『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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このコンテンツについて

 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
エピソード
  • How Much Do You Care About Money?

    How Much Do You Care About Money?
    2025/05/19

    In this episode, host Shawn Terrell shares personal anecdotes about prioritizing life experiences over mundane tasks like lawn care, drawing parallels to how dentists should approach their financial futures.

    The conversation emphasizes the need for a strategic approach to retirement planning, including income strategies, tax optimization, and intentional legacy planning.

    Shawn also believes that not all dentists will need to stress about their finances in their post clinical lives.

    Chapters

    00:00 Introduction to Life After Dentistry
    06:11 Deciding How Much to Care About Money


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


    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
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    8 分
  • Update on My Roth IRA Conversion – Analysis After Tax Filing

    Update on My Roth IRA Conversion – Analysis After Tax Filing
    2025/05/05

    In this episode, Shawn Terrell provides updates on his own Roth IRA conversion, which was previously discussed on Podcast Episode 95, released in January of 2025.

    In this update episode, Shawn dicusses what he learned about his Roth conversion when filing his 2024 taxes and analyzes his decision to execute this tax planning strategy.

    He reflects on the federal and state tax implications, the importance of accurate tax reporting, and strategies to avoid underpayment penalties.

    He shares insights on planning for tax conversions and emphasizes the long-term benefits of converting to a Roth IRA, despite some unexpected challenges during the process.

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

    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
    15 分
  • Thoughts on Recent Market Volatility for Retiring Dentists

    Thoughts on Recent Market Volatility for Retiring Dentists
    2025/04/21

    In this episode of Dentists, Puns and Money, host Shawn Terrell discusses the recent market volatility and its implications for dentists nearing retirement.

    Shawn emphasizes the importance of acknowledging anxiety about financial losses, understanding the cyclical nature of the market, and having a solid financial plan in place.

    He also highlights the need to look for opportunities during market dips and advises listeners to limit exposure to anxiety-inducing news and social media.

    Chapters

    00:00 Introduction to Market Volatility
    02:51 Understanding Market Fluctuations
    05:28 Planning for Financial Security
    08:40 Navigating News and Anxiety

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

    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

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