Dentists Who Invest Podcast Podcast Por Dr. James Martin arte de portada

Dentists Who Invest Podcast

Dentists Who Invest Podcast

De: Dr. James Martin
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Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.

© 2025 Dentists Who Invest Podcast
Economía Enfermedades Físicas Finanzas Personales Gestión y Liderazgo Higiene y Vida Saludable Liderazgo
Episodios
  • £1 Million Processes with Dr. Chetan Mathias
    Aug 18 2025

    Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/video/1

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    Ever wondered how some dentists manage multiple thriving practices while others struggle with just one? The secret lies in systems, delegation, and understanding your unique value proposition.

    Dr. Chetan Matthias joins us to reveal how he built four successful dental practices (three associate-led) performing 700+ implant surgeries and 460+ clear aligner cases annually. At the heart of his approach is a carefully designed patient journey that maximizes efficiency while delivering exceptional patient care.

    The conversation begins with marketing fundamentals—why establishing a clear USP (Unique Selling Proposition) is essential in today's competitive landscape. Dr. Matthias shares how one patient video testimonial from 2022 continues generating leads years later, demonstrating the power of authentic patient stories as marketing assets.

    What truly sets his practice apart is the systematic patient journey he's created. From a dedicated Patient Growth Coordinator who responds to leads within 30 minutes to Treatment Coordinators who conduct initial consultations, each step is designed to deliver consistent experiences while limiting the dentist's involvement to only essential clinical tasks. By the time patients meet Dr. Matthias, they've already been pre-qualified, requiring just 5-10 minutes of his time.

    We explore the science of team building—how personality assessments ensure team members' natural strengths align with their responsibilities, creating a high-functioning environment. Dr. Matthias shares insights on establishing KPIs, maintaining accountability, and conducting exit interviews to continuously improve practice operations.

    Looking toward the future, we discuss embracing technology and AI to improve efficiency while reducing staffing dependencies. For dentists feeling overwhelmed, Dr. Matthias offers practical advice: start with just one system and build from there.

    Whether you're an associate or practice owner, this episode provides actionable strategies to increase profitability, improve patient experience, and create a dental business that runs smoothly even when you're not present.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

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    47 m
  • How To Efficiently Extract Wealth From Your Limited Company with David Hossein [CPD Available]
    Aug 15 2025

    Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/

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    Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/how-to-efficiently-extract-wealth-from-your-limited-company-with-david-hossein

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    Unlocking the financial potential of your dental limited company requires strategic thinking beyond basic salary and dividend planning. In this comprehensive exploration of wealth extraction strategies, specialist dental accountant David Hossein and I delve into the challenge many dentists face: substantial cash reserves effectively "stranded" in their companies due to tax considerations.

    The podcast begins by examining the fundamental tax benefits of operating through a limited company – the ability to control income extraction and thereby manage personal tax exposure. This advantage, available to dentists since 2006, creates the common situation where cash accumulates within the company structure. Rather than seeing this as a problem, we reframe it as an opportunity for strategic financial planning.

    For associates, we discuss the critical threshold of £100,000 personal income that preserves your tax-free personal allowance, alongside comprehensive business expense planning. Many dentists miss legitimate claims for items like protective clothing, business travel, mobile phones, and CPD courses (even those in exotic locations, with important caveats!). We examine how family involvement through employment or shareholding can distribute income more efficiently, and explore the tax benefits of company-provided assets like electric vehicles and bicycles.

    Property investment emerges as a major wealth-building strategy, with corporate structures offering significant advantages over personal ownership – particularly regarding mortgage interest relief. David explains the ideal setup using separate special purpose vehicles, inter-company loans, and even introduces the powerful concept of "growth shares" that can pass future value appreciation to children without inheritance tax implications.

    For practice owners contemplating sale, we outline the vital tax considerations around Business Asset Disposal Relief (with rates increasing from 14% to 18% in April 2024) and the zero-rate Substantial Shareholding Exemption for reinvestment scenarios. The discussion includes practical advice on holding company structures and timing considerations for maximum tax efficiency.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

    Send us a text

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    1 h y 2 m
  • Is 100% Finance For Dental Practices Possible? with Kevin Saunders [CPD Available]
    Aug 11 2025

    Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/

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    Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/is-100-finance-for-dental-practices-possible-with-kevin-saunders

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    Can you really buy a dental practice with no money upfront?
    In this insightful episode, Kevin Saunders clears up the myths and misunderstandings surrounding full financing for dental practices.

    We begin by confirming that yes, one hundred percent finance is possible, but the path looks different for established owners compared to first time buyers. For those who already own a practice, Kevin explains how to unlock equity from your existing business while maintaining the typical eighty percent loan to value ratio that banks require across your portfolio. This approach can open doors to expansion opportunities that many dentists have never considered.

    First time buyers face a different set of rules. Kevin outlines the lending thresholds currently available, which are around three hundred and fifty thousand pounds for private practices and five hundred thousand pounds for NHS practices when buying solo, with higher limits for partnerships. He explains how banks evaluate risk, what makes an applicant appealing, and why preparing your financial profile well in advance can significantly improve your borrowing power.

    We also address common myths about interest rates, explain the differences between buying an established practice and starting a squat, and share practical guidance on when full financing is a smart move. Kevin’s core advice is simple: take the maximum amount available, because you are using the bank’s money to invest in a valuable asset.

    This episode is essential listening for any dentist planning to buy or grow their practice, offering clear guidance to help you make confident and informed financial decisions.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

    Send us a text

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    13 m
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