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Tom Bodin, CFA, CFP®, shares what dentists, vets, opticians, and lawyers need to know from practice owners (episode 77)



Entrepreneurs are struggling to cope with the economic downturn caused by the coronavirus outbreak. If you are a practice owner, e.g. For example, a dentist, a veterinarian, an optician or a lawyer know that you are not alone.

To help you get through this difficult time, I turned to Tom Bodin. Bodin is a practice integration advisor and head of the advisory team for Buckingham Strategic Wealth.

He is a CFA and CFP® and focuses on complex financial planning questions for business owners and …



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