The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
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May 1, 2019 • 41min

#177: Management Advice from a Successful College Dropout

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.
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Apr 24, 2019 • 45min

#176: Your Best Investment Could Use Some Attention

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.
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Apr 17, 2019 • 50min

#175: Embezzlement Warning Signs You Need to Know

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.
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Apr 10, 2019 • 52min

#174: Where Vanguard Really Stands on Using an Advisor

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.
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Apr 3, 2019 • 44min

#173: How to Get High-Cost Treatment Cases to Say "Yes"

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%.
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Mar 27, 2019 • 50min

#172: Good News for People Who Like Bad News

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.
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Mar 20, 2019 • 44min

#171: Here's Where Your Profits are Hiding

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.
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Mar 13, 2019 • 52min

#170: Crystal Ball Predictions from Dentistry Experts

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.
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Mar 6, 2019 • 53min

#169: Dentistry is Changing. Where Do You Fit?

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.
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Feb 27, 2019 • 30min

#168: Chicago's Pediatric Dentist for the Pros

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.

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