Dentists Who Invest Podcast

If you’d like to discuss your finances with a professional, you can connect with Luke here: https://www.viderefinancial.com/contact———————————————————————Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/the-most-important-part-of-your-investing-strategy-with-luke-hurley———————————————————————Most investors focus on stock picks and portfolio diversity—but they’re overlooking the crucial first step. Financial advisor Luke Hurley explains why defining your vision should come before any investment decisions.Luke shares three powerful principles that shape effective financial planning: time as your most valuable resource, happiness as the ultimate goal, and money as a tool to enable your best life. He also explores how to discover your financial “why,” set meaningful milestones, and calculate your personal “number” for financial independence—the point where work becomes a choice, not a necessity.With 77% of UK adults unsure how much they need for retirement and only 20% confident they’re saving enough, this conversation is a must-listen for dentists and high-earning professionals. You may already have enough to retire but haven’t defined what “enough” means. Luke also examines the limitations of traditional retirement strategies, including the 4% rule, and why preserving pension assets for inheritance might be a smarter long-term approach.Ready to rethink your approach to money? Tune in now—and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description.———————————————————————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

Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/why-labour-could-be-targeting-dentists-with-mike-bryan———————————————————————Could your dental practice be in HMRC’s sights? With 5,000 new inspectors targeting small businesses, dentists are a prime focus as Labour looks to close the £40 billion tax gap.In this episode, Mike Bryan explains how upcoming tax changes — like Making Tax Digital — could increase your admin load and what steps you can take to stay compliant while minimising your tax bill.Don’t get caught out — tune in now and claim your free CPD.———————————————————————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

Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/how-to-invest-via-ltd-company-with-luke-hurley-and-anick-sharma———————————————————————Are you a dentist looking to grow your wealth? You can connect with Luke and Anick here: https://www.viderefinancial.com/contact———————————————————————Got extra cash sitting in your dental company? Leaving it there means inflation eats away at it but taking it out comes with a hefty tax bill. So, what’s the smart move?In this episode, financial pros Anick Sharma and Luke Hurley break down how to invest through your Ltd company — covering intercompany loans, holding companies, and whether property or stocks are the better bet.If you’re a dentist looking to make your company’s money work harder, this one’s for you. Tune in.———————————————————————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

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 your dental practice could run itself while you work just one day a week? Dr. Hema Dhingra shares how she transformed from an associate to a thriving practice owner, tripling turnover and building a self-sustaining business all while balancing motherhood.She reveals the mindset shifts, leadership strategies, and culture-building techniques that helped her scale from three dentists to a multi-specialist team proving that practice ownership doesn’t have to mean burnout.Thinking of buying a practice? This episode is packed with insights to help you make it happen!———————————————————————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

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 makes two young dentists take the plunge into practice ownership at just 25? James and Katy Nolan share their journey of launching a squat practice—combining ambition, a bit of naivety, and a whole lot of determination.They open up about the highs, the hurdles, and the lessons learned along the way, from building patient trust with minimal marketing spend to balancing business with their personal relationship.If you’re thinking about starting your own practice (or just love a good success story), this episode is a must-listen!———————————————————————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

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Gold has fascinated investors for centuries, but is it still a smart move today? In this episode, we break down the ins and outs of gold investment and why it holds value, how it compares to paper assets, and how you can add it to your portfolio.We explore four key ways to invest: owning physical gold, buying gold mining stocks, investing in gold ETFs, and even spread betting. Each comes with its own risks and rewards, and we’re here to help you navigate them.If you’re looking for a hedge against economic uncertainty, gold might just be your answer. Tune in to find out how to make it work 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

If you’d like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact———————————————————————Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/isas-vs-pensions-heres-what-dentists-need-to-know-with-anick-sharma———————————————————————Ever felt lost in the maze of ISAs and pensions? You’re not alone. Many dentists struggle with deciding where to put their money for the best returns. In this episode, financial expert Anick Sharma breaks down the key differences, helping you make informed choices about your financial future.We dive into ISAs and how they offer tax-free savings, the different types available, and how they fit into short- and long-term plans. Then, we tackle pensions, unpacking the tax relief benefits that can supercharge your investments over time. So, which should you use? ISAs, pensions, both… or neither?Tune in for clear, no-nonsense guidance on maximising your savings and making your money work harder 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

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————From practice owner to high-level corporate leader, Dr Anne O’Donnell has seen and done it all in dentistry. In this episode, she takes us through her journey—qualifying in 1984, navigating the strict advertising rules of the time, and building a thriving practice by 1998. Anne shares key lessons on branding, marketing, and adapting to an industry that’s constantly evolving, giving dentists a masterclass in long-term success.We dive into the mindset shift that took Anne from running a practice to thinking like a CEO. She explains why every dentist should have a three-year growth plan and how applying business principles can accelerate success. Whether you’re looking to scale, sell, or simply make your practice more profitable, Anne’s strategic insights will change the way you view dental careers.And when it comes to financial planning, Anne doesn’t hold back. We cover the realities of consolidation, transitioning to an associate-led model, and preparing for a lucrative exit. She also shares her latest venture in practice mentoring, helping dentists maximise their potential. If you want to future-proof your career and business, this episode is packed with wisdom you won’t want to miss.———————————————————————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

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Want to sell your dental practice for top dollar? In this episode, we sit down with Luke Moore from Dental Elite to break down the key factors that can boost your sale multiple. From understanding EBITDA to navigating the impact of interest rates, Luke shares insider tips on making your practice more attractive to buyers. With private equity still hungry for acquisitions, now’s the time to ensure your practice stands out in a competitive market.We’ll uncover strategies to minimise risk and maximise value, from reducing “key man risk” to shifting towards private income streams. Learn how diversifying patient loads among associates and keeping contracts stable can safeguard your practice’s appeal. Plus, if you’re considering transitioning from NHS to private, we discuss how to make the shift without losing financial momentum.Finally, we dive into the importance of patient numbers in driving up your practice’s value. Luke reveals the ideal patient-to-surgery ratio, how to re-engage lapsed patients, and why a strong recall system is essential. Whether you’re planning to sell soon or just want to future-proof your business, this episode is packed with actionable insights to help you secure a high-value exit.———————————————————————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

Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/why-work-longer-than-you-need-to-with-anick-sharma———————————————————————Are you a dentist looking to grow your wealth? https://www.viderefinancial.com/contact———————————————————————What if you could call it quits earlier than you ever thought possible? In this episode, we sit down with Anick Sharma to unpack the strategies that can bring your retirement date forward—without sacrificing your lifestyle. Retirement isn’t just about having a pile of cash; it’s about having a plan. We explore why setting clear financial goals is as crucial as charting a course before setting sail, ensuring you don’t just drift aimlessly but make the most of your hard-earned wealth.Through real-life case studies like Adam and Natasha, we highlight how smart financial moves can mean the difference between scraping by and thriving in retirement. Their story is a powerful reminder that planning for longevity, unexpected expenses, and lifestyle goals can help you retire earlier and with confidence. And it’s not just about numbers—it’s about freedom, time, and experiences.We also dive into investment strategies that actually work. Forget trying to time the market—Anick breaks down why diversification, tax-efficient investing, and asset allocation matter more than guesswork. Whether you’re keen on DIY retirement planning or just want to know the essentials, this episode arms you with the knowledge to make smart financial decisions and enjoy the retirement you deserve.———————————————————————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