Three Big Financial Pieces for Exiting Clinical, with Ken Kaufman

Dentists, Puns, and Money

16-08-2023 • 37 mins

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.



---------------------------------


Dentist Exit Planning Resources:

Website: dentistexit.com

Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter


--------------------------------


Follow Dentist Exit on Social Media:

Facebook Group for Dentists

Instagram

LinkedIn

You Might Like

The Ramsey Show
The Ramsey Show
Ramsey Network
She's On The Money
She's On The Money
Victoria Devine
CREATIVO
CREATIVO
Roberto Mtz
The Property Couch
The Property Couch
Bryce Holdaway & Ben Kingsley
Get Started Investing
Get Started Investing
Equity Mates Media
The Tim Ferriss Show
The Tim Ferriss Show
Tim Ferriss: Bestselling Author, Human Guinea Pig
this is money
this is money
this is money
Chanticleer
Chanticleer
Australian Financial Review
Jocko Podcast
Jocko Podcast
Jocko DEFCOR Network