Lies You’ve Been Told About Money, Taxes, & Exits

Are you a practice owner looking to maximize your business value, minimize taxes, and build generational wealth? Do you want to understand the financial intricacies of selling your practice or planning for retirement? Are you curious about effective financial strategies that can benefit your business?

Join me on today’s podcast episode of the Dave Kittle Show with Ed Meek, the founder and CEO of Edge Financial Advisors. He helps investors with simple financial behaviors that grow their assets over time. Ed's edge gives listeners a financial edge to live the life they've always wanted. Save more, live better.

If you're a business owner seeking financial guidance, Ed Meek’s business can help you make informed decisions for your practice and personal wealth https://edgefa.com/.

We will touch on such topics as:
-The importance of trust in financial planning and how to establish it.
-What are the myths that Social Security will run out?
-The real impact of the "Latte Effect" and focusing on significant financial moves.
-The various retirement plans and maximizing contributions.
-Differentiating between HSA and FSA accounts.
-Planning ahead for selling a business and minimizing taxes.
-The benefits of structured payouts versus lump-sum payments.
-The role of certified financial planners and fiduciaries.
-How Ed has helped clients navigate financial decisions and save money on taxes.

P.S. Subscribe, rate, and review.

Do you want to pick Dave’s brain? Ask him a question about practice valuations, offers, or potential partnerships? Click this link and book a call with him on Clarity:
https://clarity.fm/davekittle/expertise/physical-therapy-merger-acquisitions-valuations-healthcare-marketing-sales

And, if you like what you hear from the host, Dave Kittle, then it's possible that he and his team, The Filmmaker Group, may be interested in acquiring some or all of your physical therapy practice. Learn more about potential partnerships, selling your practice, mergers, and more on our website at https://www.fieldmakergroup.com.

Connect with him on:
Email: [email protected]
Instagram: @davekittle (https://www.instagram.com/davekittle/)
LinkedIn: https://www.linkedin.com/in/davekittle/
or
Call (646)-781-8884

#physicaltherapy
#privatepractice
#exitstrategy
#ptpodcast
#financialguidance
#businessfinance

Скачать видео