091 | How to Accumulate Wealth as a PA with Bradley Clark, CFP

Bradley "Brad" Clark, CFP, is a fee-only fiduciary financial advisor who shares his insight on how PAs can accumulate wealth on their way to financial independence. He discusses a suggested order of operations to allocate your income by setting aside a certain portion towards different retirement and investment accounts while also paying down your debt. It can be difficult to balance paying down your six-figure student loan debt while saving and investing for your future, but this information can help you get started!

 

Brad also shares how you can find a fee-only fiduciary financial advisor to work with if you would like some additional help from a trusted resource. Working with this type of financial planner could help you either on your way to financial independence or when nearing your retirement to optimize your financial strategy in regards to drawing down your funds.

 

Brad also will have a new book launching in January 2023 titled Be the Bird, and you can connect with him to claim your copy or to reach out with questions: [email protected] 

 

Brad's website: bradleyclark.com  

 

Resources Mentioned: 

 

www.napfa.org

 

www.xyplanningnetwork.com 

 

www.garrettplanningnetwork.com

 

 

Are you just beginning your journey to financial independence and don't know where to start? Download your FREE copy of the PA the FI Way Beginner’s Workbook here!

 

Enjoy the show? You can now support the PA the FI Way podcast through Buy Me a Coffee! Thank you for all of your support! https://www.buymeacoffee.com/pathefiway 

 

Website / Blog: pathefiway.com

 

Follow along on Instagram: @pathefiway   https://www.instagram.com/pathefiway/

 

Join the private Facebook group created for current and future PAs on their journey to financial independence: https://www.facebook.com/groups/pathefiway 

 

Like the Facebook page to follow along for updates: https://www.facebook.com/pathefiway

 

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