Student Loan Planner
What Business Owner Dentists, Vets, Optometrists, and Lawyers Need to Know, with Tom Bodin
May 19, 2020 · 59 min
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As practice owners struggle to get through this tough time, I sat down with Tom Bodin, CFA, CFP®, and a Practice Integration Advisor for Buckingham Strategic Wealth.

He shares how business owners can best address financial planning amid the pandemic.


In this episode, you'll find out:

  • How Bodin’s background in legislative analysis helps his financial planning clients
  • Roadblocks dentists, optometrists, veterinarians, and lawyers are facing because of COVID-19
  • Best ways to maximize tax savings to lower your AGI
  • How practice owners can put away six-figures for retirement annually
  • The importance of a cash balance plan in practice ownership
  • Cash preservation techniques for business owners
  • How wealth planning can help even if you’re just thinking about a practice purchase

Full show notes at:


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