Ash is joined by Kelly Majdan, VP at One Digital and founder of Power Through Wellness. Kelly brings a rare perspective to the conversation, combining retirement planning expertise with wellness coaching experience. The discussion centers on why balancing wealth and health is critical for dental practice owners, both for themselves and their teams.

Ash and Kelly talk through common misconceptions about 401k plans, especially among dental practice owners. They share practical information about the real costs of starting a retirement plan, available tax credits, and how offering benefits like a 401k can help practices stay competitive in today’s job market. The episode also covers how employee wellness connects to financial performance and how stress can impact long-term outcomes for dental teams. Finally, Kelly gives advice on preparing for retirement, outlining steps for dentists who are 10 to 15 years from transitioning out of their practice, including involving the right financial and health professionals.

To find out more and connect with Kelly, visit: https://www.linkedin.com/in/kellymajdan/

Key Topics Discussed:

• Connecting health and financial wellness for long-term success
• Misconceptions about starting a 401k in dental practices
• Costs, tax credits, and plan design flexibility for retirement plans
• Employee benefits as tools for recruitment and retention
• The increased awareness and value of 401k plans among Millennial and Gen Z employees
• Integrating wellness initiatives into dental practices
• Addressing burnout and chronic stress in dentistry
• The importance of team strategy and involving experts in planning retirement