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Estate Planning Strategies

WA022: Estate Planning Tools and Strategies with Brian Shelley

Podcast: Play in new window | Download | Embed One of the most commonly overlooked elements of financial planning is estate planning. Most doctors know how important this is but never take the time to address this critical issue of planning. In this episode, we talk with Brian Shelley about estate planning tools and strategies…


WA 021: How Much Money Does a Doctor Need to Retire with Todd Tresidder

This episode is jammed-packed with what works when it comes to achieving financial independence in your life. Dust off your note pad and get ready to take plenty of notes. The number one question that every doctor faces when it comes to building wealth is ‘how much do I actually need?’ In The Wealth Anatomy Podcast, Episode 21, we’ll answer that!