How To Start Investing With Gary Carter

In this episode of the Alternative Health Care Career Show, Dr. Mike Chua, the main speaker, begins by introducing himself as a physical therapist, certified dementia practitioner, and alternative career coach.

He invites listeners to visit their website and emphasizes the importance of memory and how one can rebuild muscles and cardio without a workout partner. Dr. Mike Chua mentions the Ultimate Workout and Recovery product, expressing excitement about obtaining it for their clinic.

In this episode:

0:00:07 Introduction and Welcome to the Career Health Care Podcast
0:01:37 Introducing the Ultimate Workout and Recovery product
0:02:14 Introduction and Setting the Scene
0:04:28 Importance of a Fiduciary in Financial Planning
0:04:45 Becoming a CFP and Chartered Life Underwriter (CLU)
0:06:04 The comprehensive exam and long-term memory commitment
0:10:01 Benefits of Alternative Careers and Golden Handcuffs
0:11:14 Healthcare Needs for Those Venturing into Own Business
0:14:20 Healthcare Insurance for Individuals and Businesses
0:15:31 Assistance for Sole Proprietors and Career Changers
0:17:43 Introduction and Sponsorship
0:18:53 Case Study: Investing for Retirement at a Young Age
0:20:19 Starting Investing Early and the Benefits of Compound Interest
0:21:28 Step One: Budgeting and Maximizing Each Dollar's Potential
0:23:17 Planning a Clinic Class for Geriatric Clients
0:25:12 Importance of Experience and Age in Choosing an Advisor
0:26:55 Contact Information for Gary Carter
0:28:49 Closing Remarks and Website Promotion

Next, the guest, Gary Carter, a certified financial planner and Chartered Life Underwriter, is introduced. Dr. Mike Chua and Gary engage in a conversation about the roles and qualifications of a financial planner. Gary explains the difference between a financial advisor and a certified financial planner, highlighting the rigorous education program and fiduciary commitment of a CFP.

They also discuss the Chartered Life Underwriter designation, focusing on insurance and estate planning for higher net worth individuals. Gary shares his career journey, starting in banking and transitioning into wealth management, emphasizing the importance of obtaining investment licenses early on.

Dr. Mike Chua discusses the benefits of working with a financial planner and emphasizes the need to start planning early. They suggest putting kids on the payroll and allowing them to contribute to a Roth IRA for long-term investment growth.

Dr. Mike Chua also emphasizes the importance of budgeting and optimizing spending before considering investing. They suggest offering educational classes at their clinic to inform clients, particularly seniors, about investing and retirement planning. Dr. Mike Chua advises retirees to choose a financial advisor with experience in their age group.

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