Are you a healthcare practice owner struggling to make your marketing investments count? It’s time to stop wasting money and start maximizing your business’s potential with proven strategies that WORK. In this episode of the Financial Beast Podcast, Eric Miller, co-owner and chief adviser at Econologics Financial Advisors, teams up with marketing expert Katrina Beckman, CEO of Kalen Marketing, to deliver actionable marketing tips tailored for practice owners like YOU. From building an effective website to leveraging Google Ads and reviews, you’ll learn how to take back CONTROL, focus on what matters, and drive real results for your practice.

Discover how to maximize the value of every dollar you spend, build personal wealth, and create financial freedom for your business and beyond. Eric also shares insights from his best-selling book, *How to Become a Financial Beast*, where he teaches practice owners how to expand their businesses, pay themselves right, and build wealth outside their practices.

Take the first step toward becoming a Financial Beast and reclaiming your financial destiny. Remember, smart marketing isn’t an expense—it’s an investment in your future. Start your journey with expert advice from Econologics Financial Advisors, your trusted partners in financial training and wealth building for healthcare professionals. Subscribe now and transform the way you think about marketing and financial growth!

#leadgeneration #success #facebookmarketing #howtobudget #healthcaresocialmediamarketing

CHAPTERS:

00:00 - Intro

01:02 - Welcome Back to Marketing Insights

01:48 - Journey into Marketing Career

07:59 - Key Focus Areas in Marketing Strategy

10:00 - Elements of an Effective Website

12:41 - Analyzing Website Statistics Frequency

14:06 - Importance of Google Reviews

18:55 - Maximizing Google Ads Campaigns

22:21 - Leveraging Social Media for Business

26:27 - Benefits of Print Advertising

29:18 - Understanding SEO Basics

30:50 - Role of AI in Marketing

33:30 - Tips for Writing a Book

37:55 - Reasons for Cutting Marketing Budgets

39:18 - Contacting Kalen for Marketing Advice

39:54 - Reaching Out to Katrina

40:00 - Industries We Serve in Marketing

40:39 - Special Guest: Katrina’s Dog

_________________________________________________________________________________

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

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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.

Is $5M enough for a stress-free retirement? Discover the truth about financial freedom in this eye-opening episode of the Financial Beast Podcast with Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, if you’re a healthcare practice owner wondering how to take back CONTROL of your money and build personal wealth, you’re in the right place. We’re breaking down exactly what it takes to achieve a worry-free retirement, starting at $5M, and how you can maximize the value of your hard work to expand your financial future.

Gain insights into setting realistic wealth targets, planning for long-term care, and creating a diversified portfolio that guarantees financial security. Whether you’re aiming for $5M, $7M, or $10M, this episode will empower you to craft a financial plan tailored to your goals. Learn how to become a Financial Beast, achieve financial freedom, and make informed decisions about your future.

Econologics Financial Advisors specializes in guiding healthcare practice owners on their journey toward financial independence. Ready to take the first step? Start your Financial Beast training today and take control of your financial destiny. Your best retirement life starts here!

#dividendinvesting #cashflow #financialeducation #retirementincome #howtoinvest

CHAPTERS:

00:00 - Intro

02:17 - How Much Money is Enough

09:48 - What Does a $5M Net Worth Look Like

11:35 - Retirement Savings Requirements

16:40 - Retirement Financial Needs Explained

20:00 - Planning for Retirement Funds

21:40 - Essential Retirement Savings Strategies

22:49 - Financial Advice on TikTok

23:55 - The Synthetic High of Speculative Trading

25:39 - Who Should You Listen to

_________________________________________________________________________________

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 healthcare practice owner ready to take back CONTROL of your financial future? In this episode of the Financial Beast Podcast, Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, dives into the SIX CORE INVESTING RULES every practice owner must know to maximize the value of their hard work, build personal wealth, and achieve true financial freedom. These timeless principles will empower you to avoid speculative traps, make smarter investment choices, and create lasting wealth.

Eric shares actionable strategies like understanding what you own, dollar cost averaging, and adopting a professional investor mindset. Learn how to protect your wealth with a defensive approach, focus on investments with reasonable returns, and develop behaviors that lead to financial success. Whether you're striving to expand your business or aiming to retire comfortably, these tips are designed to help you become a Financial Beast.

Econologics Financial Advisors specializes in guiding healthcare practice owners on their journey to wealth and financial control. Ready to start your journey? Subscribe for more expert financial training and take control of your financial destiny today! You’ve worked hard for your success—now it’s time to make your money work hard for YOU.

#how to invest #business owner #money #compoundinterest #dollar-cost averaging

CHAPTERS:

00:00 - Intro

01:56 - Importance of Investment Discussion

07:34 - Investing Principle 1: Understanding Your Assets

10:22 - Investing Principle 2: Benefits of Dollar-Cost Averaging

12:51 - Predicting Investor Behavior vs. Market Trends

16:23 - Characteristics of True Investments: Reasonable Returns

18:34 - Developing a Defensive Investor Mindset

22:40 - Becoming a Professional Investor

25:20 - How to Contact Us

_________________________________________________________________________________

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/

Are you ready to take back CONTROL of your cash flow and unlock financial freedom? In this episode of the Financial Beast Podcast, host Eric Miller teams up with Nathan Shields, PT, a seasoned business owner and coach, to deliver actionable insights and strategies to help healthcare practice owners like you boost cash flow fast. Whether you’re a private practice owner, entrepreneur, or simply looking to maximize the value of your business, this video is your go-to guide for tackling financial challenges head-on.

Discover FOUR proven methods to improve your cash flow, from mastering your financial numbers to optimizing billing, collections, and provider coding systems. Learn how to maximize profits, build personal wealth, and create sustainable financial systems to secure your future, even in uncertain times. This episode is packed with expert advice designed to help you expand your business, strengthen your bottom line, and achieve financial stability.

As practice owners, you work hard—it’s time to see the financial results you deserve! Leverage the knowledge shared in this video to start your journey toward becoming a Financial Beast. Don’t forget to like, share, and subscribe for more expert financial training and strategies tailored to healthcare professionals.

#budgeting #medicalbillingtraining #cashflow #financialeducation #patientcollections

#entrepreneur #investingforbeginners #partnershipsandcollaborations #partnershipsexplained #entrepreneurship

CHAPTERS:

00:00 - Intro

00:41 - Free Financial Beast Guide

00:57 - Welcome to Financial Beast Podcast

01:27 - Meet Nathan Shields

02:28 - Successful Business Partnerships

10:32 - Improving Cash Flow Strategies

14:46 - Understanding Business Phases

18:14 - Business Phases: Knowing Your Numbers

20:10 - Business Phases: Billing Accountability

24:20 - Over the Counter Collections Strategies

27:34 - Daily Reporting Techniques

30:30 - End of Day Reporting System

34:25 - Managing Billing and Collections Team

37:25 - Key Metrics for Billing Improvement

42:31 - Maximizing Billing and Coding

48:57 - Training for Higher Reimbursement Rates

51:22 - Contacting Nathan Shields

_________________________________________________________________________________

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.

Celebrate 100 Episodes of Financial Growth with us!  This milestone episode is packed with expert financial insights for healthcare practice owners looking to take back CONTROL, maximize the value of their practices, and build personal wealth. Whether you're navigating rising wages, adapting to new technologies, or preparing for the next step in your journey, this episode will empower you with timeless strategies for financial freedom.

Eric Miller, best-selling author of *How to Become a Financial Beast* and Eric Gersch, Financial Advisor, share invaluable lessons from almost 2 decades of experience helping practice owners expand their businesses and achieve their financial goals. Discover the key habits of successful practice owners, learn how to create consistent income streams, and unlock the potential of your practice as your most significant investment.

Ready to become a Financial Beast? Start your financial training today by scheduling a consultation with Econologics Financial Advisors. Take the first step toward mastering financial management and building wealth outside your practice.

At Econologics Financial Advisors, LLC, we specialize in financial advisory services for healthcare practice owners. We also work with Associates now!  Trust us to guide you through the challenges and opportunities unique to your field. Together, let's make your financial freedom a reality.

#epicfinancialstrategies #financialeducation #personalfinance #investing #healthinsurance

#wealth #financialeducation #economics #personalfinance #investmentforbeginners

CHAPTERS:

00:00 - Intro

01:04 - Celebrating 100 Episodes

05:37 - Financial Landscape Changes Last 10 Years

16:55 - Effective Financial Management Strategies

21:59 - AI Impact on Financial Management

26:10 - Future Changes in Finance Next 5 Years

27:35 - Major Economic Threats

28:22 - Closing Remarks

_________________________________________________________________________________

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.

Unlock the *Secrets to a Stress-Free Practice Sale* and take control of your financial future! If you’re a healthcare practice owner wondering how to maximize the value of your business and exit with confidence, this video is your ultimate guide. Learn how to prepare for one of the most pivotal financial decisions of your life and transition smoothly into your next chapter.

Join Eric Miller, co-owner and chief advisor of Econologics Financial Advisors, as he sits down with Dr. Dimitrios Kostopoulos, a seasoned practice owner who recently navigated a successful exit. Discover actionable insights on deciding the right time to sell, choosing the ideal buyer, and sustaining profitability. Whether you’re years away from a sale or ready to make your move, these expert strategies will help you build personal wealth, achieve financial freedom, and go out on top.

At Econologics, we understand the challenges healthcare practice owners face. That’s why we equip you with the tools to expand your business, boost profits, and secure your financial future. Start your journey to becoming a Financial Beast today by prioritizing profitability, planning for growth, and taking the next step toward a stress-free transition.

Subscribe now to unlock your potential, take back control, and ensure you’re prepared for every stage of your financial journey. Your wealth-building future starts here!

#howtosellmedicalpractice #retirementplanning #eliteconsultingpartners #healthcaredigitalmarketing #sellinghealthcarepractice

#dentalpracticesales #dentalpracticesforsale #sellingdentalpractices #sellingdentalpractices #moneymanagement

CHAPTERS:

00:00 - Intro

01:11 - Dr. Dimitrios Kostopoulos Introduction

05:28 - When to Sell Your Business

11:00 - Financial Incentives for Selling

14:57 - Factors Influencing Business Valuation

22:46 - Effective Negotiation Strategies

30:07 - Importance of Mergers and Acquisitions Team

33:31 - Patience in the Selling Process

37:29 - Practice Performance During Sale

38:18 - Post-Deal Considerations

40:55 - Clean Break After Sale

44:08 - Contacting Dr. Dimitrios Kostopoulos

_________________________________________________________________________________

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 how the "Big Beautiful Bill" that just went into law will aid practice owners on their tax returns and what are the downsides.  In this episode of the Financial Beast podcast, Eric Miller, co-owner and chief advisor at Econologics Financial Advisors and Eric Gersch, Advisor, break down the key points of this bill that will benefit practice owners.   From some tax cuts to increased standard deductions, qualified business income (QBI) enhancements, and even new tax-saving opportunities like the auto loan interest deduction, you’ll learn how to maximize the value of these changes to build your personal wealth.

Are you ready to take back CONTROL of your finances and create a path toward true financial freedom? With expert financial training tailored specifically for practice owners, you’ll uncover strategies to minimize taxes, pay yourself what you deserve, and invest in your future with confidence. Whether it’s understanding estate tax exemptions or turning inflation into an opportunity, this episode empowers you to become a Financial Beast.

Econologics Financial Advisors specializes in helping healthcare professionals achieve their financial goals with trusted advice and proven systems. Don’t miss this chance to gain the knowledge you need to secure your financial future and weather any economic storm.

Subscribe now and share this episode with your network to help others achieve financial freedom!

#budgeting #bigbeautifulbill #personalfinance #healthinsurance #flexiblespendingaccounts

#howtomakemoney #financialeducation #healthinsurance #privatepracticetaxdeductions #wealthmanagement

CHAPTERS:

00:00 - Intro

00:53 - Welcome Back

02:08 - Understanding Tax Brackets

04:51 - Exploring Standard Deduction

06:57 - Overview of Estate Tax

09:06 - Senior Bonus Tax Deduction

11:42 - Auto Loan Interest Deduction Explained

13:39 - No Tax on Auto Loan Interest Benefits

14:32 - Trump Accounts Overview

17:50 - Understanding SALT Deduction

19:40 - Funding Future Expenses

22:00 - Addressing Inflation Issues

24:00 - Deficit Spending Insights

24:30 - Preparing for Inflation Strategies

26:13 - Final Thoughts and Summary

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

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

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

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

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

Website: https://econologicsfinancialadvisors.com/

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.

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 unlock the secrets to financial freedom? In this episode of the Financial Beast Podcast, we reveal 3 GAME-CHANGING MONEY MOVES that every practice owner must know to maximize the value of their business, build personal wealth, and create a recession-proof financial strategy. This is your chance to stop wasting time on low-impact decisions and focus on actions that truly move the needle.

Join Eric Miller, bestselling author of "How to Become a Financial Beast" and Chief Advisor at Econologics Financial Advisors and Eric Gersch, Financial Advisor, as they share proven strategies to help healthcare practice owners like YOU thrive. Learn how to create a viable practice, pay yourself right, invest wisely, and eliminate unproductive debt—all while setting yourself up for long-term success.

At Econologics Financial Advisors, we specialize in financial planning for healthcare practice owners, empowering you with the tools to expand your business and achieve financial independence. Remember, building wealth isn’t just about working harder; it’s about working smarter with a plan that works for you.

Ready to take the first step? Start your journey to becoming a Financial Beast today by connecting with Econologics Financial Advisors. Don’t let financial stress hold you back—take control, maximize your profits, and secure your future!

#financialmanagement #budgeting #dentalownership #practiceownership #dentalpracticemanagement

#budgeting #personalfinance #budgetingforsuccess #stockmarket #investingforbeginners

CHAPTERS:

00:00 - Intro

01:59 - Importance vs Unimportance in Finance

08:21 - Chasing Yield: Investment Strategies

12:09 - Backdoor Roth IRAs: Tax Benefits Explained

17:00 - Budgeting: Managing Your Finances

20:00 - Inflation: Impact on Savings

23:36 - Bookkeeping: Essential Practices

26:25 - Outro

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

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

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

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

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

Website: https://econologicsfinancialadvisors.com/

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.

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

Are you a healthcare practice owner wondering why owning your practice building could be the ultimate game-changer? In this episode of the Financial Beast Podcast, we break it all down! Join Eric Miller, financial advisor and co-owner of Econologics Financial Advisors, as he teams up with real estate expert Brian Wine to uncover the secrets to building personal wealth through owning your practice property. Learn how to take back CONTROL of your financial destiny, maximize the value of your investments, and create long-term financial freedom.

We’ll explore the strategies top practice owners are using to turn their properties into powerful assets, how to negotiate leases like a pro, and why owning your building can lead to generational wealth. Whether you're buying your first building or looking to make your current setup more profitable, this episode will empower you with the tools to succeed.

Ready to become a Financial Beast? Download Eric’s bestselling book, "How to Become a Financial Beast," and start maximizing your profits today. At Econologics, we specialize in helping healthcare professionals like you build wealth and expand your business. Hit like, share, and subscribe for more expert insights. Let’s take control of your financial future together!

#realestateinvesting #physicianpartnership #tenantrepresentation #medicalprofessionalhomeloans #realestatemarketing

CHAPTERS:

00:00 - Intro

01:06 - Welcome Brian Wine

03:54 - Practice Buildings Investment Benefits

08:33 - Key Elements of a Good Lease

12:24 - Barriers to Real Estate Ownership

14:25 - Sourcing Real Estate Deals

16:36 - Understanding Interest Rates

21:07 - Cash on Cash Return Explained

23:50 - Tenant Loss Consequences

29:35 - Timing Your Property Sale

33:50 - Buyers of Medical Buildings

36:50 - Cash Purchases vs. Leveraging

38:15 - Contacting Brian Wine

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

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

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

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

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

Website: https://econologicsfinancialadvisors.com/

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.

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

Is your financial advisor costing you a fortune without delivering real results? Discover the signs that could save your financial future! In this episode of the Financial Beast Podcast, hosts Eric Miller and Eric Gersch tackle one of the most critical questions for healthcare practice owners: how to know if your advisor is helping you build wealth or quietly draining your resources. Learn how to take back CONTROL, maximize the value of your hard-earned money, and confidently build personal wealth for financial freedom.

We dive into actionable strategies, including how to measure your advisor’s performance using real stats like net worth growth, tax savings, and debt reduction. Plus, hear a powerful case study of a practice owner who went from financial stress to achieving a $9.2M practice sale and long-term financial security—all with the right help and planning. You’ll also get insights into our unique Financial Prosperity Index, a scorecard designed to give you a clear picture of your financial health and progress.

At Econologics Financial Advisors, we specialize in helping healthcare professionals like you grow your practice, build wealth, and secure a prosperous future. Our proven strategies and personalized approach empower you to become a Financial Beast. Start your journey to financial freedom today—your money will thank you!

#measuringfinancialsuccess #financialplanning #financialadvisorpracticemanagement #financialfreedom #financialeducation

CHAPTERS:

00:00 - Intro

01:12 - Evaluating Your Financial Advisor's Impact

02:08 - Measuring Financial Prosperity: A Case Study

09:02 - How to Tell if Your Financial Advisor is Helping You (Part 2)

12:46 - Case Study: Dr. O's Financial Journey

17:15 - Transforming a Practice into $9.2M: Dr. O's Success

21:59 - OUTRO

22:15 - Insights from a Financial Advisor's Perspective

23:12 - Quantifying Your Advisor's Contributions

24:13 - Importance of Recurring Communication

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

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

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

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

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

Website: https://econologicsfinancialadvisors.com/

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.