Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Are you ready to take back CONTROL of your financial future and discover a path to financial freedom and purpose? In this episode of the Financial Beast Podcast, Eric Miller sits down with Dr. Erik Lundquist to explore his inspiring journey from practicing medicine to building personal wealth while aligning with his life’s purpose. Whether you’re a healthcare practice owner or a busy professional, this conversation will give you valuable insights into how to maximize the value of your career, manage money effectively, and build long-term wealth.   Dr. Lundquist shares how he transitioned from primary care to founding the Temecula Center for Integrative Medicine, using strategic planning, mastermind collaboration, and smart financial practices to expand his business and achieve financial independence. Learn actionable tips on charitable giving, investing wisely, and creating freedom for the life you truly want. This episode is packed with empowering advice on how to become a Financial Beast by taking control of your practice's profits and building wealth outside your business.   At Econologics Financial Advisors, we specialize in helping practice owners like you grow their wealth and secure their future. Our proven financial strategies enable you to overcome challenges and thrive, even during a recession. Remember, financial freedom starts with the knowledge and confidence to make informed decisions. Don’t just settle—start building your financial legacy today!   #wealthbuilding #doctorfinances #businessgrowth #financialadviceforpracticeowners #integrativemedicinefinances   CHAPTERS: 00:00 - Intro 01:11 - Eric Miller Introduces Dr. Eric L. 15:51 - Communicating About Money with Your Spouse 18:00 - Importance of Charitable Giving in Wealth Building 22:05 - Key Factors in Building Wealth 25:20 - Talking to Your Kids About Money 28:22 - What to Look for in an Investment 31:51 - How to Reach Dr. Lakin 32:28 - Dr. Lakin’s Podcast Insights _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Selling your practice is the biggest financial decision of your life—don’t leave money on the table! In this video, we share 5 key tips to negotiate your practice sale RIGHT and maximize the value of your hard work. You’ve spent years building your business, now it’s time to take back CONTROL and secure the financial freedom you deserve. On the Financial Beast Podcast, Eric Miller will discuss whether it’s nailing the overall sales price, getting the right lease terms, or understanding earnouts, we’ve got you covered with strategies to protect your wealth and your future.   At Econologics Financial Advisors, we specialize in helping practice owners like you navigate the complexities of selling a business. Learn how to avoid common pitfalls, negotiate like a pro, and ensure your family’s financial future is secure. From maximizing the upfront cash to building personal wealth through smart investments, this video will empower you to make informed decisions every step of the way.   Ready to become a Financial Beast? Start today by downloading Eric Miller’s best-selling book, “How to Become a Financial Beast,” and unlock the secrets to wealth building and financial freedom. Need more personalized guidance? Reach out to Econologics Financial Advisors, the trusted partner for practice owners nationwide.   Don’t forget to like, subscribe, and share this video with other practice owners looking to maximize their practice sale. Let’s make sure your biggest transaction is also your smartest!   #financialplanningforpracticeowners #financialtransactionadvice #negotiationtacticsforselling #financialtransactionnegotiation #maximizingpracticesaleprofits   CHAPTERS: 00:00 - Intro 01:00 - Welcome Back 05:46 - Private Equity Challenges 07:37 - Factors You Can Control 09:47 - Determining Overall Sales Price 12:24 - Negotiating Your Lease Agreement 16:04 - Understanding Employment Agreements 19:22 - Earnout Structures 21:34 - Earnouts Explained 23:15 - Cash vs. Balance of Sale 29:15 - Conclusion and Wrap-Up _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Are you ready to take back CONTROL of your financial future after selling your practice? In this episode of the Financial Beast podcast, Eric Miller, sits down with Nathan Shields, a former practice owner turned advisor, to discuss the dos and don'ts of investing practice proceeds. Whether you're preparing to sell your practice or planning ahead for financial freedom, this episode is packed with actionable insights that will help you maximize the value of your hard-earned proceeds and build personal wealth.   Learn how to create a wealth-building strategy that works for you, avoid common investment pitfalls, and identify opportunities to expand your business or diversify your portfolio. Discover the importance of owning your practice’s real estate, finding the right financial advisor, and having a solid exit plan for long-term success. Nathan shares his personal journey, including the mistakes he made, the lessons he learned, and how he continues to grow his financial footprint through smart investments in real estate and cash-flowing assets.   At Econologics, we help practice owners like you become Financial Beasts, empowering you with the tools and strategies to achieve financial freedom. Like, share, and subscribe to start your journey toward wealth building today!   #financialadviceforpracticeowners #financialtipsforpracticeowners #financialadviceforowners #wealthbuildingforpractitioners #exitstrategiesforpracticeowners   CHAPTERS: 00:00 - Intro 01:00 - Welcome Nathan Shields 06:00 - Pre-Sale Thoughts and Considerations 12:55 - Tax Implications of Selling a Practice 16:04 - Concerns About Financial Windfall 17:42 - Mistakes Made with Received Funds 20:03 - Life After Selling Your Practice 23:18 - Key Deal Terms to Consider 26:38 - Current Investment Strategies 30:34 - Stock Market Investment Insights 34:30 - Exploring Private Lending Opportunities 35:48 - Diversification vs. Concentration in Investing 41:20 - Contacting Nathan Shields 42:24 - Connecting with Ryan and Aaron 42:31 - Outro _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Unlock the secrets to mastering your practice's finances with "Practice Finances Simplified: 27 Key Steps You Need." This episode is packed with essential advice designed specifically for healthcare practice owners looking to take back CONTROL of their financial future. Whether you're struggling to organize your financial documents, maximize the value of your practice, or build personal wealth, this checklist has you covered.   Discover how to establish financial freedom by addressing common pitfalls like income dips, outdated bookkeeping, and inefficient billing systems. Learn how to calculate your facility capacity income goal, stay on top of your make-break number, and ensure your business is running at maximum efficiency. It’s time to stop surviving and start thriving by becoming a Financial Beast and creating a practice that rewards you financially.   As experts in financial training for practice owners, Econologics Financial Advisors equips you with the tools to succeed.  Eric Miller, Host of the Financial Beast Podcast and his Co-Host, Eric Gersch are hosting this podcast and will educate you on how to integrate the practice and household under one financial system.   Ready to transform your financial future? Start your Financial Beast journey by visiting Econologics Financial Advisors today.   #businesssavings #financialhealth #businessfinancialmanagement #facilitycapacityincome #practicefinances   CHAPTERS: 00:00 - Intro 01:13 - Welcome Back 04:52 - Company Financials Overview 07:35 - Strategies for Revenue Generation 09:12 - Facility Capacity and Income Goals 13:05 - Managing Business Credit Card Debt 14:04 - Importance of Business Reserves 17:05 - Addressing Income Fluctuations 20:10 - Financial Data Access Control 23:44 - Timely Payroll for Employees 23:50 - Bonuses and Commissions Structure 25:26 - Conclusion and Wrap-Up _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Are you a veterinary practice owner tired of overpaying taxes and feeling overwhelmed by the complexities of the tax code? It's time to take back CONTROL of your finances and finally stop letting the IRS dictate your hard-earned profits. In this episode of the Financial Beast Podcast, host Eric Miller of Econologics Financial Advisors teams up with Jharid Pratt of Granite Peak CPA to reveal exclusive strategies tailored specifically for veterinary practice owners to maximize the value of your business, build personal wealth, and achieve true financial freedom.   Discover why outdated advice and generic tax tips aren’t enough and how a proactive, year-round financial system can empower you to keep more of what you earn. Learn how to strategically manage your tax planning, avoid common pitfalls, and ensure your practice is working for YOU—not the IRS. Jhari'd shares insider insights into the veterinary industry, offering actionable steps to expand your business and boost your bottom line.   As the author of "How to Become a Financial Beast," Eric Miller encourages you to take charge of your financial destiny. Don’t miss out on this opportunity to learn from the experts who specialize in helping healthcare business owners like you. Watch now and start your journey toward financial peace and prosperity!   #taxdeductions #taxplanning #taxtips #taxstrategies #irsstrategies   CHAPTERS: 00:00 - Intro 01:14 - Welcome Jharid Pratt 04:13 - Unique CPA Services 07:40 - Value of Organization and Accountability 09:50 - Importance of Business Relationships 11:40 - Tax Philosophy Insights 16:40 - Understanding Filing Extensions 18:43 - Selling Your CPA Practice 21:25 - Exiting Strategies for CPAs 25:25 - Good Profit Margin Explained 28:22 - Understanding Profitability 29:55 - Importance of Business Reserves 30:45 - Managing Personal Expenses 32:27 - Recent Tax Law Changes 34:06 - Aggressive Tax Strategies Explained 36:07 - Contacting Jharid Pratt 36:13 - Connecting with Jharid and Granite Peak CPA   _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Discover *The Secret to Selling Your Practice Successfully* and unlock the financial freedom you've been striving for! In this episode of the Financial Beast podcast, Eric Miller, your trusted financial advisor and bestselling author of *How to Become a Financial Beast,* sits down with Dr. Norman Manning to share his inspiring success story of selling a veterinary practice. Learn how to take back control, prioritize your financial future, and avoid the pitfalls many practice owners face when selling to corporate groups.   If you're a healthcare practice owner, this conversation is packed with actionable insights, like how to maximize the value of your practice, build personal wealth, and achieve financial freedom. With expert advice from Econologics Financial Advisors, you'll discover how to prepare for a successful exit strategy, manage challenges, and ensure life after your sale is everything you dreamed of.   Ready to expand your business, secure your financial future, and become a Financial Beast? Start building the life you deserve today! Visit Econologics Financial Advisors to learn more about our proven process for healthcare professionals. Don’t let fear or doubt hold you back—success stories like Dr. Manning’s prove it’s possible! Watch now and take the first step toward your ultimate financial freedom.   #financialplanningforvets #transitioningveterinaryownership #transitioningownershipveterinary #veterinarybusinesstransition #financialplanningveterinary   CHAPTERS: 00:00 - Intro 01:02 - Welcome Back 02:47 - Thinking About Exiting Practice 07:21 - Using a Broker to Sell Practice 10:05 - Financial Readiness for Sale 12:12 - Challenges in Selling Process 15:53 - Understanding Deal Structure 18:35 - Navigating Due Diligence 20:17 - Life After Selling Practice 21:57 - Employment Agreement Insights 25:50 - Corporate Sale Horror Stories 27:58 - Securing a Great Deal 30:16 - Financial Advice for Veterinary Owners 31:10 - Final Thoughts _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Ready to break free from the passive income myths holding you back? In this episode of the Financial Beast Podcast, we tackle what healthcare practice owners *really* need to know to achieve financial freedom and build lasting wealth. Eric Miller is joined by Clint Harris of Nomad Capital to uncover strategies that help you take back CONTROL of your financial destiny. From self-storage investing to syndication opportunities, Clint shares how he transitioned from trading time for money to creating sustainable wealth that works for him—even after stepping away from the treadmill of earned income. Discover how to maximize the value of your practice, avoid the passive income traps, and align your investments with your values and long-term goals. This episode is packed with actionable insights for practice owners who want to expand their business, reclaim their time, and achieve true financial independence. Ready to take the next step? Start your Financial Beast Training and learn how to pay yourself right, build wealth outside your practice, and secure your financial future. Econologics Financial Advisors are here to empower you with expert financial training designed for healthcare practice owners like you. Don’t leave your financial future to chance—subscribe now, and let’s build a roadmap to success together. #cashflow #entrepreneurship #passiveincomeinvesting #realestateinvesting #businessideas   CHAPTERS: 00:00 - Intro 01:22 - Eric Introduces Clint Harris, Nomad Capital 02:32 - Defining Passive Income 05:38 - Clint's Journey to Passive Income: Real Estate & Self Storage 10:22 - Time Warp Your Real Estate Investing Strategies 13:38 - Understanding Syndication in Real Estate 18:03 - Benefits of Investing in Self Storage 21:51 - Performance Insights on Travis’s Recent Deal 22:30 - Challenges Facing the Self-Storage Industry 26:33 - Purpose Behind Travis’s Investment Deals 34:10 - Investment Locations: States to Consider 35:10 - Best Investment Advice from Clint 37:21 - Contacting Clint Harris 37:59 - Outro _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0   Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics 🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Are you a healthcare practice owner struggling to make your marketing investments count? It’s time to stop wasting money and start maximizing your business’s potential with proven strategies that WORK. In this episode of the Financial Beast Podcast, Eric Miller, co-owner and chief adviser at Econologics Financial Advisors, teams up with marketing expert Katrina Beckman, CEO of Kalen Marketing, to deliver actionable marketing tips tailored for practice owners like YOU. From building an effective website to leveraging Google Ads and reviews, you’ll learn how to take back CONTROL, focus on what matters, and drive real results for your practice. Discover how to maximize the value of every dollar you spend, build personal wealth, and create financial freedom for your business and beyond. Eric also shares insights from his best-selling book, *How to Become a Financial Beast*, where he teaches practice owners how to expand their businesses, pay themselves right, and build wealth outside their practices. Take the first step toward becoming a Financial Beast and reclaiming your financial destiny. Remember, smart marketing isn’t an expense—it’s an investment in your future. Start your journey with expert advice from Econologics Financial Advisors, your trusted partners in financial training and wealth building for healthcare professionals. Subscribe now and transform the way you think about marketing and financial growth! #leadgeneration #success #facebookmarketing #howtobudget #healthcaresocialmediamarketing CHAPTERS: 00:00 - Intro 01:02 - Welcome Back to Marketing Insights 01:48 - Journey into Marketing Career 07:59 - Key Focus Areas in Marketing Strategy 10:00 - Elements of an Effective Website 12:41 - Analyzing Website Statistics Frequency 14:06 - Importance of Google Reviews 18:55 - Maximizing Google Ads Campaigns 22:21 - Leveraging Social Media for Business 26:27 - Benefits of Print Advertising 29:18 - Understanding SEO Basics 30:50 - Role of AI in Marketing 33:30 - Tips for Writing a Book 37:55 - Reasons for Cutting Marketing Budgets 39:18 - Contacting Kalen for Marketing Advice 39:54 - Reaching Out to Katrina 40:00 - Industries We Serve in Marketing 40:39 - Special Guest: Katrina’s Dog _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0   Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics 🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Is $5M enough for a stress-free retirement? Discover the truth about financial freedom in this eye-opening episode of the Financial Beast Podcast with Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, if you’re a healthcare practice owner wondering how to take back CONTROL of your money and build personal wealth, you’re in the right place. We’re breaking down exactly what it takes to achieve a worry-free retirement, starting at $5M, and how you can maximize the value of your hard work to expand your financial future. Gain insights into setting realistic wealth targets, planning for long-term care, and creating a diversified portfolio that guarantees financial security. Whether you’re aiming for $5M, $7M, or $10M, this episode will empower you to craft a financial plan tailored to your goals. Learn how to become a Financial Beast, achieve financial freedom, and make informed decisions about your future. Econologics Financial Advisors specializes in guiding healthcare practice owners on their journey toward financial independence. Ready to take the first step? Start your Financial Beast training today and take control of your financial destiny. Your best retirement life starts here! #dividendinvesting #cashflow #financialeducation #retirementincome #howtoinvest   CHAPTERS: 00:00 - Intro 02:17 - How Much Money is Enough 09:48 - What Does a $5M Net Worth Look Like 11:35 - Retirement Savings Requirements 16:40 - Retirement Financial Needs Explained 20:00 - Planning for Retirement Funds 21:40 - Essential Retirement Savings Strategies 22:49 - Financial Advice on TikTok 23:55 - The Synthetic High of Speculative Trading 25:39 - Who Should You Listen to _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you a healthcare practice owner ready to take back CONTROL of your financial future? In this episode of the Financial Beast Podcast, Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, dives into the SIX CORE INVESTING RULES every practice owner must know to maximize the value of their hard work, build personal wealth, and achieve true financial freedom. These timeless principles will empower you to avoid speculative traps, make smarter investment choices, and create lasting wealth. Eric shares actionable strategies like understanding what you own, dollar cost averaging, and adopting a professional investor mindset. Learn how to protect your wealth with a defensive approach, focus on investments with reasonable returns, and develop behaviors that lead to financial success. Whether you're striving to expand your business or aiming to retire comfortably, these tips are designed to help you become a Financial Beast. Econologics Financial Advisors specializes in guiding healthcare practice owners on their journey to wealth and financial control. Ready to start your journey? Subscribe for more expert financial training and take control of your financial destiny today! You’ve worked hard for your success—now it’s time to make your money work hard for YOU. #how to invest #business owner #money #compoundinterest #dollar-cost averaging CHAPTERS: 00:00 - Intro 01:56 - Importance of Investment Discussion 07:34 - Investing Principle 1: Understanding Your Assets 10:22 - Investing Principle 2: Benefits of Dollar-Cost Averaging 12:51 - Predicting Investor Behavior vs. Market Trends 16:23 - Characteristics of True Investments: Reasonable Returns 18:34 - Developing a Defensive Investor Mindset 22:40 - Becoming a Professional Investor 25:20 - How to Contact Us _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0   Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics 🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Are you ready to take back CONTROL of your cash flow and unlock financial freedom? In this episode of the Financial Beast Podcast, host Eric Miller teams up with Nathan Shields, PT, a seasoned business owner and coach, to deliver actionable insights and strategies to help healthcare practice owners like you boost cash flow fast. Whether you’re a private practice owner, entrepreneur, or simply looking to maximize the value of your business, this video is your go-to guide for tackling financial challenges head-on. Discover FOUR proven methods to improve your cash flow, from mastering your financial numbers to optimizing billing, collections, and provider coding systems. Learn how to maximize profits, build personal wealth, and create sustainable financial systems to secure your future, even in uncertain times. This episode is packed with expert advice designed to help you expand your business, strengthen your bottom line, and achieve financial stability. As practice owners, you work hard—it’s time to see the financial results you deserve! Leverage the knowledge shared in this video to start your journey toward becoming a Financial Beast. Don’t forget to like, share, and subscribe for more expert financial training and strategies tailored to healthcare professionals. #budgeting #medicalbillingtraining #cashflow #financialeducation #patientcollections #entrepreneur #investingforbeginners #partnershipsandcollaborations #partnershipsexplained #entrepreneurship CHAPTERS: 00:00 - Intro 00:41 - Free Financial Beast Guide 00:57 - Welcome to Financial Beast Podcast 01:27 - Meet Nathan Shields 02:28 - Successful Business Partnerships 10:32 - Improving Cash Flow Strategies 14:46 - Understanding Business Phases 18:14 - Business Phases: Knowing Your Numbers 20:10 - Business Phases: Billing Accountability 24:20 - Over the Counter Collections Strategies 27:34 - Daily Reporting Techniques 30:30 - End of Day Reporting System 34:25 - Managing Billing and Collections Team 37:25 - Key Metrics for Billing Improvement 42:31 - Maximizing Billing and Coding 48:57 - Training for Higher Reimbursement Rates 51:22 - Contacting Nathan Shields _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Celebrate 100 Episodes of Financial Growth with us!  This milestone episode is packed with expert financial insights for healthcare practice owners looking to take back CONTROL, maximize the value of their practices, and build personal wealth. Whether you're navigating rising wages, adapting to new technologies, or preparing for the next step in your journey, this episode will empower you with timeless strategies for financial freedom. Eric Miller, best-selling author of *How to Become a Financial Beast* and Eric Gersch, Financial Advisor, share invaluable lessons from almost 2 decades of experience helping practice owners expand their businesses and achieve their financial goals. Discover the key habits of successful practice owners, learn how to create consistent income streams, and unlock the potential of your practice as your most significant investment. Ready to become a Financial Beast? Start your financial training today by scheduling a consultation with Econologics Financial Advisors. Take the first step toward mastering financial management and building wealth outside your practice.   At Econologics Financial Advisors, LLC, we specialize in financial advisory services for healthcare practice owners. We also work with Associates now!  Trust us to guide you through the challenges and opportunities unique to your field. Together, let's make your financial freedom a reality.   #epicfinancialstrategies #financialeducation #personalfinance #investing #healthinsurance   #wealth #financialeducation #economics #personalfinance #investmentforbeginners   CHAPTERS: 00:00 - Intro 01:04 - Celebrating 100 Episodes 05:37 - Financial Landscape Changes Last 10 Years 16:55 - Effective Financial Management Strategies 21:59 - AI Impact on Financial Management 26:10 - Future Changes in Finance Next 5 Years 27:35 - Major Economic Threats 28:22 - Closing Remarks _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Unlock the *Secrets to a Stress-Free Practice Sale* and take control of your financial future! If you’re a healthcare practice owner wondering how to maximize the value of your business and exit with confidence, this video is your ultimate guide. Learn how to prepare for one of the most pivotal financial decisions of your life and transition smoothly into your next chapter.   Join Eric Miller, co-owner and chief advisor of Econologics Financial Advisors, as he sits down with Dr. Dimitrios Kostopoulos, a seasoned practice owner who recently navigated a successful exit. Discover actionable insights on deciding the right time to sell, choosing the ideal buyer, and sustaining profitability. Whether you’re years away from a sale or ready to make your move, these expert strategies will help you build personal wealth, achieve financial freedom, and go out on top.   At Econologics, we understand the challenges healthcare practice owners face. That’s why we equip you with the tools to expand your business, boost profits, and secure your financial future. Start your journey to becoming a Financial Beast today by prioritizing profitability, planning for growth, and taking the next step toward a stress-free transition.   Subscribe now to unlock your potential, take back control, and ensure you’re prepared for every stage of your financial journey. Your wealth-building future starts here!   #howtosellmedicalpractice #retirementplanning #eliteconsultingpartners #healthcaredigitalmarketing #sellinghealthcarepractice   #dentalpracticesales #dentalpracticesforsale #sellingdentalpractices #sellingdentalpractices #moneymanagement   CHAPTERS: 00:00 - Intro 01:11 - Dr. Dimitrios Kostopoulos Introduction 05:28 - When to Sell Your Business 11:00 - Financial Incentives for Selling 14:57 - Factors Influencing Business Valuation 22:46 - Effective Negotiation Strategies 30:07 - Importance of Mergers and Acquisitions Team 33:31 - Patience in the Selling Process 37:29 - Practice Performance During Sale 38:18 - Post-Deal Considerations 40:55 - Clean Break After Sale 44:08 - Contacting Dr. Dimitrios Kostopoulos _________________________________________________________________________________   Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0     Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics   🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Discover how the "Big Beautiful Bill" that just went into law will aid practice owners on their tax returns and what are the downsides.  In this episode of the Financial Beast podcast, Eric Miller, co-owner and chief advisor at Econologics Financial Advisors and Eric Gersch, Advisor, break down the key points of this bill that will benefit practice owners.   From some tax cuts to increased standard deductions, qualified business income (QBI) enhancements, and even new tax-saving opportunities like the auto loan interest deduction, you’ll learn how to maximize the value of these changes to build your personal wealth.   Are you ready to take back CONTROL of your finances and create a path toward true financial freedom? With expert financial training tailored specifically for practice owners, you’ll uncover strategies to minimize taxes, pay yourself what you deserve, and invest in your future with confidence. Whether it’s understanding estate tax exemptions or turning inflation into an opportunity, this episode empowers you to become a Financial Beast.   Econologics Financial Advisors specializes in helping healthcare professionals achieve their financial goals with trusted advice and proven systems. Don’t miss this chance to gain the knowledge you need to secure your financial future and weather any economic storm.   Subscribe now and share this episode with your network to help others achieve financial freedom!   #budgeting #bigbeautifulbill #personalfinance #healthinsurance #flexiblespendingaccounts   #howtomakemoney #financialeducation #healthinsurance #privatepracticetaxdeductions #wealthmanagement   CHAPTERS: 00:00 - Intro 00:53 - Welcome Back 02:08 - Understanding Tax Brackets 04:51 - Exploring Standard Deduction 06:57 - Overview of Estate Tax 09:06 - Senior Bonus Tax Deduction 11:42 - Auto Loan Interest Deduction Explained 13:39 - No Tax on Auto Loan Interest Benefits 14:32 - Trump Accounts Overview 17:50 - Understanding SALT Deduction 19:40 - Funding Future Expenses 22:00 - Addressing Inflation Issues 24:00 - Deficit Spending Insights 24:30 - Preparing for Inflation Strategies 26:13 - Final Thoughts and Summary _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Are you ready to take back CONTROL of your financial future and unlock the secrets to financial freedom? In this episode of the Financial Beast Podcast, we reveal 3 GAME-CHANGING MONEY MOVES that every practice owner must know to maximize the value of their business, build personal wealth, and create a recession-proof financial strategy. This is your chance to stop wasting time on low-impact decisions and focus on actions that truly move the needle.   Join Eric Miller, bestselling author of "How to Become a Financial Beast" and Chief Advisor at Econologics Financial Advisors and Eric Gersch, Financial Advisor, as they share proven strategies to help healthcare practice owners like YOU thrive. Learn how to create a viable practice, pay yourself right, invest wisely, and eliminate unproductive debt—all while setting yourself up for long-term success.   At Econologics Financial Advisors, we specialize in financial planning for healthcare practice owners, empowering you with the tools to expand your business and achieve financial independence. Remember, building wealth isn’t just about working harder; it’s about working smarter with a plan that works for you.   Ready to take the first step? Start your journey to becoming a Financial Beast today by connecting with Econologics Financial Advisors. Don’t let financial stress hold you back—take control, maximize your profits, and secure your future!   #financialmanagement #budgeting #dentalownership #practiceownership #dentalpracticemanagement   #budgeting #personalfinance #budgetingforsuccess #stockmarket #investingforbeginners   CHAPTERS: 00:00 - Intro 01:59 - Importance vs Unimportance in Finance 08:21 - Chasing Yield: Investment Strategies 12:09 - Backdoor Roth IRAs: Tax Benefits Explained 17:00 - Budgeting: Managing Your Finances 20:00 - Inflation: Impact on Savings 23:36 - Bookkeeping: Essential Practices 26:25 - Outro _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Are you a healthcare practice owner wondering why owning your practice building could be the ultimate game-changer? In this episode of the Financial Beast Podcast, we break it all down! Join Eric Miller, financial advisor and co-owner of Econologics Financial Advisors, as he teams up with real estate expert Brian Wine to uncover the secrets to building personal wealth through owning your practice property. Learn how to take back CONTROL of your financial destiny, maximize the value of your investments, and create long-term financial freedom.   We’ll explore the strategies top practice owners are using to turn their properties into powerful assets, how to negotiate leases like a pro, and why owning your building can lead to generational wealth. Whether you're buying your first building or looking to make your current setup more profitable, this episode will empower you with the tools to succeed.   Ready to become a Financial Beast? Download Eric’s bestselling book, "How to Become a Financial Beast," and start maximizing your profits today. At Econologics, we specialize in helping healthcare professionals like you build wealth and expand your business. Hit like, share, and subscribe for more expert insights. Let’s take control of your financial future together!   #realestateinvesting #physicianpartnership #tenantrepresentation #medicalprofessionalhomeloans #realestatemarketing   CHAPTERS: 00:00 - Intro 01:06 - Welcome Brian Wine 03:54 - Practice Buildings Investment Benefits 08:33 - Key Elements of a Good Lease 12:24 - Barriers to Real Estate Ownership 14:25 - Sourcing Real Estate Deals 16:36 - Understanding Interest Rates 21:07 - Cash on Cash Return Explained 23:50 - Tenant Loss Consequences 29:35 - Timing Your Property Sale 33:50 - Buyers of Medical Buildings 36:50 - Cash Purchases vs. Leveraging 38:15 - Contacting Brian Wine _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Is your financial advisor costing you a fortune without delivering real results? Discover the signs that could save your financial future! In this episode of the Financial Beast Podcast, hosts Eric Miller and Eric Gersch tackle one of the most critical questions for healthcare practice owners: how to know if your advisor is helping you build wealth or quietly draining your resources. Learn how to take back CONTROL, maximize the value of your hard-earned money, and confidently build personal wealth for financial freedom.   We dive into actionable strategies, including how to measure your advisor’s performance using real stats like net worth growth, tax savings, and debt reduction. Plus, hear a powerful case study of a practice owner who went from financial stress to achieving a $9.2M practice sale and long-term financial security—all with the right help and planning. You’ll also get insights into our unique Financial Prosperity Index, a scorecard designed to give you a clear picture of your financial health and progress.   At Econologics Financial Advisors, we specialize in helping healthcare professionals like you grow your practice, build wealth, and secure a prosperous future. Our proven strategies and personalized approach empower you to become a Financial Beast. Start your journey to financial freedom today—your money will thank you!   #measuringfinancialsuccess #financialplanning #financialadvisorpracticemanagement #financialfreedom #financialeducation   CHAPTERS: 00:00 - Intro 01:12 - Evaluating Your Financial Advisor's Impact 02:08 - Measuring Financial Prosperity: A Case Study 09:02 - How to Tell if Your Financial Advisor is Helping You (Part 2) 12:46 - Case Study: Dr. O's Financial Journey 17:15 - Transforming a Practice into $9.2M: Dr. O's Success 21:59 - OUTRO 22:15 - Insights from a Financial Advisor's Perspective 23:12 - Quantifying Your Advisor's Contributions 24:13 - Importance of Recurring Communication _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Discover "The Silent Killer of Your Practice Profits" and take back control of your financial destiny! In this episode of the Financial Beast Podcast, Eric Miller, co-owner and chief financial advisor at Econologics Financial Advisors, dives into the #1 overlooked expense draining your practice profits: lost income due to weak marketing systems. Joined by Neil Trickett, CEO of Practice Promotions and a seasoned marketing expert for physical therapy practices, you’ll learn actionable strategies to expand your business, maximize the value of your practice, and attract more patients.   Are you ready to stop leaving money on the table? This episode breaks down the steps top-performing practices use to boost revenue, build personal wealth, and achieve financial freedom. From optimizing your website conversions to leveraging marketing tools like AI and social media, this is your blueprint for turning your practice into a powerful investment. Plus, hear expert tips on streamlining operations, identifying hidden profit opportunities, and future-proofing your business.   Start your journey to becoming a Financial Beast today! Don’t let the silent killer of profits stay unnoticed in your practice. Watch now and take control!   #emailmarketing #socialmediamarketing #revenuecyclemanagement #leadgeneration #practicemanagementsoftware   #emailmarketing #leadgeneration #3waystoincreasepracticeprofitswithoutseeingmorepatients #socialmediamarketing #digitalmarketing   CHAPTERS: 00:00 - Intro 01:01 - Welcome Neil Trickett, Practice Promotions 04:33 - Quantifying Lost Income in PT 10:38 - Issues in PT Marketing Today 11:46 - Impatience with Marketing in PT 13:35 - Effective PT Marketing Strategies 20:20 - Marketing to Existing Patients 21:43 - Recruiting Marketing Strategies 27:10 - Analyzing Marketing Stats Frequency 32:53 - Where to Find the Book 33:53 - Current Projects at Practice Promotions 35:24 - Final Thoughts _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.   Think your retirement plan is set? Think again. In "Recalculate Retirement: Are You Really Prepared?", we show you how to take back CONTROL of your financial future and avoid the common pitfalls that leave retirees unprepared. Discover why recalculating your retirement number yearly is critical, learn about the hidden expenses that catch so many off guard, and find out how to build personal wealth through diversified income streams. This episode is packed with actionable insights to help you achieve true financial freedom.   At Econologics Financial Advisors, we specialize in helping healthcare practice owners and associates maximize the value of their businesses, pay themselves first, and create wealth that extends far beyond their practices. With tools like our REMI (Required Monthly Income) and DIMMI (Desired Monthly Income) strategies, you'll gain clarity on what you truly need for a comfortable retirement—and how to reach those goals faster.   Are you ready to stop guessing and start planning? Whether you're a practice owner or associate, this is your opportunity to take control of your financial destiny. Let Econologics help you become a Financial Beast by building a retirement plan that holds up, no matter what.   Econologics Financial Advisors is here to empower you with knowledge and confidence to make informed decisions. Watch now and start your journey toward financial independence today!   #financialsafetynet #unforeseenexpenses #retirementchecklist #financialpreparedness #financialresilience   #maximizingretirementincome #financialpreparedness #retirementreadiness #navigatingretirement #retirementchecklist   CHAPTERS: 00:00 - Intro 01:05 - Welcome Back 02:05 - Retirement Planning Strategies 05:36 - RIMI Explained 09:08 - DIMMI Overview 12:30 - How Much Do You Need to Retire? 17:22 - Additional Retirement Expenses to Consider 22:08 - Importance of Retirement Goals 24:32 - Distribution Planning for Retirement 26:04 - Wrapping Up and Key Takeaways _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Go to www.financialbeastbook.com and download your copy of "How to Become a Financial Beast"   Are you sacrificing your retirement to fund your kids’ college education? Take back CONTROL of your financial future and stop making costly mistakes that could jeopardize your long-term wealth! In this episode of the Financial Beasts Podcast, Eric Miller, co-owner of Econologics Financial Advisors, breaks down the brutal truth about paying for higher education. Learn how to maximize the value of your money, avoid financial pitfalls, and teach your children the importance of responsibility without sacrificing your personal wealth or retirement security.   Discover smarter strategies for funding college, including leveraging tools like 529 plans, Roth IRAs, and even innovative ideas like investment properties. Eric shares real stories of families who found a balance between helping their kids and securing their financial freedom. This is the wake-up call every parent needs to build wealth, prepare for retirement, and empower their children to take ownership of their education.   Start your journey to financial freedom today—become a Financial Beast by taking control of your finances! Learn how to expand your business, secure your future, and achieve financial independence with expert guidance from Econologics Financial Advisors. Remember, the best gift you can give your kids is a financially stable YOU. Subscribe now and take the first step toward transforming your financial destiny!   #financialeducation #personalfinance #studentloans #earlyretirement #financialliteracyforkids   #financialplanningtipsfornewparents #securechild’sfuture #scholarshipsforcollege #529plan #childfutureplanning   CHAPTERS: 00:00 - Intro 01:13 - Paying for College: The Brutal Truth 06:24 - Sacrificing for Your Kids' Future 08:24 - Best Investment Options for Kids' Education 12:28 - Overfunding Cash Value Life Insurance 15:16 - Investing in Rental Property Near College 19:10 - Paying for Education: Pros and Cons 23:10 - Sacrifices for College Education 23:57 - Overcoming Debt: The Power of Perseverance 25:13 - Effective Strategies for Managing Debt 26:59 - Enjoying Life Through Proactive Financial Management _________________________________________________________________________________   If you would like a free consultation, please visit econologics.com or call us at 727-588-1540   Get Social With Us! LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial YouTube: https://www.youtube.com/@FinancialBeast Twitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/ Website: https://econologicsfinancialadvisors.com/   Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.