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Educational Videos

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…

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…

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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…

05 Jan: Secure Act 2.0 Changes to 529 Plans

To schedule a call to review your financial plan and investments  Click Here SUBSCRIBE TO THE FINANCIAL INCLINE Email Address  …

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14 Dec: M&A Attorney on Selling Your Business

Check out the new episode of ‘The Financial Incline’ to hear my conversation with Aaron Monk. Aaron is a partner…

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