The Dental Clinical Companion

123 Shawn Johnson: Part 1 Treloar and Heisel: Stages of Practice and Financial Planning

June 22, 2021 Shawn Johnson, Treloar and Heisel Episode 123
The Dental Clinical Companion
123 Shawn Johnson: Part 1 Treloar and Heisel: Stages of Practice and Financial Planning
Chapters
The Dental Clinical Companion
123 Shawn Johnson: Part 1 Treloar and Heisel: Stages of Practice and Financial Planning
Jun 22, 2021 Episode 123
Shawn Johnson, Treloar and Heisel

Shawn Johnson of Treloar and Heisel discusses the stages of a dental (professional health) career and the implications of each stage for financial and retirement planning with an emphasis on preparation and risk assessment. 

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel.   Over the last 20 years he has helped several hundred dentists implement business and personal insurance policies and develop financial planning techniques and investment plans.  He has assisted in installing retirement plans for dental offices, as well as providing personal savings and investment strategies.  A Chartered Financial Consultant, Shawn is a member of National Association of Insurance and Financial Professionals and the Financial Planning Association of the Pittsburgh.  

Disclosure:
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. The opinions presented are general educational information and not intended as specific advice or recommendations for any individual. TH-210095


The Dental Clinical Companion Podcast (DCCP) is provided for general informational purposes only. The DCCP, MounceEndo, LLC, Dr. Joel Fransen, Richmond Endodontics CA, and Dr. Richard Mounce personally have no liability for any clinical, management, or financial decisions or actions taken or made by you based on the information provided in this program. The DCCP is not intended to offer dental, medical, legal, management, investment, surgical, tax, clinical, or any other professional advice. Reliance on the information in the DCCP is done entirely at the listeners own risk.  No guarantees, representations, or warrantees are made with regard to the completeness, accuracy, and/or quality of the DCCP.  The DCCP takes no responsibility for, does not endorse, and does not imply a relationship/affiliation to any websites, products, services, devices, individuals, organizations which are hyperlinked to any DCCP component or mentioned in the DCCP. Third party materials, hyperlinks, and/or DCCP content does not reflect the opinions, standards, and policies of MounceEndo, LLC (owner of the DCCP, Dr. Richard Mounce, the guest, or show sponsors). The DCCP makes no warranty that the Podcast and its server are free of computer viruses or other destructive or contaminating code elements. 

The Dental Clinical Companion Podcast expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special consequential or other damages arising out of any individuals use of, reference to, reliance on, or inability to use, this podcast or the information presented in this podcast. 

Support the show (http://mounceendo.com/)

Show Notes

Shawn Johnson of Treloar and Heisel discusses the stages of a dental (professional health) career and the implications of each stage for financial and retirement planning with an emphasis on preparation and risk assessment. 

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel.   Over the last 20 years he has helped several hundred dentists implement business and personal insurance policies and develop financial planning techniques and investment plans.  He has assisted in installing retirement plans for dental offices, as well as providing personal savings and investment strategies.  A Chartered Financial Consultant, Shawn is a member of National Association of Insurance and Financial Professionals and the Financial Planning Association of the Pittsburgh.  

Disclosure:
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. The opinions presented are general educational information and not intended as specific advice or recommendations for any individual. TH-210095


The Dental Clinical Companion Podcast (DCCP) is provided for general informational purposes only. The DCCP, MounceEndo, LLC, Dr. Joel Fransen, Richmond Endodontics CA, and Dr. Richard Mounce personally have no liability for any clinical, management, or financial decisions or actions taken or made by you based on the information provided in this program. The DCCP is not intended to offer dental, medical, legal, management, investment, surgical, tax, clinical, or any other professional advice. Reliance on the information in the DCCP is done entirely at the listeners own risk.  No guarantees, representations, or warrantees are made with regard to the completeness, accuracy, and/or quality of the DCCP.  The DCCP takes no responsibility for, does not endorse, and does not imply a relationship/affiliation to any websites, products, services, devices, individuals, organizations which are hyperlinked to any DCCP component or mentioned in the DCCP. Third party materials, hyperlinks, and/or DCCP content does not reflect the opinions, standards, and policies of MounceEndo, LLC (owner of the DCCP, Dr. Richard Mounce, the guest, or show sponsors). The DCCP makes no warranty that the Podcast and its server are free of computer viruses or other destructive or contaminating code elements. 

The Dental Clinical Companion Podcast expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special consequential or other damages arising out of any individuals use of, reference to, reliance on, or inability to use, this podcast or the information presented in this podcast. 

Support the show (http://mounceendo.com/)