Oral Wealth: Prosperity in Practice
Oral Wealth: Prosperity in Practice
Podcast Description
Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian and Jackson dive into the unique challenges and financial strategies tailored just for you, the dedicated dental professional, to help you move beyond the day-to-day grind and truly thrive. Whether you’re looking to streamline your practice, invest wisely, or just feel more fulfilled personally and professionally, this podcast has you covered. It’s entertaining, educational, and, most importantly, tailored to you.
Podcast Insights
Content Themes
The podcast focuses on financial wellness and personal growth for dental professionals, covering topics such as student loan debt, retirement planning, work-life balance, and stress management. For instance, Episode 1 delves into financial independence for dentists, addressing common financial literacy pitfalls and strategic planning methods to enhance professional and personal fulfillment.
Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian and Jackson dive into the unique challenges and financial strategies tailored just for you, the dedicated dental professional, to help you move beyond the day-to-day grind and truly thrive. Whether you’re looking to streamline your practice, invest wisely, or just feel more fulfilled personally and professionally, this podcast has you covered. It’s entertaining, educational, and, most importantly, tailored to you.
Taxes don’t have to feel like a burden.
In this episode of Oral Wealth: Prosperity in Practice, host Brian Swilling shifts the conversation from tax stress to tax strategy, showing dentists how to turn obligations into opportunities. He walks through retirement savings foundations, smart entity choices, and practice-specific deductions that can lower your tax bill. Brian also highlights creative strategies like family employment, Roth savings for kids, and the Augusta Rule. Along the way, he explains why collaboration between your CPA and financial planner is key to long-term financial planning success.
Brian discusses:
- Foundational retirement savings strategies like 401(k)s, profit sharing, and defined benefit plans
- Choosing the right business entity and tax filing status for practice owners
- How to maximize the Qualified Business Income Deduction (QBID) before it phases out
- Practice-specific deductions, depreciation, and overlooked write-offs
- Creative tax strategies, including family employment, Roth savings for kids, tax-loss harvesting, and the Augusta Rule
- Why collaboration between CPAs and financial planners leads to better long-term outcomes
- And more
Resources:
Connect with Brian Swilling:
*Roth IRA earnings grow tax-free, and qualified withdrawals are also tax-free, provided certain conditions are met (e.g., the account has been open for at least 5 years and you are age 59½ or older, or meet another qualifying condition). Eligibility to contribute to a Roth IRA phases out at higher income levels. Non-qualified withdrawals of earnings may be subject to income taxes and a 10% early withdrawal penalty.
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