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Dreaming of an early retirement? This episode is your guide. Financial planning expert Anick Sharma joins us to share actionable steps tailored specifically for dentists. He challenges traditional retirement models, urging you to measure wealth not just in pounds but in time, relationships, and meaningful experiences. Through an inspiring client story, Anick illustrates how understanding your financial position and setting clear goals can help you retire sooner than you thought possible—all while aligning your finances with the life you truly want.
We explore how to balance your financial “bucket,” ensuring income, assets, and spending work together to create both present happiness and long-term security. Anick draws a brilliant analogy between financial planning and dental treatment planning: a clear diagnosis is key before choosing the right remedy. Whether you’re planning to step back early or just want to secure a stress-free retirement, this episode is packed with insights to help you craft a strategy that fits your life.
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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.