Honest question: do you want to turn your dental career into a wealth-building powerhouse? Founder and CEO of AlignedAdvisors.com Jonathan Moffat brings the thunder on how dentists can achieve both financial and time freedom with a clear, customized plan. His personal story drives his passion for helping dentists thrive—whether it's through owning more practices, making strategic exits, or simply mastering the art of planning.

We dig into why practice ownership is the ultimate path to true, lasting generational wealth. Jonathan also talks about today’s fast-changing landscape and selling to DSOs, or simply improving practice performance.

We feel Jonathan's approach is all about staying nimble and strategic. This episode is a must-listen.

Chapters:

00:00 – Do you have a plan? Jonathan opens by emphasizing the need for a customized plan tailored to individual dentists' goals.

04:40 – Dentistry's perfect storm: Jonathan explains how changing demographics and economic shifts have created unprecedented opportunities for DSOs and challenges for solo practices.

12:20 – Doubling down in downturns: Real-world examples of dentists who expanded their practices and thrived during recessions by maximizing marketing and strategic acquisitions.

22:00 – Practice ownership vs. being an associate: Jonathan makes the case for why ownership remains the best path for financial freedom and generational wealth.

41:50 – Biggest financial regret: The top regret among multimillionaires? Not having a financial plan that’s regularly reviewed by an independent advisor. Jonathan shares why this is crucial for dentists aiming for long-term success.

Connect with Jonathan Moffat Website: AlignedAdvisors.com Email: jmoffat@alignedadvisors.com Phone: 858-752-8396

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