Part I of this two-part series will focus on emergency funding, debt reduction, and changing your mindset from spending to investing.
Emergency Funding: Let’s face it: Your car is going to need new tires, your washing machine is going to break down, and your basement is going to flood. While the timing may be a surprise, things like this are going to happen. Zac will show you how to make sure you have thought ahead and have that emergency fund ready when these challenges arise.
Debt Reduction: You made it through medical school, you worked long, strenuous hours throughout your residency, and now year one as a practicing physician is already half over. Isn’t it time for that big vacation? Maybe – but before you make those reservations, take a look at the long-term impact of taking that vacation money and paying down your medical school debt. Zac will show you what postponing a vacation for only one year can do for you in the long term. You will be amazed.
Changing Your Mindset: That hot steamed Cinnamon Dolce Latte with four cinnamon syrup pumps, whipped cream, two espresso shots, and sprinkles is calling your name, right? What if you took the price of that latte sixteen times per month, twelve months per year, and invested the money rather than investing it in “the experience”? What would that mean for you financially after 10 years?
As an independent financial advisor, Zac works to develop and implement custom financial strategies that are always in his clients’ best interests. He strives to simplify complex financial topics and works to help inform his clients on all aspects of their personal financial lives. He believes the key to long-term financial success is having a comprehensive financial plan in place to inform and direct all decision making. This is done so you can direct your money and it doesn’t direct you.
Zac originally joined Wallstreet Group Advisors as an intern in 2012 and spent three summers at the firm. After graduating from college and earning his professional licenses, he joined the firm as a full-time advisor in 2015. Since then, he has helped countless clients plan for and achieve their financial goals.
Zac has a bachelor’s degree with dual majors in financial planning and insurance/risk management. He holds an insurance license and has passed the FINRA Series 7 & 66 exams and the Missouri Life & Health insurance exams.
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