by Mendy Heinz | Aug 17, 2023 | Podcast
Episode 12 From Practitioner to Top Notch CEO In this episode Eric Miller meets with Mike Nula to discuss his journey from solo practitioner to CEO of 13 successful practices and how he skillfully transitioned out and onto a new path. Join us. Listen to the Audio...
by Mendy Heinz | Aug 10, 2023 | Podcast
Episode 11 Can You ”DIY” Your Financial Plan? 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...
by Mendy Heinz | Aug 10, 2023 | Podcast
Episode 10 Your Practice As an Investment & Owner Independence with Vinod Somereddy, PT Is your business an enterprise that provides work for a number of people or is it more than that. Is it also an Investment in your household portfolio? Successful PT and...
by Mendy Heinz | Aug 10, 2023 | Podcast
Episode 9 How to Choose Your Financial Advisor as a practice owner 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...
by Mendy Heinz | Aug 10, 2023 | Podcast
Episode 8 Retirement Planning vs. Income Planning 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...
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