The Raving Patients Podcast


, Episode 


Holistic Financial Planning For High-Income Earning Dentists


, Episode 


April 21, 2023

Holistic Financial Planning For High-Income Earning Dentists

Are you a high-income earning dentist feeling stuck with your current financial advisor? 

If you're not working with a CPA specializing in tax planning, you may be paying more tax than necessary. Additionally, selling your practice, your most valuable asset, may not be the best decision when there's an opportunity to grow it and maximize your income.

Ross Brannon is a financial advisor specializing in working with dentists nationwide. He takes a holistic approach to financial planning, examining two areas traditional advisors often overlook - cash flow and taxes.

But what is holistic financial planning, exactly?

Ross explains that most financial services professionals operate in an assets-under-management business model. In other words, it focuses on your retirement accounts or your investments. Now, this approach is not inherently wrong, but to deal with them, you need to have half a million dollars or more in IRAs.

Additionally, another part of the financial services industry focuses on insurance, including disability and life insurance. Finally, there is another group that combines both of the previous services. 

But when talking about holistic planning, Ross means having your auto, property, and casualty insurance set up optimally, which is critical to protecting your assets. 

In his experience, eight out of ten people do not have their property and casualty insurance set up optimally - so that's where holistic planning begins. So, by taking a holistic approach, Ross provides dentists with a comprehensive view of their finances, helping them make informed decisions that lead to substantial financial success.

If you want to find out more, make sure to catch this week's episode of 'The Raving Patients Podcast!'

Ross joins me to share how holistic planning can help you save on taxes, grow your practice, and secure your financial future. 

You'll discover the fundamental differences between holistic planning and off-the-shelf financial widgets, why retirement might be overrated, and Ross's tips on optimizing your dental practice's growth.

Key Takeaways 

  • Holistic financial planning for high-income earning dentists (00:00)
  • Holistic planning vs. traditional planning (02:26)
  • Why you need to work with a CPA to plan your taxes (07:03)
  • Is retirement overrated? (09:47)
  • Should you sell your dental practice? (14:44)
  • The importance of avoiding a scarcity mindset (21:10)
  • Lightning round Q&A (30:44)

Additional Resources

Are you ready to take your dental business to the next level? Register for my live event today at:

*** Use the promo code "RAVING" to get $100 off!


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This podcast is sponsored by Dental Intelligence. Learn more at:

This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more at:



Len would love to connect with you.

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