So many dentists we work with are literally throwing money away at retirement — we're talking tens of thousands in unnecessary taxes. But a completely legal, under-the-radar approach lets dental practice owners slash their tax bills both now and in retirement. We reveal our "financial smoothie" approach and how the "three bucket strategy" creates the perfect blend to drop your tax rate. Learn exactly which accounts to blend together, in what proportions, and the precise timing that makes this work. After years of building your practice, make sure you — not the IRS — enjoy the rewards.

Key moments:

(03:33) The three bucket strategy explained, and how one lowers your student loan payments
(08:16) The overlooked advantages of standard brokerage accounts
(14:14) Reverse rollovers are a headache to deal with, but provide long-term benefits
(20:06) How to access Roth IRA funds before retirement age without penalties
(29:17) Common mistakes about the pro-rata rule

Managing your finances doesn't need to be painful. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.

Like the show? There are several ways you can help!


• Follow on Apple Podcasts, Spotify, or Amazon Music
• Leave an honest review on Apple Podcasts
• YouTube at Financially Free Dentists