The Dentist Money Show | Financial Planning & Wealth Management

Dentist Advisors - Financial Planning and Investment Management
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Feb 20, 2019 • 43min

#167: What Dentists Want to Know — Listener Q&A #10

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.
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Feb 13, 2019 • 47min

#166: Scared Straight: Why Documenting Your Work is Critical

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.
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Feb 6, 2019 • 40min

#165: Live from the Voices of Dentistry Podcast Summit

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.
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Jan 30, 2019 • 44min

#164: The 3 P's of Reducing Common Financial Regrets

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.
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Jan 24, 2019 • 48min

#163: What Cows Can Teach You About Tough Markets

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.
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Jan 16, 2019 • 57min

#162: A Dental Coach and a Financial Advisor Walk into a Podcast

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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Jan 9, 2019 • 44min

#161: What Dentists Want to Know - Listener Q&A #9

What's on the mind of Dentist Money™ Show listeners? Well taxes for one—especially as another year just ended and filing is just around the corner. And you'll want to hear if the interest rate on your debt makes any difference between paying down loans or investing. Plus, you'll find out why creating passive income not exactly what you've learned—and why that matters as you invest.
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Jan 2, 2019 • 47min

#160: Get Ready for a Fight Over Practice Ownership

Jason Wood is Reese's special guest on this Dentist Money™ Show. Jason's law firm, Wood & Delgado, specializes in helping dentists with a wide variety of dental-related legal issues. In this episode, Reese asks Jason to look into the future and project what the dental industry might look like in 10 to 20 years. Jason's vision may surprise you as current trends indicate major changes. Find out what can be done to fight the takeover of dentistry by large conglomerates. To take a peek into the future of dentistry with an industry expert:
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Dec 26, 2018 • 49min

#159: The Word Steve Jobs and Warren Buffett Use to Measure Success

On this episode of Dentist Money™ Reese and Ryan reveal what it takes to get on, and then stay on, your optimal path for wealth creation. There's one critical word that both Steve Jobs and Warren Buffett said will give you powerful decision-making confidence. In today's competitive climate, you need to know how to make pivotal career and investment decisions with clarity. To learn how successful entrepreneurs eliminate wealth-building distractions:
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Dec 19, 2018 • 45min

#158: Borrow Against Your Life Insurance Policy: Yes or No?

The "Controversial Opinion Alert" sign is up and flashing for Reese and Ryan's discussion on this episode of Dentist Money™. Everyone knows there's a place for life insurance in estate planning - but is there really a "secret sauce" that makes life insurance a more powerful choice to borrow against than other equity building assets? Clever marketing messages from the life insurance industry say there are. Tune in to hear what Reese and Ryan have to say. To find out which one of your assets is the best to borrow against:

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