Acknowledgments

Thanks go to Ken Beacham, who asked me to speak on financial and retirement planning for the American Dental Association in the 1980s. His insistence that I share my knowledge with my profession has allowed me to have two careers—pediatric dentistry and financial and retirement planning. I am a very lucky guy!

Besides the “usual suspects,” my hat is off to the clients who have been with me all the way and are still enthusiastic about investing and to the investment managers who have been wonderful to our clients, helping our clients see their dreams come true. You can hardly ask for more in our business. If I started naming names, it would take several pages, so I’ll only say that “you know who you are,” and my gratitude for your ...

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