Interview with Special Guest, Mr. Daniel Cole - Part 2: Tools for Exit Strategies and Business Protection - 01/16/2024

Attorney Boyd Shepherd speaks with Mr. Daniel Cole, who specializes in financial planning, risk management and retirement planning.

Many folks go to college, get a degree and then go get a job working for someone.  Under that scenario, an employer covers many benefits like health insurance, disability insurance, life insurance and retirement. Folks that want to start their own dental practice are essentially taking on two distinct jobs; dentist and business owner.  As a business owner, you are responsible for providing benefits for yourself and employees. A relationship with a specialist can help ensure that you, your family and your business are fully protected not only during your career, but as you one day segue into retirement.

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Attorney Boyd Shepherd speaks with Mr. Daniel Cole, who specializes in financial planning, risk management and retirement planning.

Many folks go to college, get a degree and then go get a job working for someone.  Under that scenario, an employer covers many benefits like health insurance, disability insurance, life insurance and retirement. Folks that want to start their own dental practice are essentially taking on two distinct jobs; dentist and business owner.  As a business owner, you are responsible for providing benefits for yourself and employees. A relationship with a specialist can help ensure that you, your family and your business are fully protected not only during your career, but as you one day segue into retirement. This conversation covers one of the most important and often neglected steps along that journey.

Welcome to the podcast for the Tuesday Morning Q&A with Boyd W. Shepherd, D.D.S., J.D.

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