Creating A Financial Plan For 2024 with Jon Doyle DWI-EP210

Dentists Who Invest Podcast

Dentists Who Invest Podcast
Creating A Financial Plan For 2024 with Jon Doyle DWI-EP210
Jan 17, 2024 Season 2 Episode 210
Dr. James Martin

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Unlock the secrets to a robust financial future with our special guest, John Doyle, an independent financial advisor who brings his post-gym vibrancy to a riveting conversation on crafting your 2024 financial plan. Whether you're basking in the Dubai sun or shoveling snow elsewhere, John's expertise in personal goal setting and money management will empower professionals across the board. Our chat navigates the complex terrain of financial structuring while sprinkling in personal anecdotes, like John's dedication to his daughter's education, highlighting the universal relevance of proactive planning. By the episode's end, you'll not only have soaked up invaluable advice but also be privy to an exclusive live interaction with John, a chance to directly elevate your financial game.

This episode is a journey through the essential elements of personal finance, addressing the subtle drain of subscription creep and embracing the Japanese wisdom of Kakebo for intentional spending. UK dentists, in particular, will benefit from our targeted guidance on maximizing income within the tax framework and the critical synergy between accountants and financial advisors. We strike a balance between Aristotle's golden mean and the discipline of saving, offering insights that resonate with the aspirations of self-employed individuals and those plotting the course for their financial future. Tune in for a wealth of knowledge that offers not just strategies but a philosophy for achieving financial well-being and taking confident control of your economic destiny.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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