The Financial Beast Podcast for Practice Owners

Cash Value Life Insurance: Smart Money Move or Major Mistake? with Hosts Eric Miller & Eric Gersch

Discover the truth about cash value life insurance policies - are they a smart wealth-building strategy or a financial trap?
In this comprehensive guide, we break down the pros and cons of using life insurance as a wealth storage vehicle for business owners and professionals.
Learn how to properly structure and utilize cash value life insurance to build long-term wealth, including when (and when not) to tap into your policy's cash value. We explore real-world examples of both successful and problematic uses of these policies, from business expansion to emergency funds.
Key topics covered:- How cash value life insurance fits into a comprehensive wealth-building strategy- Smart ways to leverage policy loans for business growth and investments- Common mistakes to avoid when using life insurance as a wealth storage vehicle- The truth about different policy types and their benefits- Warning signs of improper policy usage that could harm your financial future
Whether you're considering cash value life insurance or already have a policy, this video provides crucial insights to help you make informed decisions about your financial future. Perfect for business owners, professionals, and anyone interested in building long-term wealth through strategic financial planning.
This straightforward discussion cuts through industry debates to deliver practical, actionable advice on using cash value life insurance as part of your wealth-building strategy. Learn how to protect your assets while creating opportunities for growth and financial security.
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#financialplanningforbusinessowners #financialeducation #dividendinvesting #lifeinsurance #financialgoals
CHAPTERS:00:00 - Intro02:08 - Investment Strategies05:00 - Cash Value Life Insurance Benefits10:15 - Understanding Policy Loans13:08 - Effective Use of Life Insurance Loans19:58 - Life Insurance for Home Purchase22:56 - Advantages of Cash Value Life Insurance24:32 - Life Insurance for Business Protection24:53 - Conclusion and Final Thoughts
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

7 Vital Tips to Keep Your Practice Financially Solvent with Hosts, Eric Miller & Eric Gersch

Discover the 7 essential solvency secrets that can transform your practice's financial health and secure your future. As a practice owner, understanding and implementing these proven solvency strategies isn't just important - it's critical for your long-term success and financial freedom.
In this powerful episode, we break down the exact steps you need to take to ensure your practice maintains strong financial health. You'll learn why most practices are technically insolvent (even if they're paying their bills), and more importantly, how to fix it. From establishing weekly financial review habits to understanding your true make-break numbers, these practical solutions will help you build a more profitable and sustainable practice.
Learn game-changing strategies including:- How to properly review your finances for maximum impact- Setting correct income targets that actually work- Smart delegation of financial responsibilities- The crucial difference between expenses and investments- Creating effective collection systems- Responding to revenue dips the right way- Understanding your true make-break point
Whether you're struggling with cash flow or looking to strengthen your practice's financial foundation, these proven solvency solutions will help you take control of your financial future. Stop just surviving and start thriving with these essential financial management strategies every practice owner must know.
Perfect for veterinarians, healthcare practitioners, and professional service business owners who want to build lasting wealth through their practice. Take the first step toward true financial independence by mastering these fundamental solvency principles.
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#frugalliving #practicemanagement #financialeducation #patientpayment #patientpayments
CHAPTERS:00:00 - Intro01:45 - What's New with Eric06:47 - Solvency Solution 1: Weekly Finance Review08:19 - Solvency Solution 2: Setting Income Targets13:09 - Delegation Strategies17:24 - Expense vs. Investment: Key Differences20:44 - Effective Receivables Collection System22:30 - Addressing Revenue Dips Promptly24:00 - Review Your Finances25:05 - Understanding and Tracking Your Make-Break Number27:30 - 7 Essential Steps to Stay Solvent
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

8 Year-End Moves to Boost Your Practice's 2025 Finances with Hosts Eric Miller & Eric Gersch

Don't let 2024 slip away without maximizing your financial potential. Take control of your practice's finances NOW!
This video reveals 8 CRITICAL year-end strategies that will skyrocket your practice's success. From price increases to tax-saving moves, we've got you covered.
Don't miss out on these game-changing tips that could save you thousands!
Eric Miller and Eric Gersch, financial gurus for practice owners, break down essential planning strategies you NEED to implement before the ball drops.
Learn how to:• Boost your profits with smart price adjustments• Maximize tax benefits with last-minute contributions• Set targets that will explode your revenue in 2025• Avoid costly penalties with new compliance requirements
Plus, discover the SECRET to building personal wealth through your practice that most owners overlook!
This isn't just advice – it's your roadmap to financial freedom. Whether you're a dentist, chiropractor, or any healthcare practice owner, these strategies are tailored for YOUR success.
Don't wait until it's too late!
Remember, knowledge is power, but action creates results. Let Econologics guide you through the complexities of practice ownership and wealth building. Our team of experts is dedicated to helping you achieve your financial goals.
Ready to transform your practice and secure your financial future?
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#FinancialTraining #WealthBuilding #PracticeOwner #FinancialFreedom #YearEndPlanning #TaxStrategy #financialeducation #2025goals #financialplanningforbusinessowners #retirementplanning #financialfreedom #financialplanningchecklist #year-endfinancialplanning #yearendfinancialplanning #practiceownerchecklist #year-endchecklist
CHAPTERS:00:00 - Intro01:30 - Year-End Checklist for Businesses02:58 - Price Adjustment Strategies05:01 - Increasing Rent for Profitability07:15 - Last Minute Tax Contributions08:35 - Profit and Loss Review10:28 - Employee Benefits Assessment12:10 - Tax Strategy Review14:44 - Financial Targets for Next Year17:00 - Beneficial Ownership Interest Compliance21:28 - Comprehensive Year-End Checklist
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

5 Retirement Shocks: Are You Prepared? With Hosts Eric Miller & Eric Gersch

Discover the 5 retirement shocks that catch most people off guard!
Drawing from years of real client experiences, Econologics Financial Advisors, LLC financial experts, Eric Miller and Eric Gersch, reveal surprising truths about life after leaving the workforce.
Want to avoid the retirement pitfalls that no one talks about?
This eye-opening discussion covers the unexpected challenges that emerge during retirement, including the surprising impact of boredom, financial curveballs, and spending patterns that catch even the most prepared retirees off guard.
Learn why many retirees spend more in their first two years than they ever anticipated, and why having guaranteed income becomes critically important for peace of mind. Our experts share authentic stories from their wealth management practice, offering practical insights on how to prepare for these often-overlooked retirement challenges.
From managing unexpected major expenses to finding purpose beyond work, this conversation tackles the real issues that impact your retirement satisfaction. Whether you're planning to retire in 5 years or 25 years, understanding these potential shocks now could save you significant stress and financial worry later.
Ready to prepare for a more secure retirement?
This essential guide will help you avoid common retirement planning mistakes and build a more robust financial strategy. Perfect for anyone wondering if they're truly prepared for the retirement reality that awaits them.
Don't let these retirement shocks catch you unprepared.
Watch now to learn how to protect your financial future and create the retirement lifestyle you've always dreamed about.
#navigatingretirement #preparingforunexpectedexpenses #financialeducation #surpriseexpenses #debtfree #financialeducation #retirementriskzone #maximizingretirementincome #navigatingretirement #annuitytaxes
CHAPTERS:00:00 - Intro01:45 - Retirement Planning10:21 - Unexpected Expenses in Retirement17:30 - Saving Money During Retirement20:15 - Benefits of Guaranteed Income24:10 - Spending Down Retirement Savings25:25 - Enjoying Life in Retirement26:40 - Importance of Guaranteed Income
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

Are Your Bank Deposits Really Safe? with Hosts Eric Miller & Eric Gersch

Discover the shocking truth about bank safety and what it means for your financial security.
In this eye-opening discussion, Econologics Financial Advisors, LLC's financial experts, Eric Miller and Eric Gersch, reveal critical insights about the three main types of financial institutions where most people keep their money.
Did you know that on average, 25 banks fail each year in the US?
Learn why traditional banks might not be as safe as you think, and understand the crucial differences between banks, investment companies, and insurance companies.
This essential guide breaks down the real risks and safety measures of each institution, including FDIC insurance limits, SIPC protection, and state guarantee funds.
Get insider knowledge about how these institutions actually handle your money, from bank leverage ratios to investment company operations and insurance company investment strategies.
Understanding these differences could save you from devastating financial losses and help you make smarter decisions about where to keep your money.
Whether you're concerned about bank safety, wondering about investment firm stability, or considering insurance companies for your wealth protection, this comprehensive breakdown provides the vital information you need to protect your financial future.
Learn how each institution operates, their historical failure rates, and the safety nets available to protect your assets.
Don't risk your hard-earned money without understanding these critical facts about financial institution safety.
This is essential viewing for anyone serious about protecting their wealth in today's uncertain economic environment.
#financialeducation #creditrisk #frugalliving #financialwisdom #riskmanagement #depositoryinstitutions #depositinstitutions #non-depositoryinstitutions #financialinstitutionsandmarketsimportantquestions #whatarefinancialinstitutions
CHAPTERS:00:00 - Intro01:47 - Safety of Financial Institutions02:57 - Depository Institutions Overview03:58 - Safety of Banks Explained04:48 - Safety of Credit Unions05:38 - Safety of Brokerage Firms06:28 - Safety of Insurance Companies07:38 - Safety of Mutual Funds08:28 - Safety of ETFs09:18 - Safety of Annuities10:08 - Safety of Cryptocurrency Exchanges10:58 - Safety of Hedge Funds11:48 - Safety of Private Equity Firms13:58 - Investment Companies Overview19:43 - Insurance Companies Overview24:30 - Overview of Financial Institutions25:02 - Outro
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

The Smart Money Move Most Doctors Miss: Debt AND Investing. with Hosts, Eric Miller & Eric Gersch

Are you torn between paying off debt and investing for your future?
The Truth About Debt vs Investing: You Need BOTH to Win! Discover how to take back CONTROL of your finances and build personal wealth.
Eric Miller and Eric Gersch reveal the secrets to balancing debt repayment and investment strategies for healthcare professionals.
You're not alone.
In this eye-opening discussion, we tackle the age-old question of whether to focus on debt or investments.
Spoiler alert: it's not an either-or situation!
Learn how to:• Prioritize different types of debt (credit cards, student loans, mortgages)• Maximize the value of your money through strategic investing• Create a balanced approach that addresses both debt and wealth-building• Overcome the psychological burden of debt while growing your assets
We break down the myths surrounding debt repayment and investment strategies, providing you with actionable insights to become a Financial Beast.
Discover why focusing solely on debt or investments might be holding you back from achieving true financial freedom.
This episode is packed with practical advice for healthcare practice owners looking to expand their business while managing personal finances.
We explore the unique challenges you face and offer tailored solutions to help you thrive in any economic climate, including during a recession.
Don't miss out on this crucial information that could transform your financial future.
Ready to take your finances to the next level?
Start your journey to financial independence today!
Visit EconologicsFinancialAdvisors.com to schedule an intro call and download valuable resources.
Join the community of healthcare professionals who are mastering their finances and building lasting wealth.
Econologics Financial Advisors, LLC is a SEC Registered Investment Advisor.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
#frugalliving #financialeducation #debttransparency #debtfree #dividendinvesting #financialeducation #debtmanagementplan #financialempowerment #masteringdebt #financialfreedom
CHAPTERS:00:00 - Intro01:17 - Debt Repayment vs Investment Strategies03:18 - Understanding Financial Premise05:43 - Balancing Debt and Wealth Building08:26 - Evaluating the Cost of Debt09:02 - Types of Debt Healthcare Professionals Face14:44 - Strategic Debt Repayment and Investment22:12 - Avoiding Unnecessary Debt23:20 - Myths of Quick Wealth Accumulation23:30 - Risks of Get Rich Quick Schemes
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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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

Secure Your Wealth with Smart Asset Protection. With hosts, Eric Miller & Eric Gersch

Unlock your financial potential and secure your wealth with essential asset protection strategies!
Take back CONTROL of your financial destiny with insights from Eric Miller and Eric Gersch as they reveal the secrets to safeguarding your assets.
Maximize the value of your hard-earned money by understanding legal frameworks, leveraging insurance, and establishing robust business entities and trusts.
Building personal wealth and achieving financial freedom is within your reach, especially if you're a practice owner facing unique challenges.
Become a Financial Beast by expanding your business with these powerful strategies.
Econologics Financial Advisors, LLC offers educational content to help you navigate recession risks and become a savvy financial advisor for your practice.
Join us in securing your financial future and ensuring your assets are protected.
#bankruptcyexemptions #financialeducation #chargingorderprotection #protectassetsfromlawsuit #hideassetsfromcreditors #assetsafeguarding #homesteadexemption #equitystrippingassetprotection #riskmanagement #protectassetsfromlawsuit #AssetProtection #WealthManagement #FinancialSecurity #RiskManagement #LegalFrameworks #Insurance #Trusts #FinancialPlanning #WealthBuilding #FinancialFreedom
CHAPTERS:00:00 - Intro01:47 - What to Do Without Me02:38 - Understanding Asset Protection06:38 - Assets to Protect08:59 - Tools for Asset Protection11:35 - State Laws on Asset Protection12:29 - Bulletproof Asset Protection Strategies13:21 - Importance of Insurance16:46 - Life Insurance Explained18:13 - Disability Insurance Overview20:07 - Long-Term Care Insurance Insights23:18 - Business Entities for Protection25:54 - Cost of Asset Protection26:36 - Timing for Asset Protection28:12 - Recap of Asset Protection_________________________________________________________________________________
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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

How Do Elections Shape Your Financial Future? With hosts, Eric Miller & Eric Gersch

Unleash your potential post-election and take back CONTROL of your financial future!
Elections are over, and it's time to focus on what really matters—your financial success.
This episode dives deep into strategic actions every business owner should undertake now to maximize the value of their practice and build personal wealth.
Discover how to navigate tariffs, inflation, and the real estate market to achieve financial freedom.
Become a Financial Beast by aligning your team and expanding your business effectively.
Start Your Financial Beast Training by consulting with our experts, Eric Miller and Eric Gersch, at Econologics Financial Advisors, LLC.
Our wealth building courses are designed to empower practice owners like you, offering top-tier financial training to help you thrive—even in a recession.
This video is your gateway to transforming challenges into opportunities, ensuring your business not only survives but thrives.
Our advice is educational, aiming to provide the insight you need to steer your financial destiny with confidence.
Let’s embark on this journey together towards greater financial success!
#financialeducation #stockmarketnews #financialindependence #daveramsey #investorweekly #financialeducation #stockmarketnews #realestate #dividendinvesting #stockstobuy
CHAPTERS:00:00 - Intro01:43 - Post Election Planning Strategies11:00 - Outro18:15 - Effective Financial Management23:15 - Team Alignment and Collaboration25:00 - Financial Planning for Business Associates27:17 - Final Thoughts on Financial Decisions_________________________________________________________________________________
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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

These Common Investment Biases Hurt Your Returns with Eric Miller & Eric Gersch

Unlock your path to financial freedom with expert guidance on avoiding common investment biases that could be hurting your returns.
Take back CONTROL of your financial future by understanding the biases that influence investment choices and learning how to maximize the value of your portfolio.
In this engaging discussion, Eric Miller and Eric Gersch dive into the pros and cons of stocks, bonds, insurance-based contracts, and real estate, empowering you to build personal wealth and expand your business confidently. 
Become a Financial Beast with our wealth-building course designed for practice owners like you.
Econologics Financial Advisors, LLC. stands as a beacon of trusted financial education, dedicated to helping healthcare professionals achieve financial independence.
Embrace the opportunity to control your financial destiny and navigate the recession with confidence.
Transform your financial strategy with us and become the master of your future!
#dividendstocks #financialeducation #dividendinvesting #behavioralinvesting #stockmarket
CHAPTERS:00:00 - Intro03:07 - Investment Biases10:21 - Investment Strategies: Pros and Cons10:25 - Acquiring and Controlling Money13:05 - Stocks and Bonds21:20 - Insurance-Based Contracts25:11 - Benefits of Insurance-Based Contracts27:30 - Downsides of Insurance-Based Contracts29:15 - Advantages of Real Estate Investment33:05 - 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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.

Is Selling Your Business the Key to Financial Freedom? With hosts, Eric Miller & Eric Gersch

Unlock the secrets to selling your practice with confidence! In this must-watch video, Eric Miller and Eric Gersch dive deep into the strategies every practice owner needs to know to avoid costly mistakes when selling their business.
Discover how to take back CONTROL and maximize the value of your life's work, ensuring you build personal wealth and achieve financial freedom.
Learn how to become a Financial Beast by planning ahead, understanding your reasons for selling, and navigating the negotiation process like a pro. 
Our experts at Econologics Financial Advisors, LLC, offer unparalleled insights tailored to the unique challenges faced by practice owners.
Connect with us to learn more about our wealth-building courses and gain access to expert financial advisors who understand the healthcare industry.
Become part of a community that thrives on expanding your business and securing your financial destiny.
Don't wait—seize the opportunity to transform your financial future now!
CHAPTERS:00:00 - Intro02:06 - Politics Discussion07:26 - First Steps in Selling a Business10:25 - Business Valuation Insights13:56 - Post-LOI Process Explained19:35 - Analyzing Income After Sale24:04 - Key Takeaways Recap28:25 - Strategic Investment Approach31:22 - Final Thoughts on Selling_________________________________________________________________________________
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/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: 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.