The world’s greatest inventors, most accomplished musicians, and best athletes often attribute their success to persistence. It’s the same trait that pushed you through dental school and keeps your practice moving forward. But what does it mean to have a persistent financial plan? In this episode of Dentist Money™, Reese and Ryan explore four steps to developing persistence and how each one translates to long term financial success.
What can brown do for you?
In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be effective, but it drastically improved productivity and saved the company millions of dollars. In this episode of Dentist Money™, Reese & Ryan compare the attributes of a well-run shipping company to those of a good financial plan and explain what it means to have an efficient investment portfolio.
What is the role of a good advisor? It depends who you ask, which is part of the problem with the financial industry—there’s no real consensus. In this episode of Dentist Money™, Reese & Ryan explore the spectrum of services offered within financial planning and how some advisors fall short of expectations. They also explain the difference between performance-based and advice-based planning.
When will you have enough money to make work optional? Are you building the right mix of assets? Is your tax rate minimized? Do you have the proper amount of insurance? In this episode of Dentist Money™, Reese and Ryan introduce a periodic table of twelve key indicators called Elements® which gives dentists a straightforward way to answer the some of the most difficult questions about their financial health.