Najlepsze podcasty z kategorii: Wealth Planning (2024)

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#591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show? 35:54

2d ago35:54

35:54

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer senti…

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Surviving Practice Challenges: A Journey Through Dentistry, Bankruptcy, and Reinvention (Part I) 24:25

5d ago24:25

24:25

Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to g…

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Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery 20:57

7d ago20:57

20:57

We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion …

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Episode 92: The Time Is Now 8:59

17d ago8:59

8:59

In this episode we discuss why now might be the most important time for socially responsible investingAutor: Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#590: What Every Dentist Should Know About Private Equity Opportunities - Part Two 52:45

5d ago52:45

52:45

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…

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#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold 41:01

9d ago41:01

41:01

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…

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#588: What Every Dentist Should Know About Private Equity Opportunities - Part One 51:09

12d ago51:09

51:09

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in…

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#587: TL;DR - 4 Ways Dentists Get Duped 6:55

14d ago6:55

6:55

TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped" In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes. Book a free consul…

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#586: Two Cents 11/30 - Market Resilience; The Cost of Thanksgiving; Living without Regrets 41:35

16d ago41:35

41:35

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih run through current economic updates, and they analyze the federal reserve's recently released financial stability report. They continue with the annual tradition of breaking down how much a Thanksgiving me…

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#585: Understanding the DSO Landscape: A Conversation with McLerran & Associates 36:40

19d ago36:40

36:40

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors th…

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Insights on Bridging Medicine and Business with Consultant Jessica Jones 35:43

19d ago35:43

35:43

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jess…

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Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors 20:07

21d ago20:07

20:07

True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides …

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Episode 91: Why Should I Hire A Financial Planner 8:57

21d ago8:57

8:57

In this episode we discuss the reasons one might need to hire a financial planner.Autor: Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#584: Two Cents 11/23/24 - Stock Runs; Fluoride Frenzy; What is Inflation? 46:36

23d ago46:36

46:36

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih run through the current stock market analysis. Without much change in market news, they remind us that it's good reminder to check-in with your long-term investment strategy. They also react to news about the surg…

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#583: Listener Q&R #8 - Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) 30:51

26d ago30:51

30:51

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth or Traditional 401k contributions? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer part two of the financial questions posed by attendees at the Productive Dentist Academy conference. Book a fre…

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#582: TL;DR - How Misunderstanding Taxes Could Cost You $10K or More 3:58

28d ago3:58

3:58

TL;DR - Too Long; Didn't Read - "How Misunderstanding Taxes Could Cost You $10K or More" In our new TL;DR series episode, Jake reads his article where he explains how misunderstanding taxes can lead to costly mistakes. Jake emphasizes that it is better to make informed choices about income and expenses rather than letting tax concerns drive decisio…

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#581: Two Cents 11/16 - Weekly Economic Update; Salary in Bitcoin; Global Inflation vs. Election Results 39:36

30d ago39:36

39:36

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss the current state of the market following a significant week of volatility. They analyze various economic indicators, including inflation rates and employment claims, and how these factors influence…

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Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander 36:25

1M ago36:25

36:25

Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engin…

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#580: “The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby 50:09

1M ago50:09

50:09

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of Wealth. Daniel shares his transformative journey from personal wellness struggles to developing insights on wealth and happiness. He discusses the importance of understanding one's values, the societal pressures that prioritize wealth o…

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The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC 19:48

1M ago19:48

19:48

We’re joined by Denise Ilitch, President of Ilitch Enterprises, to explore her journey in business, leadership, and community impact. Denise shares insights from her upbringing in the entrepreneurial Ilitch family and reflects on her experiences building a legacy in Detroit. From the importance of calculated risks to maintaining a strong community …

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#579: Two Cents 11/9 - Vibe-cessions and Consumer Disconnect; Weekly Market Update Post-Election Edition 47:05

1M ago47:05

47:05

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih analyze a term coined by finance influencers and why it has major implications on the results of the election. They also dive into the economy's reaction along with Powell's press conference about Q4 for 2024. Fin…

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#578: Listener Q&R #7 - 401k Options, Managing Debt, Mortgage Payments 24:06

1M ago24:06

24:06

What is the best way to plan for the next five years with the recession we are facing? What is the best 401k option? How do I manage debt? How to reduce monthly mortgage without refinancing? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer financial questions posed by attendees at the Productive D…

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#577: TL;DR - Why Credit Card Rewards Matter and How to Use Them 6:51

1M ago6:51

6:51

TL;DR - Too Long; Didn't Read - "Why Credit Card Rewards Matter and How to Use Them" In our new TL;DR series episode, Taylor reads his article where he discusses his passion for credit cards. He explains the importance of credit card rewards for maximizing financial benefits. Taylor provides tips on selecting the right rewards program and manage cr…

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#576: Two Cents 11/2 - Economic Indicators; New 2025 Tax Limits; The Cost of the American Dream 42:13

1M ago42:13

42:13

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they rev…

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Practice Key Performance Indicators, Side Hustle Do’s & Don’ts and More with CPA Nolan Bradbury 37:08

2M ago37:08

37:08

Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury. David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship. In terms of private practices, David asks Nolan about key financial priorities in running a profitab…

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Modernizing Classics with Jonathan Ward of ICON 26:44

2M ago26:44

26:44

In this episode, host Nathan Mersereau speaks with Jonathan Ward, CEO of ICON4x4. Jonathan shares his journey from restoring vintage vehicles to building a thriving business that combines nostalgia with modern functionality. He discusses the challenges of balancing creativity with business demands and the importance of staying true to his vision. K…

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#575: Navigating Dental Marketing: Insights from Pain-Free Dental Marketing 37:14

2M ago37:14

37:14

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to talk about their journey in the dental marketing industry. They discuss the challenges of marketing for dental practices, the importance of authenticity, and understanding patient needs.They review current marketing trends, how to t…

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#574: Two Cents 10/26 - Election Betting; E.Coli and Diversification; The Great Wealth Transfer 40:06

2M ago40:06

40:06

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih analyze election betting data, exploring how it reflects market sentiment and the underlying mathematical principles. Then, they discuss the implications of the recent E. coli outbreak on the fast-food industry an…

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#573: Money and Emotions: How feelings can shape our finances 51:28

2M ago51:28

51:28

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it's deeply intertwined with our emotions and the decisions we make. From the tulip buying craze in the 1600s, to the recent boom in crypto and NFTs, our emotions have always been a driving force in what we buy and w…

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#572: TL;DR - When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund 4:34

2M ago4:34

4:34

TL;DR - Too Long; Didn't Read - "When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund" In our new TL;DR series episode, Will reads his article which compares your emergency fund to a backup quarterback in a financial context. An emergency fund is a savings buffer set aside for unexpected expenses or financial crises. …

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