Oral Wealth: Prosperity in Practice

The Financial Dream Team Every Dentist Needs (And Mistakes to Avoid Without One) (Ep. 12)

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Building a thriving dental career takes more than clinical expertise. It requires a well-rounded financial team.

In this episode of Oral Wealth: Prosperity In Practice, Dr. Jackson Sadler and financial advisor Brian Swilling break down the five essential professionals every dentist should have on their side to protect their time, money, and peace of mind. They cover everything from the difference between fiduciary and non-fiduciary advisors, why so many dentists make preventable tax and legal mistakes, and smart strategies to avoid burnout by outsourcing wisely.

Whether you’re just starting out or managing a growing team, you’ll walk away with a clearer understanding of who should be in your corner and why.

What to expect:

  • A plain-language breakdown of fiduciary vs. non-fiduciary advisors
  • Real examples of costly tax and legal missteps
  • How to avoid burnout by outsourcing wisely
  • Tips for building a team that protects your time, assets, and peace of mind

    • Discover more financial insights at www.navipathwealth.com and follow along wherever you listen to podcasts.

    Connect with Dr. Jackson Sadler:

    • Carolinas Center For Oral & Facial Surgery
    • LinkedIn: Jackson Saddler DDS

      • Connect with Brian Swilling:

      • NaviPath Wealth
      • LinkedIn: Brian Swilling
      • [email protected]
        • ...more
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        Oral Wealth: Prosperity in PracticeBy Brian Swilling