Your Money Made Simple

Episode Description:

Having your finances in order is crucial to a successful professional path. On this episode of Dentistry’s Growing with Grace, Grace Rizza sits down with Tess Zigo of TruWealth Partners, to discuss the various ways a financial advisor can help.

On this episode, we discuss:

  • How to manage student debt
  • How to save and invest your money
  • How to develop healthy money habits early on

Disclosure:

Tess Zigo offers securities and investment products and services through Waddell & Reed, Inc., Member FINRA and SIPC. Waddell & Reed and Emerge Wealth Strategies are separate companies. The information presented on this show is solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy any financial product or service mentioned. Any opinions expressed are those of Tess Zigo and are subject to change, based on market and other conditions. For more detailed information regarding any of the topics discussed on today’s show please call (630) 864-1068. Waddell & Reed does not offer tax or legal advice; please consult with a professional prior to making any financial decisions.  

Waddell & Reed is not affiliated with Grace Rizza or the Dental Resource Group and does not endorse any products or services offered by Grace or members of the Dental Resource Group.​

About Tess Zigo

Tess Zigo graduated with a B.S. ​​Finance and a Masters in Accounting from Northern Illinois University, and spent a ​decade​ working in Treasury management for several large corporations. She has worked as a Financial Advisor for 5 years helping dentists save, invest, and give money more intentionally. Her work focuses on comprehensive planning by addressing the many different aspects affecting your financial health-from student loans to investing for your future.

About Grace Rizza

Grace Rizza is the CEO and founder of Identity Dental Marketing, which serves practices nationwide with ethical, effective marketing solutions. Today the company has helped to propel over 1,000 businesses to new levels of success.

In her tenure as a business owner, Grace has authored countless industry-specific articles, podcasts, and blogs. She has spoken at dozens of dental meetings, including the Chicago Dental Society Midwinter Meeting and the Greater New York Dental Meeting.

Grace was recently selected as a 2019 Honoree at the Daily Herald Business Ledger’s Influential Women in Business Awards.

What People Are Saying

John Chatham Testimonial

After attending Grace’s seminar I immediately thought, ‘finally somebody who understands marketing dental practices and how to effectively attract and retain new patients.'

John A. Chatham, III Henry Schein, Inc. VP Global Sales Leadership & Development June 15, 2016

Dr. Roy Shelburne Testimonial

Grace is a phenomenal speaker who enthusiastically shares her passion for dental marketing in a way that is clear, concise, and extremely valuable. Her straightforward approach to navigating the complexities of practice marketing and promotion with unique, custom crafted, effective strategies help her doctors move to the next level rapidly and with minimal effort.

Roy Shelburne DDS June 15, 2016

Linda L. Miles Testimonial

Grace Rizza, a rising star speaker in dental marketing gives each person in her audience a blueprint for creating their discerning difference.

Linda L. Miles CSP, CMC June 28, 2016

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