The Dentist Freedom Blueprint Podcast

Stewarding Wealth, Values and Wisdom Into The Next Generations - Ted Oakley: Ep #506

25 October 2024 · 45:30

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What it is about

We all want to leave a strong legacy and equip our kids in a way that allows them to succeed and leave a legacy of their own. The question is: how do we do that? I recently had a live conversation about this topic with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. As someone who helps clients navigate the markets, plan for retirement, and steward wealth for the next generations, Ted has a tremendous…

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