Category: Retirement
Owning Your Own Dental Practice: Future-Smart Strategies That Won’t Come Back to Bite You, With Robert H. Montgomery, III (Ep. 8)

Owning Your Own Dental Practice: Future-Smart Strategies That Won’t Come Back to Bite You, With Robert H. Montgomery, III (Ep. 8)

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Whether you’re starting, selling, or transitioning a dental practice, expert guidance can prove invaluable throughout every stage of the complex process. Because when you’re making a six-figure (or more!) decision, you can’t afford to solely rely on “gut instinct” and Google!

In this candid conversation, Jason speaks with Robert, founder of Robert H. Montgomery, III, Esquire, P.C., a leading boutique law firm that focuses on counseling dentists through complicated transitions. Listen in as Jason and Robert talk cash flow, credit, dental practice purchases, and when to leave real estate out of the deal. 

In this episode, Robert shares: 

  • Critical red flags to avoid in the practice purchasing process
  • What you need to know about selling your practice to a corporate dental group
  • What even the best contracts CAN’T protect you from
  • How real estate impacts the value of your dental practice purchase or sale
  • And more

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About our Guest: 

Robert is the founder of Robert H. Montgomery, III, Esquire, P.C., a leading boutique law firm that counsels dentists and veterinarians on a full range of business and legal matters that impact their practice. Robert founded the firm in 1997 and has been serving the needs of healthcare clients for over 20 years. To date, Rober has worked on hundreds of dental and veterinary deals, including practice start-ups, equity buy-ins, and complex practice acquisitions.

From his firm’s Philadelphia office, Robert meets the legal and business needs of his healthcare clients. Today, he guides clients through practice acquisitions and sales, practice start-ups and lease negotiations, buy-ins, partnership agreements, employment matters, forming and structuring dental service organizations, operational issues, financing, real estate sales and acquisitions, and general corporate and business matters. 

In addition to working directly with healthcare clients, Robert regularly lectures to audiences across the country and is a frequent speaker for Ideal Practices, a highly regarded national dental practice start-up consulting firm. He’s also the co-founder and co-host of “The Dental Amigos Podcast,” and the founder and host of “The Veterinary Start-up Podcast.”

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Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

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Calling all small business owners! Don’t miss out on this episode that will equip you with the bookkeeping tools and knowledge to elevate your small business to new heights.

In this episode, Jason speaks with Carleen Lamay, CEO of C2 Accounting and Business Support. Together they dive into strategies business owners can use as Carleen shares invaluable insights on the importance of scalability, communication, and the power of collaboration between bookkeepers, accountants, and tax planners. Jason and Carleen also unpack the benefits of outsourcing bookkeeping services, such as freeing up time and mental space for business owners to focus on strategic thinking and leadership.

Carleen discusses: 

  • The key to successful bookkeeping for business owners 
  • The importance of educating small business owners about bookkeeping and accounting  
  • Carleen advises clients to put scalable processes in place from the beginning.
  • And more

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Embracing Change To Live A More Impactful Life (Ep. 6)

Embracing Change To Live A More Impactful Life (Ep. 6)

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Switching career directions isn’t easy, especially when the transition requires a monumental leap of faith. A leap Elizabeth Hanes, a long-time Cook Wealth client, can speak to from personal experience. 

In this can’t-miss episode, Elizabeth shares her refreshingly candid story of leaving her comfort career zone to follow the call of entrepreneurship. From successful nurse, to writer, to coach for other writers, Elizabeth’s journey to finding fulfillment and living with impact is one sure to inspire.

In this episode, Elizabeth shares:

  • How Cook Wealth allows her to enjoy the fruits of her labor with minimal stress 
  • How she encourages other nurses through her writing program
  • How passion and practicality united to create her dream lifestyle
  • And more

Elizabeth Hanes is a current client of Cook Wealth and was not compensated for her participation.

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Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

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You’re looking for an advisor – that perfect fit: someone who gets you and your communication style, someone who will carry out your wishes and meet your family’s needs after you pass, and someone who keeps an eye on your portfolio, so you feel comfortable and confident in your investment approach quarter to quarter. Now picture this advisor. Is it someone who takes the time to understand your financial situation, goals and the returns you want to achieve? Or is it a robo-advisor offering a one-size-fits-all plan with no context or window into your life?

In this episode, Jason Deshayes is joined by financial advisor Derek Williams from Cook Wealth to discuss the pros and cons of trusting online financial advisors. They caution the lack of personal experience that’s often concealed and discuss what you really need when the market shifts unpredictably – a trusted person one phone call away, or a virtual chat with a bot? 

Derek discusses: 

  • How online influencers can reel you into buying certain stocks that might not fit your objective
  • The personal ties that an in-person financial advisor can offer you 
  • Some reasons why people gravitate towards trusting online resources to help them invest
  • And more

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How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

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Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio.

In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is not to be done solo. 

Jason and Derek discuss: 

  • Common questions clients ask when investing with Cook Wealth
  • The difference between a financial planner and a financial advisor
  • Some important investing tips
  • And more

Resources:

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When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

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“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client?  

In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor.

Dave and Jason discuss: 

  • How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker
  • How reaching sales goals can affect personal financial advice and the client’s best interest
  • And more

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The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)

The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)

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Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life.

The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and open communication to provide clients with the best financial counsel.

Jason discusses:

  • How to find a balance between saving for the future and enjoying life now
  • Why Cook Wealth uses data-informed decision-making and long-term views when creating sustainable financial plans for their clients
  • The collaboration and open communication process at Cook Wealth
  • And more

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Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)

Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)

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In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals. 

In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.

Jason discusses:

  • What Cook Wealth offers
  • How Jason’s past taught him that tax planning is a critical component of financial planning
  • The ideal client that can thrive at Cook Wealth 
  • The firm’s specialties 
  • Jason’s story and interests 

Resources:

Connect with Jason: 

About Jason: 

Jason Deshayes is an experienced (17+ years) accountant with various public accounting firms and corporate entities. He has established himself as a trusted advisor for multiple businesses, providing guidance on business modelling, succession planning, financial consulting, and budgeting. 

In addition to his professional experience, Jason has demonstrated strong leadership skills through his involvement with several professional organizations and nonprofits. He has contributed to organizations such as New Mexico Health Connections, Alta Mira Family Services of New Mexico, Children’s Grief Center of New Mexico, Ronald McDonald House of Durham, and more, where he makes a significant impact on their financial operations.

One of Jason’s greatest passions is helping people with their finances. He understands that managing finances can be daunting for many people, and he takes pride in guiding and supporting clients. He also enjoys collaborating with other business and financial advisors to improve the level of service they provide to their clients.

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Cook Wealth Management Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

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