Macro Wealth Management

If you have any personal finance questions (investments, crypto, insurance, tax mitigation, real estate, private equity,etc), I will be attending the AAO this weekend and would enjoy chatting about anything financial! Consider it an AMA (Ask Mart Anything, maybe not anything 🙂). If you would like to grab a coffee and share ideas for thirty minutes or so, let me know here or DM me. I do have some meetings scheduled, but will be there Friday and Saturday. Acceleration over accumulation! Hope to see you in Orlando!

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Macro Wealth Minute - Episode 017 The seventeenth Macro Wealth Minute video; Dr. Mart McClellan discusses the importance of cash flow and increasing your savings rate.You can learn more about...

It was a honor to be on the panel for enhancing wealth at Glenn Krieger’s OrthoVanguard meeting! The participants will be taking it to the next level in their practices. Glenn is contributing to the profession of orthodontics in so many amazing ways and it’s great to be part of it! And, as he said, it was not a spelling bee panel!

Team Macro Wealth attended an amazing meeting in Chicago on a revolutionary new technology, Currence, that we believe will change the future of personal finance! Some of you have already embraced it and we look forward to sharing it with those who have not!

We had a blast speaking to the University of Louisville dental students about establishing a strong financial foundation by managing cash flow with a new technology and student loan debt! Cash flow is more important than rate of return! But, having both is great!

Tim and I had an amazing number of days at the Wealth Acceleration Meeting in Tampa! Acceleration with less risk and more benefits is certainly better than accumulation! And, the weather was great and not below zero!