Financial Planning For Doctors

Retirement Planning For Orthodontists/Dentists – AVOID These COMMON Mistakes To Retire Wealthy [Video]

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Retirement Planning For Orthodontists/Dentists – AVOID These COMMON Mistakes To Retire Wealthy

๐Ÿ‘‰ To learn more about retirement planning for orthodontists and other financial management tips, join

Orthodontists and dentists are not known for their financial planning skills. Lack of financial education and lack of time to learn about asset classes are the chief culprits.

We spend all our time developing orthodontic treatment plans but little to no time on financial treatment plans.

According to ADEA research, almost every orthodontist and dentist will take about a 50% pay cut when they get to retirement.

This shouldn’t be the case with proper retirement planning.

In this episode, I am joined by Dr. Mart McClellan, an orthodontist who also doubles up as a financial advisor.

In addition to running an orthodontic practice, Mart is also President of Macro Wealth Management, a Registered Investment Advisor (RIA).

He gives us his unique perspective on how orthodontists can plan their investments to retire with full income replacement.

We also dive deep into the world of cryptocurrency and NFTs and look at some ingenious ways to include them in your portfolio.

Key Takeaways
– Intro (00:00)
– Mart’s journey into orthodontics (01:53)
– Evidence-based financial planning (08:26)
– Diversifying your portfolio to weather catastrophic financial busts (10:23)
– The best way to invest in this inflation environment (21:14)
– Should you include cryptocurrency in your portfolio? (27:52)
– Your retirement smile (39:56)

Additional Resources

๐Ÿ”น Get Dr. McClellan’s book:

๐Ÿ”น Email Dr. McClellan at:

๐Ÿ”น Register for OP Summit 2022:

๐Ÿ”น For more information, visit:

๐Ÿ”น Join our FREE Facebook group here:

#Orthopreneurs #Dr.GlennKrieger #Orthodontics

Financial Planning For Doctors

How Much To Tilt Your Portfolio - The White Coat Investor - Basics [Video]

Once you've decided you WANT to tilt your portfolio to some riskier asset class, you're left with the decision of how much to tilt it. The more you tilt, the more theoretical return you will get, but you have to weigh that against the loss of diversification and the additional risk. The reason small stocks have a higher expected return is that the risk is higher that they may not get that expected return, even in the long run. It's a bit of a Catch-22.I suggest moderation in all things. Although some authorities have advocated putting all of your stock allocation into risky asset classes such as small value stocks, I recommend you keep your tilts small enough that you still have a significant chunk of your portfolio invested in all the stocks in the world and all the investment-grade bonds in your currency.The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!Main Website: https://www.whitecoatinvestor.comYouTube: Loan Advice: https://studentloanadvice.comFacebook: Courses: https://whitecoatinvestor.teachable.comNewsletter: How Much To Tilt Your Portfolio00:07 Risk vs. Reward00:22 Stay Diversified

Financial Planning For Doctors

DR .SONNY M. PIMENTEL ,D .Hum - Doctor of Humanities Honoris Causa and Star Achiever Awardee [Video]

Most empowered Leader in Legal, Organization Management, and Humanitarian Service awarded by Philippine Social Media Awards & Netizens Best Choice Awards. Okada, Grand Ballroom Manila December 15, 2021.