Podcast terbaik Wealth Planning (2025)

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#626: Managing Tradeoffs - TL;DR 4:50

1d ago4:50

4:50

TL;DR - Too Long; Didn't Read - "Managing Tradeoffs" In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the concept of financial trade-offs. He uses examples like daily coffee purchases and family vacations to illustrate how small, regular expenses can accumulate over time. He emphasizes the importance of making consc…

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Compounding Controversies to Non-Compete & Practice Exit Challenges: 2025 Legal Trends with Attorneys Michael Byrd and Brad Adatto 46:45

6d ago46:45

46:45

Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael Byrd and Brad Adatto, both of whom joined David back in Season 1. Brad and Michael begin the discussion laying out the legal issues around the weight loss drugs that have become so popular today and what physicians prescribing such drugs need to be aware of – …

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Meet Cody Stansell: Where Biblical Stewardship Meets Comprehensive Wealth Management 5:44

7d ago5:44

5:44

Meet the Host: Cody Stansell, Senior Wealth Advisor and Owner of Steadfast Wealth Planning Meet Cody Stansell, the passionate Senior Wealth Advisor behind Steadfast Wealth Planning, where biblical principles and comprehensive financial expertise come together. Cody's approach isn't about selling products—it's about building lifelong relationships a…

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Mastering Creativity and Commerce with Doug Nordberg of Nordberg Furniture 18:31

9d ago18:31

18:31

We’re joined by Doug Nordberg, Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainabl…

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Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile 6:47

24d ago6:47

6:47

In this episode we discuss the importance of dividendsOleh Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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#625: Two Cents 3/22 - Jerome Powell's Insights; New Economic Policy; Department of Education Order 43:26

10h ago43:26

43:26

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflat…

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#624: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) 44:56

6d ago44:56

44:56

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. The finale of the benchmark series includes insights about commercial real estate holdings, personal and practice debt averages, an…

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#623: Two Cents 3/15 - Quantum Chips; Are You Overpaying on Investment Taxes?; Doom Spending 42:19

10d ago42:19

42:19

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology …

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#622: Why Every Dentist Needs An Estate Plan 51:39

13d ago51:39

51:39

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexi…

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#621: Untangling the Most Common Inflation Myths - TL;DR 5:00

15d ago5:00

5:00

TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths" In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase ove…

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#620: Two Cents 3/8 - Are Stocks Selling Off?; Recession Around The Corner?; No More BOI 40:06

17d ago40:06

40:06

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventor…

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#619: How to Create Core Values and a Collaborative Culture for Your Team 39:40

20d ago39:40

39:40

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear…

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From West Point to Wine: Success in Career & Retirement, with Dr. Pat St. Pierre 34:37

20d ago34:37

34:37

Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took o…

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Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography 17:46

23d ago17:46

17:46

Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaborati…

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#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam? 40:34

24d ago40:34

40:34

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401…

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#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2) 48:21

27d ago48:21

48:21

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings ra…

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#616: TL;DR - How Do You Feel About Money? 4:46

29d ago4:46

4:46

TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how t…

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#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update 38:09

1M ago38:09

38:09

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer s…

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#614: Three Ways to Align Wealth with Well-being 47:47

1M ago47:47

47:47

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial grow…

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From Practice to Personal Brand: Marketing Strategies for All Doctors, with Kristy LaGourgue and Rachel Varga 39:13

1M ago39:13

39:13

Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical pract…

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Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress 17:27

1M ago17:27

17:27

Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion…

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#613: Two Cents 2/15 - Federal Reserve 2024 Predictions; Chicken Wing Consumption; Top Vacation Destinations 51:05

1M ago51:05

51:05

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss the Federal Reserve's 2024 outlook, covering GDP growth, consumer spending, and policy impacts. They also explore the SuperBowl's cultural and economic influence, from chicken wing consumption to …

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#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1) 47:40

1M ago47:40

47:40

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. Tune in to hear the key takeaways from the survey including how dentists feel about their careers, work-life balance, vacations, home buying, and more. Ke…

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#611: TL;DR - Love and Money: How Couples Can Have Healthy Money Conversations 7:24

1M ago7:24

7:24

TL;DR - Too Long; Didn't Read - "Love and Money: How Couples Can Have Healthy Money Conversations" In our new TL;DR series episode, Jordan reads Jake's article where he uncovers why finances are so hard to talk about and share tips for improving communication, managing joint finances, and building trust. Book a free consultation with a CFP® advisor…

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#610: Two Cents 2/8 - Tariffs; Market Volatility; Is Your Spending Too High? 46:31

2M ago46:31

46:31

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih discuss the economic and market impacts of tariffs based on economic theory. They highlight market volatility, the importance of long-term investing, and the need for tracking spending habits to ensure fina…

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#609: An Interview with Chad Hymas: Embracing Life’s Challenges 30:01

2M ago30:01

30:01

On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident to becoming an internationally acclaimed speaker, best selling author, and an advocate for safety awareness and personal empowerment. He discusses leadership, personal transformation, and the influence of life-mentors. Chad shares his…

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The 2025 Tax Landscape: Insights on Changes and Planning Strategies, with CPAs Carole Foos & Greg Heimkreiter 38:06

2M ago38:06

38:06

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc. David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress. Carole begins with a discussion of potential c…

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Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC 20:10

2M ago20:10

20:10

In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distr…

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#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme 43:18

2M ago43:18

43:18

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih disuss the growing AI landscape, highlighting the competitive dynamics between th U.S. and China. They also talk about the current trends in renting versus buying and the economic factors influencing these …

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#607: Should You Pursue Financial Independence or Financial Freedom? 41:43

2M ago41:43

41:43

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial freedom, emphasizing the importance of purpose-driven financial goals and proactive planning. They share insights on gaining control over your finances, aligning habits with your personal values, and finding clarity in…

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