Wealth Beyond the White Coat

In part two, Kara Kelley continues the conversation by providing actionable HR strategies tailored for dental practices. From empowering associates and ensuring compliance to creating a culture that fosters long-term success, Kara offers practical advice to help practice owners thrive. This episode is a must-listen for anyone looking to elevate their practice through smart HR management.

In part one of this two-part series with Kara Kelley, founder of Clinical HR, we explore her journey into HR for dental practices and uncover the biggest challenges practice owners face today. Kara dives into compliance pitfalls, the financial impact of turnover, and the critical role of practice culture in attracting and retaining top talent. This episode is packed with valuable insights for building a strong foundation in HR management.

In the final part of our series with Dr. Emily Letran, we focus on leadership, mentorship, and strategies for building successful dental practices. Emily shares her experiences working alongside her daughter, tips for empowering teams, and practical advice for maximizing the value of a practice. This episode offers actionable insights for any dental professional looking to grow, lead, or transition their business effectively.

In part two, Dr. Emily Letran discusses the gaps in personal growth within healthcare and dentistry, sharing her insights on achieving work-life balance and fostering continuous self-improvement. She discusses the value of clarity, courage, and influence in decision-making and highlights how intentional personal growth can positively impact both professional success and personal fulfillment.

In part one of this three-part series with Dr. Emily Letran, we explore her inspiring journey from Vietnam to the U.S. as a refugee and her rise to success as a dentist, high-performance coach, and entrepreneur. Emily shares how her challenges shaped her passion for personal growth and leadership and discusses the importance of mentorship, learning outside traditional fields, and balancing personal and professional goals.

In part two of our discussion with Brannon Moncrief, CEO of McLerran and Associates, we delve into the practical steps of navigating a dental practice transition. Brannon explains the importance of building an interdisciplinary team, outlines the typical timeline of a sale, and shares advice on preparing for the future of the dental industry. This episode provides essential insights for dental professionals looking to make informed, strategic decisions about their practice's next chapter.

In this first part of our two-part episode with Brannon Moncrief, CEO of McLerran and Associates, we explore the evolving world of dental practice transitions. Brannon shares his extensive experience with DSOs, private equity, and traditional practice sales, offering insights into maximizing practice value and navigating the financial and emotional aspects of a transition. This episode is packed with strategies for dentists looking to understand their options for the future. Perfect for any dental professional considering a practice sale or planning long-term financial security.

In part two of our conversation with Dr. Tyler Brady on Wealth Beyond the White Coat, we dive deeper into how Tyler balances his professional growth with his family life while scaling Haven Dental. From expanding his practice and mentoring associates to maintaining a strong work-life balance, Tyler shares his strategies for managing both personal and professional success. If you're curious about how to grow your practice without sacrificing your priorities, this episode offers valuable lessons on leadership, delegation, and sustainable growth.

In this episode of Wealth Beyond the White Coat, Dr. Tyler Brady, founder of Haven Dental, shares his inspiring journey from starting a small practice to creating a cutting-edge dental business that integrates innovative technology and community-focused care. Learn how Tyler's unconventional strategies, from offering free veneer cases to adopting in-house milling machines, have transformed his practice into a thriving success. If you're looking for fresh perspectives on growing a dental business and creating lasting financial success, this episode is packed with actionable insights.

In the final part of our discussion with Laura Maly, we take a look at the future of dental marketing. We explore the challenges and opportunities facing dentists today, and how you can leverage both traditional and cutting-edge marketing techniques to stay ahead in a competitive market. Learn what's coming next in dental marketing and how you can position your practice for success.

Continuing our conversation with Laura Maly from Wonderist, we explore how technology and practice management systems like Dentrix, Eaglesoft, and Open Dental can seamlessly integrate with your marketing strategy. We dive into data-driven decision-making and how AI is being used to optimize marketing efforts, helping dental practices grow faster and more efficiently. If you're looking for advanced strategies to elevate your practice, you won't want to miss this episode.

In this episode, I sit down with Laura Maly, co-founder of Wonderist, to dive into the foundations of dental marketing. We discuss the importance of crafting a unique brand message, understanding your practice's return on investment in marketing, and how these elements play a key role in growing your practice. Whether you're looking to fine-tune your current strategy or start from scratch, this conversation is full of actionable insights.

Join us for the second part of our conversation with Annette Woods as we dive into actionable strategies for optimizing your dental practice's financial health. Discover how proactive planning and informed financial decisions can pave the way for long-term success and sustainability in your practice.

In this episode of Wealth Beyond the White Coat, we sit down with Annette Woods, the founder of Bookkeeping Aesthetics, to explore how her unique background in dentistry equips her with the expertise to help dental practices thrive financially. Learn how proper bookkeeping and financial management can be a game-changer for your practice's success.

In the final part of our series on due diligence with David Sengstock of Mick Law, we wrap up our deep dive into the crucial process of vetting investment sponsors. Discover the essential steps to ensure you're partnering with credible and trustworthy managers, setting the stage for smarter, more secure investment decisions.

In Part 2 of our deep dive into sponsor-level due diligence with David Sengstock of Mick Law, we explore real-world examples and case studies that highlight the critical role of transparency and thorough research in safeguarding your investments. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights you won't want to miss.

In this episode, we sit down with David Sengstock, President of Mick Law, to explore the critical role due diligence plays in alternative investments. Learn how to effectively vet investment deals by evaluating sponsors, understanding the intricacies of the deal structure, and ensuring all tax implications are thoroughly considered. This is essential listening for anyone looking to navigate the complexities of alternative investments with confidence.

In the second part of our conversation with Jim Woltmann, we delve deeper into his evolved investment strategies and the impact on his work-life balance. Discover the benefits and insights of diversifying with high-yield investments.

Join us as we sit down with Jim Woltmann to discuss his journey from traditional investments to diversifying with alternative investments through Legacy Point. Learn how these strategies have transformed his financial portfolio and provided significant tax advantages.

Wrap up our enlightening series with Part 3 on "Totally Oral" featuring hosts Russell Schafer and Clint Timmerman. Discover advanced investment strategies, success stories, and actionable tips for building a resilient financial future beyond dentistry.

Tune in to Part 2 of our engaging conversation on "Totally Oral" with hosts Russell Schafer and Clint Timmerman. Explore lucrative private market investments, from oil and gas ventures to real estate opportunities, and gain insights into diversifying income streams for long-term financial stability.

Dive into the dynamic world of dentistry with a special collaboration on "Totally Oral" hosted by Russell Schafer and Clint Timmerman. In Part 1, we unveil the journey from dental school to practice ownership, covering startup hurdles, side gigs, and savvy practice management strategies for emerging dentists.

In this episode, we continue our deep dive into The Shred Method with expert Adam Carroll. In Part 2, we explore advanced strategies, real-life success stories, and how to overcome common obstacles when implementing The Shred Method. Learn how to maximize your debt reduction, optimize your financial plan, and achieve lasting financial freedom. If you're ready to take your understanding of The Shred Method to the next level and make significant strides towards a debt-free life, this episode is a must-listen! Tune in for actionable advice and inspiring insights to help you shred your debt for good.

In this episode, we dive into Part 1 of our exploration of The Shred Method with expert Adam Carroll. Learn how this innovative approach can help you pay down debt faster, save on interest, and achieve financial freedom. We cover the foundational principles of The Shred Method, its benefits, and actionable steps you can take to start implementing it today. Whether you're dealing with student loans, mortgages, or credit card debt, this episode offers valuable insights to help you take control of your financial future. Don't miss out on these essential strategies for shredding your debt!

In Part 2 of our expert Q&A series, we dive deeper into advanced investment strategies, tax-saving tips, and real estate opportunities tailored for dentists and medical professionals. Discover more about optimizing your financial portfolio, leveraging alternative investments, and securing your financial future. Don't miss out on these invaluable insights!

In this episode of Wealth Beyond the White Coat, we kick off an insightful Q&A session with financial experts, tackling crucial questions about diversification, tax mitigation, and alternative investments. Discover strategies to optimize your portfolio, balance active business investments, and enhance your financial future. Whether you're a seasoned investor or just starting out, this episode is filled with valuable advice tailored for dentists and medical professionals looking to achieve financial freedom. Don't miss Part 1 of this two-part series!

An engaging discussion on financial freedom for dentists - exploring alternative investing, tax strategies, and wealth-building secrets not covered in textbooks. The episode delves into behind-the-scenes conversations, highlighting the importance of experience, investment decision-making, and the challenges faced by professionals in managing finances.

Join hosts Deren Flesher, Ross Brannon, and guest Matt Chancey as they delve into investment insights with Rob Woomer from Skyway Capital Markets, exploring risk and value in real estate, trends in energy, and navigating value-add strategies. Discover how to create opportunities in distressed assets and gain valuable insights on building wealth in the medical field. Stay tuned for expert advice and strategies to enhance your financial health.

Join host Deren Flesher, Ross Brannon and Wealth Beyond the White Coat for an enlightening part two podcast series featuring Rob Woomer from Skyway Capital Markets. Dive deep into the critical aspects of alternative investing, tax mitigation, and strategies to build wealth beyond the office. In part one, we explored the evolution of investment from country club money to institutional investments, and the importance of robust investor relations. Part two delves into the nuances of underwriting, scalability in investment, and the safeguarding role of third-party due diligence. This series offers valuable insights for dentists and medical professionals looking to enhance their financial literacy and uncover new investment opportunities.

This episode of Wealth Beyond the White Coat, host Deren Flesher, along with co-host Ross Brannon and his partner Matt Chancey, features special guest Rob Woomer, CEO of Skyway Capital Markets who provides insights into the management of broker dealers in the alternative investment space and the importance of aligning financial strategies with one's personal and professional goals. The discussion covers in-depth the intricacies of investment opportunities, due diligence, and the critical aspects of investing with a focus on capital protection, especially during unforeseen market downturns like the COVID-19 pandemic. The episode is rich in advice for medical professionals seeking to enhance their financial literacy, discover new investment opportunities, and manage their money more effectively to achieve financial clarity and freedom.

In this insightful episode of our podcast with Dr. Mark Costes, join us as Dr. Deren Flesher delves into the realm of income-oriented investing, revisits the choice of pursuing dentistry, and explores the contrasting worlds of traditional stock market investments and private market alternatives. Featuring a detailed discussion where he shares his journey from dentistry to managing a diversified investment portfolio, this episode is packed with expert advice on financial planning, asset management, and achieving financial freedom. Tune in to discover how to navigate investments for robust returns and listen to personal anecdotes about the challenges and triumphs of wealth management.

Join host Deren Flesher on 'Wealth Beyond the White Coat' as he delves into advanced financial strategies for dental and medical professionals. In this episode, Deren speaks with Dr. Mark Costes about the nuances of tax mitigation, investment opportunities, and achieving financial freedom post-liquidation events. They explore real-world applications of tax strategies, including opportunity zones, and share insights on optimizing financial outcomes for high-income earners. Tune in to discover how to leverage your financial position to achieve long-term wealth and stability.

Join hosts Deren Flesher and Ross Brannon in this enlightening episode of 'Wealth Beyond the White Coat' as they explore the intricacies of tax planning and retirement strategies for medical professionals. Featuring tax expert John Harvard and investment guru Matt Chancey, this discussion delves into practical tax advice, the benefits of various retirement plans, and how to strategically manage investments like oil and gas to maximize deductions and optimize financial health. Tune in to unlock the secrets of achieving financial freedom and ensuring a prosperous future beyond the clinic.

Join hosts Deren Flesher and Ross Brannon in this enlightening episode of 'Wealth Beyond the White Coat' as they explore the intricacies of tax planning and retirement strategies for medical professionals. Featuring tax expert John Harvard and investment guru Matt Chancey, this discussion delves into practical tax advice, the benefits of various retirement plans, and how to strategically manage investments like oil and gas to maximize deductions and optimize financial health. Tune in to unlock the secrets of achieving financial freedom and ensuring a prosperous future beyond the clinic.

Dive into financial freedom with "Wealth Beyond the White Coat," where Dr. Deren Flesher and co-host Ross Brannon guide dentists and medical professionals through alternative investing and tax strategies. Uncover secrets to wealth that go beyond your practice, and learn from experts to enhance your financial literacy and opportunities.