
Finance
Dentists, Puns, and Money
Last episode 20 April 2026. Quiet since then.
Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made that transition, be sure to subscribe to your favorite podcast app. Host Shawn Terrell also dives deep into the many financial components of exiting dentistry, including tax reduction strategies and how to live off your assets. And, we try to keep it light by mixing in a bad joke… or two. Please note: Dentists, Puns, and Money was previously known as The Practice Growth Podcast until March 2022.
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Episodes
- 116What to Lookout for when Tax Harvesting20 April 2026 · 8:21On the show's site
- 115How to Tax Harvest6 April 2026 · 8:25On the show's site
- 114What is Tax Loss and Tax Gain Harvesting?23 March 2026 · 11:33On the show's site
- 113Roth IRA Conversion Warnings9 March 2026 · 8:28On the show's site
- 112Timing Roth IRA Conversions23 February 2026 · 7:27On the show's site
- 111Potential Tax Benefits of Roth IRA Conversions for Dentists9 February 2026 · 7:55On the show's site
- 110Lower Retirement Taxes with RMD Planning26 January 2026 · 11:31On the show's site
- 109Tax Diversification for Dentists in Retirement12 January 2026 · 12:58On the show's site
- 108Decoding The New SALT Deduction Under OBBBA29 December 2025 · 8:30On the show's site
- 107Understanding the $6,000 Tax Deduction in the OBBBA15 December 2025 · 8:26On the show's site
- 106OBBBA: Above or Below the Line on Taxes?1 December 2025 · 10:34On the show's site
- 105Revising With An Amalgam17 November 2025 · 12:26On the show's site
- 104How Much Do You Care About Money?19 May 2025 · 8:25On the show's site
- 103Update on My Roth IRA Conversion – Analysis After Tax Filing5 May 2025 · 15:10On the show's site
- 102Thoughts on Recent Market Volatility for Retiring Dentists21 April 2025 · 10:21On the show's site
- 101Don't Get Out of Shape7 April 2025 · 11:54On the show's site
- 100What's Changed in 100 Episodes?24 March 2025 · 10:31On the show's site
- 99What's On Your Billboard?10 March 2025 · 10:37On the show's site
- 98Expect the Unexpected After Clinical24 February 2025 · 9:50On the show's site
- 97Don't Forget Your Buns at Tax Time10 February 2025 · 10:26On the show's site
- 96Technology for Baby Boomers in Retirement27 January 2025 · 14:07On the show's site
- 95My Roth IRA Conversion - What I Learned13 January 2025 · 14:21On the show's site
- 94Financial Planning Updates Inspired by South Park30 December 2024 · 7:12On the show's site
- 93Four Money Considerations for 2024 Year-End16 December 2024 · 11:10On the show's site
- 923 Money Lessons From a Near-Death Experience2 December 2024 · 11:02On the show's site
- 91Reflections on Life After a Near-Death Experience18 November 2024 · 11:20On the show's site
- 90Another Stroke - But Bigger4 November 2024 · 13:43On the show's site
- 89Stroke Surprise at Age 4521 October 2024 · 8:29On the show's site
- 88Return From Health Hiatus - Podcast Update From Shawn7 October 2024 · 6:20On the show's site
- 87Practicing as an Associate in "Retirement," with Dr. Jeff Priluck24 April 2024 · 28:24On the show's site
- 86The Legal Side of Selling your Dental Practice, with Robert Montgomery III27 March 2024 · 37:25On the show's site
- 8513 Things to Know about HSA's28 February 2024 · 18:00On the show's site
- 84Ideal Timing for Dental Practice Valuations, with Tom Hemmen31 January 2024 · 19:16On the show's site
- 83Tax-Saving Strategies with Required Minimum Distributions3 January 2024 · 16:32On the show's site
- 82FAQ'S About RMD's6 December 2023 · 19:54On the show's site
- 81What is Direct Indexing?15 November 2023 · 15:26On the show's site
- 80Finding Total Dental Freedom when Exiting Clinical, with Dr. Brady Frank25 October 2023 · 32:57On the show's site
- 79The Value of Mentorship in a Practice Transition, with Dr. Tom Reed27 September 2023 · 32:05 · Tom ReedOn the show's site
- 78How Real Estate Affects your Practice Sale, with Colin Carr30 August 2023 · 37:03On the show's site
- 77Three Big Financial Pieces for Exiting Clinical, with Ken Kaufman16 August 2023 · 37:22 · Ken KaufmanOn the show's site
- 76Phasing Out of Clinical Dentistry, with Dr. Alan Stern2 August 2023 · 32:05 · Dr. Alan SternOn the show's site
- 75Financial Planning for Dentists, with Dr. Grace Yum19 July 2023 · 41:35 · Grace YumOn the show's site
- 74Yoga is "Old School" Personal Development for Dentists, with Dr. Shivani Kamodia Barto5 July 2023 · 37:38On the show's site
- 73Financial Secrets to Grow Dental Organizations, with Ken Kaufman21 June 2023 · 32:46 · Ken KaufmanOn the show's site
- 72Tax-Saving Strategies with Required Minimum Distributions7 June 2023 · 16:32On the show's site
- 71The Healthy Dentist is a Wealthy Dentist, with Drs. Karen Tindall & Laura Schwindt24 May 2023 · 30:53 · Karen Tindall, Dr. Laura SchwindtOn the show's site
- 70Frequently Asked Questions About Required Minimum Distributions10 May 2023 · 19:54On the show's site
- 69Why your Practice Exit Strategy Should Include a Marketing Plan, with Grace Rizza26 April 2023 · 25:03 · Grace RizzaOn the show's site
- 6813 Things You Might Not Know About Health Savings Accounts12 April 2023 · 18:00On the show's site
- 67Selling a Practice and Working as an Associate in "Retirement," with Dr. Jeff Priluck29 March 2023 · 28:24On the show's site
- 66Direct Indexing as an Investment Strategy15 March 2023 · 15:26On the show's site
- 65Legal Considerations of Selling your Dental Practice, with Robert Montgomery III1 March 2023 · 37:25On the show's site
- 64Tax Deductions Still Available for 202215 February 2023 · 15:25On the show's site
- 63Yoga for Dentists, with Dr. Josie Dovidio1 February 2023 · 35:57 · Josie DovidioOn the show's site
- 62Top Ten Take-Aways from Secure Act 2.018 January 2023 · 20:56On the show's site
- 61The Stress-Free Dentist, with Dr. Eric Block4 January 2023 · 26:39 · Eric BlockOn the show's site
- 60How to Deal with Dental Burnout, with Dr. Laura Brenner21 December 2022 · 33:59 · Dr. Laura BrennerOn the show's site
- 59What are the Four Tax Buckets?7 December 2022 · 17:30On the show's site
- 58Reaching $1 Million in Annual Take-Home Pay, with Dr. Scott Leune23 November 2022 · 38:42On the show's site
- 57Six Reasons Dentists Should Consider Roth Conversions9 November 2022 · 18:44On the show's site
- 56How to Get Employee Retention Credit (ERC) for your Dental Practice, with Catherine Tindall26 October 2022 · 38:07On the show's site
- 55How to Get Publicity for your Dental Practice, with Larissa Banting12 October 2022 · 38:00On the show's site
- 54How to Start, Acquire, and Grow a Practice, with Michael Dinsio28 September 2022 · 32:25 · Michael DinsioOn the show's site
- 53Mommy Dentists in Business, with Dr. Grace Yum14 September 2022 · 37:39 · Grace YumOn the show's site
- 52Top Ten Estate Planning Takeaways, with Shawn Terrell31 August 2022 · 16:49On the show's site
- 51How to Deal with Dental Insurance, with Dr. Travis Campbell17 August 2022 · 42:06 · Dr. Travis CampbellOn the show's site
- 50Using Virtual Assistants in your Dental Practice, with Dr. Steven Kupferman of MedVA3 August 2022 · 32:18On the show's site
- 49Injecting Fun into the Dental Continuing Education Industry, with Elijah Desmond20 July 2022 · 27:45 · Elijah DesmondOn the show's site
- 48The Good, Bad, and Ugly about Online Reviews, with Dr. Len Tau6 July 2022 · 29:06 · Dr. Len TauOn the show's site
- 47Increasing New Patient Flow by Improving Digital Marketing, with Chris Pistorius of Kickstart Dental Marketing22 June 2022 · 28:55 · Chris PistoriusOn the show's site
- 46Working to Solve the Biggest Problem in Dentistry, with Dr. Paul Goodman8 June 2022 · 26:20On the show's site
- 45Developing a Kids' Toothpaste Brand and a Teledentistry Service, with Dr. Sean Whalen25 May 2022 · 35:19On the show's site
- 44Lessons Learned from Buying a "Fixer-Upper" Practice, with Dr. Ginger Bratzel11 May 2022 · 27:36On the show's site
- 43Understanding Associate Placement Services with Dan Blair of Menlo Dental Consulting27 April 2022 · 35:35On the show's site
- 42Assessing Pros and Cons of Dental Support Organizations with Emmet Scott, Co-Founder of Community Dental Partners13 April 2022 · 35:40 · Emmet ScottOn the show's site
- 41Building a Cold Start While Investing in Yourself with Dr. Casey Goetz, Cuivre Creek Pediatric Dentistry30 March 2022 · 36:39 · Casey GoetzOn the show's site
- 40Welcome to Dentists, Puns, and Money!16 March 2022 · 19:12On the show's site
- 39Ryan Siler - Benco Dental23 February 2022 · 23:42On the show's site
- 38Building a Dental Practice Website, with Kayvan Mott of DocSites9 February 2022 · 34:11On the show's site
- 37How to Buy a Dental Practice, with Brian Hanks26 January 2022 · 36:09On the show's site
- 36Dr. Jarod Johnson - Arctic Dental12 January 2022 · 33:22 · Jarod JohnsonOn the show's site
- 35David Haynes - Menlo Dental Transitions - Part 229 December 2021 · 40:58On the show's site
- 34David Haynes - Menlo Dental Transitions - Part 115 December 2021 · 37:02On the show's site
- 33Dr. Chong Shao - Jones County Family Dentistry1 December 2021 · 30:58On the show's site
- 32What is Financial Planning?17 November 2021 · 9:55On the show's site
- 31Dr. Chad Waltz - Advanced Endodontics of Tampa Bay10 November 2021 · 29:33On the show's site
- 30Morgan Hamon - HDA Accounting Group3 November 2021 · 43:16On the show's site
- 29Replacing Active Practice Income27 October 2021 · 12:56On the show's site
- 28Making Practice Optional - The Four Components20 October 2021 · 15:37On the show's site
- 27Dr. Brandon Patten - Ames Family Dental13 October 2021 · 38:30On the show's site
- 26Steve Anderson - DentalEase6 October 2021 · 43:06On the show's site
- 25Independent Financial Advisor for Dentists29 September 2021 · 24:26On the show's site
- 24Chad Solberg - Bankers Trust26 May 2021 · 22:38On the show's site
- 23Dr. Aaron Jones - Part 2 - Jones Family Dental19 May 2021 · 35:13On the show's site
- 22Dr. Aaron Jones - Jones Family Dental12 May 2021 · 35:13On the show's site
- 21Matt Howard - Blue and Company5 May 2021 · 33:42On the show's site
- 20Dr. Omid Termechi - Dental Implant Surgical Seminar28 April 2021 · 40:25On the show's site
- 19Dr. Beau Beecher - Kimball & Beecher Family Dentistry21 April 2021 · 28:47On the show's site
- 18Kara Sinnard & Nick Cooper - Whitfield & Eddy14 April 2021 · 35:34On the show's site
- 17Tom Terronez - Medix Dental IT7 April 2021 · 28:10On the show's site
People you already know, on this show
Tom ReedKen KaufmanDr. Alan SternGrace YumKaren TindallDr. Laura SchwindtGrace RizzaJosie DovidioEric BlockDr. Laura BrennerMichael DinsioDr. Travis CampbellElijah DesmondDr. Len TauChris PistoriusEmmet ScottCasey GoetzJarod JohnsonDr. Chad Johnson
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