Financial Advisors: What They're NOT Telling You with hosts Eric Miller & Eric Gersch

April 17
25 mins

Episode Description

Most financial advisors aren’t telling you the full story.

And if you’re a practice owner… that gap could cost you hundreds of thousands of dollars.

In this episode of the Financial Beast Podcast, Eric Miller and Eric Gersch, break down what traditional financial advisors don’t tell business owners—and why most of them only manage a small fraction of your financial life.

If your advisor isn’t helping you:
• Integrate your practice with your personal wealth
• Structure your income and distributions properly
• Optimize taxes and reinvestment decisions
• Plan for exit beyond just “saving more money”

…then you’re missing the strategy that actually builds wealth.

This episode shows you what real financial planning looks like for healthcare practice owners—and how to tell if your advisor is falling short.

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Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

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