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Preparing for the Unexpected: Protecting Your Practice, Family, and Legacy

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Manage episode 505806487 series 3039622
Content provided by Podcat and Four Quadrants Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Podcat and Four Quadrants Advisory 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.
On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process.
Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind.
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
  continue reading

251 episodes

Artwork
iconShare
 
Manage episode 505806487 series 3039622
Content provided by Podcat and Four Quadrants Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Podcat and Four Quadrants Advisory 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.
On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process.
Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind.
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
  continue reading

251 episodes

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