About this episode
As practice owners struggle to get through this tough time, I sat down with Tom Bodin, CFA, CFP®, and a Practice Integration Advisor for Buckingham Strategic Wealth. He shares how business owners can best address financial planning amid the pandemic. In this episode, you'll find out: How Bodin's background in legislative analysis helps his financial planning clients Roadblocks dentists, optometrists, veterinarians, and lawyers are facing because of COVID-19 Best ways to maximize tax savings to lower your AGI How practice owners can put away six-figures for retirement annually The importance of a cash balance plan in practice ownership Cash preservation techniques for business owners How wealth planning can help even if you're just thinking about a practice purchase Full show notes at: http://studentloanplanner.com/77 Like the show? There are several ways you can help! Subscribe on Apple Podcasts , Stitcher , Spotify or TuneIn . Leave an honest review on Apple Podcasts . Follow on Facebook , Twitter , or LinkedIn Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan