This is not the episode about why it's okay to make money.

If you still need that one, it's a different video. This one assumes you're done being a martyr and you're ready to actually build wealth.

Most practitioners have no idea they're playing a completely different financial game than W-2 employees. Different rules. Different tools. Different sequence. And the advice most CPAs give is built for someone else's game.

In this solo episode, Dr. Z walks through the three stages of the wealth path for practice owners — what to do, what not to do, and the tax and wealth strategies most practitioners have never heard of that could save or make them millions.

You’ll learn about:

• Stage one is live to fight another day. Build the machine first. Emergency fund of three to six months' operating expenses before you invest anywhere else.
• There are tax tools available to practice owners that most CPAs won't bring up unless you ask. Learn the names so you can have the right conversation with your professional.
• Stage two is building and retaining. Now you revisit entity structure, fund retirement accounts, clean up the books, and build equity instead of just spending down.
• Stage three is exit grade thinking. Every decision gets made through one lens — what is this business worth when I'm ready to walk away? The paperwork has to be pristine from the start. Not later. From day one.
• The team you need changes at each stage. Most people are using stage one teams at stage three. That's the problem.

If you’re quietly thinking, “Yep… this old model is breaking me,” you’re not alone.

FM2 is where clinicians go when they’re done pretending the current system is fine.

Private community. Real implementation. Zero performative BS.

Let's go! Join here: https://drzfma.com/join-fm2

Stay connected between episodes.

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