Build a Tax-Efficient Portfolio Without Sacrificing Returns скачать в хорошем качестве

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth, not chasing the lowest tax bill. They explore the common myth that returns and taxes deserve equal focus and show how overprioritizing tax savings can actually limit long-term growth. Tune in to learn a smarter, sequencing-based approach to financial planning so you can build more wealth over time. If you’ve ever felt torn between growing your portfolio vs. minimizing taxes, this episode will help you rethink your strategy. #DentistMoneyShow #DentalWealth #FinancialPlanningForDentists #podcast #financialplanning #financialliteracy #personalfinance #taxefficientinvesting #wealthbuilding #investingstrategy #portfoliomanagement Do you have a question you'd like us to cover on the podcast? Visit DentistAdvisors.com/podcast to submit a question or topic. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. https://dentistadvisors.com/ Follow us on social media Facebook   / dentistadvisors   Instagram   / dentistadvisors   Linkedin   / dentist-advisors   Check Out Our Events https://dentistadvisors.com/events/ DISCLAIMER: Please consult Dentist Advisors’ Forms ADV 2 and ADV 3 (Customer Relationship Summary) for more information. Investment advisory services offered through Aquire Wealth Advisors, LLC, a Registered Investment Advisor d/b/a Dentist Advisors. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Dentist Advisors does not guarantee accuracy of information to be presented, and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the material presented. Such information should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned or as personalized investment advice. All expressions of opinion by the respective presenters reflect their judgment on the date of publication. Any forward-looking statements or forecasts are based on assumptions, and actual results may vary from any statements or forecasts. Information to be presented is subject to change without notice, unless otherwise required by applicable law. The information to be presented does not constitute the rendering of personalized advice, but is limited to the dissemination of general information, including regarding products and services. A professional adviser should be consulted before implementing any of the information or options presented. Likewise, content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Dentist Advisors is not engaged in the practice of law or accounting. Information presented is directed toward U.S. residents only. Dentist Advisors is based in the State of Utah and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Participation of Guest Presenters is not intended to imply an endorsement of nor by Dentist Advisors.