The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#236: The Marketing "Don'ts" that are Killing Your Practice? Jun 17, 2020

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On this episode of the Dentist Money™ Show, Ryan interviews Minal Sampat, a dental industry marketing guru and the best-selling author of "Why Your Marketing is Killing Your Business." There are many options for how to market your practice. How do you know what's the right approach for you?

In this high-energy interview, Minal reveals her formula for how you can actually minimize costs while maximizing the "new client return" on your current marketing program.

#235: What Dentists Want to Know — Listener Q&A #15 Jun 10, 2020

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On this episode of the Dentist Money™ Show, Reese and Ryan discuss two listener questions about the future of the stock market. Changing market conditions have many people wondering if they should rethink what's included in their investment portfolios.

Is a concentrated portfolio of stocks that have been beaten up—like travel, hospitality, energy—the right spot for your hard earned dollars? Or, should you just stick to a globally diversified portfolio? Reese and Ryan offer their guidance backed by some fascinating details and stories.

#234: How to Determine if Your Retirement Goals Are on Track Jun 03, 2020

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On this episode of the Dentist Money™ Show, Reese and Ryan look into what it takes to become financially independent. "When can I retire?" is a question financial planners are often asked. Some try to provide a simple answer, but there's a complexity to the question that deserves an in-depth examination.

Although individual lifestyle and economic uncertainty affect any projections about financial independence, hear what you can do right now to ensure you're on the path to a comfortable retirement.

#233: The #1 Reason You Should Have a Qualified Retirement Plan May 27, 2020

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On this episode of the Dentist Money™ Show, Reese and Ryan discuss the nuts and bolts of the most common qualified retirement plans. Because of the different levels of dental and specialist practices (and with the varying amounts of income they can generate), deciding which qualified retirement plan is the right one for you can be a challenge?

Reese and Ryan take the mystery out of your retirement plan options. After listening, you'll feel good about which plan you choose—and why it's the right fit for you.

#232: What Dentists Want to Know — Listener Q&A #14 May 20, 2020

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On this episode of the Dentist Money™ Show, Reese and Ryan once again answer your questions. Decisions about finances, taxes, legal issues, insurance, and real estate all have a major effect on the trajectory of your net worth.

Your finances are much more complex than many dentists think. Every transaction can have major implications with a bad decision costing you years of wealth accumulation. Who is asking the right questions for you? And, how much is their advice really worth?

#231: What COVID Has Revealed About Investor Biases May 13, 2020

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On this Dentist Money™ Show, Reese and Ryan take a quick look back … and a long look ahead as they discuss the effects of COVID on the stock market, on the dental community, and on themselves. Will a new mindset about money affect your decisions as an investor?

Sharing their personal observations, Reese and Ryan explain why seeing stocks through a COVID looking-glass may affect your attitude towards financial assets.

#230: Before You Defer Your Mortgage Payments, Listen to This May 06, 2020

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On this episode of the Dentist Money™ Show, Ryan interviews a 20-year veteran of the home loan industry, Tim Peterson of Cornerstone Home Lending.

Federal stimulates have resulted in low, low interest rates causing some to wonder if now is a good time to refinance? And media coverage about forbearance has others wondering if that's the right strategy during unusually tight times? Listen as Ryan and Tim take on the difficulties and surprising positives of today's lending market.

#229: Insurance: What You Need and What You Don't Apr 29, 2020

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On this Dentist Money™ Show, Reese and Ryan examine virtually every insurance policy a dentist might need. As a dentist, you have to manage business risks, as well as think about how to preserve your income in case of something unexpected. You may want to ignore it, but insurance can't be neglected.

On this podcast, Reese and Ryan share their ideas about how to get the greatest efficiency out of the premiums you pay for your practice and income protection insurance needs.

228: Can You Keep Your Cool When Things Ain't Cool? Apr 22, 2020

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On this episode of The Dentist Money™ Show, Reese and Ryan take a look at the real reasons people end up hoarding during panics. Or more to their point, when markets are diving and your net worth is shrinking, how can you stifle the impulse to push your own panic button?

We all have irrationally strong preferences for things we can control with certainty. Reese and Ryan have some ideas on how to keep your cool when the heat is on.

#227: How Dentistry Will Likely Change in the Aftermath of COVID-19 Apr 15, 2020

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On this episode of the Dentist Money™ Show, Ryan interviews BJ Sorensen, Senior Manager of Marketing Strategy and Research at Ultradent. While we may have a front-row seat to the economic effects of COVID-19, BJ's job is to understand how current trends might alter the future.

What will be the behavioral impact on dentists? Where is practice ownership headed? What jobs will today's dental students find? BJ and Ryan offer their answers to these questions and many more.

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