Dentists, Puns, and Money

In this episode Dentists, Puns, & Money , we discuss Direct Indexing as an investment strategy. Many dentists are familiar with the strategy of buying index funds, or indirectly investing in an index. But directly investing in an index is a little different.    We’ll cover three things in this episode:    What’s are the differences between indirectly investing in an index vs. directly investin...

In this episode Dentists, Puns, & Money , we visit with Robert Montgomery III, Esquire. Robert is an attorney with a specialty focus on the legal and business needs of dentists. In 1997, Rob founded Your Dental Lawyer , a boutique law firm based in Philadelphia, and he's been working with dentists ever since.  Among the topics Robert and Shawn discuss:  The legal considerations for a dentist s...

Few things are more confusing than the IRS tax code. The various deadlines associated with tax filing season are no different. Even though the calendar has flipped to 2023, many deductions are still potentially available for dentists to reduce their 2022 taxable income. In this episode Dentists, Puns, & Money , Shawn Terrell shares (as of February 2023) which deductions remain available for ta...

In this episode Dentists, Puns, & Money , we talk with Dr. Josie Dovidio. Dr. Dovidio is a long-time dentist, registered yoga teacher and certified wellness consultant who left clinical dentistry mid-career due to stress and burnout.  Despite healthy living and a commitment to exercise and yoga, mismanaged stress coupled with the musculoskeletal imbalances inherent in dentistry began to impact...

The Secure Act 2.0 retirement bill, passed into law on December 23rd, 2022, includes many changes to retirement planning, investment planning, and tax planning. In this episode Dentists, Puns, & Money , Shawn Terrell shares his Top Ten Takeaways for dentists related to Secure 2.0. Learn more about:    Changes to the age at which Required Minimum Distributions are necessary from retirement acco...

In this episode Dentists, Puns, & Money , we talk with Dr. Eric Block. He's a full-time practicing dentist in Acton, Massachusetts. Dr. Block struggled with anxiety, stress, and burnout early in his clinical career. He eventually sought therapy, and while it took years, Dr. Eric now loves going to work each day. To highlight his experience and help other dentists, Dr. Block wrote The Stress-Fr...

In this episode Dentists, Puns, & Money , we talk with Dr. Laura Brenner. Dr. Brenner left clinical dentistry due to burnout after practicing for ten years. In the process, she started a "side gig" as a blogger. One of her blogs, "10 Reasons your Dentist Probably Hates You Too" went viral overnight. And that led Dr. Laura down a new path: working with and coaching burned-out dentists all over...

In this episode Dentists, Puns, & Money , we're again discussing income taxes and tax diversification.  We dive into the four ways dentists' income will be taxed, and examples of the action that can be taken for dentists to lower their lifetime tax bill.  What is tax diversification? How can dentists and dental practice owners think about this topic as they contemplate their exit from clinical...

In this episode Dentists, Puns, & Money , we talk with Dr. Scott Leune . Dr. Leune suffered a back injury early in his clinical career. It left him in and out of a wheelchair, and forced him to pivot to a CEO role within his dental practices. That experience also taught him how to grow and scale multiple dental practices quickly. Dr. Leune now helps other dentists looking to start, grow, and s...

In this episode Dentists, Puns, & Money , we talk Roth IRA conversions for dentists. Roth IRA conversions are a great strategy for dentists looking to reduce their lifetime tax bill owed to the IRS.  What are the 6 reasons why dentists should consider Roth IRA conversions?  Why does it make sense for dentists to initiate Roth conversions prior to 2026, if possible? In the conversation, we also...

In this episode Dentists, Puns, & Money , we talk with Catherine Tindall. Catherine a CPA specializing in tax credits. With a niche focus on the Employee Retention Credit, she helps eligible businesses and dental practices all over the country assess and receive ERC funds.  After getting her start in advanced tax planning and compliance, Catherine saw a real need to better serve the tax credit...

In this episode Dentists, Puns, & Money , we talk with Larissa Banting. Larissa is an accredited publicist and the owner of El Bee PR. Larrissa explains the power of publicity for a dentist, especially in the local media.  Larissa explains why publicity is so valuable for dental practices and outlines some simple steps for dentists to get more of it. We discuss how, even in the age of social m...

In this episode Dentists, Puns, & Money , we talk with Michael Dinsio. Michael is a dental practice consultant, podcast host, and the founder of Next Level Consultants. Over the last decade, he's helped over 500 dentists start, buy, and grow their practices.  After several years working with dentists in the banking and lending industry, he started Next Level Consultants .  Next Level Consultan...

In this episode Dentists, Puns, & Money , we talk with Dr. Grace Yum. Dr. Yum is a pediatric dentist, practice owner, entrepreneur, and mother. She's the founder and CEO of Mommy Dentists in Business, an organization that connects mother dentists around the world. In 2017, Dr. Yum started a Facebook group called "Mommy Dentists in Business." Its purpose is to have a community where other mothe...

In this episode Dentists, Puns, & Money , Shawn discusses his recent experience completing his family's estate planning and legal documents.  The process of completing estate planning and legal documents can be challenging, which is why many dentists delay.  In this episode, host Shawn Terrell shares his Top Ten Takeaways from recently completing his own estate documents.  In his work as a fin...

In this episode Dentists, Puns, & Money , we talk with Dr. Travis Campbell, otherwise known as "The Dental Insurance Guy." Dr. Campbell's early years as an owner dentist were plagued by frustration in dealing with dental insurance companies. Further, he had a hard time finding good resources on improving the dental claims submission process.  So he poured himself into understanding dental insu...

In this episode Dentists, Puns, & Money , we talk with Dr. Steven Kupferman. Dr. Kupferman is an Oral and Maxillofacial surgeon in Los Angeles, California. And he’s also the founder and CEO of MedVA , which has pioneered the use of virtual assistants in dental and medical practices.    MedVA was born out of an increasing staffing problem Dr. Kupferman experienced in his own practice, LACOMS.  ...

Our guest is this episode of Dentists, Puns, & Money is Elijah Desmond, otherwise known as DJ Smiles. Elijah Desmond is a dental hygienist turned serial entrepreneur. He has revolutionized the dental continuing education industry by creating Smiles at Sea , The Dental Festival , and by traveling to other dental CE events in his Moto-Vation tour bus.  We dive into the story and purpose behind a...

Our guest in this episode of Dentists, Puns, & Money is Dr. Len Tau. Dr. Tau is many things... dentist, speaker, podcaster, author, and an expert in reputation marketing for dental practices In our conversation, we focus on his latest book: 100+ Tips for Getting 100 Five Star Reviews in 100 Days.     Dr. Len and I dive into why online reviews are critical for a dental practice, how to prompt p...

Our guest in this episode Dentists, Puns, & Money is Chris Pistorius.  Chris is the founder of Kickstart Dental Marketing, a marketing firm that works with dental practices across the United States to attract new patients and increase new patient flow using digital marketing.   Chris and I talk about how dental digital marketing has dramatically evolved in the last decade or so. We also discus...

Our guest is this episode of Dentists, Puns, & Money is Dr. Paul Goodman, otherwise known as Dr. Nacho.  Dr. Paul Goodman is a dentist, speaker, and dental practice broker. Dr. Paul is a dentist partner partner of a group practice in Mercer County, New Jersey. He's also the founder of the Dental Nachos Facebook group and Dentist Job Connect. The latter is dedicated to helping dentists find the...

Welcome to Dentists, Puns, & Money ! My guest on today’s show is Dr. Sean Whalen. Dr. Sean is a pediatric dentist and owner at Children’s Dentistry in Westminster, Colorado.   Dr. Sean is a busy guy. In addition to practice, he’s helped develop and launch Smiyl , a xylitol toothpaste for kids.    And Dr. Sean is also the dental director for teledentistry.com , which provides virtual care for d...

Welcome to Dentists, Puns and Money! Today we talk with Dr. Ginger Bratzel, a dentist turned advocate for dental practice owners.  Dr. Ginger bought a struggling practice right out of dental school and thought she could fix it up. As it turned out, that took more than a new logo, or better equipment, or more initials behind her name.    Plus, we discuss how Dr. Ginger helps dentists identify and b...

Welcome to Dentists, Puns and Money! Today we talk with Dan Blair, VP of Associate Placement Services for Menlo Dental Consulting. Menlo is an Arizona-based company that works diligently with both associates and practice owners to align them with the right career growth and business opportunities nationally.   Dan shares more about the in-depth discovery process he uses to best assess the needs of...

Welcome to Dentists, Puns and Money! In this episode, we talk with Emmet Scott, Co-Founder of Community Dental Partners.   Emmet stops by the show to chat about his new book, DSO Secrets: The Ultimate Guide to Building Your Dental Empire and how opening a Pediatric Dentistry practice with his best friend (Dr. Chad Evans) has led to the pair to help manage over 70 dental practices spanning 3 states...