• 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
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
  • 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.


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    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
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    14 分
  • My Roth IRA Conversion - What I Learned

    My Roth IRA Conversion - What I Learned
    2025/01/13

    In this episode, Shawn Terrell discusses the importance of being your own best client or patient, and how that relates to his own personal financial situation. He shares his experience with his own Roth IRA conversions and what he learned about timing and strategy in tax planning. As tax laws change after 2025, he provides insights on how to navigate these changes effectively to optimize tax savings.

    Takeaways

    • Roth IRA conversions can be beneficial during low tax periods.
    • Break up large conversions to manage tax implications better.
    • Unexpected income can complicate tax planning strategies.
    • Micro engagements in tax planning can lead to significant savings.


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

    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
    14 分
  • Financial Planning Updates Inspired by South Park

    Financial Planning Updates Inspired by South Park
    2024/12/30

    In this episode, Shawn Terrell discusses essential financial planning strategies for dentists in 2025, focusing on key numbers that will impact retirement savings and tax planning. He highlights the importance of understanding catch-up contributions, especially for those nearing retirement, and provides resources for listeners to access updated financial information.

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    Takeaways

    • Important financial numbers go up every year.
    • Catch-up contribution for 2025 between age 50-59 is $7,500.
    • The maximum qualified plan total deferral is $34,750 for ages 60 to 63.
    • Tax deferred accounts can be crucial for late-stage dentists.
    • The Secure Act 2.0 introduced new catch-up limits starting in 2025.
    • Roth IRA and Traditional IRA contribution limit is $7,000 for 2025.
    • Download all the important numbers for 2025.
    • Late-career dentists may be able to stuff a little bit more money away.
    • Understanding these numbers is vital for financial 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
    7 分
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