Dentist Exit Planning with Shawn Terrell
Please welcome Shawn Terrell, a multi-talented financial advisor, podcaster, author, and speaker.
With a passion for helping dentists navigate their financial journey, Shawn founded Dentist Exit Planning, a firm dedicated to providing comprehensive financial planning for dentists. He is also the host of the popular podcast, “Dentists, Puns, and Money,” where he shares stories of dentists exiting clinical practice and the critical financial strategies involved. Shawn's expertise on the topic has also led to the publication of his book, The Professional Practice Trap, which addresses the challenges faced by service firm owners.
When he's not working, Shawn loves spending time with his family, being an Iowa Hawkeyes fan, listening to Pearl Jam, and going on bike rides. Let's give a warm welcome to Shawn Terrell.
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Join us as we chat about:
1. The concept of high-level life planning and its significance in financial planning.
2. Comparing financial planning to treatment planning in dentistry.
3. Financial issues he commonly encounters with his clients and how he helps them navigate these challenges.
4. An example of how proactive and intentional tax planning can lower the tax bill for dentists in their post-clinical life.
5. The unexpected transferable skills he learned from working as a TV sports anchor and sports talk radio host in his early career.
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Stay connected by signing up for Shawn’s newsletter:
https://www.dentistexit.com/podcast
To schedule an initial consultation, sign up for an online meeting:
https://dentistexit.as.me/discovery
***Listener Bonus***
20% off the financial planning package during the 60 days following the release of my podcast episode. Just mention The Mint Door when scheduling your initial consultation.
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Thanks for being here with us today on The Mint Door Podcast; we hope our chat has brought you a little bit of ‘encourage-mint’!
Always remember, we a-DOOR-e our listeners, so we hope to see you right here on the next episode of The Mint Door Podcast!
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