The Dentist Money Show | Financial Planning & Wealth Management

Weston Lunsford, CEO of Dental Intel and self-diagnosed "data geek," breaks down the numbers behind successful practices and offers a simplified solution for measuring progress. He also explains the meaning of proactive planning, four categories of money making, the impact of broken appointments, and why certain dentists struggle to reach standard benchmarks.

Weston Lunsford, CEO of Dental Intel and self-diagnosed “data geek,” breaks down the numbers behind successful practices and offers a simplified solution for measuring progress. He also explains the meaning of proactive planning, four categories of money making, the impact of broken appointments, and why certain dentists struggle to reach standard benchmarks.

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying or selling a practice. Topics include managing expectations, structuring the deal, and getting proper representation. Randon also shares a few stories to highlight the most common mistakes he's observed in his 17 years of working in the dental industry.

Practice transitions expert, Randon Jensen of CTC Associates, stops by to discuss the most important considerations to make before buying or selling a practice. Topics include managing expectations, structuring the deal, and getting proper representation. Randon also shares a few stories to highlight the most common mistakes he’s observed in his 17 years of working in the dental industry.

Jason Wood is a partner at Wood & Delgado and one of the nation's premier attorneys for dentists. Having worked with thousands of dentists, he has become an authority on practice-related transactions. In this industry expert edition of Dentist Money™, Jason describes the role of a good attorney during acquisitions and transitions, the important considerations to make when buying a practice, and the monetary implications of a DSO career path.

Jason Wood is a partner at Wood & Delgado and one of the nation’s premier attorneys for dentists. Having worked with thousands of dentists, he has become an authority on practice-related transactions. In this industry expert edition of Dentist Money™, Jason describes the role of a good attorney during acquisitions and transitions, the important considerations to make when buying a practice, and the monetary implications of a DSO career path.

Mike Alder, CEO of Unitas Dental, joins Reese for this episode of Dentist Money™ recorded on location at WRDC in Phoenix. Mike's firm specializes in helping dentists sustain viable topline growth through managing third party payor relationships. In this interview, he explains how to keep your rates in check, benefit from insurance company partnerships, and set your prices.

Mike Alder, CEO of Unitas Dental, joins Reese for this episode of Dentist Money™ recorded on location at WRDC in Phoenix. Mike’s firm specializes in helping dentists sustain viable topline growth through managing third party payor relationships. In this interview, he explains how to keep your rates in check, benefit from insurance company partnerships, and set your prices.

Great Britain's referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some investors. There's no shortage of speculation about "Brexit's" long term ripple effect and the timeline for recovery. In this episode of Dentist Money™, Reese & Ryan share reaction from some of the financial industry's top advisors and offer guidance for protecting your own portfolio against major downturns.

Great Britain’s referendum to leave the EU triggered an historic week for financial markets and drove significant losses for some investors. There’s no shortage of speculation about “Brexit’s” long term ripple effect and the timeline for recovery. In this episode of Dentist Money™, Reese & Ryan share reaction from some of the financial industry’s top advisors and offer guidance for protecting your own portfolio against major downturns.