Apr 21, 2023
Are you a high-income earning dentist feeling stuck with your current financial advisor?
If you're not working with a CPA specializing in tax planning, you may be paying more tax than necessary. Additionally, selling your practice, your most valuable asset, may not be the best decision when there's an opportunity to grow it and maximize your income.
Ross Brannon is a financial advisor specializing in working with dentists nationwide. He takes a holistic approach to financial planning, examining two areas traditional advisors often overlook - cash flow and taxes.
In this episode of 'The Raving Patients Podcast,' Ross joins me to share how holistic planning can help you save on taxes, grow your practice, and secure your financial future. Tune in now to learn more!
You'll discover the fundamental differences between
holistic planning and off-the-shelf financial widgets, why
retirement might be overrated, and Ross's tips on optimizing your
dental practice's growth.
Key Takeaways
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Holistic financial planning for high-income earning dentists (00:00)
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Holistic planning vs. traditional planning (02:26)
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Why you need to work with a CPA to plan your taxes (07:03)
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Is retirement overrated? (09:47)
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Should you sell your dental practice? (14:44)
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The importance of avoiding a scarcity mindset (21:10)
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Lightning round Q&A (30:44)
Additional Resources
Are you ready to take your dental business to the next level? Register for my live event today at:
https://superchargeyourdentalpractice.com/
*** Use the promo code "RAVING" to get $100 off!
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Learn proven dental marketing strategies and online reputation management techniques at:
This podcast is sponsored by Dental Intelligence. Learn more at: https://www.dentalintel.com/
This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more at: https://www.docsites.com/