The Dentist Money Show | Financial Planning & Wealth Management

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.

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.

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?

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.

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.

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.

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.

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.

On this episode of the Dentist Money™ Show, Ryan interviews Kiera Dent of The Dental A-Team. A well-known dental practice coach, Kiera has numerous ideas for what you can do today to make your practice better tomorrow. Get to know The A-Team's four buckets for dental practice success as Kiera takes Ryan through her extensive list of things you could be working on. "This is your time for a mindset reset," claims Kiera. Find out what you can do to improve your practice today.

For an April Fools Day episode of the Dentist Money™ Show, Reese and Ryan take a close look at financial mistakes that can make you feel like a money management moron. It's been said, "Wise men learn by other men's mistakes. Fools by their own." On this show, Reese and Ryan share examples of money miscues you can avoid. Learn from the mistakes of others and then follow these tips so you can keep your net worth growing.