How To Plan For Financial Freedom with Ryan Lee

How To Plan For Financial Freedom with Ryan Lee

On the Delivering WOW podcast this week I’m thrilled to be joined by Ryan Lee, a Financial Advisor and the Co-Founder of Cashflow Tactics, who in an interview recorded before the recent pandemic, reveals how dentists can grow their practice, escalate personal wealth and reach a level of financial freedom.

Cashflow Tactics empowers those seeking a life of financial independence with the tools and strategies necessary to grow wealth, build cash flow, and create financial freedom. Together, Ryan and I talk about why it’s so valuable and important to take a strategic approach towards gaining financial freedom. ​​Ryan also shares some cashflow tactics to help maximize personal wealth while growing your dental practice at the same time.

Now is a time to focus on the future, for you and your business, and I truly hope you will find these strategies useful.

 

How To Plan For Financial Freedom with Ryan Lee

 

In this episode, we discuss:

  • What Ryan Lee is known for and how he helps practice owners and dentists stimulate cash flow
  • Why it’s so important to strive towards financial freedom
  • How to develop a strategic approach to help you increase your income
  • The difference between production, collection, and profit
  • Why you need to be intentional about increasing cash flow
  • How Ryan and his team at Cashflow Tactics empower people with money
  • Understanding that money is just a tool and you just need to learn how to use it

 

 How To Plan For Financial Freedom with Ryan Lee

 

To find out more about how Cashflow Tactics can help you gain financial freedom using the Financial Freedom Formula, head over to: https://cashflowtactics.com/wow

 

Check out this short video trailer of the episode below:

Financial Planning for Dentists with Reese Harper

On this podcast episode I am joined by the CEO of Dentist Advisors, Reese Harper. We talk about financial planning and how to create more wealth as dentists. Also, we explore why it’s so important for dentists to prepare and educate themselves when it comes to using a CFP. And, how CFPs help grow dentists' net worth and retire on time.

Reese is committed to building a team of expert advisors who help dentists fulfill their wealth-building potential. He began his career in 2003 and is a CERTIFIED FINANCIAL PLANNER™. He also holds CLU® and CHFC® designations from the American College of Financial Services.

Reese’s investment in leading edge technology. And, his decision to focus solely on dentists has led to a powerful service platform where advice is given with greater precision at faster speeds. He is the host of the Dentist Money™ Show. In addition, Reese is also a popular speaker at dental conventions, and a regular contributor to dental publications.

 

Financial Planning for Dentists with Reese Harper

In this episode, we discuss:

  • How Reese got into financial planning for dentists
  • Why dentists are often reluctant to attend financial events and build their wealth
  • What to look for when choosing a financial advisor
  • The steps you need to take to start financial planning
  • How to make smart financial decisions
  • Financial planning tips for dentists in debt

 

Financial Planning for Dentists with Reese Harper

 

If you want to find out more about how Dentist Advisors can help you with your financial planning, you can book a free consultation here.

To listen to The Dentist Money Show, where you can find more tips and advice on making smarter financial decisions, click here.

You can also access Dental Advisors’ amazing Financial Education Library for Dentists. Here you’ll discover lots of resources and insights on investing, retirement planning, personal finance, debt management, profitability, and many more topics.

To watch a short trailer of the podcast where Reese explains how financial planning can help you build wealth, hit play on the video below:

Getting to Profits with Justin Krane

Getting to Profits with Justin Krane

I’m delighted to introduce my special guest, Justin Krane, onto the show to discuss how you can achieve complete financial and personal freedom.

Justin is a money strategist for business owners. His mission is to help business owners understand the money side of their business. He teaches entrepreneurs how to be strategic with their finances so that they can grow their businesses.

But, Justin isn’t about cutting back and living a frugal life. Justin is all about getting out there, buying the shoes, eating that sushi dinner, and living the BEST life you can – while saving for the future!

 

Getting to Profits with Justin Krane

 

On the podcast we discussed…

  • Justin’s story as a financial advisor and the journey that led him to restart his financial life and empower others to achieve financial freedom
  • The importance of clarity as a small business owner and how to attain it
  • How to make sure you’re not just making sales, but you’re also making a profit
  • Understanding cash-flow and tracking how much money you have in the bank and your incoming and outgoing cash
  • Why you should consider doing a “cash-flow forecast” on a monthly or weekly basis
  • Planning for taxes with help from your CPA
  • Why you should invest 10% of your Gross Profits towards marketing your business
  • Determining your personal salary and why it should be somewhere between 30% to 50% of your business’ profits
  • Justin’s top tips for growing your small business
  • How to decide if a financial investment is worth the risk
  • The benefits of automating money to and from your business/personal account
  • Much more!

 

Getting to Profits with Justin Krane

 

If you’d like to find out more about Justin Krane and how he can help you to be more strategic with your business finances, visit kranefinancialsolutions.com or get in touch with him via his Facebook page.

To watch a short video trailer of the episode where Justin is talking about managing your business finances and achieving financial freedom, hit play below: