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Feb 17, 2020

Welcome to the Reinvent Rich Podcast! At PCM we have several clients that are doctors, who have deep knowledge in many areas. Today, Irvin will talk about how it is to work with doctors in the financial area and how their expertise adds a new dynamic.


Highlights:

  • Planning for the future - 1:12
  • Maximizing pension plans - 1:31
  • The main principle that Irvin uses at PCM - 2:28
  • Creating the context - 2:48
  • Doctors make a difference - 3:23
  • Doctors and the financial world - 3:47

 

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