『Dentists, Puns, and Money』のカバーアート

Dentists, Puns, and Money

Dentists, Puns, and Money

著者： Shawn Terrell
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概要

 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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  • Roth IRA Conversion Warnings

    Roth IRA Conversion Warnings
    2026/03/09

    In this episode, host Shawn Terrell discusses the common confusions surrounding Roth IRAs, particularly the differences between contributions and conversions.

    He emphasizes the importance of understanding these differences, the irrevocable nature of conversions, and the tax implications involved.

    The episode also highlights the need for accurate reporting on tax returns and offers resources for listeners seeking further information on tax rules and financial planning for dentists.

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    Episode Resource
    ----------------------------------

    Meet with Dentist Exit Planning Advisor:

    Schedule Discovery Meeting

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

    About Dentist Exit Planning:

    Website: dentistexit.com

    Facebook Group for Dentists

    YouTube

    Instagram

    LinkedIn

    Sign-Up for Dentist Exit Email Newsletter

    Email Shawn at: shawn@dentistexit.com
    続きを読む 一部表示
    8 分
  • Timing Roth IRA Conversions

    Timing Roth IRA Conversions
    2026/02/23

    In this episode, host Shawn Terrell discusses how to think about timing Roth IRA conversions for a dentist who plans to exit from clinical dentistry.

    He uses the analogy of a long bike ride on RAGBRAI as a way to think about ideal timing.

    The objective for dentists like Dr. Bill is strategic timing of Roth IRA conversions to minimize tax burdens.

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    Episode Resource
    ----------------------------------

    Meet with Dentist Exit Planning Advisor:

    Schedule Discovery Meeting

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

    About Dentist Exit Planning:

    Website: dentistexit.com

    Facebook Group for Dentists

    YouTube

    Instagram

    LinkedIn

    Sign-Up for Dentist Exit Email Newsletter

    Email Shawn at: shawn@dentistexit.com
    続きを読む 一部表示
    7 分
  • Potential Tax Benefits of Roth IRA Conversions for Dentists

    Potential Tax Benefits of Roth IRA Conversions for Dentists
    2026/02/09

    In this episode, host Shawn Terrell discusses the financial implications of Roth IRA conversions for dentists nearing retirement, particularly focusing on how these conversions can mitigate tax burdens and provide greater control over retirement funds.

    He explains the strategic advantages of converting deferred accounts to Roth IRAs, highlighting the long-term benefits of tax-free withdrawals and reduced required minimum distributions (RMDs).

    Shawn also mentions the importance of tackling difficult tasks promptly, using the metaphor of 'eating the frog' to illustrate the benefits of making hard decisions while mitigating procrastination.

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

    Episode Resource
    ----------------------------------

    Meet with Dentist Exit Planning Advisor:

    Schedule Discovery Meeting

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

    About Dentist Exit Planning:

    Website: dentistexit.com

    Facebook Group for Dentists

    YouTube

    Instagram

    LinkedIn

    Sign-Up for Dentist Exit Email Newsletter

    Email Shawn at: shawn@dentistexit.com
    続きを読む 一部表示
    8 分
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