Ryan Isaac of The Dentist Money Show (and common guest on the DAT process) joins Kiera to dive very deeply into 401(k) plans for your business. Ryan simplifies a lot of the intimidating information, including what the heck 401(k) even means, the logistics of setting up a plan, how to know what type of plan to choose for your company, and more.
Episode resources:
Tune in to The Dentist Money Show
Listen to episode 746, A Consultant, Financial Advisor + Dentist Perspective On Life
Listen to episode 590, Unfiltered Advice on Choosing a Financial Advisor
Subscribe to The Dental A-Team podcast
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Kiera is joined by Brannon Moncrief, principal and CEO of McLerran and Associates and expert on dental practice sales and DSO affiliates. The two talk about running your practice with a mindset to sell (maybe not today or tomorrow, but eventually). That means thinking about your business as it is and preparing it for a […]
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