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Orthodontic Pearls Podcast
Orthodontic Pearls
26 episodes
1 week ago
Private Practice Orthodontists Drs. Chris Teeters, Andy Sarpotdar, and Brian Anderson discuss with notable guests tips and tricks to improve your clinic, business, and life.
Show more...
Self-Improvement
Education
RSS
All content for Orthodontic Pearls Podcast is the property of Orthodontic Pearls and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Private Practice Orthodontists Drs. Chris Teeters, Andy Sarpotdar, and Brian Anderson discuss with notable guests tips and tricks to improve your clinic, business, and life.
Show more...
Self-Improvement
Education
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Jason Harris - Benefits Under New Tax Laws and Investment Strategies for High Income Earners
Orthodontic Pearls Podcast
1 hour 15 minutes 42 seconds
3 months ago
Jason Harris - Benefits Under New Tax Laws and Investment Strategies for High Income Earners

Today we have our honored guest Jason Harris as we discuss investment strategies for high income earners, benefits under the new tax laws, teaching good savings habits to our kids. 


1:00 Dr. Brian Anderson’s Investment Journey

5:15 Dr. Brad Chvatal’s Investment Goals
7:52 By Age 12 You Spend 80% of your time with your kids, life lessons in balance
11:57 The Power of Compounding Interest

15:00 The Importance of Financial Discipline

21:57 Using Greenlight and other strategies to teach your kids good Financial habits

33:40 Tension without breaking

34:50 Tax Savings with Investing

39:00 Sheltering From Large Tax Burdens

42:30 Advice on Index Funds in the Long Term

47:00 Benefits Under the One Big Beautiful Bill

50:00 Pearls Fund

51:30 Dr. Chvatal’s Investing Experience
62:00 Money as a Vehicle to a Bigger Purpose

70:50 Finalizing Thoughts on Connection and Investing

Orthodontic Pearls Podcast
Private Practice Orthodontists Drs. Chris Teeters, Andy Sarpotdar, and Brian Anderson discuss with notable guests tips and tricks to improve your clinic, business, and life.