Brian Swilling
Oral Wealth: Prosperity in Practice
Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian and Jackson dive into the unique challenges and fina...
Author
Brian Swilling
Category
Podcast website
Latest episode
Jan 8, 2026
Where to listen?
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Episodes
Tax Planning for High Earners: Smart Tax Strategies and Deductions (Ep. 13) 08.01.2026 22:52
Taxes don’t have to feel like a burden. In this episode of Oral Wealth: Prosperity in Practice, host Brian Swilling shifts the conversation from tax stress to tax strategy, showing dentists how to turn obligations into opportunities. He walks through retirement savings foundations, smart entity choices, and practice-specific deductions that can lower your tax bill. Brian also highlights creative s...
The Financial Dream Team Every Dentist Needs (And Mistakes to Avoid Without One) (Ep. 12) 24.12.2025 35:59
Building a thriving dental career takes more than clinical expertise. It requires a well-rounded financial team. In this episode of Oral Wealth: Prosperity In Practice, Dr. Jackson Sadler and financial advisor Brian Swilling break down the five essential professionals every dentist should have on their side to protect their time, money, and peace of mind. They cover everything from the difference...
Beyond the 401(k): Advanced Retirement Strategies for Dentists (Ep. 11) 11.12.2025 13:06
Are you a practice owner facing high taxes in your peak earning years? In this episode of Oral Wealth: Prosperity in Practice, Brian Swilling breaks down advanced retirement strategies that can help dentists and healthcare professionals reduce taxable income while accelerating long-term savings. He explains how defined benefit plans (cash balance pension plans) can be layered with 401(k)s and prof...
Know Your Worth: Why an Early Practice Valuation is Your Blueprint for Financial Success (Ep. 10) 03.12.2025 1:01:12
What if your dental practice, your biggest financial and emotional asset, could be the key to unlocking your ideal next chapter instead of a “will get to it later” stressor? In this episode, Brian Swilling sits down with Jeff Rice, Transition Sales Consultant at Henry Schein Dental Practice Transitions, to uncover why knowing your practice’s value now is your blueprint for financial freedom and pr...
How Culture and Community Drive Dental Practice Success with Dr. Marsh & Dr. Edmunds (Ep. 9) 13.11.2025 43:19
What happens when two dentists take ownership of their careers and communities? In this episode, Brian Swilling sits down with Dr. John Edmunds of Edmunds Dental and Dr. David Marsh of Duren & Marsh Dentistry to discuss the realities of building and growing a dental practice from the ground up and the lessons learned along the way. They share how leadership, risk-taking, and a people-first min...
The Dark Side of High Income: How Dentists Can Protect Their Wealth (Ep. 8) 23.10.2025 41:03
Ever wondered why a high income might not always equate to true wealth? That’s exactly what Dr. Jackson Sadler and Brian Swilling dive into in this episode of Oral Wealth: Prosperity in Practice. They explore the hidden traps of a high income, from lifestyle creep to financial stressors that many dentists face. Can you break free from the golden handcuffs of finance? Join them as they uncove...
The Drill Down on Dental Contracts: What to Know Before You Sign (Ep. 7) 09.10.2025 47:17
What should you look for in a dental contract before signing on the dotted line? Discover the essential knowledge needed to protect your interests and avoid common mistakes in dental employment agreements. Dr. Jackson Sadler and Brian Swilling dive into the crucial aspects of dental contracts, revealing the red flags and must-know terms that could affect your career. Join Dr. Sadler and Swilling...
The One Big Beautiful Bill Act (O-B-B-B-A) Part 2: Changes to Student Loans (Ep. 6) 18.09.2025 28:05
The financial rules for dentists just changed, and if you don’t know the details, you could be leaving money on the table or walking into unexpected debt. In this episode of Oral Wealth: Prosperity in Practice, Dr. Jackson Sadler and Brian Swilling unpack the latest updates to student loans, FAFSA, repayment plans, and 529 savings. These changes impact dentists, students, and parents alike — from...
Avoiding Pitfalls in Your First Dental Contract (Ep. 5) 04.09.2025 31:39
Think you know what’s in your dental employment contract? Think again! Join Dr. Jackson Sadler, an oral and maxillofacial surgeon, and Brian Swilling from NaviPath Financial as they break down the ins and outs of dental employment agreements. Whether you’re signing your first contract or navigating the options for your next role, their discussion could be the difference between a successful...
The One Big Beautiful Bill Act (O-B-B-B-A): Beneficial Changes for Dental Professionals (Ep. 4) 21.08.2025 21:32
What does the “One Big Beautiful Bill Act” mean for dentists? In this episode of Oral Wealth: Prosperity and Practice, Brian Swilling breaks down the sweeping tax legislation passed on July 4, 2025, explaining what’s changed, what’s permanent, and what dentists need to do now to take advantage. Brian dives into the key provisions that matter most for high-earning healthcare professionals, includi...
The Roadmap to Financial Wellness for Dentists (Ep. 3) 07.08.2025 29:38
Can dentists truly navigate the financial labyrinth without succumbing to stress? Join Dr. Jackson Sadler, Oral and maxillofacial surgeon, and Brian Swilling, registered investment advisor and founding partner of NaviPath Financial, as they bridge the gap between financial planning and dental practice management. This episode delves into common financial knowledge gaps among dental professionals,...
Student Debt & Credit: Lessons Learned and Smart Strategies for Success (Ep. 2) 24.07.2025 46:54
What’s the real cost of a dental education? As tuition continues to rise, exploring effective debt management strategies is crucial for aspiring dentists. Join hosts Dr. Jackson Sadler and Brian Swilling in this episode of Oral Wealth: Prosperity in Practice as they delve into the complex landscape of student loans and personal credit for dental professionals. In a candid conversation, Dr. Sadler...
Building Wealth in Dentistry: Tips for Financial Growth (Ep. 1) 15.07.2025 24:54
What does it take for dentists and healthcare professionals to achieve true financial independence? Join us on Oral Wealth, Prosperity and Practice as Dr. Jackson Sadler teams up with Brian Swilling, founder of NaviPath Financial, to explore this crucial question. In this debut episode, they uncover common pitfalls in financial literacy among dentists and share insights on how strategic planning c...
Oral Wealth: Prosperity in Practice Coming Soon 10.07.2025 1:03
Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical...
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