{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Financial Planning and Investment Management During COVID with Ryan Issac","description":"In today\u2019s episode, David Janesh, your host, is joined by Ryan Isaac from Dentist Advisors, a certified financial planning and investment management firm for dentists. Co-Founder of Dentist Advisors and host of The Dentist Money\u2122 Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP\u00ae with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system\u2122.   In today\u2019s episode, Ryan is sharing his financing expertise identifying the obstacles and opportunities that the COVID-19 global pandemic is laying ahead of us. Ryan also talks about these important topics for all dental businesses: How to diversify? What \u201cthe market\u201d really is. How does your trajectory separate you from the other dentists out there? It is not true that the best path is the one that will provide the highest return. Why you need to have some liquidity The number one obstacle for any dentist\u2019s path: being unorganized. Balancing personal and professional satisfaction. Three main categories that drive people\u2019s motivation: autonomy, mastery, and purpose   Top three takeaways: It is nice to see a dentist have some balance between multiple locations and real estate but also having enough liquidity. If you think you diversify, you are probably not diversified enough. Pursue what is right for your life, lifestyle, balance, health, and personality.   Mentioned in this episode: Disorganized Dentistry Learn more about Ryan Issac Dentist Advisors The Dentist Money\u2122 Show Podcast   Tweetables and Quotes: \u201cAt Dentist Advisors, we build portfolios for companies that are representative of what the world\u2019s market looks like.\u201d   \u201cContinue to invest in a diversified portfolio that can support multiple decades and all kinds of market cycles.\u201d   \u201cPrivate businesses will always give the highest return since they carry the most risk.\u201d   \u201cPursue IS happiness.\u201d ","author_name":"Disorganized Dentistry","author_url":"https:\/\/www.spreaker.com\/show\/disorganized-dentistry","html":"