The Dentist Money Show | Financial Planning & Wealth Management

#406: What Dentists Want to Know — Listener Q&R #2

Jun 28, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
What Your Gut Feels Tell You About Investing?
03:11 • 2min
3
How to Educate Your Clients on 401ks
05:23 • 1min
4
How to Choose the Right 401k Plan for You
06:51 • 4min
5
401ks: A Necessary Evil?
10:39 • 3min
6
The Problems With a Cash Balance Plan
13:10 • 2min
7
How to Choose the Right Permanent Life Insurance for You
15:22 • 2min
8
How to Tell a Client to Buy Permanent Life Insurance
17:01 • 2min
9
The Importance of Term Insurance
19:03 • 2min
10
The Differences Between Term and Permanent Life Insurance
20:33 • 3min
11
The Truth About Life Insurance
23:19 • 2min
12
Why You Shouldn't Buy Permanent Life Insurance
24:59 • 2min
13
How to Reduce the Cost of Permanent Life Insurance
26:34 • 2min
14
How to Calculate Liquidity in a Whole Life Policy
28:12 • 2min
15
The Advantages of Real Estate Over Stocks
29:53 • 2min
16
How to Avoid Affinity Fraud in the Real Estate Market
31:44 • 3min
17
How to Talk to a Client About Their Investment
34:16 • 5min
18
The Power of Objective People in Your Life
38:55 • 2min
19
The Power of Curiosity in Private Equity
40:39 • 2min
20
The Power of Questions
42:29 • 2min
21
The Gut Feeling of a Real Estate Investor
44:06 • 3min