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The Dentist Money Show | Financial Planning & Wealth Management

Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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All Episodes
Archives
Now displaying: 2019
Jul 3, 2019

Is getting into that perfect home on your mind? On this episode of the Dentist Money™ Show, Reese and Ryan talk about why that’s such a big decision—and why it can affect your effort to build the ideal practice.  


Mixing thoughts about a new home when you’re focused on growing your practice can leave you in a serious quandary. Find out how doing things in the right order will result in greater personal net worth.

Jun 26, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan take on a question that many dentists often ask themselves: “Am I putting my money in the right places?” 

When asset building, your money can only go into one of four places—liquid assets, retirement plans, practice growth, or real estate acquisition. Reese and Ryan offer some sage advice about how to prioritize one asset bucket over another as you grow your net worth.

Jun 19, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan talk about why Ted Williams, the last baseball player to hit over .400, wouldn’t be able to do it today. Increased access to information has changed baseball, and it has narrowed outcomes when it comes to stock market investment returns too.

From baseball to communications to the stock market, everyone has access to more data than at any time in history. Find out why that’s good news for diversified investors and bad news for stock pickers.

Jun 12, 2019

Reese’s guest on the Dentist Money™ Show is Laura Hatch. Founder of Front Office Rocks, Laura has plenty of advice on how your staff can quickly improve the way they serve your clients.


When the phone rings, or when patients come to your office, is your staff doing enough to keep them coming back? Better customer service will help your practice grow faster and Laura offers a few ideas on how your staff can become more focused.

Jun 5, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan offer some food for thought (or at least offer some thoughts about food) as they talk about how focusing on calories and superfoods is comparable to growing net worth.

 

With their current diets top of mind, listen in as Reese and Ryan offer some ideas about how eating patterns compare to the “Total Term” calculation and how it provides an effective measurement for growing net worth.

May 29, 2019

Reese’s guest on the Dentist Money™ Show is Travis Hornsby, founder of StudentLoanPlanner.com. On this episode, you’ll find out why your attitude towards debt may need some adjusting.


From federal loans vs private loans to why interest rates alone shouldn’t dictate your choices, Travis and Reese discuss numerous reasons why you need to think about student loans differently. It’s a podcast for the dentist struggling to figure out how to best handle debt … and for the student currently piling up debt.

May 22, 2019

What’s on the minds of Dentist Money™ Show listeners? Well, real estate for one. In this episode, Reese and Ryan explain the difference between the actual return investors get on real estate versus the return they think they’re getting — and they’ll show you how to calculate it correctly.

Plus there’s controversy about the actual retirement age of dentists. Find out what’s causing the ruckus. Hear both sides of the argument and then decide how the often quoted retirement statistics apply to you.

May 15, 2019

Is the decision to buy a private practice as significant as the one you make to get married or have a child? According to Paul Goodman (the Dental Nacho), Reese’s guest on this episode of Dentist Money™, buying a practice may have more influence on your overall life happiness than almost any decision you make in your lifetime. Listen in as Reese and Paul discuss how to make sure the odds for success are in your favor.

May 8, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan look at some of their favorite video games and liken their dangers to the financial pitfalls you might face as your career unfolds.

The complexity of your financial planning decisions builds as your income increases and your net worth expands. Reese and Ryan reveal how overcomplicating your finances during any stage of your career can slow down net worth growth.

To learn how to navigate through the obstacles of personal finance and advance to the next level.

May 1, 2019

Reese’s guest on the Dentist Money™ Show is Jordon Comstock, founder of BoomCloud Dental Membership Software. On this episode, you’ll learn about the impact of in-house membership programs. While new clients and an additional revenue stream sound good, discover reasons why memberships may or may not be the right fit for you.

In addition, Reese and Jordon discuss how adopting best practices from other industries can benefit your practice and lead to greater productivity and increased profits.

To find out how you can tap into a new source of client revenue.

Apr 24, 2019

On this episode of the Dentist Money™ Show, Reese and Ryan examine why too many dentists concentrate on investments that pull them away from their core money-making machine: their practice.

You paid a huge price for a dental degree and the opportunity to run a very lucrative business. But are you shortchanging your potential by letting your investment attention wander elsewhere?

To learn why your practice holds the greatest possibility for net worth growth.

Apr 17, 2019

Ryan takes the mic on this Dentist Money™ podcast. His guest is David Harris, founder of Prosperident, a forensic investigation firm that specializes in investigating, and protecting dentists from, embezzlement. If you think embezzlement won’t happen to you, statistics show it’s highly likely to occur during your career. Ryan and David discuss what leads people to embezzle; they profile what a typical embezzler might look like, and they give you warning signs that might tip you off that something is awry.

Apr 10, 2019

Vanguard founder, John Bogle, is known for giving individual investors access to the market through low-cost index funds. The approach bypassed unnecessary management fees and allowed people to “buy the market” using diversified funds. To this day, John’s following of “Bogleheads” remains energized by his philosophy and often steers other investors toward a self-directed path. And yet, recent Vanguard studies show how guidance from an investment advisor can lead to significantly better returns. So what’s the right strategy for you? In this episode of Dentist Money™, Reese and Ryan discuss common misconceptions about Vanguard’s position, when it makes sense to hire an advisor, and the type of advice worth paying for.

Apr 3, 2019

Today, Reese welcomes Dave Roehr to the Dentist Money™ podcast. Dave is CEO of Proceed Finance, a company that specializes in affordable financing for patients thinking about cosmetics or other large treatment cases. Many patients want or even need, high-cost procedures. With only an estimated 15% of people in the U.S. able to afford to pay in cash, Dave and Reese take a close look at what you can do to reach the other 85%.

Mar 27, 2019

War, terrorism, natural disasters, economic uncertainty. On this episode of the Dentist Money™ Show, Reese and Ryan discuss the type of news that drives ratings, and the impact it can have on our decision making.

They discuss perception versus reality and use headlines from the past to illustrate how smart investors navigate through all the noise.

Mar 20, 2019

Reese’s guest on this episode of Dentist Money™ is Elijah Desmond. Well-known for his Smiles at Sea CE Cruise conferences, Elijah talks about his entrepreneurial pursuits and offers a unique viewpoint on the many opportunities in dentistry. Having started eleven businesses and counting, he’s not only good at implementing the strategy, but his hands-on career has made him an expert on how to make any practice click.

Mar 13, 2019

On this Dentist Money™ show, Reese and Ryan take time out to interview several well-known dental industry leaders at the Voices of Dentistry Summit. Experts from Kleer, Inspired Hygiene, Wonderist Agency, and others, chat with Reese and Ryan, and offer their unique points-of-view about the coming year. The interviews can be unexpectedly personal, and often truly powerful. It’s a one-of-a-kind show full of little golden nuggets of wisdom.

Mar 6, 2019

On this episode of Dentist Money™ Reese and Ryan take a closer look at the dental industry and the growing opportunities within it. As the industry evolves, a diverse set of new jobs are becoming available. Reese and Ryan talk about why it’s important to know exactly where your skills fit in today’s marketplace. Should you grow your practice? Focus on lifestyle? Do something non-traditional? Here are a few things to consider as you make your optimal decision.

Feb 27, 2019

Reese’s special guest on this episode of Dentist Money™ is Dr. Grace Yum. Recorded at the Voices of Dentistry Summit, this interview follows Dr. Yum’s journey from hygienist to an owner of two lucrative practices in Chicago. She explains the strategy she took as an associate, and how it eventually prepared her to start two practices from the ground up. Plus, you’ll enjoy hearing the philosophies that led to Dr. Yum’s success and her ideas about practicing dentistry with a growing family.  

Feb 20, 2019

What’s on the mind of Dentist Money™ Show listeners? Well, with so many choices in dentistry, and so many young dentists wondering, Reese and Ryan weigh in on “favorite location” vs. “best opportunity.” You’ll also discover more about “momentum investing” and who uses it as an investment strategy. Plus, there’s a good discussion on the effectiveness of bonuses vs. ownership for motivating employees.

Feb 13, 2019

Reese welcomes special guest Roy Shelburne on this episode of Dentist Money™. A popular conference presenter, Roy takes time from a busy schedule to tell his fascinating story. From spending 36 years building a successful practice to federal prison, it’s a personal journey that will both frighten and inspire you. But most importantly, as dentistry compliance issues continue to increase, it will change the way you document your work.

Feb 6, 2019

Live from Phoenix, Arizona, it’s Satur … the Dentist Money™ Show starring Reese Harper and Ryan Isaac! Enjoy this Dentist Money™ first — a full podcast recorded before a live audience. Using a few astute observations from comedian Steve Martin to theme the show, Reese and Ryan introduce a crowd of new listeners to the essentials of financial planning. Join in as Reese and Ryan get down to the nitty-gritty of why having a good financial plan is so important.

Jan 30, 2019

On this episode of Dentist Money™ Reese and Ryan get philosophical as they discuss a list of typical regrets people feel when they get older. No one wants to feel regrets, but somehow everyone ends up with at least one or two. With so many people experiencing disappointments tied to finances, Reese and Ryan offer their advice on why it’s crucial to have a good savings plan in place as you prepare for your future.

Jan 24, 2019

On this episode of Dentist Money™ Reese and Ryan provide coaching to help you keep your emotions in check when there’s turbulence in the markets. Creating wealth over the long haul takes patience and a solid focus on your overall goals. That’s easier said than done. Reese shares how you should really look at stocks based on his ranching experience as a youth. It’s an analogy that will change your perspective during fluctuating markets.

Jan 16, 2019

Reese’s guest on this episode of Dentist Money is Dr. Richard Low, host of the Shared Practices Podcast. With two podcast hosts asking each other questions, Reese and Richard cover a wide range of topics—from target date funds vs mutual funds vs index funds, to selecting the right type of mortgage depending where you are in your career. It’s two podcast hosts for the price of one!

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