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The Walkaway Wealth Playbook for Competitive Reps

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Manage episode 506461035 series 3502287
Content provided by Zed Williamson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zed Williamson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Many MedTech reps equate high income with long-term freedom, but that assumption can leave you unprepared when the unexpected happens. Lifestyle changes, taxes, and territory shakeups can quickly erode even the strongest commission checks.

In this episode, sponsored by Physician Growth Accelerator, we’re joined by David Dedman, founder of Pulse Wealth and creator of the Walkaway Wealth Plan. He specializes in helping high performers translate today’s earnings into tomorrow’s flexibility. In this conversation, we unpack two of his five pillars of Walkaway Wealth and explore how early, strategic moves can reduce lifetime taxes, protect against uncertainty, and give you the option to step back (or step away) on your own terms.

What we discuss in the episode:

  • Why tax planning must be approached as a year-round strategy
  • How to avoid lifestyle creep and build a meaningful cash reserve
  • Reframing “exit planning” as creating options

Resources from this episode:

Social Media:

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 506461035 series 3502287
Content provided by Zed Williamson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zed Williamson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Many MedTech reps equate high income with long-term freedom, but that assumption can leave you unprepared when the unexpected happens. Lifestyle changes, taxes, and territory shakeups can quickly erode even the strongest commission checks.

In this episode, sponsored by Physician Growth Accelerator, we’re joined by David Dedman, founder of Pulse Wealth and creator of the Walkaway Wealth Plan. He specializes in helping high performers translate today’s earnings into tomorrow’s flexibility. In this conversation, we unpack two of his five pillars of Walkaway Wealth and explore how early, strategic moves can reduce lifetime taxes, protect against uncertainty, and give you the option to step back (or step away) on your own terms.

What we discuss in the episode:

  • Why tax planning must be approached as a year-round strategy
  • How to avoid lifestyle creep and build a meaningful cash reserve
  • Reframing “exit planning” as creating options

Resources from this episode:

Social Media:

  continue reading

151 episodes

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