• Dentists, Puns, and Money

  • 著者： Shawn Terrell
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Dentists, Puns, and Money

著者： Shawn Terrell
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  • Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made that transition, be sure to subscribe to your favorite podcast app. Host Shawn Terrell also dives deep into the many financial components of exiting dentistry, including tax reduction strategies and how to live off your assets. And, we try to keep it light by mixing in a bad joke… or two. Please note: Dentists, Puns, and Money was previously known as The Practice Growth Podcast until March 2022.
    © Dentist Exit Planning
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あらすじ・解説

Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made that transition, be sure to subscribe to your favorite podcast app. Host Shawn Terrell also dives deep into the many financial components of exiting dentistry, including tax reduction strategies and how to live off your assets. And, we try to keep it light by mixing in a bad joke… or two. Please note: Dentists, Puns, and Money was previously known as The Practice Growth Podcast until March 2022.
© Dentist Exit Planning
マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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エピソード
  • Expect the Unexpected After Clinical

    Expect the Unexpected After Clinical
    2025/02/24

    Summary

    In this episode of Dentists, Puns, and Money, host Shawn Terrell discusses the unexpected challenges faced by dental practice owners and the importance of financial planning for life after clinical dentistry. He shares a story of a practice owner who experienced a series of unfortunate events, emphasizing the need to expect the unexpected.

    Takeaways

    • When bad things happen, they often happen in succession.
    • Having options for cash flow during market dips is crucial.
    • Unexpected expenses can arise during retirement planning.


    -----------------------------

    Resources from Episode

    ------------------------------

    Dentist Exit Planning:

    Website: dentistexit.com

    Email Shawn at: shawn@dentistexit.com

    Schedule a Discovery Meeting

    Sign-Up for Dentist Exit Email Newsletter


    -------------------------------


    Follow Dentist Exit on Social Media:

    Facebook Group for Dentists

    Watch on YouTube

    Instagram

    LinkedIn
    続きを読む 一部表示
    10 分
  • Don't Forget Your Buns at Tax Time

    Don't Forget Your Buns at Tax Time
    2025/02/10

    Summary

    In this episode of Dentists, Puns and Money, host Shawn Terrell discusses the importance of tax preparation for dentists, sharing personal anecdotes and practical tips. He emphasizes the significance of a tax filing checklist to avoid common mistakes and ensure all necessary documents are accounted for.

    Takeaways

    • The importance of having a financial treatment plan for life after dentistry.
    • A tax filing checklist can help avoid missing important documents.
    • Mistakes on tax returns can lead to complications later.


    -----------------------------

    Resources from Episode

    ------------------------------

    Dentist Exit Planning:

    Website: dentistexit.com

    Email Shawn at: shawn@dentistexit.com

    Schedule a Discovery Meeting

    Sign-Up for Dentist Exit Email Newsletter


    -------------------------------


    Follow Dentist Exit on Social Media:

    Facebook Group for Dentists

    Watch on YouTube

    Instagram

    LinkedIn
    続きを読む 一部表示
    10 分
  • Technology for Baby Boomers in Retirement

    Technology for Baby Boomers in Retirement
    2025/01/27

    In this episode of 'Dentists, Puns and Money', host Shawn Terrell uses a popular internet meme from a few years back to explore challenges older clients sometimes have with navigating technology. This could be a growing issue as more and more Baby Boomers enter retirement and are charged with using newer technology to handle the financial piece of their post-clinical life. Shawn emphasizes the importance of human interaction and support in navigating these technological hurdles and seeks feedback from the audience on potential solutions.

    Takeaways

    • Older clients sometimes struggle with technology, impacting their financial management.
    • A more human approach is needed to assist clients with technology.
    • The process of accessing client funds has become easier, but requires more time for the initial setup.


    -----------------------------

    Email Shawn at: shawn@dentistexit.com

    ------------------------------

    Dentist Exit Planning:

    Website: dentistexit.com

    Schedule a Discovery Meeting

    Sign-Up for Dentist Exit Email Newsletter


    -------------------------------


    Follow Dentist Exit on Social Media:

    Facebook Group for Dentists

    Watch on YouTube

    Instagram

    LinkedIn
    続きを読む 一部表示
    14 分

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