Financial Planning and Investment Management During COVID with Ryan Issac
Release Date: 04/22/2021
Developing a Partnership the Right Way with Dr. Bryann Stimmler
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Bryann Stimmler who is sharing how he decided to sell his dental practice and move from New York to re-establish his dental offices in Texas and learn a different style of dentistry.
info_outline
Building a Dental Group with Dee Fisher
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dee Fischer, an Experienced Chief Operating Officer with a remarkable history of working in the health wellness and dental industry. She is skilled in Strategic Planning, Business Development, Team building design build, and consulting services.
info_outline
Long Term Vision and Mission for Your Company with Chris Lugo Part 2
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Chris Lugo to continue talking about the heart and soul of a dental practice. Today, they are discussing the purpose, vision, and mission of a dental practice that is growing, and the importance of keeping core values and caring for the families as the main focus.
info_outline
The Entrepreneurial Side of Pediatric Dentistry with Dr. Chris Lugo (Part 1)
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Chris Lugo, a specialist in pediatric dentistry and a dental entrepreneur, who is sharing his knowledge and the ups and downs he had experienced during his 20-year career.
info_outline
Artificial Intelligence in the Dental Industry with Amol Nirgudkar
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Amol Nirgudkar, CEO and founder of Patient Prism LLC, CPA, Dental Innovator, Inventor, Entrepreneur, Author & Speaker. He helps dental entrepreneurs to instantly increase their dental practice’s revenue by converting more callers into booked appointments.
info_outline
How to Grow Your Practice with Dr. Marc Faber
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Marc Faber who runs seven offices with 60-plus employees located in the Hudson Valley, Northern New York. In today’s episode, Dr. Faber talks about how he grew his practice and built amazing working groups.
info_outline
Financial Planning and Investment Management During COVID with Ryan Issac
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Ryan Isaac from Dentist Advisors, a certified financial planning and investment management firm for dentists. Co-Founder of Dentist Advisors and host of The Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance.
info_outline
Overcoming Issues and Challenges in Dental Practices with Dr. Marc Adelberg
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Marc Adelberg, an outstanding pediatric dentist from Adelberg Montalvan Pediatric Dental and Orthodontics, based in Long Island New York.
info_outline
Find Your Goal and Achieve It with Dr. Glenn Vo.
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Glenn Vo from Nifty Thrifty Dentists Group, one of the gods of the dental industry. Nifty Thrifty has been helping lots of people to save money on equipment, on various products and platforms, and overall having a great impact on the dental industry. Dr. Vo has recently sold his office to MB2 Dental and in today’s episode, he is sharing the reasons why he decided to sell, the ups and downs of the process, and his plans for the near future.
info_outline
The Impact of COVID-19 on Dental Practices with Dr. Lori Noga
Disorganized Dentistry
In today’s episode, David Janesh, your host, is joined by Dr. Lori Noga, to discuss the impact of COVID-19 on the dentistry industry and the overall community. Dr. Lori talks about how she contributed by helping dentists overcome the financial crisis, changes, and necessary adaptations to the “new normal” the pandemic brought. Dr. Lori and David discuss the value of leadership during tough times and dive deep into the immense opportunities held in driving a business through a global pandemic.
info_outlineIn today’s episode, David Janesh, your host, is joined by Ryan Isaac from Dentist Advisors, a certified financial planning and investment management firm for dentists. Co-Founder of Dentist Advisors and host of The Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system™.
In today’s episode, Ryan is sharing his financing expertise identifying the obstacles and opportunities that the COVID-19 global pandemic is laying ahead of us. Ryan also talks about these important topics for all dental businesses:
- How to diversify?
- What “the market” really is.
- How does your trajectory separate you from the other dentists out there?
- It is not true that the best path is the one that will provide the highest return.
- Why you need to have some liquidity
- The number one obstacle for any dentist’s path: being unorganized.
- Balancing personal and professional satisfaction.
- Three main categories that drive people’s motivation: autonomy, mastery, and purpose
Top three takeaways:
- It is nice to see a dentist have some balance between multiple locations and real estate but also having enough liquidity.
- If you think you diversify, you are probably not diversified enough.
- Pursue what is right for your life, lifestyle, balance, health, and personality.
Mentioned in this episode:
Learn more about Ryan Issac
The Dentist Money™ Show Podcast
Tweetables and Quotes:
“At Dentist Advisors, we build portfolios for companies that are representative of what the world’s market looks like.”
“Continue to invest in a diversified portfolio that can support multiple decades and all kinds of market cycles.”
“Private businesses will always give the highest return since they carry the most risk.”
“Pursue IS happiness.”