2519: How Dentists Can Think Like the Bank
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Show Notes
On today’s episode, Dr. Mark Costes sits down with Dave and Josh Stech to explore private lending, family offices, and how dentists can build wealth beyond the chair. Dave shares his journey from humble beginnings to becoming a respected real estate forecaster and investor, while Josh explains how his background in real estate, technology, and lending helped shape their approach to teaching others how to “be the bank.”
They break down how private lending works, why collateral and borrower vetting matter, and how dentists can use this strategy to create passive, recurring income without taking on the same operational burden as owning real estate. The conversation also covers market timing, family office principles, loan funds, and the importance of getting educated before putting capital to work.
Be sure to check out the full episode from the Dentalpreneur Podcast!
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