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Episode : Unfiltered Advice on Choosing a Financial Advisor

Podcast Description

Financial advisor Ryan Isaac is on the podcast once again to give advice on selecting a financial advisor, including whether or not you should even get one. Together with Kiera, Ryan covers the following in this episode:

  1. What a financial advisor does

  2. How to hire a financial advisor

  3. When to hire one

  4. And more

About Ryan:

Co-Founder of Dentist Advisors and host of the Dentist Mone Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system.

Episode resources:

Check out Dentist Advisors

Tune in to The Dentist Money Show

Listen to episode 544, Stocks & Assets: What is on the Horizon

Reach out to Kiera

Subscribe to The Dental A-Team podcast

Become Dental A-Team Platinum!

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