Today Dr. Mart McClellan of Macro Wealth Management is back on the podcast! He brings a unique perspective as not only a financial advisor, but also a practicing orthodontist. In this episode, he shares his own financial journey as an orthodontist and why he decided to go in a less traditional direction.
Listen in to hear about how his company is the only advisory firm with a health professional on board, as well as how they use an evidence-based planning system. You’ll learn about the holistic model that Mart discovered and has been trying to spread throughout the health professions, as it isn’t taught in medical school. Mart also shares incredible insight on how to push back on traditional methods, question the norms, deal with failure, and build velocity with your finances.
Minute Markers:
- 1:00 – Who Mart is and what his background is in ortho and finance.
- 5:26 – The problem with how traditional financial planning works and how he decided to be less traditional.
- 7:20 – The importance of questioning things and finding proof.
- 9:28 – How to gain velocity with your finances.
- 15:33 – Mart’s thoughts and observations on the current marketplace.
- 20:44 – What the financial “junk drawer” is and why it’s important to coordinate your finances.
- 22:26 – The sequence of returns and what it means for your retirement.
- 24:34 – What the “stealth tax” is and how we’re all paying it.
- 26:35 – Mart’s philosophy on debt.
Featured on the Show:
- Mart McClellan: Website | LinkedIn | Facebook | Instagram | Twitter
- Your Retirement Smile by Mart McClellan and Tim Streid
- Freedom Founders Discovery Call
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