The Jameson Files
The Jameson Files
The Jameson Files is a podcast that features interviews with inspirational leaders in the field of dentistry. The name "The Jameson Files" is a throwback to a dental journal column written by Dr. John Jameson.
Jameson Management and Marketing

Episode 176: Building a Roadmap for Dental Practice Success: Lessons from the Jameson Files Podcast

Episode 176: Building a Roadmap for Dental Practice Success: Lessons from the Jameson Files Podcast

9/11/2025 10:56:00 AM   |   Comments: 0   |   Views: 30


The Jameson Files 176 - Building Your Financial Roadmap: Insights from Jonathan Moffat of Aligned Advisors

Podcast Host and Guests: Carrie Webber and Jonathan Moffat

See What’s New from Jameson: https://jmsn.com/blog/

00:00 Introduction and Guest Introduction
02:01 Jonathan's Background and Family Influence
03:37 Challenges and Lessons from the Past
06:28 The Concept of a Family Office
09:58 The Roadmap Conversation
15:29 Defining Financial Freedom
19:03 Contrasting Legacies: A Tale of Two Grandfathers
19:50 Finding Purpose Beyond Dentistry
20:30 The Value of Investing in Your Practice
21:52 Aligning Values with Goals
23:40 Building a Strong Team Culture
26:31 The Importance of Proactive Planning
33:09 The Roadmap Conversation: A Starting Point
36:40 Conclusion and Next Steps
176 - Building Your Financial Roadmap

For full details and show notes go to the Jameson Management Website.
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