The Dentist Money Show | Financial Planning & Wealth Management

Latest Episodes:

#136: What Dentists Want to Know — Listener Q&A #6 Jul 18, 2018

Show notes

Reese and Ryan knock out another round of questions on this Q&A episode of Dentist Money™. Hear their advice on what to look for in companies that provide after-tax investment services. And, in the always a "hot topic" category, you'll hear them discuss the trade offs between paying down debt versus building liquidity. Plus, there's a new wrinkle in this episode as Reese and Ryan pull quotes from a social media discussion on the same topic—so you'll hear how other dentists view the debt and liquidity conversation.

#135: Surprisingly Effective Ways to Communicate with Your Staff Jul 11, 2018

Show notes

Are you getting through to your staff? Learn communication skills that deliver rapid results. Katherine Eitel Belt is CEO of LionSpeak, a communications coaching company, and she is Reese's guest on this episode of the Dentist Money™ Show. An international keynote speaker, author and coach, Katherine is known for her non-traditional approach to leadership and team building. Listen as she shares her unique viewpoint — one that can help you become a better leader and get you on the same page with your staff and patients. More importantly, you'll find out how Katherine's suggestions can help you put your business on a solid growth path.

#134: Are You Paying for Generic Advice You Could Get for Free? Jul 04, 2018

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It's time for Reese to take the hot seat as we switch things up a bit for this episode of Dentist Money™. Dr. Russell Kirk takes the lead and interviews Reese for The Business of Dentistry podcast. Enjoy a different point-of-view as Dr. Kirk asks the questions and Reese offers his advice. And Reese has plenty to share with ideas on how a well-planned financial strategy can make a huge difference to both your practice and your preparation for retirement.

#133: Here's What's Wrong with Your Investment Risk Profile Jun 27, 2018

Show notes

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set your savings plan on the right trajectory, or did it simply cover your advisor's butt in case you weren't happy with the eventual returns? In this episode of Dentist Money™, Reese & Ryan talk about an Element called Equity Rate from our periodic table of financial indicators. They explain why traditional risk assessment tools fall short of measuring your investment needs, and how they miss the mark when it comes to creating the right balance of stocks and bonds in your portfolio.

#132: What Dentists Want to Know — Listener Q&A #5 Jun 20, 2018

Show notes

Do wealthy people offer the best financial advice? What benefits should I offer my employees? Remodel my home or buy a new one – what's the right choice? Reese and Ryan tackle these three questions on this Q&A episode of Dentist Money™. You'll hear Ryan list four types of people Forbes says you should avoid taking advice from — it might surprise you. And you'll find out what other group practices do when it comes to employee benefits. Plus, Reese has a lot to say about buying or remodeling as he recently went through that decision himself.

#131: Pros and Cons of a Scratch Start vs Acquisition Jun 13, 2018

Show notes

What path should you take to practice ownership – start-up or acquisition? For the past decade Jayme Amos has coached numerous dentists on how to achieve greater satisfaction from practicing dentistry. On this episode of the Dentist Money™ Show, Jayme shares with Reese how personality traits should be factored into business decisions. And he discusses the important differences between starting a practice from scratch, or purchasing an existing practice. As an expert on work/life integration, Jayme also has some suggestions on how you can build a practice that reflects your personal values.

#130: Why a Cheap 401(k) Provider Will Eventually Cost You More Jun 06, 2018

Show notes

By ignoring your office retirement plan, are you making a seven-figure mistake? On this Dentist Money™ Show, Reese and Ryan talk about qualified retirement plans and why a yearly review makes such a huge difference. You'll hear why the cheapest 401(k) provider may not really be the least expensive. And, you'll find out how to avoid getting surprised by employee plan fiduciary responsibilities and liabilities from falling on you, which occurs more often than you think.

#129: Peak Practice Performance Starts With This May 30, 2018

Show notes

It's one of the biggest problems that keeps struggling practices from succeeding. On this episode of the Dentist Money™ Show, Patty Ricard, dental practice manager, consultant and life coach, addresses a common issue in office management, and shares her keys for your practice to reach peak performance. She talks with Reese about what methods you can use to build better patient and team loyalty – and why instituting just a few changes can lead to more profitability.

#128: What Are Your Best Options for Passive Income? May 23, 2018

Show notes

How will you create cash flow that requires minimal effort? On this Dentist Money™ Show, Reese and Ryan discuss something people love to daydream about – passive income. You'll hear how real estate measures up to other passive income options and learn about the two main components of passive income. And you'll find out what it means to harvest your assets correctly in order to make them last longer.

#127: What You Need to Know Before You Expand Your Practice May 16, 2018

Show notes

How did this dentist go from associate to a 28-operatory multi-speciality practice? In this episode of Dentist Money™, Reese interviews Dr. David Bender who shares how he expanded his services and built such a large scale operation. Dr. Bender talks about the financing decisions he faced, DSO versus private practice considerations, partnership agreements, and how personality plays into business decisions.

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