Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/the-most-important-part-of-your-investing-strategy-with-luke-hurley

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Most investors focus on stock picks and portfolio diversity—but they’re overlooking the crucial first step. Financial advisor Luke Hurley explains why defining your vision should come before any investment decisions.

Luke shares three powerful principles that shape effective financial planning: time as your most valuable resource, happiness as the ultimate goal, and money as a tool to enable your best life. He also explores how to discover your financial “why,” set meaningful milestones, and calculate your personal “number” for financial independence—the point where work becomes a choice, not a necessity.

With 77% of UK adults unsure how much they need for retirement and only 20% confident they’re saving enough, this conversation is a must-listen for dentists and high-earning professionals. You may already have enough to retire but haven’t defined what “enough” means. Luke also examines the limitations of traditional retirement strategies, including the 4% rule, and why preserving pension assets for inheritance might be a smarter long-term approach.

Ready to rethink your approach to money? Tune in now—and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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