572: The Wealth Keel

 In The Dentalpreneur Podcast

Dr. Bryan Stimmler

Chad Chubb of WealthKeel.

We’re talking money on The Dentalpreneur Podcast today. Chad Chubb is a Certified Financial Planner™ at WealthKeel, where he has niched out high-debt, high-income professionals. We had a great conversation about life insurance and vetting financial advisors before talking through a few case studies of scenarios that come across my desk every week.

During our conversation, we discuss:

  • The ins and outs of permanent life insurance
  • Questions to ask when vetting financial advisors
  • Three different case studies

EPISODE RESOURCES

“Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Address: 601 WALNUT ST, STE 1200, #38, PHILADELPHIA, PA 19106.”

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