You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the secrets of asset allocation with financial expert Jon Doyle, IFA, as he returns to our show, providing dentists with the tools needed to craft a robust investment strategy. Grasp how balancing risk and reward within your portfolio can leverage your position for long-term gains. Our conversation traverses the terrain from the behavioral underpinnings of investment decisions to the practicalities of stock and bond distributions, offering a compass for navigating the financial markets' ebb and flow. Embark on a journey into the labyrinth of market factors influencing your financial choices, where we illuminate the variable market segments and the influence of commentators like Jim Cramer. We'll dissect the anatomy of a portfolio, juxtaposing the allure of high-risk small cap investments against the sobering unpredictability of financial markets. Share in a personal narrative that underscores the mercurial nature of investing, and understand why the conventional wisdom of chasing market predictions might just be a fool's errand. Wrap up the financial feast with a deep dive into the mechanics of bonds and their place in a retirement-ready portfolio. Discover how the careful selection of bonds can cushion your financial future and learn the art of transitioning from wealth accumulation to divestment. This episode isn't just about numbers; it's a rally cry for dentists to band together in the Dentists Who Invest community, where shared wisdom paves the way to financial acumen. So, come along for an enlightening episode that promises not just to educate but to empower your investment journey.

The Academy Discover Your Options as an Investor

Unlock asset allocation secrets with Jon Doyle. Learn how to balance risk and reward, navigate market factors, and craft a portfolio for long-term gains.

Asset Allocation with Jon Doyle | EP257

Asset Allocation with Jon Doyle DWI-EP257

The Academy Want to shortcut your investment education by years

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Embark on a financial enlightenment journey with us and John Doyle, IFA, a guru in portfolio building, as we equip you with the strategies to shield and expand your fiscal future. Exploring the intricate dance between inflation awareness and investment, our conversation is a treasure trove of insights for both the investment neophyte and the veteran money manager. We tackle the importance of purchasing power, the century-long stability of the stock market, and the indispensable role of diversification, weaving through vivid analogies that bring the concepts to life—like the difference between the sharp pain of a single nail and the distributed ease of a bed of nails. Ever wondered how to navigate the turbulent waters of market volatility? John and I dissect the role of bonds as the soothing tonic to the potent gin of stock investment, smoothing out the ride on your financial journey. We take you through the indispensable steps of financial planning, especially in preparing for retirement cash flow, and stress the necessity of understanding the ever-changing global market landscape. Our dialogue busts common myths about diversification, urging investors to look beyond familiar indexes to the broader, dynamic array of global equities. Concluding our empowering chat, we delve into the essence of an investment philosophy that withstands the tempest of market shifts. Drawing from Juniper's research and the extraordinary tactics of investment legends like Warren Buffett, our episode reveals the value in focusing on long-term market growth propelled by human ingenuity over fleeting market forecasts. We leave you pondering the potency of informed, diversified investing and invite you to further explore these themes with us, ensuring you're prepared to build a financial fortress for the ages.

The Academy Want to become a DIY investor too

Discover portfolio design with Jon Doyle. Learn to combat inflation, diversify investments, and build a robust financial strategy.

Portfolio Design 101 With Jon Doyle | EP256

Portfolio Design 101 with Jon Doyle DWI-EP256

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the secrets to smart financial planning with a touch of dental finesse in our latest episode, where special guest and financial guru John Doyle and I dissect the ins and outs of Lifetime ISAs and how they measure up against the traditional pension schemes. If you're a dentist looking to brush up on your investment knowledge, or just eager to navigate the terrain of ISA varieties, this episode will leave you with a wealth of actionable insights. Together, we chew over the growth prospects of the new year and how you can leverage ISAs to give your investments a tax-efficient boost. Dive into the flexibility of ISAs and the special attributes of Lifetime ISAs that set them apart in the finance world. We shed light on the dual nature of LISAs, blending features of pensions and ISAs, including the often-overlooked government bonus and its caveats for first-time home buyers. Emphasizing the long-term appeal of stocks and shares ISAs over their cash counterparts, John and I tackle the common pitfalls of short-term investment strategies and underscore the importance of aligning your financial tactics with your life goals. The journey doesn't stop there; we navigate the complex currents of retirement planning, considering factors such as accessibility, tax perks, and the plethora of savings choices that await you. As we unravel the intricacies of balancing pensions, LISAs, and ISAs, I highlight the significance of understanding the timing of your financial needs and the varying commitments each savings avenue demands. For my dental colleagues pondering an early retirement, John and I map out strategies to span the financial divides, ensuring a smooth transition into your post-career life. Tune in to fortify your fiscal future with expertise and insights tailored to the unique professional path of dentists.

Explore LISAs vs pensions with Jon Doyle. Learn about Lifetime ISAs, their government bonus, and how they compare to pensions for tax-efficient investing.

LISAs vs Pensions With Jon Doyle | EP255

LISAs vs Pensions with Jon Doyle

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Dr. Mart McClellan is President of Macro Wealth Management and Author of the Amazon #1 Bestselling Book “Your Retirement Smile”.&nbsp; His firm also specializes in cryptocurrencies.&nbsp; He can be reached at mart@macro-wealth.com. Unlock the secrets to overcoming the financial hurdles that plague many dental professionals with guidance from someone who's been in your shoes. Mark McClellan, an orthodontist turned financial advisor, brings his unique expertise to our podcast, providing invaluable insights on marrying dentistry with sound financial planning. His pivot from orthodontics to financial advising wasn't just a career change; it was a mission to arm his peers with the knowledge to navigate the complex world of finance, especially the often-overlooked realm of cryptocurrency investment. This conversation peels back the layers on why simply hoarding cash can be a silent threat to your financial health, thanks to the twin monsters of inflation and taxation. Mark and I dissect the importance of diversifying income streams, looking beyond the comfortable familiarity of 401k or IRA plans. He makes a compelling case for adding flavors of business ownership and real estate to your portfolio, critiquing the one-size-fits-all advice that many advisors dish out. We also dive into the deep end of cryptocurrencies, challenging the trepidation surrounding digital assets and highlighting the ways they can potentially fortify your financial future. When it comes to retirement, the fear of outliving your savings looms large. Here, we navigate the tricky waters of safe withdrawal rates, considering how alternative assets like Bitcoin may fit into the picture. Mark's approach emphasizes the flexibility and necessity of annual financial check-ups, ensuring that your plan not only grows with you but reflects your values, including philanthropy. By the end of our chat, you'll be equipped with strategies to outsmart volatility and secure a financial strategy that's as resilient and innovative as your practice.

The Academy understand how to invest as a dentist

Discover financial wisdom with Dr. Mart McClellan, an orthodontist turned financial advisor. Explore diversification, cryptocurrency, and smart retirement strategies.

The Dentist Who Became An IFA with Dr. Mart McClellan | Dentists Who Invest Podcast

The Dentist Who Became An IFA with Dr. Mart McClellan DWI-EP254

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Discover how your investments can echo your values with John Doyle, an independent financial planner who specializes in ESG investing, guiding us on a journey through ethical finance specifically tailored for dentists. As we peel back the layers of Environmental, Social, and Governance considerations, you'll gain a thorough understanding of how these factors can not only complement your portfolio but also contribute to a more sustainable world, without sacrificing returns. Our robust discussion cuts through the complexity, offering you the strategies and insights to navigate this evolving investment landscape with confidence. We confront the big questions head-on: from the performance of ESG funds compared to their traditional counterparts to the reality behind greenwashing claims. John unravels the nuances of ESG and SRI—Socially Responsible Investing—helping you discern which funds truly align with ethical practices versus those simply riding the trend. With tools like MSCI and advice on maintaining a personal investment philosophy, this episode is an indispensable resource for any dentist ready to shape their financial future with purpose. Join us as we dissect the rise of ESG funds and lay out actionable steps for integrating genuine ESG investments into your portfolio.

Explore ESG investing with Jon Doyle. Learn how to align values with your portfolio, avoid greenwashing, and integrate genuine ESG investments.

Is ESG Investing For Me? With Jon Doyle | Dentists Who Invest

Is ESG Investing For Me? with Jon Doyle DWI-EP253

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Discover the secrets to financial independence and the savvy investment strategies that every dentist should know with me, Dr. James Martin. In our latest illuminating webinar, I debunk the common myth that cash is king, and reveal how inflation can silently erode your nest egg. We don't just stop at theory; I provide a practical roadmap highlighting ten asset classes that could potentially fortify your portfolio. By embracing a proactive approach to managing your finances, you can steer clear of the risks associated with inaction and take confident strides towards growing and preserving your wealth. As we navigate the complexities of economic principles, I delve into the intriguing nature of money as a social construct and its relationship with inflation through the lens of historical and recent market events. Understanding these dynamics is crucial, and I draw parallels with strategies employed by top financial advisors to help you appreciate the full spectrum of wealth growth. Join us as we explore the long-term benefits of self-managed investments, where you can sidestep hefty management fees and celebrate the triumph of keeping your profits entirely to yourself. This session is more than an investment in knowledge—it's an investment in your future.

James Martin want to increase your income?

Discover financial independence with Dr. James Martin. Learn why cash isn’t king, explore asset classes, and understand inflation’s impact on wealth.

The Basics of Investing with Dr. James Martin | EP252

The Basics Of Investing with Dr. James Martin DWI-EP252

James boost your income

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the secrets of smart stock investments with Adam Hughes from the Dental Business Alliance on our latest podcast. Every dentist knows that a steady hand and a sharp eye are vital for success, but when it comes to building wealth, the tools of the trade look a bit different. We're tearing down the myth that stock ownership is a golden ticket to prosperity, instead showcasing how a well-informed, strategic approach is key. Together with Adam, we debate the merits and risks of a stock-heavy portfolio and shine a light on the smoother ride that balanced funds can offer for the financially prudent practitioner. Navigating the market's waves requires more than a life vest; it requires knowledge, which we provide in ample measure during our deep dive into equity portfolios and the anticipated longevity of indexes like the S&amp;P 500. Historical data comes to life as we track the impressive endurance of these financial giants, even in the face of global upheaval. Yet, we don't shy away from the tough questions, such as the impact of tech giants on index stability or the psychological fortitude needed to weather volatility. Dental professionals, take note: our special report on financial blunders and their remedies is a treasure trove designed just for you. The path to financial wisdom is not a solo journey, and the DIY investor is a breed that thrives on discipline and knowledge of risks like sequencing risk. We explore the balance between the allure of self-managed investing and the steadying hand of a financial advisor. As we outline the multifaceted role of expert financial guidance, from tax planning to inheritance strategies, remember: a disciplined approach today can mean a smile worth a million dollars tomorrow. So, scrub in, dentists – it's time to polish your financial portfolios with the insights and experience of Adam Hughes on the Dentists Who Invest podcast.

Discover smart portfolio design with Adam Hughes. Explore stocks vs. balanced funds, tech giants' impact, and the role of financial advisors.

The Principles of Portfolio Design with Adam Hughes | Dentists Who Invest

The Principles Of Portfolio Design with Adam Hughes DWI-EP251

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the door to financial mastery as we join forces with Andrew, a sage of investing strategies, to weave through the intricate world of financial literacy. This episode is a trove of knowledge where we scrutinize the impact of sound financial decision-making on personal wealth and societal prosperity. Together, we dissect the core principles that dictate investment success and the imperative for consistent education to leverage financial insight for life-altering outcomes. With Andrew's extensive slide deck in hand, we commit to a dialogue that not only enlightens but also calls upon you, our discerning listeners, to engage and refine our collective financial prowess. Embark on an expedition to distinguish the subtle yet profound divergences between investing and trading, as we illuminate the path to a secure financial future. Our discourse spans the criticality of retirement planning, the gender gap in savings, and the influence of human advancement and technology on diversifying your investment portfolio. By embracing the notion of 'owning the world', we encourage you to adopt a holistic approach to investment that not only mitigates inflation but also strategically positions you for a retirement cushioned by the fruits of your financial acumen. This episode is an investment in future generations too, as we share insights from our upcoming book designed to nurture financial literacy among the youth. We recount experiences of enlightening students and the promise of integrating financial education into mainstream learning through collaborations with influential organizations. The capstone of our conversation is the vibrant community we've fostered—Dentists who Invest—where professionals from diverse backgrounds unite to amplify their financial intelligence and well-being. Join us, become part of this empowering network, and embark on your journey to financial sovereignty.

Discover investment insights with Andrew Craig in this episode. Dr. James Martin dives into strategies to help you build wealth and financial freedom.

Investing Insights with Andrew Craig | EP250

Investing Insights with Andrew Craig DWI-EP250

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the mysteries of the NHS Pension Scheme with the wisdom of financial guru Ian Hawke, as we guide you through its inner maze. Whether you're a hospital dentist or a principal, this episode promises to equip you with the knowledge to secure your financial future. We navigate the intricate layers of the original 1995 Scheme, weigh it against the 2008 iteration, and dissect the 2015 Scheme with precision. If navigating your pension has felt like a daunting task, prepare for clarity that could change the way you view your retirement planning. Grasp how a £54,000 salary translates into pension benefits and why the £40,000 annual allowance limit demands your attention. With Ian's expert insights, we scrutinize the accrual rates and contribution bands that dictate your pension growth. Discover how partial retirement could shape your financial strategy and why additional contributions to SIPs require careful consideration. For those balancing the benefits across various schemes, this episode is a beacon, guiding you through potential financial reefs and towards a secure harbor. In the ever-evolving landscape of the NHS Pension Scheme, staying informed is not an option—it's a necessity. We delve into the latest legal challenges and remedy periods, unraveling their complexities and presenting you with the choices that will confront you at retirement. Moreover, we expose the disconnect between the Consumer Price Index rates and actual inflation, a critical detail that could save you from unwelcome charges. With Ian Hawke's guidance, this episode is more than just an overview; it's a masterclass in safeguarding your pension against the tides of change.

Navigate the NHS Pension Scheme with Ian Hawke. Understand the 1995, 2008, and 2015 Schemes, accrual rates, and the £40,000 allowance.

The NHS Pension Summarized with Ian Hawke | Dentists Who Invest

The NHS Pension Summarized with Ian Hawke DWI-EP249

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Uncover the secrets of a winning financial mindset with expert Shabbar Kassam in a riveting discussion that traverses beyond spreadsheets and stock tickers. Prepare to challenge the deeply rooted 'keeping up with the Joneses' narrative and embrace a philosophy of investing that aligns with your core values. In this episode, we dissect the psychological aspects of building wealth, emphasizing restraint and strategic thinking as we navigate the financial nuances of the dentistry profession. With Shabbar's insights, you're set to cultivate a disciplined approach to your fiscal nature and make choices that lead to true financial liberation. Embark on a journey through the essential steps of creating a clear roadmap for your financial future. We don't just talk numbers here; we delve into the significance of setting concrete goals that resonate deeply with your life's ambitions — from crafting your ideal lifestyle to supporting your family or leaving a philanthropic footprint. Learn how to transcend the rat race and carve out a life rich with passion and purpose. This episode is a masterclass in aligning your monetary resources with the pursuits that ignite your spirit, offering strategies to work towards the financial independence that lets you live on your own terms. Cap off this enlightening discourse with a deep dive into risk management and the art of portfolio construction. Shabbar and I unravel the 'three flavors of risk,' guiding you through the intricacies of balancing investment opportunities with your personal risk profile. We explore diverse investment strategies that promise to shield your wealth from inflation, navigate market volatility, and foster growth through tactical asset allocation. As we wrap up, you'll emerge with a fortified understanding of how to build a robust portfolio tailored to your unique financial narrative, ensuring a future rich with potential and aligned with your personal values. Join us for this transformative conversation and take a significant step towards mastering your financial destiny.

Unlock a winning financial mindset with Shabbar Kassam. Align investments with your values, set goals, and manage risk.

Creating A Financial Masterplan with Shabbar Kassam | EP248

Creating A Financial Masterplan with Shabbar Kassam DWI-EP248

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Welcome to Dentists who Invest! On our latest episode, we're excited to have Veselin Bakturov share his incredible transformation from a dentist in Bulgaria to an investment guru in the UK. As we peel back the layers of a well-crafted investment strategy, you'll gain exclusive insights into how dental professionals can achieve financial prosperity without getting lost in complex jargon. Veselin's journey is not just about endodontics; it's a story of embracing the digital age and the colossal potential of internet platforms for unprecedented economic growth. This week, we're bridging the gap between dentistry and dollars, offering a fresh perspective on managing your riches. Money isn't just currency; it's a product you can strategically invest and grow. Our conversation takes a turn towards the humorous side of wealth management, sharing tales from Veselin’s MBA days to underscore the importance of clear financial goals and the role of advisors. Whether you're considering lending shares for shorting or learning the ropes of financial modeling, we have the insights you need to make informed decisions and keep your portfolio thriving through market ups and downs. For those looking to master the art of balancing a diverse portfolio, our discussion with Veselin is pure gold. We tackle the nuances of SIPPs versus ISAs, the NHS pension scheme, and when to seek professional advice. And if you're running a limited company, we've got you covered too, with tactics for profit extraction and asset protection. So, sit back, tune in, and prepare to supercharge your investment knowledge—one laugh and one lesson at a time.

Smart investment strategies with Dr. Vesselin Bachvarov: Helping dental professionals thrive, balance portfolios, and navigate SIPPs and ISAs.

Sensible Strategies For Long Term Investing | EP247

Sensible Strategies For Long Term Investing with Dr. Vesselin Bachvarov

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Enlighten Smiles Link: dwi.enlightensmiles.com Experience a transformation in your financial perspective as James Martin joins us on the Dentists Who Invest podcast to dissect the intricacies of dentistry's financial landscape. We promise to navigate beyond the bank balance to a 'rich life' filled with joy tailored to personal happiness and fiscal strategies. From tackling the effects of inflation on your hard-earned savings to debating the trade-offs between income and autonomy for dental associates versus practice owners, we cover it all. Imagine uncovering the secrets behind building tremendous wealth from the simplest of lifestyles, just as the unassuming janitor Ronald did. Hear the stories of Dr. Jaz Gulati from The Protrusive Dental Podcast that will challenge the way you think about money, work, and life satisfaction. We're peeling back the layers on what it truly means to live 'richly,' discussing how to strike a balance between enjoying today and planning for a comfortable tomorrow, and sharing insights on how to redefine retirement planning to suit your individual dreams and aspirations. Join us for a heartfelt journey through personal anecdotes and enlightening discussions that promise to reshape your approach to wealth and fulfillment. From the psychological aspects of lifestyle choices to the power of a disciplined savings strategy, we're revealing the key habits and mindset shifts necessary for dental professionals to achieve both financial independence and a life brimming with personal well-being and family joy. Don't miss this opportunity to transform your relationship with money and redefine what success in the dental industry looks like for you.

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