Dentists Who Invest Podcast

Dr. James Martin

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.

  1. Aug 27

    The Mindset of a Millionaire with Tom Fortes-Mayer [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— If you could earn another £100k this year, would your mindset actually let you keep it or would you spend your way back to where you started? That is the uncomfortable question at the heart of our chat with returning guest Tom Fortes-Mayer, a coach and former therapist who works with entrepreneurs and dentists on success psychology, beliefs, and what it takes to genuinely enjoy the life you are building. We dig into “living in alignment with wealth”: acting like the person who can hold money, responsibility, and opportunity without becoming tense, needy, or transactional. We unpack how a scarcity mindset leaks out in rooms full of successful people, why it quietly repels collaborations, and how inner security matters more than the number in your bank account. Tom shares a memorable way to think about it: being “waterproof” under pressure, so your nervous system stays steady and your decisions stay clean. From there we get practical. We talk integrity and generosity as wealth behaviours you can practise now, how abundance is about flow and circulation, and why giving value through content (without expecting instant return) is a real-world abundance strategy. Tom also lays out tools he used in therapy: increasing inner peace, clearing fear and old resentment, and building a step-by-step plan to stretch your comfort zone so you stop being controlled by fear. We even touch on deal-making mindset and examples like Undercover Billionaire as proof of what’s possible when you think bigger. ——————————————————————— 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 Fan Mail

    The Mindset of a Millionaire with Tom Fortes-Mayer [CPD Available]
  2. Aug 24

    "I Retired In My 30s" with Dr Andy Egwim [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— If you have ever looked at a strong income and still wondered why money feels tight, you are not alone and you are not broken. We sit down with Dr Andy Egwim GP and founder of Money Wise Doctor, to unpack how clinicians can turn earnings into lasting wealth through financial literacy, tax efficiency, and a system that actually gets executed. Andy shares the real story behind reaching financial independence, why he still keeps a small hand in clinical work, and what “time freedom” looks like when it is earned rather than fantasised about.  We get practical on the UK personal finance essentials that move the needle: understanding the UK tax system, using tax efficient investing wrappers like ISAs and SIPPs, and claiming allowable professional expenses so you stop donating money to HMRC by accident. Then we break down Andy’s favourite framework, AMAS (Automated Monthly Allocated Saving System), which replaces fragile budgeting with automation. Whether you are paying off high interest debt, building a proper emergency fund, or investing for compounding growth, the goal is the same: make saving and investing happen in the background.  We also tackle the debate that never dies: mortgage vs investing. Andy explains why the type of debt matters, why a 35% credit card balance is not comparable to a low rate mortgage, and how risk tolerance and sleep-at-night peace of mind should influence your plan. We round out with values-based spending, lifestyle creep, and a Profit First style approach to paying yourself properly if you run a practice or a side business. ——————————————————————— 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 Fan Mail

    "I Retired In My 30s" with Dr Andy Egwim [CPD Available]
  3. Aug 20

    How To Stop Overpaying For Dental Indemnity with Tom Chaston [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— Dental indemnity is one of the biggest essentials in UK dentistry, yet the way it is priced and the way decisions get made behind the scenes can feel deliberately hard to follow. We sit down with Tom, a dental indemnity specialist at AllMed Pro, to lay out how the system really works so we can stop guessing, stop overpaying and start buying the right protection with our eyes open.  We dig into why indemnity premiums rise, looking at claims patterns, claims frequency and the true cost of a case, including legal fees, defence costs and expert witness reports. Then we get practical about risk rating: how extra sessions and higher-risk procedures can change the premium, why implant work needs a more detailed conversation than a simple tick-box, and how declaring your work accurately can prevent unnecessary price hikes later.  We also myth-bust the hot topics dentists debate online: what discretionary cover actually means at the moment you need help, what insurance-backed (contract certain) cover changes, and why non-disclosure is one of the few things that can derail support. For principals, we unpack vicarious liability and non-delegable duty of care, plus how structuring the right policy for your practice entity can make a real difference when a claim arrives. ——————————————————————— 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 Fan Mail

    How To Stop Overpaying For Dental Indemnity with Tom Chaston [CPD Available]
  4. Aug 17

    How to Build a Dental Dynasty with Dr Kaival Patel [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— Buying a dental practice can feel like the finish line, until you realise it is the start of a much harder game: building a team, shaping culture, and turning turnover into real profit. We sit down with Kaival Patel, founder of Kana Health Group in Milton Keynes and Bedford, to unpack the honest story behind growth, including a deal that collapsed right before his wedding, the persistence that led to the first successful acquisition, and the messy learning curve that followed. We get into what many UK dentists experience but rarely say out loud: it is possible to earn less as a principal than you did as an associate, even while the practice grosses more. Kaival explains how defining a clear North Star changed everything, from the people they hired to the energy in the building, and how COVID created the space to finally understand the numbers. We talk break-even points per surgery per day, using management accounts, stress testing loans against interest rate rises, and spotting cost outliers that signal either risk or upside. From there, the conversation widens into scalable strategy: building a hub and spoke referral model, adding higher-end dentistry in a way that fits the business, and creating the Kana Dental Academy so clinicians can access structured training without travelling to London or Manchester. We also go practical on dental marketing, from community trust and practice personality on social media to Google PPC, and why you must track ROI so you know what is actually working. ——————————————————————— 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 Fan Mail

    How to Build a Dental Dynasty with Dr Kaival Patel [CPD Available]
  5. Aug 14

    Effective Dental Practice Exits: Why Most Dentists Do It Wrong with Luke Hurley [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— The biggest mistake we see dentists make when selling a dental practice is starting with the wrong target. If your first question is “What’s my practice worth?”, you can end up chasing a headline number that keeps you in clinic for years longer than you need, or worse, nudges you into a deal that does not actually support your life. We take a step back and start where exit planning should start: what you need, what you value, and what “enough” looks like for you and your family. We break the process into three clear numbers. Your lifestyle number is the foundation for financial independence for dentists: essentials, discretionary spending, family support, and a resilience buffer, plus one-off milestones that need to be costed and timed. Then we move into the legacy number and the realities of inheritance tax planning, including the “cliff edge” that practice owners face when business relief falls away and sale proceeds become cash sitting inside your estate. From there, we show how to calculate your exit number by reverse engineering the gap after pensions (including the NHS pension and SIPPs), investments, and property are factored in. We also cover the tax layers that shape a dental practice sale, including capital gains tax, business asset disposal relief (BADR), structuring considerations, and why upcoming pension rule changes can create a painful double-tax outcome if you ignore them. ——————————————————————— 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 Fan Mail

    Effective Dental Practice Exits: Why Most Dentists Do It Wrong with Luke Hurley [CPD Available]
  6. Aug 10

    Three Infections, Three Pillars: The Operating System Behind Every Successful Squat Practice with Dr Bobby Bhandal [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— A squat dental practice can look glamorous on social media, but the reality is a messier mix of risk, debt, decision pressure, and people problems. We talk candidly about what changes when you stop being an associate and start building a practice from scratch, including why buying a practice feels “simpler” and why a squat requires a completely different mindset around planning, data, and culture. If you are a UK dentist thinking about dental practice ownership, this is the grounded framework we wish more people heard earlier. We start with a personal story of a thriving mixed practice that gets sold to a corporate, then rapidly falls apart as the team and patient list evaporate. That experience sparks a bigger question lots of dentists carry quietly: should I stay put, buy, or open my own? From there we lay out a clear decision-making approach called the certainty compass, designed to cut through overwhelm and three common traps: prestige spending, rushing a quick escape, and overthinking until the opportunity disappears. We bring it back to three simple checks: patient benefit, what the data actually says, and your true worst case scenario. Next, we get practical about growth: building an A-team in a new practice and why one toxic hire can drain your culture and profit faster than any marketing mistake. Finally, we break down the “invisible waiting list” and why community building, authenticity, and a consistent personal brand can bring patients in at low cost without turning you into an “influencer”. ——————————————————————— 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 Fan Mail

    Three Infections, Three Pillars: The Operating System Behind Every Successful Squat Practice with Dr Bobby Bhandal [CPD Available]
  7. Aug 7

    How To Operate At £6,000 Per Hour And Keep Every Penny Of It with Dr. Pav Khaira [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— Most dentists can tell you what they earned last month. Far fewer can tell you what they earn per hour once the real costs of running a surgery are taken off, and that blind spot quietly wrecks pricing, confidence, and work-life balance. We sit down with Dr Pav Khaira to get brutally practical about dental practice profitability, from implants and oral surgery to everyday restorative work. We talk about the uncomfortable bits too: the personal cost of business mistakes, why “it feels unethical to charge properly” is often just conditioning, and how patients actually decide who to trust. The big shift happens when you stop thinking in months and start thinking in chair time. If you know your hourly operating margin, you can decide when to put fees up, when to streamline, and when a so-called high-ticket treatment is actually paying less than simpler work. From there we get into real tactics that stay ethical: how to structure volume pricing so patients genuinely save while your hourly rate rises, how anchoring affects patient perception, and why you are medico-legally obliged to discuss implants after many extractions. We also cover the four levers Dr Papkerer uses to scale results capability, efficiency, volume, and sedation plus a look at where AI in dentistry is heading, including AI-assisted complication pathways and stronger clinical notes. ——————————————————————— 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 Fan Mail

    How To Operate At £6,000 Per Hour And Keep Every Penny Of It with Dr. Pav Khaira [CPD Available]
  8. Aug 3

    The Invisible Marketing Advantage with Joe Liquorish & Myran Billen [CPD Available]

    Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout. Shop now at https://www.wearfigs.com/ ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— Your marketing might be doing its job, but your practice could still be losing patients in the gaps you never see. We walk through the “below the waterline” systems that decide whether dental enquiries turn into booked consultations and treatment starts, not just clicks and impressions. We share a real UK case study from a three-surgery practice in the Midlands that grows from a £65,000 monthly average to £180,000+ across 24 months. The lesson is clear: the difference is not one channel. It is foundations plus follow-up. We talk clinical excellence and social proof, then move into practical dental marketing fundamentals like tracking and pixels, building a clear ideal patient avatar, keeping every online touchpoint consistent, and using multiple platforms so your pipeline is not at the mercy of one algorithm change. Then we tackle the timeline problem that makes ROI reports misleading. Many patients decide on implants and other high-value treatments six to 18 months before they finally book, so visibility and trust compound over time. We get specific on speed to lead (sub-60 second replies, auto-dial, voicemail recovery), qualification questions that lift lead quality, nurture sequences that reduce no-shows, and how to improve TCO and reception conversion with scripts, call recording and AI-assisted call analysis. We also explain which metrics matter most: cost per booked consultation, cost per attended consultation, and cost per acquired patient by treatment. ——————————————————————— 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 Fan Mail

    The Invisible Marketing Advantage with Joe Liquorish & Myran Billen [CPD Available]

Ratings & Reviews

5
out of 5
2 Ratings

About

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.

You Might Also Like