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Financial Planning and Investment Management During COVID with Ryan Issac
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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:
- How to diversify?
- What “the market” really is.
- How does your trajectory separate you from the other dentists out there?
- It is not true that the best path is the one that will provide the highest return.
- Why you need to have some liquidity
- The number one obstacle for any dentist’s path: being unorganized.
- Balancing personal and professional satisfaction.
- Three main categories that drive people’s motivation: autonomy, mastery, and purpose
Top three takeaways:
- It is nice to see a dentist have some balance between multiple locations and real estate but also having enough liquidity.
- If you think you diversify, you are probably not diversified enough.
- Pursue what is right for your life, lifestyle, balance, health, and personality.
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.”
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