How should a dentist know if and when to seek professional help with their money? That’s a question Shawn Terrell was asked by Dr. Grace Yum as a guest on the Mommy Dentists in Business Podcast. This episode of Dentists, Puns, & Money is a replay of Shawn’s guest appearance on the MDIB Podcast, which…
Dr. Shivani Kamodia Barto is a general dentist, yoga teacher, and wellness coach. Dr. Kamodia Barto put her clinical career on hold not long after dental school. She’s using the clinical pause to build a separate business as a wellness coach and yoga instructor. Dr. Kamodia Barto has over ten years and 600 hours of…
Ken Kaufman is a sought-after speaker and thought-leader in the dental industry. Ken recently wrote his first book “Financial Secrets to Grow Dental Organizations,” and he shares the key takeaways from the book in this interview. He’s worked as a CFO and President in several dental organizations over the last 20 years. In that time,…
It’s common for dentists to defer clinical and dental practice owner income into a 401(k), Profit Sharing Plan, or IRA during their peak earning years. That’s often a wise strategy to lower a dentist’s lifetime tax bill. But the IRS won’t let a dentist avoid that tax bill forever. Required Minimum Distributions begin at a…
Dr. Karen Tindall and Dr. Laura Schwindt combine their love of people, transformations, and dentistry together in their partnership of The Mint Door. They share their story and how they help other dentists in this episode. Drs. Tindall and Schwindt believe the well-being of dentists and their team members is the key to a successful…
Dentists often defer clinical and owner income into a 401(k), Profit Sharing Plan, or IRA during their peak practice years. That’s often a wise strategy to lower a dentist’s lifetime tax bill. But the IRS won’t let a dentist avoid that tax bill forever. That’s why its implemented something called Required Minimum Distributions beginning at…
How should you think about marketing your dental practice if considering a sale in the next 3-5 years? Grace Rizza, CEO of Identity Dental Marketing discusses that topic in this episode. Grace is the CEO and founder of Identity Dental Marketing. She’s guided the growth of more than 1,500 dental practices since founding her company…
Health Savings Accounts don’t often attract as much attention as Backdoor Roth IRA’s or other tax savings strategies. But HSA’s can be a valuable piece of a lifetime tax reduction plan with better understanding and better execution of a long-term contribution and distibrution strategies In this episode Dentists, Puns, & Money, Shawn Terrell shares the…
In this episode Dentists, Puns, & Money, we visit with Dr. Jeff Priluck. Dr. Priluck is a semi-retired dentist from the Atlanta, GA area who has chosen to remain active with clinical dentistry, even after selling his private dental practice that he owned for 38 years. He’s continued to practice part-time because he loves clinical…
In this episode Dentists, Puns, & Money, we discuss Direct Indexing as an investment strategy. Many dentists are familiar with the strategy of buying index funds, or indirectly investing in an index. But directly investing in an index is a little different. We’ll cover three things in this episode: What’s are the differences…