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The Financial Incline

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Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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31 Jan: Purchasing and Operating a Dental Practice

In this episode, I talk with Dr. Lindsey Willoughby. Lindsey is the owner of East Orchard Dentistry, a Dental Practice…

25 Jan: Avoiding the Big Retirement Risks

Retirement is just as much a leap of faith as any other significant life change. No matter how much you…

24 Jan: $10 Trillion Opportunity

Check out this clip from Phil Eleson as he describes the $10 trillion opportunity that we are in and will see…

20 Jan: Sequence of Return Risk

Sequence of return risk equals one of the greatest risks for those retiring in a down market. This stresses the…

19 Jan: Key Focus Areas – Financial Due Diligence

What are some of the key focus areas that are looked at during the financial due diligence process? The 2…

19 Jan: Secure Act 2.0

Congress has passed the second version of the SECURE Act which stands for Setting Every Community Up for Retirement Enhancement….

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18 Jan: Financial Due Diligence

Check out this episode of The Financial Incline where I talk with Griffin Hurd. Griffin is a CPA and partner…

11 Jan: Performance Chart for 2022

Performance chart for 2022 and 10 year performance I read and follow the works of Ben Carlson of Ritholtz Wealth…