

Dentists Who Invest Podcast
Dr. James Martin
Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.
Episodes
Mentioned books

Jul 17, 2024 • 33min
Financial Freedom Via The Property Game with Dr Jassy Sidhu DWI-EP281
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————Can you imagine savoring the present moment while still pushing forward in your career? Property investment expert Dr. Jassy Sidhu, who has achieved remarkable milestones by the age of 37, joins us to share his innovative approach to balancing work and leisure through mini-retirements. He emphasizes the importance of valuing health over wealth, drawing inspiration from the perspectives of Jimmy Carr and Stephen Barnett. This episode is packed with wisdom on how to enjoy life now while building towards financial freedom, demonstrating that it's a continuum rather than a final destination.We also discuss Jassy's bold shift from residential to commercial property investments, highlighting the benefits of pursuing larger deals that bring higher returns with similar effort. Jassy takes us through his current project of converting a pub into a 17-bedroom HMO and shares key lessons from a missed opportunity with a 23-bedroom HMO. We break down essential metrics for evaluating bigger deals and the strategy of pulling out initial investments to keep funds circulating, ensuring continuous growth in the property market.In the final segment, we delve into the power of learning from mistakes and the inspiration drawn from the systemization of McDonald's kitchen layout as seen in "The Founder." Practical tips such as using checklists to manage busy schedules and maximizing space efficiency in real estate development are discussed. Personal anecdotes from both hosts and Jassy underscore the importance of sharing knowledge and motivating others on their journeys. Connect with Jassy on Instagram for more exclusive property investment insights and take the first step towards your financial freedom.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 15, 2024 • 37min
Tax Is More Than Just Numbers with Arun Sachdev DWI-EP280
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————Can risk-taking truly transform your professional and personal life? Discover how Arun Sachdev, a specialist accountant for dentists, leveraged calculated risks to propel his business to new heights. In this episode, Arun takes us through the inspiring journey of his family's firm, Sachdev's Chartered Accountants, tracing its evolution from local VAT returns to a niche in dental accounting. Hear about the pivotal moments and strategic moves, including their serendipitous presence next to Dr. Bob Khanna at the Dentistry Show, which significantly boosted their client base.Arun shares the trials and tribulations of managing a dilapidated building lease, a saga filled with legal battles, financial stress, and even abusive letters. The story takes a dramatic turn at a client event in Dubai, where a candid conversation with his biggest client sparked a decisive action. With the support of his father-in-law's construction skills, Arun transformed the run-down property into a state-of-the-art accountancy practice, complete with a barbershop and residential flats. It's a compelling narrative about the rewards of perseverance and the courage to push beyond conventional business practices.Finally, we explore the delicate balance between risk, opportunity, and sound financial planning. Arun offers invaluable insights into aligning business decisions with broader life goals, using real-life examples to underscore the importance of honest self-assessment. From advising clients on tax-saving strategies to cautioning associates about the realities of becoming principals, Arun emphasizes the need for personalized approaches in both professional and personal contexts. This episode is a treasure trove of wisdom for anyone looking to achieve a harmonious blend of professional success and personal fulfillment.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 12, 2024 • 15min
The One Thing You Should Know About Sales with Dr James Martin DWI-EP279
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————What if mastering the art of sales could significantly enhance your financial success and improve your work-life balance? Discover the transformative power of effective communication in the latest episode where we challenge the common negative perceptions of sales, especially in the UK, and contrast them with the pragmatic American approach. By distinguishing the value of a product from the salesperson's approach, we reveal how effective description and communication of a product’s or service’s worth can reshape client perceptions and enhance professional success. Learn why, for professionals like dentists, articulating the value of their services is just as important as delivering high-quality care.Explore the critical importance of communicating value in clinical dentistry and how it can lead to greater financial success. We discuss strategies for balancing professional expertise with the ability to effectively convey benefits to patients, ensuring services are fairly valued without overpromising. Dive into sustainable methods for maintaining or increasing income while reducing workdays, achieving a better work-life balance. We also delve into short-term financial strategies that can drastically improve your quality of life, offering actionable steps to enhance your income today, reduce stress, and provide more free time for family, charitable work, or simply relaxation. Tune in to learn how effective communication and strategic financial planning can lead to immediate and long-term satisfaction.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 10, 2024 • 43min
Your One Greatest Money Making Tool with Dr Dipesh Kothari DWI-EP278
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————Unlock the secrets to financial success and personal fulfillment as we engage in a dynamic conversation with James, the visionary behind Dentists Who Invest. How does the right mindset turn everyday challenges into stepping stones for wealth and well-being? We promise you'll come away with actionable insights on income generation and optimizing your financial strategies, all through the lens of a positive, forward-thinking mindset. By examining various career paths, we reveal how adopting a growth-oriented mindset can shape opportunities and outcomes in surprising ways.James takes us on an inspiring journey from his clinical dentistry days to a life brimming with diverse experiences and greater satisfaction. Imagine making life decisions based on the wisdom of your 85-year-old self—James shows us how this transformative perspective can guide us toward long-term fulfillment. Discover how Dentistry Invest empowers dentists to master investment strategies and boost their income. Plus, learn how powerful partnerships and collaborations can exponentially enhance your results by combining expertise and vision.In this episode, we also delve into the transformative power of mentorship and delegation. You'll hear compelling stories of how auditing beliefs and tapping into the wisdom of mentors can dramatically accelerate your growth. We highlight how shifting from busyness to productivity, prioritizing strategic thinking, and balancing work with parenting can unlock new levels of efficiency. Whether you're seeking personal or professional growth, this episode is packed with valuable advice and inspiration to elevate your life. Join us and discover how to unlock your super skills and overcome limiting beliefs for a more prosperous future.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 8, 2024 • 22min
Is A Holding Company Right For Me? with David Hossein [CPD Available]
Want to become as tax efficient as possible?Connect with David here: https://www.dentistswhoinvest.com/david-hossein———————————————————————Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/is-a-holding-company-right-for-me———————————————————————Unlock the secrets to maximizing your dental practice's financial efficiency with our returning guest, David Hossein. This episode of the Dentists Who Invest Podcast promises to clear up the murky waters surrounding holding companies, particularly for dentists. David breaks down the intricate differences between directly owning multiple companies and implementing a holding company structure. With his expert insights, we examine scenarios where a dentist might own both a dental practice and a property company, and how lending money between these entities can be tax-free under common control. Our conversation sheds light on the advantages and disadvantages of adding a holding company into the mix and stresses the need for meticulous planning to minimize future tax burdens.Navigate the complex world of tax strategies and discover the significant tax implications of owning a dental practice through a holding company. David delves into the substantial shareholding exemption, explaining how it allows for tax-free capital gains within the holding company while personal access to those funds triggers hefty dividend taxes. Compare this with the benefits of entrepreneur's relief when owning a practice personally. Finally, we discuss the potential impacts on capital gains and inheritance tax, summarizing the pros and cons of holding companies. This episode is a must-listen for dentists seeking to optimize their business structure and minimize tax liabilities—consulting with an accountant is crucial to making informed decisions.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 5, 2024 • 31min
The Truth About Income Protection with Warren Robins [CPD Available]
Need to review your Income Protection?Connect with Warren here: https://www.dentistswhoinvest.com/income-protection———————————————————————Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/the-truth-about-income-protection-with-warren-robins———————————————————————Unlock the secrets to optimal income protection for dentists in this enlightening episode with Dr. James Martin and special guest Warren Robbins, an insurance advisor with a keen eye for detail. Discover how to secure the best deals on income protection policies, cutting through the fog of misleading lifetime cost estimates provided by insurers. Warren’s analytical approach, backed by his research science background, offers a clear path to understanding and comparing long-term costs effectively through a comprehensive spreadsheet tool.Understand the significance of choosing the right income protection insurance by focusing on critical aspects such as the "own occupation" definition. We dissect the value differences between higher premium policies from specialized insurers and more affordable options, revealing that most insurers now provide similar coverage. Avoid unnecessary branding costs and extra features as we demonstrate Warren’s detailed model designed to help you navigate the insurance landscape with confidence.Stay ahead with annual reviews of your income protection policy to ensure it remains aligned with your needs. Warren showcases his detailed spreadsheet model that compares premiums, cover amounts, and policy terms across various insurers, highlighting the significance of regular policy assessments. We invite you to input your details via a special link for a personalized protection review, ensuring you aren't over-insured. Join us as we promise more valuable insights and expert advice in future episodes, keeping you well-informed and financially secure.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 3, 2024 • 37min
How To Shave Years Off Your Retirement with Anick Sharma DWI-EP275
Are you a dentist looking to grow your wealth? Visit our website to learn more. https://www.viderefinancial.com/contact———————————————————————You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————What if you could retire years earlier than you ever imagined? Join us on this eye-opening episode of the Dentistry Invest podcast as we sit down with Certified Financial Planner, Anick Sharma, who will reveal critical strategies to fast-track your retirement timeline. Through relatable analogies and practical insights, Anick delves into the significance of a well-structured financial plan and introduces a cash flow model that maps your financial journey over a lifetime.We then shift focus to the true essence of wealth and the psychological pitfalls of delaying happiness for future milestones. Sharing poignant stories, including a client who achieved financial success only to pass away shortly after, we underscore the importance of living fully in the present. Learn how strategic planning and gradual transitions into retirement can lead to a more fulfilling life, and why open financial discussions are key to breaking the stigma around money.Finally, we redefine what retirement and real happiness mean by balancing present enjoyment with future security. Drawing on George Kinder's life planning philosophy, we discuss aligning financial goals with personal fulfillment. Hear the transformative story of a senior executive who discovered she could have retired five years earlier, changing her life and relationship with her daughter. Stay tuned for a sneak peek into our next episode, where we'll tackle investing fallacies and assumptions with Anick.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jul 1, 2024 • 32min
How To Save A Fortune with Rida Alwan DWI-EP274
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————What if trimming your expenses could boost your dental practice's profitability more than increasing your revenue? We reconnect with Rida Alwan, a seasoned expert in reducing overheads for dental practices, to uncover the hidden power of cost management. From an astounding £18,000 saving on utility bills in Brighton to a 30% discount with major suppliers, Ridda shares game-changing case studies that demonstrate the significant impact of savvy expense management. We explore why focusing on expense reduction can often yield more substantial financial benefits than merely chasing higher revenue, and discuss the importance of efficient staffing, effective phone systems, and overall return on investment in various business components.Financial optimization is more than just a buzzword—it's a transformative strategy that can change the fortunes of a dental practice. Learn how small savings like competitive rates on card terminals through a referral system can accumulate into substantial financial gains. We also dive into the roles of consultants and business solution managers in guiding busy dentists toward fiscal efficiency. Rida underscores the profound benefits of financial education and passive income, sharing inspiring examples from successful practitioners. We wrap up with the top five impactful strategies for cost savings, highlighting the vital roles of reception staff, savvy supplier negotiations, utility management, handling staff holidays, and regular payroll reviews. Tune in to discover how incremental changes can lead to impressive financial growth over time.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jun 28, 2024 • 36min
Does Gold Have A Place In My Portfolio? with Jon Doyle DWI-EP273
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————Can gold truly stand up to traditional investments like stocks, bonds, and real estate? Find out as John Doyle takes us through a riveting discussion that begins with an entrepreneurial tale from the Canadian gold rush, where a clever individual turned the frenzy into pie-selling profits. This sets the foundation for a nuanced analysis of gold’s viability as an investment, addressing common questions and cultural influences that shape investors’ decisions. Whether you’re pondering the future income streams from gold or its role in diversifying your portfolio, this episode promises valuable insights without pushing any particular agenda.Discover why gold has been a symbol of wealth and security for thousands of years. We explore its historical allure and practical uses, especially during times of global instability. Hear an incredible anecdote about a fund manager’s client who stored millions in gold in a Swiss airport locker for safekeeping. This episode also dives into the intricate relationship between gold prices and currency fluctuations, examining significant events like Brexit that have impacted gold returns across different currencies. We emphasize the importance of understanding these dynamics in making informed investment decisions, highlighting both local and global perspectives in financial planning.Finally, we compare long-term data on gold investment to stock market returns, revealing when gold has truly outperformed. We discuss the psychological resilience needed during market downturns and the speculative nature of gold ETFs compared to physical gold. Should you follow the "gold bugs" or consider the practicalities and risks involved in holding physical gold? This episode is all about making informed, conscious choices in your investment journey. Join us as we reflect on psychological factors, the role of gold in portfolio diversification, and the importance of not just following conventional wisdom.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Jun 26, 2024 • 29min
Your Success Engine with Tom Fortes Mayer DWI-EP272
You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport———————————————————————What if the key to unlocking your full potential lies not in relentless striving but in a profound mental shift? In our latest episode, we sit down with Tom, a clinical hypnotherapy expert and personal development coach, to uncover the journey from fear-driven success to a mindset of abundance and service. Discover how many of us start our paths fueled by survival instincts, leading to stress and burnout, and how we can transition to the sovereign archetype—living with ease, generosity, and a focus on legacy-building. Tom shares his wisdom on achieving sustainable success by caring for others and creating a truly supportive environment.Next, we explore the metaphor of a car's fuel to understand our motivations. Are you running on "dirty fuel" like anger or a need to prove yourself, or "clean fuel" driven by genuine aspirations to make a positive impact? Tom explains how athletes and business leaders use psychology to manage pressure and reprogram outdated beliefs. Learn the importance of aligning your beliefs, emotions, and environment with your goals to unlock your true potential. We also touch on gratitude, not just as a list-making exercise but as a way of life, highlighting how detoxifying negative emotions can clear the path to success.Finally, we focus on the misunderstood link between external achievements and internal happiness. Tom offers insights on eliminating limiting beliefs to smooth your journey to success, emphasizing the importance of being present and content in the moment. Through relatable stories, like overcoming fear during childbirth, we illustrate how our preconceived notions shape our experiences. Join us for an enlightening conversation that promises to inspire you to cultivate a fulfilling and impactful life.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text