Money advice from a financial advisor
If you are looking to get your finances on track and thinking about hiring a financial advisor, this is for you. In this episode, we are joined by Ben Martinek, founder and lead advisor at Bona Fide Finance, to help you end the year strong and start the new year off right. We dive into the benefits of hiring a financial advisor, Ben and his team’s approach to financial planning, and how he integrates tax advisory and student loan management into his services. You will also learn about investment strategies, personalized financial advice, and guidance on making smart financial decisions as a physician. Plus, Ben shares practical end of year tips and advice for starting the new year right, highlighting the importance of having a plan, a strong mindset, and being resourceful when managing your finances.
[00:04:57] Wealthy Insight: Ben Martinek of Bona Fide Finance
[00:10:27] Ben Martinek’s Background as a Financial Advisor and His Planning Philosophy
[00:30:11] Navigating Student Loans: Repayment Strategies and Key Options to Consider
[00:34:07] Comprehensive Financial and Tax Planning for Physicians
[00:35:51] How Integrated Tax Services Strengthen Financial Planning
[00:41:13] Transparent Fee Structures and What Clients Can Expect
[00:49:21] End-of-Year Financial Planning Tips for High Earners
🎉 This episode is sponsored by Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email [email protected] and tell them we sent you.
Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.
Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.
Claim your debt freedom with our boot camp!
Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.
Wishing you a fantastic week ahead and happy wealth building!
