Practice Rich, Retirement Poor
8 Things You'll Gain From Reading This Book
Discover why a six-figure income is no guarantee of financial security - and the specific blind spots that leave high-earning dentists exposed.
See how a single outdated beneficiary designation could redirect your life savings to the wrong person - and how your estate actually reaches the people you love.
The Roth conversion trap - timing it wrong can cost you over your lifetime, and dentists don't know there's even a decision to be made.
From investment accounts to estate planning, the wealthier you become, the more complex and costly the mistakes.
Break the cycle of being too busy to plan - and discover a simple quarterly financial check-in that helps keep you from falling behind without realizing it.
Face the eight retirement risks nobody talks about - including the ones that don't show up on any chart but can quietly unravel even the best-laid plans.
Stop benchmarking your finances against the wrong person - and learn why comparing yourself to a colleague can be one of the most dangerous financial decisions you make.
Meet the Author
- I live in Mechanicsburg, PA with spouse Kelly and dog, Freddie.
- Enjoy spending time with two daughters, Caroline and Hannah.
- Passionate about PSU football, golf and tennis.
- Happy place – Family vacations in Avalon, NJ.
- Over 25 years of financial planning experience.
- Background in medicine, aviation and military.
- Designations:
- AWMA®, Accredited Wealth Management Advisor – 2015
- CFP®, Certified Financial Planner® – 2008
- ChFC®, American College – 2003
- AIF®, Accredited Investment Fiduciary – 2019