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Dr. Ron’s P.R.N. Mastermind call

9 May 2007

Just like the Cleveland Plain Dealer (the only metropolitan newspaper in town) advertises, “it you miss a day, you miss a lot”.  That is what happened if you were not on this month’s P.R.N. Mastermind call with my guest, Mr. Sean O’Reilly, CFP.  The following is a comment emailed to me by one of my clients, Dr. Steve Walters: “Coach Ron: Sean did a fantastic job of outlining some very large investment subjects.  Time didn’t permit but I think it would be important for those on the call, who are interested, to know about Wachovia’s Invision software.  It’s basicallly their version of a Monte Carlo simulator.  It’s one of the most important tools we use for our investment decisions with Sean because it gives us the -number- we have to shoot for every year to put away as well as the probability that we are going to reach our goal in the time frame we selected and with the risk we are willing to take.  It’s updated quarterly so we know exactly where we are on an ongoing basis.  I don’t know how we would do our investment planning without it.  It definitely answers the question everyone asks of “how much should I be saving?”  If you missed the call, and you’re one of my clients, visit my “Client-Only” section on my weblog to download this informative recorded session.

Dr. Ron, THE DENTAL COACH

Dr. Ron The Dental Coach


Dr. Ron is the only Master Certified Dental Coach (MCC) on the planet. He has blended 20 years of clinical dental practice with executive roles in financial planning and investment management along his graduate business training to provide his clients with the tools, support, and accountability to accomplish more. About Dr. Ron, "I count you as one of life’s best finds", says Dr. Gary Imm of Reisterstown, Maryland. He has authored many articles; manuals; ThinBooks tm; TeleClasses and if you visit http://www.drarndt.com you can receive one of his FREE reports, "9 Painful Mistakes Dentists Make in the Hiring Process"

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