The Weekly Drill

Video Resources

We’re excited to introduce you to The Drill – weekly bite-sized nuggets designed to give you practical, actionable financial insights specifically for dentists.

Each episode will cover essential topics like:

  • Building a strong financial foundation for your practice
  • Tax-saving strategies tailored for dental professionals
  • Investing smartly to grow your wealth beyond the chair
  • Protecting your Family and Business from Unexpected Events
  • And so much more!

Introduction

Expenses

Profit

Disability Insurance

Life Happens: Protect the People That Matter

Long Term Care Insurance

Risk Tolerance

Tax Efficient Investing

De-Risking Your Portfolio

Portfolio Diversification

Exit Readiness

After The Dust Settles

The Dental Exit Playbook

The Wealth Building Power of Owning Businesses and Real Estate

Income Beyond Your Practice

Passive Income Without the Cavities: Creating Cash Flow That Works for You

Saving Money on Taxes - Part I

Saving Money on Taxes - Part 2

Looking for More? Let's Get Started