Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast

10 Financial Mistakes Pediatric Dentists Make, with Wes Lyon


Listen Later

Wes Lyon is a CPA, CFP, and CEO of McGill and Lyon Dental Advisors. His company, McGill and Hill Group, publishes the McGill Advisory, which is a monthly newsletter to dentists updating the latest events and tips for financial planning, investing, taxes, and practice ownership topics. I became familiar with this newsletter at the office of my previous employer, and based on recommendations of some older and wiser pediatric dentists, I recently subscribed. I personally have found it very helpful as a practice owner to have monthly updates about what's going on in the stock market, tax updates, practice management and retirement planning strategies.  

I would definitely recommend to my listeners who own practices or are considering buying or starting a practice to subscribe to the newsletter.  Wes has offered our podcast listeners a 10% discount using the code PEDIATRIC10. He also has offered a FREE trial membership for pediatric residents who are interested in receiving the newsletter. Click the link to subscribe or learn more: https://www.mcgillhillgroup.com/Advisory/Current

Wes joins us to talk about 10 financial mistakes that he sees dentists commonly make. We review this list below in detail.

1. Improper insurance

2. Not having a budget
3. Saving in the wrong place
4. Poor debt management
5. Concentrating on salary
6. Paying excessive taxes
7. Being house poor
8. One house/one spouse
9. Not taking advantage of HSAs
10. Trying to be a financial expert

...more
View all episodesView all episodes
Download on the App Store

Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry PodcastBy Casey Goetz

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

79 ratings


More shows like Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast

View all
The Dentalpreneur Podcast w/ Dr. Mark Costes by Mark Costes

The Dentalpreneur Podcast w/ Dr. Mark Costes

299 Listeners

Bulletproof Dental Practice by Dr. Peter Boulden & Dr. Craig Spodak

Bulletproof Dental Practice

228 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,063 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,411 Listeners

Little Teeth, BIG Smiles by The American Academy of Pediatric Dentistry (AAPD)

Little Teeth, BIG Smiles

43 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

900 Listeners

Student Loan Planner by Travis Hornsby

Student Loan Planner

167 Listeners

Better! with Dr. Stephanie by Dr. Stephanie Estima

Better! with Dr. Stephanie

581 Listeners

Geobreeze Travel by Julia Menez

Geobreeze Travel

397 Listeners

Newly Erupted by The American Academy of Pediatric Dentistry

Newly Erupted

10 Listeners

Just Ingredients by Just Ingredients

Just Ingredients

2,253 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,307 Listeners

Points Talk with the Travel Mom Squad by Travel Mom Squad: Travel on Credit Card Points

Points Talk with the Travel Mom Squad

895 Listeners

Pediatric Dentistry from A to T by Jarod Johnson

Pediatric Dentistry from A to T

0 Listeners

Networth and Chill with Your Rich BFF by Vivian Tu

Networth and Chill with Your Rich BFF

1,706 Listeners