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Show Notes

Thomas Dickson took on his first dental clients in 1998, and some of them are still with him. He runs Wealthwide, a financial planning firm in the UK that works with dentists and nobody else. In this episode, Eric asks him what nearly thirty years of watching the same people make the same decisions has actually taught him, and gets answers that don’t sound like financial advice at all.

Here’s what we get into:

• Why perspective, not more money, is the thing most practice owners are actually missing
• Why Wealthwide avoids the word “retirement” almost entirely
• How much of retirement planning this is maths, and how much is helping a dentist work out who they are when they’re not a dentist
• Why the goal isn’t a future date, it’s pulling the things you want into the life you’ve got now
• One thing to do this week if you have never touched any of this.

If you’re a US practice owner listening to this, there’s some interesting information in here that’s deeply applicable. And if you’re a UK principal already working through the sale-and-security question, Thomas is the person to talk to.

Find out more about WealthWide here: https://www.wealthwide.co.uk/about-us/dental-financial-planning-specialist-experience

#ukdentsitry #growth #budget