Smart Money Moves for Dentists
Student Debt, Tax Strategies, Retirement, and Investments
Date: Tuesday, October 28, 2025
Time: 6:30 pm – 8:30 pm
Location: Webinar
CEUs: 2
Financial strategies and techniques designed for a wide audience of dentists. For the general dentist to the dental specialist. For dental students, associates, and practice owners. Content is designed to be helpful for all ages, career stages, and various income levels.
- Basics of student loans for dentists.
- Basics of Personal Retirement Plan vehicles for dentists.
- Basics of Practice Owner Retirement Plan vehicles for dentists.
- Tax diversification, Roth Conversions, and minimizing your lifetime tax bill.
- Basics of Asset Allocation and Investing.
- Importance of Asset Location for minimizing taxation.
Course Objectives:
- Dentists will be left with an understanding of student loan payment and student loan forgiveness options.
- Tax advantaged savings vehicles generally used by dentists.
- Basic concepts for planning for retirement unique to dentists.
- Tax advantaged vehicles available to dentist practice owners.
- Several tax strategies including Roth conversions, tax diversification, minimizing taxes within investments, and asset location.
- Basics of asset allocation and investing unique to dentists.
Bio:
With over 16 years of financial planning experience, Josh has worked on more than 500 doctor’s financial plans. Josh works at MD Financial where he serves dentist and physicians across the country. He is both a financial advisor as well as a portfolio manager.
He is author of the new book "The Successful Young Doctor" which was released summer of 2024.
When he is not working Josh enjoys skiing, getting on the lakes, mountain biking, and hanging out with his wife Rayna, and their two children.
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