Independent Financial Advisor for Dentists

Terrell Financial recently transitioned to an independent registered investment advisory firm exclusively for dentists. This episode provides background on the transition and the new offering for dentists and specialists.

Show Notes

The Practice Growth Podcast returns after a planned sabbatical, and there are big changes discussed in the latest episode. 

 

Host Shawn Terrell has recently formed an independent financial advisor firm exclusively for dentists. This podcast details the reasons behind the move, including:

 

·         The move toward niche financial planning for certain professions, like dentistry.

·         Financial planning as a process, not an event.

·         A hybrid pricing model designed to include early & mid-career dentists.

 

Plus more. 

 

Comments? Questions? I’d love to hear from you. Email me at [e-mail]  

 

Terrell Advisors, LLC is a registered investment advisor.  The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.

What is Dentists, Puns, and Money?

Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so.

1. The stories of dentists who have transitioned from full-time clinical dentistry.

2. The financial topics that are relevant for dentists making that transition.

If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made that transition, be sure to subscribe to your favorite podcast app.

Host Shawn Terrell also dives deep into the many financial components of exiting dentistry, including tax reduction strategies and how to live off your assets.

And, we try to keep it light by mixing in a bad joke… or two.

Please note: Dentists, Puns, and Money was previously known as The Practice Growth Podcast until March 2022.