PODCAST CE EPISODE 48: Achieving Financial Freedom: Insights for Success

296: Interview with Managing Partner & Sr. Advisor at Dentist Advisors, Matt Mulcock, CFP®

Released on: January 17, 2025

0.5 CE Credit

AGD PACE Subject Code: 770 – Self Improvement

Course Description: Start the new year by setting meaningful financial goals and taking actionable steps to achieve them. In this week’s podcast episode, Managing Partner and Senior Advisor at Dentist Advisors, Matt Mulcock, CPF®, shares foundational principles of financial freedom and offers practical strategies to help you gain control of your financial future. Plus, Matt and Dr. Yum walk through a client consultation role-play, breaking down real-life financial decisions and scenarios.

Learning Objectives:

1. Discover the true concept of financial freedom and understand the foundational principle of investing.
2. Explore when to hire a financial advisor and determine who should be part of your financial team.
3. Recognize common mistakes dentists make when setting financial goals.
4. Identify key habits necessary for achieving financial independence.
5. Learn the most important question to ask your financial advisor for better financial outcomes.

Course Expiration: January 17, 2028

Cancellation/Refund Policy: There are no refunds given for this event