *The Secret to Selling Your Practice Successfully* and unlock the financial freedom you've been striving for! In this episode of the Financial Beast podcast, Eric Miller, your trusted financial advisor and bestselling author of *How to Become a Financial Beast,* sits down with Dr. Norman Manning to share his inspiring success story of selling a veterinary practice. Learn how to take back control, prioritize your financial future, and avoid the pitfalls many practice owners face when selling to corporate groups.

If you're a healthcare practice owner, this conversation is packed with actionable insights, like how to maximize the value of your practice, build personal wealth, and achieve financial freedom. With expert advice from Econologics Financial Advisors, you'll discover how to prepare for a successful exit strategy, manage challenges, and ensure life after your sale is everything you dreamed of.

Ready to expand your business, secure your financial future, and become a Financial Beast? Start building the life you deserve today! Visit Econologics Financial Advisors to learn more about our proven process for healthcare professionals. Don’t let fear or doubt hold you back—success stories like Dr. Manning’s prove it’s possible! Watch now and take the first step toward your ultimate financial freedom.

#financialplanningforvets #transitioningveterinaryownership #transitioningownershipveterinary #veterinarybusinesstransition #financialplanningveterinary

CHAPTERS:

00:00 - Intro

01:02 - Welcome Back

02:47 - Thinking About Exiting Practice

07:21 - Using a Broker to Sell Practice

10:05 - Financial Readiness for Sale

12:12 - Challenges in Selling Process

15:53 - Understanding Deal Structure

18:35 - Navigating Due Diligence

20:17 - Life After Selling Practice

21:57 - Employment Agreement Insights

25:50 - Corporate Sale Horror Stories

27:58 - Securing a Great Deal

30:16 - Financial Advice for Veterinary Owners

31:10 - Final Thoughts

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Ready to break free from the passive income myths holding you back? In this episode of the Financial Beast Podcast, we tackle what healthcare practice owners *really* need to know to achieve financial freedom and build lasting wealth. Eric Miller is joined by Clint Harris of Nomad Capital to uncover strategies that help you take back CONTROL of your financial destiny. From self-storage investing to syndication opportunities, Clint shares how he transitioned from trading time for money to creating sustainable wealth that works for him—even after stepping away from the treadmill of earned income.

Discover how to maximize the value of your practice, avoid the passive income traps, and align your investments with your values and long-term goals. This episode is packed with actionable insights for practice owners who want to expand their business, reclaim their time, and achieve true financial independence.

Ready to take the next step? Start your Financial Beast Training and learn how to pay yourself right, build wealth outside your practice, and secure your financial future. Econologics Financial Advisors are here to empower you with expert financial training designed for healthcare practice owners like you.

Don’t leave your financial future to chance—subscribe now, and let’s build a roadmap to success together.

#cashflow #entrepreneurship #passiveincomeinvesting #realestateinvesting #businessideas

CHAPTERS:

00:00 - Intro

01:22 - Eric Introduces Clint Harris, Nomad Capital

02:32 - Defining Passive Income

05:38 - Clint's Journey to Passive Income: Real Estate & Self Storage

10:22 - Time Warp Your Real Estate Investing Strategies

13:38 - Understanding Syndication in Real Estate

18:03 - Benefits of Investing in Self Storage

21:51 - Performance Insights on Travis’s Recent Deal

22:30 - Challenges Facing the Self-Storage Industry

26:33 - Purpose Behind Travis’s Investment Deals

34:10 - Investment Locations: States to Consider

35:10 - Best Investment Advice from Clint

37:21 - Contacting Clint Harris

37:59 - Outro

_________________________________________________________________________________

Want to schedule a free consultation?

Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us

Website: https://www.econologicsfinancialadvisors.com

LinkedIn: https://www.linkedin.com/company/econologics

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

Instagram: https://www.instagram.com/econologicsfinancialadvisors

X / Twitter: https://x.com/FinancialBeasts

Vimeo: https://vimeo.com/econologics

🔒 Disclaimer

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/