Episode 125: Strategic Wealth Planning for Doctors and Dentists: A Guide to Tax-Efficient Retirement

Today, our host, Bob, welcomes our guest, John Moakler, a financial planner and bestselling author of Heal Thy Wealth. John shares how his journey from tech entrepreneur to financial advisor inspired his mission to help doctors, dentists, and healthcare professionals strengthen their financial health through smarter planning and long-term strategy.

John and Bob dive into common financial mistakes among healthcare professionals. They highlight the importance of shifting from a “practitioner” mindset to that of a true business owner to maximize income and build lasting wealth.

Together, they explore how to design “bulletproof financial plans” that thrive under any scenario, and why partnering with knowledgeable advisors is key to achieving long-term financial confidence.

💡 Don’t miss the upcoming live webinar with Bob Gauvreau and John Moakler!

Join us on November 20, 2025, at 7:00 PM EST for a webinar: “Advanced Tax Strategies Put Into Practice: How Tax-Savvy Healthcare Professionals Keep More of What They Earn.”

This exclusive webinar is built for doctors, dentists, chiropractors, and other healthcare business owners who want to reduce taxes, protect their income, and build a retirement strategy that pays them back.

🔹 Robert Gauvreau, FCPA, will reveal the Top 10 Tax Strategies to help you keep more of what you earn right now.
🔹 John Moakler, CFP®, will show how to create a Tax-Free Retirement Paycheque, protect your family, and turn your practice into a long-term wealth engine.

This is not another compliance webinar — it’s a proactive roadmap to financial independence for healthcare entrepreneurs.

👉 Register now: https://profitsimple.ca/in-practice/register

Episode Highlights:

• 00:00 Welcome to The Wealthy Entrepreneur Podcast
• 03:49 John Mockler's Journey into Financial Planning
• 06:20 Developing the Dinner Seminar Series
• 10:34 Challenges and Solutions for Healthcare Professionals
• 13:32 Optimizing Financial Structures for Healthcare Professionals
• 24:29 Case Studies and Practical Advice
• 27:02 The Wealthy Entrepreneur Webinar
• 30:18 Collaboration and Resolving Legal Issues
• 35:37 Advice for Healthcare Professionals

About the Guest:
John Moakler, a renowned Canadian financial planner and author of Heal Thy Wealth, has dedicated his career to helping doctors and dentists take care of their financial health with the same commitment they show their patients. After a successful 18-year career in the high-tech industry—including selling his software startup to IBM for $76 million—John transitioned into financial planning when he realized how poor financial advice could impact even the most successful professionals. Armed with a Bachelor of Mathematics and Computer Science from the University of Waterloo and credentials as a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), John now guides physicians, dentists, and business owners across Canada in building wealth, reducing taxes, and creating lasting legacies.

Connect with John:

• Website: https://moaklerwealthmanagement.com/
• LinkedIn: https://www.linkedin.com/in/johnmoakler/
• Instagram: https://www.instagram.com/moaklerwealth/?hl=en
• X: https://x.com/planneratheart
• YouTube: https://www.youtube.com/@johnmoakler1391

Resources:

• Visit The Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ 
• Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur

• Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial

• Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa 

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Let’s continue to work on becoming a Wealthy Entrepreneur!