DentalBytes ep152 “Wealth, Wellness, and the Future of Financial Planning”
Description
In this episode, veteran guest Jim Doyle CFP, TEP, RRC, CLU, CIWM from IG Wealth Management returns to DentalBytes for his third appearance—and it’s a timely one. With interest rates climbing, inflation nibbling away at confidence, and many dentists juggling both personal and professional chaos, Jim brings a calming and practical voice to the conversation.
From defining real wealth (hint: it’s more than just a number) to avoiding FOMO in investment decisions, this candid discussion explores:
✅ The psychological side of financial planning
✅ Why “rules of thumb” can be risky for dentists
✅ How to approach retirement with clarity and confidence
✅ The power of diversification and professional collaboration
✅ What it really takes to feel rich in today’s climate
Whether you’re mapping your future, navigating rising costs, or just trying to figure out how to stay afloat this summer—this episode delivers the perspective you need.
United States
