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Content provided by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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1935: Strategic Wealth Management

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Content provided by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s episode of the Dentalpreneur podcast, Dr. Mark Costes welcomes Eunicia Peret, a wealth strategist with 15 years in the financial services industry. Eunicia specializes in helping high-income individuals enhance wealth beyond traditional methods, aiming to increase retirement income while minimizing taxes. Her approach involves creating cohesive financial teams for her clients, proving effective for many. As a strategic advisor for business and women's leadership groups, Eunicia shares insights from a recent conference and discusses strategies for financial success and wealth management, emphasizing the importance of understanding individual financial situations and customizing strategies accordingly.

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1970 episoade

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Manage episode 404972578 series 2514811
Content provided by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Author, speaker, dental business coach and practicing dentist, Dr. Mark Costes chats with the leader and Mark Costes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s episode of the Dentalpreneur podcast, Dr. Mark Costes welcomes Eunicia Peret, a wealth strategist with 15 years in the financial services industry. Eunicia specializes in helping high-income individuals enhance wealth beyond traditional methods, aiming to increase retirement income while minimizing taxes. Her approach involves creating cohesive financial teams for her clients, proving effective for many. As a strategic advisor for business and women's leadership groups, Eunicia shares insights from a recent conference and discusses strategies for financial success and wealth management, emphasizing the importance of understanding individual financial situations and customizing strategies accordingly.

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  continue reading

1970 episoade

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