EP64 Navigating Financial Planning for Dental Professionals with Dan Stich
Release Date: 09/08/2023
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info_outlineWelcome to another episode of the Growing A Dental Practice Podcast! Our host, Mike Hennan from PatientBoost, sits down with Dan Stich, Founder of Stich Financial Partners. Stich Financial Partners is a financial planning firm specializing in helping medical professionals, including dentists, navigate their financial future.
Here's what was covered in the episode:
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Introduction to Dan Stich: Dan shares his background and his unique journey into the financial planning industry with a family of dentists and doctors.
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Dodging Dentistry: An interesting insight into how Dan chose financial planning over a career in dentistry.
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Healthcare Administration Lessons: Dan discusses the valuable lessons he learned during his time in healthcare administration.
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Switch to Financial Planning: What motivated Dan to become a financial planner and how it's been impacting his career and clients.
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Client Services: Dan explains how he helps his clients achieve their financial goals and secure their future.
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Educating Clients: The passion behind Dan's client education and why it is an integral part of his practice.
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Specialized Financial Planning: Dan shares the benefits of working with a financial planner who has a deep understanding of the dentistry industry.
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Planning Financial Future: Dan provides advice on when individuals should start planning their financial future.
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Advice for Dental Practice Starters: Based on his experience and interactions with dental practice owners, Dan gives his top piece of advice for those thinking about buying or starting a dental practice.
Guest Contact Details:
For those interested in reaching out to Dan Stich for further information or advice, here are his contact details.
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Email: [email protected]
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Phone: 262-853-4541
Important Disclosures:
Stich Financial Partners will not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not intended to be specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Securities offered through Securities America, Inc., member FINRA/SIPC. Stich Financial Partners and the Securities America Companies are separate entities.
Stay tuned to Growing A Dental Practice Podcast for more expert insights and valuable advice on running a successful dental practice.
Your feedback and questions are always welcome. Reach out to Mike at [email protected].