Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast

Everything You Need to Know About 401ks


Listen Later

After a lot of interest from listeners, we decided to do an episode focusing on 401ks and retirement plans for pediatric dentists. Jeff Wherry and Shawn Johnson from Treloar and Heisel join us to take a deep dive into 401ks. Shawn has been a guest on the show previously, and Jeff is the director of planning and research who specializes in helping doctors develop retirement plans for their practices. In this episode, we discuss:

- What are the different type of retirement plans that a pediatric dentist should consider?

- When is the right time to start thinking about a 401k for your practice?
- Understanding the tax savings of a 401k, and how much money can you put in?
- What is a third party administrator and how do they help the process?
- Understanding terms such as safe harbor, profit sharing, vesting schedules, and open architecture plans
- What is a defined benefit plan, and how does that layer over a traditional 401k for somebody ready to save more money?

For anybody interested in getting more information or looking to start the steps in setting up a retirement plan for their practice, I would recommend contacting Jeff at [email protected]

...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
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,767 Listeners

Mind Pump: Raw Fitness Truth by Sal Di Stefano, Adam Schafer, Justin Andrews, Doug Egge

Mind Pump: Raw Fitness Truth

11,846 Listeners

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

The Dentalpreneur Podcast w/ Dr. Mark Costes

306 Listeners

But Why: A Podcast for Curious Kids by Vermont Public

But Why: A Podcast for Curious Kids

4,959 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,055 Listeners

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

White Coat Investor Podcast

2,424 Listeners

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

Little Teeth, BIG Smiles

44 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

894 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,069 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

7,995 Listeners

Student Loan Planner by Travis Hornsby

Student Loan Planner

176 Listeners

The Passive Income MD Podcast by Peter Kim, MD

The Passive Income MD Podcast

278 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,551 Listeners

Newly Erupted by The American Academy of Pediatric Dentistry

Newly Erupted

10 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,494 Listeners