))
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
…
continue reading
1
Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
…
continue reading
Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and …
…
continue reading
The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist M…
…
continue reading
In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRATopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
…
continue reading
1
#503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams
37:02
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of…
…
continue reading
New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs. On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform…
…
continue reading
On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant. “Want to understand the changing world? Start with what stays the same.” So counsels Housel, a name you’ve heard many times on our podcast. And now he gets a show devoted specifically to…
…
continue reading
1
#500: Two Cents Week of 4/8/24 - High Gold Prices; Apple's Antitrust Lawsuit; Investing During Mercury Retrograde
48:00
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Me…
…
continue reading
1
#499: Fan Favorite - What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276
30:44
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There…
…
continue reading
Listen in or watch as podcast host David Mandell sits down with optometrist Dr. Mike Neal. David centers this discussion on the challenges of hiring within medical practices and how Dr. Neal's experiences with hiring difficulties in his own practice led him to create Build My Team, a service designed to assist medical practices in overcoming staffi…
…
continue reading
As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate pla…
…
continue reading
1
#497: Two Cents Week of 4/1/24 - Stock Market in Q1; Overall World Happiness; The Human Brain and Retirement
41:07
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they …
…
continue reading
Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits th…
…
continue reading
1
#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement
32:33
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore…
…
continue reading
1
Maximizing Practice Revenue: Transforming Idle Office Space into Profit with Shannon Seeberan
36:55
Listen in as host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform that enables physicians and medical practitioners to maximize practice revenue by monetizing their unused medical space. The discussion starts with Shannon's career, as she explains how she transitioned from publishing and advertising to aestheti…
…
continue reading
Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth. On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into t…
…
continue reading
1
#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments
33:21
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. …
…
continue reading
Enjoy a replay of another one of our most popular Dentist Money Show episodes. As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examin…
…
continue reading
Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life. On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of …
…
continue reading
1
#490:Two Cents Week of 03/11/24 - Trading in uncertain times; Bitcoin; Structured investment products; Spending habits
38:47
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 discuss trading in uncertain times and the use case for Bitcoin. They explore the benefits of structured investment products, like structured notes, and the role of marketing in selling these products. Fina…
…
continue reading
Insights from A Surgeon, Team Physician & Entrepreneur with Dr. Brian Cole Listen in as host David Mandell speaks with orthopedic surgeon Dr. Brian Cole. David and Brian begin the discussion with an overview of Brian’s career journey, his decision to earn an M.B.A. and his thoughts on the importance of business acumen in the medical field. David as…
…
continue reading
1
#489: Dr. Daniel Crosby: Human Behavior's Influence on Investing
1:04:31
1:04:31
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:04:31
On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral finance. Dr. Crosby explains why our brains are wired for survival and not for the complexities of investing—and what you can do to navigate that limitation. Plus he explores the influence of the media on our fin…
…
continue reading
1
#488: Two Cents Week of 3/4/2024 - Global Impact of Japan's Economy; Student Loan Repayment Strategies; The Market's Biggest Risk
35:04
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss the revival of Japan's economy and highlight the importance of global diversification in investing. They provide an update on the state of student loan repayments and analyze the most commonly use…
…
continue reading
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Sho…
…
continue reading
Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women …
…
continue reading
In this episode we discuss the most common questions we get asked as financial advisorsTopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
…
continue reading
1
#485:Two Cents Week of 02/26/24 - Stock market & economy correlation; Identifying trustworthy financial advice; Student loan strategies
41:12
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, t…
…
continue reading
In the second part of the podcast, host David Mandell continues his conversation with investment banker Clint Bundy and private equity principal Matt Ebbel, focusing on the factors that contribute to successful mergers and acquisitions (M&A) in the healthcare sector, including medical, dental, and veterinary practices. They delve into what makes a …
…
continue reading
Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and creates the right reputation. On this Dentist Money Show, Ryan talks with Laura Maly and Michael Anderson of the Wonderist Agency, a dental-specific marketing agency, about why they believe if there is harmony on the inside of…
…
continue reading
1
#483:Two Cents Week of 02/19/24 - S&P 500 Milestone; Forgotten 401(k)s; Disability Insurance; Home Buying vs. Practice
38:01
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the factors that contributed to the S&P 500 reaching 5,000 levels. They also explore the importance of not forgetting about old 401(k) accounts and the potential consequences of neglecting them.…
…
continue reading
