The Art of Dental Finance and Management

Build Wealth with a Financial Plan Despite a Volatile Market

June 8, 2022 | Podcast

No matter what’s going on with the stock market or economy, it’s important for people to follow an established financial plan. When investing long term, markets will always fluctuate, so when you set goals, develop a plan and follow it through. It will help you grow your wealth despite volatility in the market.

In this episode of The Art of Dental Finance and Management podcast, Art meets with Daren Pladson, Principal and Senior Wealth Advisor at Eide Bailly. Daren and Art discuss how global issues are affecting the financial markets, including:

  • Inflation
  • Rising interest rates
  • Supply chain disruption
  • War in Ukraine

 

Art and Daren outline how dentists should choose their ideal financial advisor, how to participate in the planning process and what building an investment portfolio involves.

Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.

Being more strategic in all aspects of your dental practice will lead to increased profitability.

GUEST

Daren Pladson, CIMA
Principal, Senior Wealth Advisor
Eide Bailly
dpladson@eidebailly.com
701.476.8767


Show Notes and Resources:

Disclaimer: Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors, LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. and Eide Bailly Agency, LLC, which is wholly owned and operated under Eide Bailly LLP. Insurance products are offered or issued under Eide Bailly Agency, LLC. Eide Bailly Advisors, LLC employees can also be licensed as insurance agents/producers of Eide Bailly Agency, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Not all products and services are available in all states.

This presentation is given with the understanding that the information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal, accounting or other professional advice. It is not intended to be responsive to any individual situation or concerns. Viewers are urged to not act upon the information contained in the presentation without first consulting an attorney, accountant or other professional regarding implications to your specific factual situation. The information should not be relied upon as investment advice or a solicitation.

Statements of facts are from sources considered reliable, but no representation or warranty is made as to their completeness or accuracy. The opinions presented in this presentation are subject to change without notice and no representation is made concerning actual future performance of the markets or economy.


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