Investing Beyond Your Practice: Building Wealth and Freedom for Dental Professionals

Beyond Bitewings

In this special episode of Beyond Bitewings we're sharing our favorite conversations with a few experts who discuss how dental practice owners can create generational wealth by thinking beyond their day-to-day income.

Ash is joined by former guests like Paul Montelongo, Eric Miller, and Nathan Turner as they share practice advice and non-traditional options when it comes to investing your hard-earned income.

In this episode, they unpack traditional and alternative investment strategies designed specifically for dental practice owners. From stocks and bonds to multifamily syndicates and mortgage note buying, this episode covers what you need to know to make your money work for you beyond the dental chair.

Discover how to evaluate different investment options, set up multiple revenue streams for your household, and ensure you're properly compensating yourself as a business owner. The episode also features a practical look at passive investing, how to navigate business plans for real estate syndications, and the ins and outs of buying mortgage notes.

Key Topics Discussed:

• Approach to investing for dental practice owners
• How multifamily syndications work for passive investors
• Typical hold periods, returns, and distributions in real estate syndicates
• Defining the role of limited partners (LPs) and their rights
• Structuring practice owner compensation and ensuring proper payment
• The importance of generating additional revenue streams beyond practice income
• Overview of investment options: stocks, bonds, real estate, and insurance products
• Mortgage note investing: process, returns, and investor protection
• Reporting and payout timelines for investors