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Dentists Who Invest Podcast - The Most Important Part Of Your Investing Strategy with Luke Hurley [CPD Available]

The Most Important Part Of Your Investing Strategy with Luke Hurley [CPD Available]

03/21/25 • 29 min

Dentists Who Invest Podcast

Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/the-most-important-part-of-your-investing-strategy-with-luke-hurley

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Are you a dentist looking to grow your wealth? You can connect with Luke here: https://www.viderefinancial.com/contact

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Most investors focus on stock picks and portfolio diversity—but they’re overlooking the crucial first step. Financial advisor Luke Hurley explains why defining your vision should come before any investment decisions.

Luke shares three powerful principles that shape effective financial planning: time as your most valuable resource, happiness as the ultimate goal, and money as a tool to enable your best life. He also explores how to discover your financial “why,” set meaningful milestones, and calculate your personal “number” for financial independence—the point where work becomes a choice, not a necessity.

With 77% of UK adults unsure how much they need for retirement and only 20% confident they’re saving enough, this conversation is a must-listen for dentists and high-earning professionals. You may already have enough to retire but haven’t defined what “enough” means. Luke also examines the limitations of traditional retirement strategies, including the 4% rule, and why preserving pension assets for inheritance might be a smarter long-term approach.

Ready to rethink your approach to money? Tune in now—and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description.

———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/the-most-important-part-of-your-investing-strategy-with-luke-hurley

———————————————————————
Are you a dentist looking to grow your wealth? You can connect with Luke here: https://www.viderefinancial.com/contact

———————————————————————
Most investors focus on stock picks and portfolio diversity—but they’re overlooking the crucial first step. Financial advisor Luke Hurley explains why defining your vision should come before any investment decisions.

Luke shares three powerful principles that shape effective financial planning: time as your most valuable resource, happiness as the ultimate goal, and money as a tool to enable your best life. He also explores how to discover your financial “why,” set meaningful milestones, and calculate your personal “number” for financial independence—the point where work becomes a choice, not a necessity.

With 77% of UK adults unsure how much they need for retirement and only 20% confident they’re saving enough, this conversation is a must-listen for dentists and high-earning professionals. You may already have enough to retire but haven’t defined what “enough” means. Luke also examines the limitations of traditional retirement strategies, including the 4% rule, and why preserving pension assets for inheritance might be a smarter long-term approach.

Ready to rethink your approach to money? Tune in now—and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description.

———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

Previous Episode

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Why Labour Could Be Targeting Dentists with Mike Bryan [CPD Available]

Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/why-labour-could-be-targeting-dentists-with-mike-bryan

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Could your dental practice be in HMRC’s sights? With 5,000 new inspectors targeting small businesses, dentists are a prime focus as Labour looks to close the £40 billion tax gap.

In this episode, Mike Bryan explains how upcoming tax changes — like Making Tax Digital — could increase your admin load and what steps you can take to stay compliant while minimising your tax bill.

Don’t get caught out — tune in now and claim your free CPD.

———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

Next Episode

undefined - Mortgage Bulletin For Dentists with Sarah Grace [CPD Available]

Mortgage Bulletin For Dentists with Sarah Grace [CPD Available]

Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/mortgage-bulletin-for-dentists-with-sarah-grace

———————————————————————
The mortgage landscape for UK dentists is changing fast in 2024. Specialist mortgage broker Sarah Grace breaks down what dental professionals need to know about interest rates, fixed-rate expirations, and key deadlines that could impact their financial future.

With the Bank of England holding interest rates at 4.5%, experts predict potential reductions by year-end—but fixed mortgage costs depend on swap rates, not just central bank decisions. Sarah explains what this means for dentists navigating the mortgage market.

If you’re coming off a low fixed-rate deal, prepare for higher repayments as rates have risen. Sarah shares practical strategies to manage this transition. First-time buyers must also act fast—stamp duty thresholds revert on April 1st, with some dentists facing up to £11,000 in extra tax if they miss the March deadline.

Are you making the best mortgage decisions? Tune in now, and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description!

———————————————————————
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

Dentists Who Invest Podcast - The Most Important Part Of Your Investing Strategy with Luke Hurley [CPD Available]

Transcript

Dr James

When it comes to investing , everybody gets super excited about the investment piece , as in which stocks to buy , how much to diversify their portfolio , what accounts to use , everything along those lines . But actually there's a little bit more to it and there's a crucial first step that has to come before we even think about anything to do with investing if we want to get the

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