Can You ”DIY” Your Financial Plan?

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When does a do-it-yourself approach to financial planning work and when is it time to put it in the hands of the experts? What is the potential downside to you and your practice? Join us for expert insights on this topic.

How to Choose Your Financial Advisor as a practice owner

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Some people are only open to replacing their current financial advisor when their investment accounts go down. Are you working with an Asset Manager or a financial advisor and how do you judge their actual worth? How do you choose an advisor?

Retirement Planning vs. Income Planning

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What are the best investment vehicles for building retirement income streams? Practice owners are not rank and file workers and their retirement plan shouldn’t be reduced to just a 401K plan or an IRA. Find out the best method for building multiple income streams.

Interview with Nathan Shields, PT Business Coach

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In this episode we introduce you to Nathan Shields – PT Business Coach and founder of the Physical Therapy Owners Club. This information is pertinent to any type of practice as he discusses how to grow your practice while gaining more freedom and profit.