When you’re trying to establish yourself and build wealth, it’s so important to break free from the bad, misdirected, and just plain shady advice on investing. Reese Harper found out early on that he had a passion for helping people with their finances, and that passion stretched beyond simply selling financial products and giving generalized recommendations. In this episode, he shares his expertise on building wealth and managing investments, especially as a dental practitioner and business owner.
Reese discusses how he wound up serving mainly dentists and why he thinks the dental community has been getting some of the worst financial advice out there. He shoots down common misconceptions, shares tips for wealth-building and management, and gives his predictions for financial planning and investing in the future.
Subscribe: Apple Podcasts | Android | Google Podcasts | Stitcher | Spotify | More
- 1:43 – Introducing Reese and why he’s so important to the dental community.
- 3:56 – How he ended up focusing on dentistry.
- 6:20 – What scared him about the financial industry in the U.S.
- 9:00 – The importance of finding a niche to service.
- 11:20 – Reese’s thoughts on the future of financial planning.
- 12:18 – Why he thinks dentists have been getting hit with some of the worst wealth advice.
Featured on the Show:
- Reese Harper: Site | LinkedIn | Facebook
- The Dentist Money Show
- Northwestern Mutual
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.
2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
4. Want to Work Directly with Me?
If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.