In this CEO Chairside conversation, Dr. Greg Grillo talks with Braden Draggoo (Founder/CEO, Draggoo Financial)—named to Forbes’ Top 100 Financial Security Professionals, a multi-year MDRT qualifier, Chairman’s/Cabinet Council honoree, and New York Life’s #1 producer in 2025. But this episode isn’t about products—it’s about mindset, systems, and designing a life you actually want.
Braden shares how growing up in a small town shaped his drive, why most professionals park money in stagnant buckets, and how to create velocity instead—using liquidity, tax strategy, and relationships to build options sooner. You’ll hear practical reframes (like “Required Maximum Distribution”), a simple path from “busy” to balanced, and the seven zones (mindset, healing, connection, alignment, abundance, freedom, legacy) he uses to align wealth with well-being.
You’ll learn:
The #1 mindset block keeping dentists in the slow lane—and how to switch to wealth velocity
Why liquidity + tax planning can beat “set-and-forget” saving for real freedom
How to balance active income (the chair) with passive streams (without overwhelm)
The power of relationship capital and community to multiply opportunities
A 3-step starter plan to align money, time, and purpose—now, not “someday”
If you’re ready to grow smarter, not just busier, this episode gives you the playbook to turn success into freedom.
Resources & Links:
• Connect with Braden: Draggoo Financial | Prosperity Zone
• Connect with Dr. Greg / Method Pro