Best Scheduling Institute Podcasts (2025)

1
Improve Your Plan & Live Comfortably During Retirement 54:50

19h ago54:50

54:50

On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…

1
Protect Your Investments and Create Income for Life 54:50

8d ago54:50

54:50

Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. -- Schedule Your Free Meeting with a Fiduciary Advisor : ww…

1
EP 52: No Patients, No Problem: How Two Young Dentists Made It Happen Part 1 27:40

9d ago27:40

27:40

In this 2-part series, we delve into the remarkable story of Dr. Marvelli and Dr. Kamodia, two friends who turned their dental school bond into a thriving practice. They share their experiences of starting a business, the challenges they faced (including opening just before the pandemic!), and the strategies that fueled their rapid growth to a mult…

1
Ep 143: Ways to Quickly Reduce Conflict Within Dental Teams 39:29

10d ago39:29

39:29

When people work closely together, conflict is inevitable. In a dental office, disagreements will come up, but if you have strategies in place to handle them, these sticky moments can actually bring team members closer and create a stronger work environment. In this episode of The Double Your Production Podcast, Wendy Briggs is joined by Heather Dr…

1
Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute 7:11

11d ago7:11

7:11

Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall wellness—especially as you age. We discuss: How conditions like diabet…

1
Is Your Investment Strategy Age Appropriate? 54:50

15d ago54:50

54:50

In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset allocation. They also discuss how to protect your savings…

1
How to Turn Your Portfolio Into a Pension 53:32

22d ago53:32

53:32

On this episode, advisors Ford Stokes and Sam Davis explore how to turn your portfolio into a reliable pension. They share strategies to maximize your investments and ensure a steady income stream in retirement. From asset allocation to annuities, get actionable insights to secure your financial future and enjoy peace of mind. -- Schedule Your Free…

1
EP 51: This Is Why No One Wants to Work for You (or With You) 38:23

23d ago38:23

38:23

In this eye-opening episode, Jay Geier delivers a hard truth: if you're struggling to hire or keep great people, the problem might be you. From outdated recruiting methods to cultures that unintentionally drive talent away, Jay breaks down what’s really going on—and how to turn it around. You’ll learn how to shift your mindset from just “filling a …

1
Find Out If You Can Retire Today! 54:50

29d ago54:50

54:50

On this episode, advisors Ford Stokes and Sam Davis tackle the question – can you retire today? They share a list of practical tips to improve your cash flow and budget for retirement. Plus, they guide you through steps to proactively enhance your plan, ensuring you are prepared and confident. -- Schedule Your Free Meeting with a Fiduciary Advisor …

1
How a Life Insurance Settlement Could Boost Your Retirement 54:50

1M ago54:50

54:50

Ford Stokes welcomes Rob Haynie of Life Insurance Settlements Inc to the show to talk about how people can turn their unneeded life insurance policies into cashflow during retirement. Plus, Ford and Sam discuss ways you can take control of your 401(k) investments and protect your hard-earned savings without sacrificing growth. -- Schedule Your Free…

1
Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review 2:04

1M ago2:04

2:04

Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking small actions today can make all the difference down the road in retirement! -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-1777 Li…

1
Gain Control of Your Money Before It Controls You 54:43

1M ago54:43

54:43

On this episode, Ford & Sam share an example of how Active Wealth Management helped a couple who is retiring at the peak of this recent market volatility. They also share a checklist to help you take control of your money and improve your financial plan for the future. -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/p…

1
How To Protect Your Retirement as the Market Drops 56:00

2M ago56:00

56:00

How is your portfolio handling the recent volatility in the markets? On this week’s episode, Ford & Sam talk about what you can do to protect your hard-earned savings while navigating uncertain times. -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-1777 Listen to the show every wee…

1
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites 2:18

2M ago2:18

2:18

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide. -- Get Your Complimentary Retirement Plan Today: h…

1
Bonus Interview: Spring Clean Your Finances for America Saves Week 5:59

2M ago5:59

5:59

It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up …

1
BONUS: Home Care Products - The Best Options for Today’s At-Risk Patients 19:50

2M ago19:50

19:50

Every day in dentistry, new science emerges that requires dental professionals to revisit their recommendations for patients. While chlorhexidine was a widely used antimicrobial agent for many years, it may not be the gold standard moving forward. In this bonus episode of The Double Your Production Podcast, Wendy Briggs is sharing her best recommen…

1
Ep 142: How to Help Patients See Their Rising Risks 27:57

2M ago27:57

27:57

Do your patients thoroughly understand why they need the care you recommend? Do they understand their risks and the benefits of preventative treatment? In today’s episode of The Double Your Production Podcast, Wendy Briggs and Dr. John Meis are discussing better ways to communicate these risks and benefits to patients to get them more engaged in th…

1
Why You Need to Have Your Retirement Plan Inspected 54:50

2M ago54:50

54:50

On this week’s show, Ford & Sam talk about what listeners receive when they get in touch with the advisors at Retirement Results and Active Wealth Management. Have you had your retirement plan inspected? Contact us today to learn the fees you are paying and the risks you may be taking with your current plan. Get Your Complimentary Retirement Plan T…

1
Ep 141: Easy Ways to Expand Care in Your Office 37:55

2M ago37:55

37:55

Patients appreciate options. When you’re able to offer more to patients and provide the education and autonomy to choose a higher level of services, their health improves and the business performs better. When patients have access to new technology, new treatment, and advanced care, they are more engaged with their dental care and feel more satisfi…

1
Spring Cleaning for Your Financial Plan 53:20

2M ago53:20

53:20

On this week’s show, Ford & Sam discuss what you can do right now to get organized and create a better plan for your future in retirement. Take advantage of a personalized and complimentary portfolio analysis from the fiduciary advisors on our team today! Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Ca…

1
Managing Market Volatility: How We Help Our Clients 54:21

3M ago54:21

54:21

On this week’s show, Ford & Sam share a market update and explain what’s been happening with the chaotic week in the stock market. Plus, we share two problem solvers outlining how Active Wealth Management recently helped two different listeners to the show. Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners …

1
Ep 140: Small Changes to the Schedule That Impact Financial Performance 27:34

3M ago27:34

27:34

Scheduling is central to the financial success of a dental office. Without a great system for scheduling patients, the day can quickly fall apart with delays, patients getting upset, and the team turning on one another. In today’s episode of The Double Your Production Podcast, Heather Driscoll is sharing her tips for building a productive, smooth s…

1
Is Your Retirement Plan in Writing? 54:50

3M ago54:50

54:50

On this week’s show, Ford & Sam talk about the importance of having an actual retirement plan in writing, and the value of working with fiduciaries who can help you implement a plan to reach your retirement goals. Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-1777 Listen to the show…

1
EP 50: The Business of Dentistry: What They Don’t Teach You in Dental School with Dr. Todd Sala 1:04:55

3M ago1:04:55

1:04:55

In this episode, Jay Geier sits down with Dr. Todd Sala to discuss the realities of running and scaling a private practice—the lessons they don’t teach you in dental school. From taking over a 110-year-old family practice to expanding from 8 to 34 operatories, Todd shares the hard-earned insights that transformed his business. They dive into the fi…

1
Improving Your Retirement Income Plan 54:50

3M ago54:50

54:50

On this week’s show, Ford & Sam discuss the four things that go away once you retire and how to be prepared for them. Then, they discuss the benefits of having a tactically managed portfolio compared to “setting it and forgetting it”. Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-17…

1
Ep 139: Profitability & Expanding Your Menu of Care 22:27

3M ago22:27

22:27

If you’re experiencing a profitability squeeze in your dental office, you’re not alone. As costs continue to rise and reimbursements fall, dentists need to pay special attention to profitability in order to ensure the doors stay open for years to come. In this episode, Dr. John Meis and Wendy Briggs are sharing some tips on how to run a more profit…

1
How We Help People Navigate Retirement Challenges 54:50

3M ago54:50

54:50

On this week’s show, Ford & Sam walk listeners through various challenges we will all face in retirement, and what you can do to possibly avoid them. Plus, the guys welcome Andrew Lanahan, an instructor and golf pro at the PGA Tour Performance Center at TPC Sawgrass. Andrew shares some great tips for how you can stay active and healthy during retir…

1
Why Most Project Managers Get It Wrong (And How to Fix It) | iPrograms Podcast 57:39

3M ago57:39

57:39

Have you ever worked on a project that started off strong, only for things to quickly unravel? Deadlines slip, communication breaks down, and meetings feel like a waste of time. It’s not always about lacking skills—sometimes, project managers just need the right strategy tools and soft skills to take their projects from good to exceptional. In this…

1
Ep 138: Getting More 5-Star Patient Reviews with Dr. Len Tau 37:29

3M ago37:29

37:29

Before a new patient reaches your office, before they even schedule an appointment, they do a search online to learn more about you. When they search, does your dental office make a good first impression? Do you show up toward the top of search results? Do you have positive reviews and a 4 or 5-star rating? If not, it’s time to build a stronger onl…

1
How Taxes Work in Retirement 54:50

4M ago54:50

54:50

On this week’s show, Ford & Sam explain how taxes work in retirement. They detail how different sources of income are taxed and uncover strategies to reduce the amount of taxes you will owe during your retirement years. Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentar…

1
EP 49: The Truth About Debt, As Told by a Self-Made Millionaire (Re-Release) 55:38

4M ago55:38

55:38

Most people can’t quantify how much debt they actually have, they just know they have it. When really, this is a number you should be tracking relentlessly in order to avoid fees, minimize interest and accumulate wealth. In revisiting this episode, self-made millionaire, Jay Geier, dives into the nitty gritty details and strategies he has used to d…

1
Volatility Happens – How to Protect Your Retirement 49:40

4M ago49:40

49:40

On this week’s show, Ford Stokes explains how the team at Retirement Results can help you protect your retirement savings from market volatility that can be expected during your golden years. Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Plan Today: htt…

1
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt 8:02

4M ago8:02

8:02

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider. Get Your Complimentary Retir…

1
Solutions for Common Financial Risks in Retirement 48:00

4M ago48:00

48:00

On this week’s show, Ford Stokes and Sam Davis walk listeners through some common financial risks that retirees face, and offer strategies so you can build a plan to navigate these inevitable challenges. Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Pla…

1
Five Common Retirement Mistakes We Can Help You Avoid 48:05

4M ago48:05

48:05

On this week’s show, Ford Stokes and Sam Davis want to help you learn from other people’s mistakes as they walk listeners through five common retirement pitfalls and how to avoid them. Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Plan Today: https://re…

1
Ep 137: The Biggest Profitability Mistakes in Dentistry 33:51

4M ago33:51

33:51

Most practice owners focus on 3 key numbers in their office: production, collections, and number of new patients. While these numbers are important to the success of the business, there's one crucial figure missing… profitability. If you're not paying attention to profitability, you will likely end up with cash flow issues, difficulties making payr…

1
When Should You Start Taking Social Security? 48:00

4M ago48:00

48:00

Ford Stokes shares some updates on where the U.S. economy stands as we prepare for the next administration to take control in Washington D.C. – now is a great time to revisit your investment strategy for retirement! Then, Ford & Sam discuss Social Security, the future of the program and how to determine the best time to start taking your benefits. …

1
Bonus Interview: Collegiate Athletics Facing Major Changes in 2025 2:00

5M ago2:00

2:00

College athletics has gone through seismic shifts in the past couple of years, to NIL money, Conference realignments, and expanded College Football Playoff. In 2025, the entire business model is set to change and incorporate Revenue-sharing, possible employee status and more. This month's vignette expands on this further. Call our office today at (…

1
How to Leave a Legacy: Estate Planning for Your Retirement 47:51

5M ago47:51

47:51

On this week's episode of Retirement Results, Ford and Sam discuss how the right estate and legacy plan should fit in seamlessly with your financial plan in retirement. Are you ready to get started and implement the right plan for your own retirement? We can help! Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retireme…

1
Ep 136: Rethinking the Phones with Richard May 32:14

5M ago32:14

32:14

The reliability of the phone system is a huge part of dental practice success. While many patients are able to schedule online or via text message, phones remain the most popular way to communicate with patients and their family members. If calls aren’t being answered consistently enough or conversations don’t flow smoothly, patient concerns can fa…

1
Our Financial Checklist for 2025 & What Retirees Fear Most 48:18

5M ago48:18

48:18

Ford Stokes & Sam Davis are back after New Year’s to discuss how you can improve your financial plan in 2025. Plus, we share what retirees fear the most and talk about what our listeners receive when they schedule their complimentary meeting with us. Call our office today at (888) 814-0304 Listen to Previous Episodes: https://retirementresults.com/…

1
Why You Need a Retirement Portfolio Inspection 48:00

5M ago48:00

48:00

Ford Stokes & Sam Davis discuss how pre-retirees and even retirees can benefit from having a smart inspection of their retirement portfolio. They also share some financial New Year’s resolutions you can make to start creating more positive money habits in your life. Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Compl…

1
Bonus Interview: Hospital patients are even safer today than they were in 2019… with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association 7:38

5M ago7:38

7:38

With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what…

1
How to Build a Smart Retirement Plan 48:00

6M ago48:00

48:00

Ford Stokes & Sam Davis walk listeners through the first steps to building a smart retirement plan for their future. We also share a problem solver of the week and some retirement planning tips for people in their 50s & 60s. Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Plan Today: https://re…

1
EP 48: Cash Flow is King: How to Diagnose and Fix Financial Challenges in Your Practice 30:34

6M ago30:34

30:34

Cash flow is the lifeblood of any successful private practice, yet it’s one of the most overlooked aspects of business management. In this episode, Jay breaks down the causes of cash flow issues, from rising costs to inefficient payroll and long-standing bad habits. Learn why quick fixes don’t work and how proactive strategies can help you avoid fi…

1
Invest in a Personal Pension & Satisfy Your Required Minimum Distributions 47:54

6M ago47:54

47:54

On this week's show, Ford & Sam explain why so many Americans are looking for income solutions in retirement. Pensions are becoming less common in the workplace, but we can show you how to invest in your own! Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Plan Today: https://retirementresults.…

1
Ep 135: Hygiene-Free Models, Assisted Hygiene, Rising Wages, and Other Hot Topics 27:45

6M ago27:45

27:45

Debates often bubble up on social media about dental hygiene. As wages continue to rise and challenges emerge, many practice owners are considering shortening appointments or shifting models to keep costs manageable. With hygiene-free and assisted hygiene models rising in popularity, Wendy Briggs sat down to share her thoughts on these models and s…

1
Bridging Business and Ai with Dr. Don Wilson 43:52

6M ago43:52

43:52

In this episode, Dr. Bersing is joined by Dr. Donald B. Wilson—a seasoned leader with over 30 years of experience in sales, marketing, and organizational strategy. With expertise spanning sales, technical innovation and leadership development, Dr. Wilson shares his deep insights into how Artificial Intelligence is transforming not only transforming…

1
Protecting Your Retirement from Inflation & Solving Problems for Our Listeners 50:11

6M ago50:11

50:11

Ford Stokes & Sam Davis shine a spotlight on inflation in this week’s episode. Plus, we have a bunch of new “problem solvers” to share as we explain how we were able to help some listeners who called recently. Listen to Previous Episodes: https://retirementresults.com/podcasts/ Get Your Complimentary Retirement Plan Today: https://retirementresults…

1
Virtual Executive Leadership: Leading in a Changed World 1:09:18

6M ago1:09:18

1:09:18

Nearly two decades ago, Dr. Bill Bersing set out to explore a then-nascent concept: virtual executive leadership. His work culminated in a 2009 dissertation that asked leaders critical questions about building trust, fostering collaboration, and achieving success in virtual environments. At the time, remote leadership was still emerging, and his in…

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Scheduling Institute Podcasts

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