Podcast Episode #442: The Velocity of Money – Building and Maintaining Wealth in a Dynamic Market – Mart McClellan
Episode #442: Dentist Freedom Blueprint Podcast
The Velocity of Money – Building and Maintaining Wealth in a Dynamic Market – Mart McClellan
Today Dr. Mart McClellan of Macro Wealth Management is back on the podcast! He brings a unique perspective as not only a financial advisor, but also a practicing orthodontist. In this episode, he shares his own financial journey as an orthodontist and why he decided to go in a less traditional direction.
Listen in to hear about how his company is the only advisory firm with a health professional on board, as well as how they use an evidence-based planning system. You’ll learn about the holistic model that Mart discovered and has been trying to spread throughout the health professions, as it isn’t taught in medical school. Mart also shares incredible insight on how to push back on traditional methods, question the norms, deal with failure, and build velocity with your finances.
Minute Markers:
1:00 – Who Mart is and what his background is in ortho and finance.
5:26 – The problem with how traditional financial planning works and how he decided to be less traditional.
7:20 – The importance of questioning things and finding proof.
9:28 – How to gain velocity with your finances.
15:33 – Mart’s thoughts and observations on the current marketplace.
20:44 – What the financial “junk drawer” is and why it’s important to coordinate your finances.
22:26 – The sequence of returns and what it means for your retirement.
24:34 – What the “stealth tax” is and how we’re all paying it.
26:35 – Mart’s philosophy on debt.
Featured on the Show:
Mart McClellan: Website | LinkedIn | Facebook | Instagram | Twitter
Your Retirement Smile by Mart McClellan and Tim Streid
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P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.
Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.
Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.
Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.
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2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
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