The Dental Master Series Podcast

Ep 63: Simple Financial Planning

20 July 2026 · 48:24

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What it is about

Please join in my conversation with Jim Moore CFP of Allworth Financial. Jim started his career as a player in the NFL. Hear about how his experience in sport has helped him to be the success he is today with his Dentist clients. What exactly is a “fiduciary”? Why does a dentist need a fiduciary as his/her financial advisor? What are some financial strategies that can be implemented for dentists? All dentists are…

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