Dentists Who Invest Podcast

Dr. James Martin
undefined
May 8, 2024 • 34min

The Principles Of Portfolio Design with Adam Hughes DWI-EP251

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 of smart stock investments with Adam Hughes from the Dental Business Alliance on our latest podcast. Every dentist knows that a steady hand and a sharp eye are vital for success, but when it comes to building wealth, the tools of the trade look a bit different. We're tearing down the myth that stock ownership is a golden ticket to prosperity, instead showcasing how a well-informed, strategic approach is key. Together with Adam, we debate the merits and risks of a stock-heavy portfolio and shine a light on the smoother ride that balanced funds can offer for the financially prudent practitioner.Navigating the market's waves requires more than a life vest; it requires knowledge, which we provide in ample measure during our deep dive into equity portfolios and the anticipated longevity of indexes like the S&P 500. Historical data comes to life as we track the impressive endurance of these financial giants, even in the face of global upheaval. Yet, we don't shy away from the tough questions, such as the impact of tech giants on index stability or the psychological fortitude needed to weather volatility. Dental professionals, take note: our special report on financial blunders and their remedies is a treasure trove designed just for you.The path to financial wisdom is not a solo journey, and the DIY investor is a breed that thrives on discipline and knowledge of risks like sequencing risk. We explore the balance between the allure of self-managed investing and the steadying hand of a financial advisor. As we outline the multifaceted role of expert financial guidance, from tax planning to inheritance strategies, remember: a disciplined approach today can mean a smile worth a million dollars tomorrow. So, scrub in, dentists – it's time to polish your financial portfolios with the insights and experience of Adam Hughes on the Dentists Who Invest podcast.———————————————————————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
undefined
May 6, 2024 • 1h 13min

Investing Insights with Andrew Craig DWI-EP250

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 door to financial mastery as we join forces with Andrew, a sage of investing strategies, to weave through the intricate world of financial literacy. This episode is a trove of knowledge where we scrutinize the impact of sound financial decision-making on personal wealth and societal prosperity. Together, we dissect the core principles that dictate investment success and the imperative for consistent education to leverage financial insight for life-altering outcomes. With Andrew's extensive slide deck in hand, we commit to a dialogue that not only enlightens but also calls upon you, our discerning listeners, to engage and refine our collective financial prowess.Embark on an expedition to distinguish the subtle yet profound divergences between investing and trading, as we illuminate the path to a secure financial future. Our discourse spans the criticality of retirement planning, the gender gap in savings, and the influence of human advancement and technology on diversifying your investment portfolio. By embracing the notion of 'owning the world', we encourage you to adopt a holistic approach to investment that not only mitigates inflation but also strategically positions you for a retirement cushioned by the fruits of your financial acumen.This episode is an investment in future generations too, as we share insights from our upcoming book designed to nurture financial literacy among the youth. We recount experiences of enlightening students and the promise of integrating financial education into mainstream learning through collaborations with influential organizations. The capstone of our conversation is the vibrant community we've fostered—Dentists who Invest—where professionals from diverse backgrounds unite to amplify their financial intelligence and well-being. Join us, become part of this empowering network, and embark on your journey to financial sovereignty.———————————————————————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
undefined
May 3, 2024 • 36min

The NHS Pension Summarized with Ian Hawke DWI-EP249

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 mysteries of the NHS Pension Scheme with the wisdom of financial guru Ian Hawke, as we guide you through its inner maze. Whether you're a hospital dentist or a principal, this episode promises to equip you with the knowledge to secure your financial future. We navigate the intricate layers of the original 1995 Scheme, weigh it against the 2008 iteration, and dissect the 2015 Scheme with precision. If navigating your pension has felt like a daunting task, prepare for clarity that could change the way you view your retirement planning.Grasp how a £54,000 salary translates into pension benefits and why the £40,000 annual allowance limit demands your attention. With Ian's expert insights, we scrutinize the accrual rates and contribution bands that dictate your pension growth. Discover how partial retirement could shape your financial strategy and why additional contributions to SIPs require careful consideration. For those balancing the benefits across various schemes, this episode is a beacon, guiding you through potential financial reefs and towards a secure harbor.In the ever-evolving landscape of the NHS Pension Scheme, staying informed is not an option—it's a necessity. We delve into the latest legal challenges and remedy periods, unraveling their complexities and presenting you with the choices that will confront you at retirement. Moreover, we expose the disconnect between the Consumer Price Index rates and actual inflation, a critical detail that could save you from unwelcome charges. With Ian Hawke's guidance, this episode is more than just an overview; it's a masterclass in safeguarding your pension against the tides of change.———————————————————————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
undefined
May 1, 2024 • 45min

Creating A Financial Masterplan with Shabbar Kassam DWI-EP248

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Uncover the secrets of a winning financial mindset with expert Shabbar Kassam in a riveting discussion that traverses beyond spreadsheets and stock tickers. Prepare to challenge the deeply rooted 'keeping up with the Joneses' narrative and embrace a philosophy of investing that aligns with your core values. In this episode, we dissect the psychological aspects of building wealth, emphasizing restraint and strategic thinking as we navigate the financial nuances of the dentistry profession. With Shabbar's insights, you're set to cultivate a disciplined approach to your fiscal nature and make choices that lead to true financial liberation.Embark on a journey through the essential steps of creating a clear roadmap for your financial future. We don't just talk numbers here; we delve into the significance of setting concrete goals that resonate deeply with your life's ambitions — from crafting your ideal lifestyle to supporting your family or leaving a philanthropic footprint. Learn how to transcend the rat race and carve out a life rich with passion and purpose. This episode is a masterclass in aligning your monetary resources with the pursuits that ignite your spirit, offering strategies to work towards the financial independence that lets you live on your own terms.Cap off this enlightening discourse with a deep dive into risk management and the art of portfolio construction. Shabbar and I unravel the 'three flavors of risk,' guiding you through the intricacies of balancing investment opportunities with your personal risk profile. We explore diverse investment strategies that promise to shield your wealth from inflation, navigate market volatility, and foster growth through tactical asset allocation. As we wrap up, you'll emerge with a fortified understanding of how to build a robust portfolio tailored to your unique financial narrative, ensuring a future rich with potential and aligned with your personal values. Join us for this transformative conversation and take a significant step towards mastering your financial destiny.———————————————————————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
undefined
Apr 29, 2024 • 1h 26min

Sensible Strategies For Long Term Investing with Dr. Vesselin Bachvarov

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Welcome to Dentists who Invest! On our latest episode, we're excited to have Veselin Bakturov share his incredible transformation from a dentist in Bulgaria to an investment guru in the UK. As we peel back the layers of a well-crafted investment strategy, you'll gain exclusive insights into how dental professionals can achieve financial prosperity without getting lost in complex jargon. Veselin's journey is not just about endodontics; it's a story of embracing the digital age and the colossal potential of internet platforms for unprecedented economic growth.This week, we're bridging the gap between dentistry and dollars, offering a fresh perspective on managing your riches. Money isn't just currency; it's a product you can strategically invest and grow. Our conversation takes a turn towards the humorous side of wealth management, sharing tales from Veselin’s MBA days to underscore the importance of clear financial goals and the role of advisors. Whether you're considering lending shares for shorting or learning the ropes of financial modeling, we have the insights you need to make informed decisions and keep your portfolio thriving through market ups and downs.For those looking to master the art of balancing a diverse portfolio, our discussion with Veselin is pure gold. We tackle the nuances of SIPPs versus ISAs, the NHS pension scheme, and when to seek professional advice. And if you're running a limited company, we've got you covered too, with tactics for profit extraction and asset protection. So, sit back, tune in, and prepare to supercharge your investment knowledge—one laugh and one lesson at a 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
undefined
Apr 26, 2024 • 51min

How Much Money Is Enough For A Dentist? with Dr. Jaz Gulati from The Protrusive Dental Podcast DWI-EP246

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Enlighten Smiles Link: dwi.enlightensmiles.comExperience a transformation in your financial perspective as James Martin joins us on the Dentists Who Invest podcast to dissect the intricacies of dentistry's financial landscape. We promise to navigate beyond the bank balance to a 'rich life' filled with joy tailored to personal happiness and fiscal strategies. From tackling the effects of inflation on your hard-earned savings to debating the trade-offs between income and autonomy for dental associates versus practice owners, we cover it all.Imagine uncovering the secrets behind building tremendous wealth from the simplest of lifestyles, just as the unassuming janitor Ronald did. Hear the stories of Dr. Jaz Gulati from The Protrusive Dental Podcast that will challenge the way you think about money, work, and life satisfaction. We're peeling back the layers on what it truly means to live 'richly,' discussing how to strike a balance between enjoying today and planning for a comfortable tomorrow, and sharing insights on how to redefine retirement planning to suit your individual dreams and aspirations.Join us for a heartfelt journey through personal anecdotes and enlightening discussions that promise to reshape your approach to wealth and fulfillment. From the psychological aspects of lifestyle choices to the power of a disciplined savings strategy, we're revealing the key habits and mindset shifts necessary for dental professionals to achieve both financial independence and a life brimming with personal well-being and family joy. Don't miss this opportunity to transform your relationship with money and redefine what success in the dental industry looks like for you.———————————————————————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
undefined
Apr 24, 2024 • 1h 2min

How To Own The World: An Interview with Andrew Craig Part 1 DWI-EP245

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Discover how to transform your financial literacy from basic to brilliant with Andrew Craig, acclaimed author of "How to Own the World." In a conversation that's invaluable for dental professionals and high earners alike, Andrew illuminates the path to financial enlightenment, sharing his insights into why even the most educated individuals often stumble when it comes to investments. Prepare to be inspired as we unravel the secrets to achieving greater fiscal success and the profound impact that spreading financial wisdom can have on your peers and your personal wealth.Embark on a captivating exploration of the academic world's surprising blind spots, particularly in dentistry and medicine, and how these reflect in our understanding of finance. Our dialogue traverses the importance of early financial planning, the magic of compound interest, and the transformative power of a nuanced approach to investing. Witness the paradigm shift as we dissect the monumental influence of financial literacy on long-term wealth and independence, and how mastering these concepts can change the trajectory of your professional and personal life.Finally, join us as we marvel at the speed of technological evolution and its implications on investments and society. Reflecting on the juxtaposition of rapid innovation against our perception of progress, we delve into the importance of adopting a future-oriented investment mindset. We tackle the pitfalls of succumbing to fear in the face of global uncertainties and advocate for a bold approach that leverages the power of innovation to address the world's most pressing issues. Tune in for an episode that promises not just to enlighten your financial understanding but also to inspire a forward-thinking perspective on life and investment.———————————————————————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
undefined
Apr 22, 2024 • 1h 6min

How I Achieved Financial Freedom with Dr. Julian Keen - YPTFF Month DWI-EP244

Dr. Julian Keen, a dentist who achieved financial freedom through savvy investments, shares his path to working from passion rather than necessity. He discusses the shift in mindset needed to embrace financial independence, explaining the significance of emotional stability in investing. Julian offers insights on tax-efficient tools for savings and the evolving landscape of accessible investment opportunities. He emphasizes the importance of financial literacy, actionable strategies, and finding balance in life post-financial freedom, making complex concepts relatable for all.
undefined
Apr 15, 2024 • 47min

How To Own The World: An Interview with Andrew Craig Part 2 DWI-EP241

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Embark on a financial expedition with us and Andrew Craig as we unravel the mysteries of investment strategies suited for the audacious youth. Forget old-school financial blueprints; we're here to challenge the norms, dissecting the '100 Minus Your Age' rule and weighing the benefits of a stock-saturated portfolio. With insights from my book 'Live On Less, Invest The Rest', we're equipping you with the tools to navigate fluctuating markets and sculpt an investment strategy that resonates with your financial aspirations and timelines.Venture further into the financial wilds as we scrutinize the tantalizing yet treacherous terrain of cryptocurrencies. Here, we address the elephant in the room: can the promise of exponential riches in digital currencies outweigh the perils? Through candid discussions, we compare the volatility of cryptocurrencies with high-risk stocks and unpack the critical need for aligning your investment portfolio with broader, more grounded financial objectives. Hear our take on why psychological fortitude can sometimes trump the most sophisticated of trading systems.In a marketplace bursting with opportunity and risk, our final wisdom is simple yet profound. Delving beyond financial spreadsheets, we underscore the extraordinary influence of psychological resilience in investment success. Drawing pearls of wisdom from the likes of Morgan Housel and looking ahead to future literary endeavors, we leave you with a nugget of encouragement: education and a recalibration of financial beliefs are your best allies. So tune in, fortify your financial acumen, and let's chart a course towards enduring prosperity.———————————————————————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
undefined
Apr 5, 2024 • 27min

The Power Of Sales Copy with Dr. Sugz Maha DWI-EP239

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Have you ever wondered if the pen is truly mightier than the drill? Soogs, a dentist who traded his scrubs for the allure of language, sits down with us to recount his fascinating transition from dental care to the craft of copywriting. Discover how the persuasive power of words isn't just for selling products; it's a profound method of connecting with people's deepest needs and reshaping communication in every aspect of life, including the dentist's office.In our latest episode, we navigate the ethical landscape of marketing in healthcare, particularly dentistry, where the distinction between persuasion and exploitation can be razor-thin. Soogs walks us through his evolution as a copywriter, from poring over "Cashvertising" to taking on real-life writing projects. His story is one of balancing the demands of a dental practice with a burgeoning love for writing, showing us that even the most unexpected skills can lead to client referrals and business growth.Join us as we explore the broader quest for contentment and happiness in the dental profession. Soogs and I share personal reflections on the dangers of chasing financial success at the expense of life's joys and the importance of embracing passions that foster personal growth and satisfaction. Through this conversation, you'll see how the worlds of dentistry, copywriting, and the pursuit of a meaningful life can converge in the most remarkable ways.LinkedIn:https://www.linkedin.com/in/dr-sugz-maha-106336131———————————————————————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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app