Financial Planning Episodes

In this episode, Alexis discusses essential tax reduction strategies for healthcare businesses. She emphasizes the importance of proactive tax planning, advising listeners to plan ahead to significantly reduce tax obligations. Alexis also stresses the need to set up your business structure correctly from the start, whether it's an LLC, S-Corp, or sole proprietorship, to optimize tax advantages and build a solid foundation for future wealth.Listeners will learn about the potential to write off professional expenses, such as continuing education and associated travel, transforming necessary expenditures into savvy tax deductions. Alexis underscores the importance of keeping meticulous records, highlighting that organized receipts for all business-related expenses can make a significant difference at tax time.The discussion also covers the power of retirement accounts as tools for reducing taxable income while securing financial futures. Additionally, Alexis touches on real estat…

Dr. Jill Wade has been practicing dentistry for over 25 years. As a woman, she feels empowered by the profession and has learned many lessons along the way that she is excited to share with you. Tune in to hear about her adventures in entrepreneurshi...

In this enlightening episode, we explore some of the most pressing financial concerns that many of us face. If you're worried about retirement, unsure if you're on the right financial trajectory, or struggling to align with your investments, this epi...

Evolve into your next stage of life with passion and purpose. And strategic planning strategies that work for you.Are you holding on to money beliefs that are not yours? Beliefs that have been passed down from your parents, grandparents or even your great-grandparents?Don't let the experiences and beliefs of your ancestors hold you back from realizing the life of your dreams.Shannon Blackmon, CFP shares points on how to evolve in life with financial planning that has your well-being ...