A Lesson in Finance with Peter Mallouk

Bulletproof Dental Practice · Nov 28, 2019 · 56m

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Bulletproof Dental Practice Podcast Episode 133

Hosts: Dr. Craig Spodak & Dr. Peter Boulden

Guest: Peter Mallouk

Key Takeaways

● Introduction

● Being Cautious

● Learning Business the Hard Way

● Furthering Retirement in Dentistry

● Purchasing Power of the Dollar Declining

● Brokers & Independent Advisors

○ Brokers: Have to Do What's Suitable, Financial Advisors & Products

○ Independent Advisors: Fiduciary, no commissions or products, Lowest Cost Investment Vehicles

○ Different Legal Standards…