About Us
Welcome to Oral Wealth Prosperity and Practice, where dentistry meets financial and personal wellness! Hosted by Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian dives into the unique challenges and financial strategies tailored just for you, the dedicated dental professional, to help you move beyond the day-to-day grind and truly thrive. Whether you’re looking to streamline your practice, invest wisely, or just feel more fulfilled personally and professionally, this podcast has you covered. It’s entertaining, educational, and, most importantly, tailored to you. Join us for actionable insights and engaging stories that make financial and personal growth a reality!
About NaviPath Financial and How We Help Dentists
planning and tax accounting services specifically for dentists, from students and residents to successful practice owners.
We know that as a dental professional, you face distinct challenges, such as managing significant student loan debt, planning for retirement, and optimizing practice finances. Our goal is to help you move beyond the day-to-day grind and truly thrive, both personally and professionally.
We specialize in personal financial planning, helping you to:
- Potentially reduce your tax bill through creative planning strategies.
- Grow your net worth with smart investing and retirement planning.
- Plan for the future by creating a clear financial roadmap tailored to your goals.
- Conquer student loans and make smart investments.
- Streamline your practice and achieve work-life balance.
Our approach is comprehensive, covering everything from debt management and asset protection to succession planning and generational wealth building. We act as fiduciaries when providing investment advice and management services, always putting your best interests first.
Whether you’re just starting your career, looking to expand your practice, or planning for a successful retirement, NaviPath Financial is here to help you chart your financial course and create the ideal life you envision.