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Three Big Financial Pieces for Exiting Clinical, with Ken Kaufman
Manage episode 375276844 series 2815037
المحتوى المقدم من Shawn Terrell. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Shawn Terrell أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
What are the big financial pieces for a dentist to organize as they transition out of clinical practice?
That’s a question Shawn Terrell was asked by Ken Kaufman (and answered) as a guest on DEO's Growth Secrets Podcast.
This episode of Dentists, Puns, & Money is a replay of Shawn's guest appearance on the DEO podcast, which was originally recorded and released in February 2023.
The podcast is hosted by Ken Kaufman, who has more than two decades of experience in the dental professional as an author, speaker and as a chief financial officer of various dental organizations.
In addition to the big three things dentists should consider about their personal financial planning when exiting clinical, Shawn and Ken also discuss:
- How a dentist should evaluate a Roth IRA conversion strategy.
- How a dentist should analyze the options for the profit in their practice. Examples: distribute for personal investments, pay down debt, reinvest in practice, or scale to a DSO?
- Lightning round questions for Shawn about (mostly) random topics.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
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