In today's episode, David Janesh, your host, is joined by Ryan Isaac from Dentist Advisors, a certified financial planning and investment management firm for dentists. Co-Founder of Dentist Advisors and host of The Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system™.
In today's episode, Ryan is sharing his financing expertise identifying the obstacles and opportunities that the COVID-19 global pandemic is laying ahead of us. Ryan also talks about these important topics for all dental businesses:
Top three takeaways:
Mentioned in this episode:
Learn more about Ryan Issac
The Dentist Money™ Show Podcast
Tweetables and Quotes:
"At Dentist Advisors, we build portfolios for companies that are representative of what the world's market looks like."
"Continue to invest in a diversified portfolio that can support multiple decades and all kinds of market cycles."
"Private businesses will always give the highest return since they carry the most risk."
"Pursue IS happiness."
