Practical conversations about money, business, and family with Financial Adviser Cameron Oliver.
Deeper Than Dollars
Claim This Podcastby Deeper Than Dollars
5.0(1 reviews)
15 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Practical conversations about money, business, and family with Financial Adviser Cameron Oliver.
Language
🇺🇲
Publishing Since
10/6/2025
2 verified contact emails on file for Deeper Than Dollars
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
July 9, 2026
The Power of a Personal Creed in Leadership with Jon Sheldon
<p> <strong>Summary</strong></p><p>In this episode, Cameron Oliver interviews performance coach Jon Sheldon about leadership, personal growth, and the power of a personal creed. They explore military lessons, accountability, facing obstacles, and living intentionally to maximize life and work.</p><p><strong>Keywords</strong></p><p>leadership, personal growth, military lessons, accountability, personal creed, performance coaching, life purpose, obstacle management</p><p><strong>Key Topics</strong></p><p>The importance of living by a personal creed</p><p>Military principles applied to business and life</p><p>Facing obstacles as opportunities for growth</p><p>The role of accountability and promise-keeping</p><p>Self-reflection and understanding your true enemy</p><p>Living with mortality awareness to enhance life</p><p>The impact of leadership on teams and personal success</p><p><strong>Chapters</strong></p><p>00:00 Introduction to Jon Sheldon and his background</p><p>01:08 Jon Sheldon explains his coaching focus on small unit leadership</p><p>03:27 Jon's military background and lessons from the Marine Corps</p><p>07:26 The importance of authenticity and vulnerability in leadership</p><p>14:40 Jon shares his personal creed and its significance</p><p>22:52 Facing obstacles as the way to growth</p><p>28:05 The concept of cost and accountability in overcoming challenges</p><p>33:52 Living with mortality and the importance of purpose</p><p>41:48 The impact of coaching on personal and team development</p><p>46:46 Closing thoughts and how to connect with Jon Sheldon</p><p><strong>Guest Links</strong></p><p>LinkedIn - https://www.linkedin.com/in/jonathan-sheldon-82760a51/</p><p><strong>Connect with Cameron</strong></p><p>https://www.swgadvisor.com/team/cameron-oliver</p><p><br></p>
June 30, 2026
The Living Balance Sheet: See Your Whole Financial Life on One Page
<p>Most people have never seen their entire financial life laid out in one picture. Cameron hadn't either, until a mentor showed him his own balance sheet and it told him exactly what needed his attention first. In this solo episode he hands young professionals that same map: what you own, what you owe, what protects it all, and the order to handle it in.</p><p><strong>WHAT WE COVER</strong>This is the full walkthrough of the personal financial balance sheet, the proprietary system Cameron uses with every family he works with. He breaks down the four quadrants, cashflow, protection, assets, and liabilities, and shows why protection comes first, why your income is your greatest asset, and how a budgeted, well-protected plan gets stress-tested for the worst times, not just the best. If you are a young doctor, dentist, or professional trying to figure out what to tackle first, this one is built for you.</p><p><strong>TIMESTAMPS</strong>[00:00] What a balance sheet really is, and why the personal version goes deeper than what you own and what you owe[02:00] Why cashflow is the foundation every financial decision is built on[03:30] Protect first, then pay yourself: why 20 to 25 percent savings is the goal[05:30] Making sure your savings actually land in the most efficient places for your goals[07:00] The four big threats in the protection quadrant[07:45] Lawsuit protection: why the white coat makes you a target the moment you leave the office[10:00] Getting too sick or injured to work, and why income protection matters most for young pros[12:00] Estate and legal documents: wills, power of attorney, and planning before you need it[13:30] Dying too soon versus living too long: the two sides of protection most people miss[15:00] Giving up 5 percent to protect 95 percent: the certainty trade most clients say yes to[17:00] Stress-testing your plan the way an engineer stress-tests a bridge[18:30] The asset quadrant: property, savings, investments, retirement, real estate, and your business[21:00] How your assets coordinate on the way up and pay you back in retirement[22:30] Liabilities and the right mindset around student loans[24:30] The rules of the balance sheet: cashflow, protection, assets, and debt[27:00] The Living Balance Sheet and the financial MRI that starts every plan</p><p><strong>KEY TAKEAWAYS</strong>-Every financial decision you make, accumulating, retiring, even buying a car, is made off your cashflow, not your rate of return. Start there.<br>-Take the first dollar to protect the rest. You would never build a house without a firm foundation, and protection is that foundation.<br>-Your ability to wake up, earn an income, and stay healthy doing it is your single greatest asset. Most people protect everything except it.<br>-The worst time to realize you need something you don't have is the moment you need it. You have to do it on the front side.<br>-A good plan works in the best of times and the worst of times. Build the bridge for a foot of snow and ice, not just 85 and sunny.<br>-Not all debt is equal. Treat your student loans like the business loan that created the income you earn today, then pay down the bad debt fast.<br>-Keep your mortgage at or under 15 percent of gross income so it never chokes out your ability to save or live a good life.</p><p>If this gave you a clearer picture of where your money actually stands, send it to the young professional in your life who needs to see their whole balance sheet on one page. </p>
June 4, 2026
What Dental School Never Taught You About Malpractice
<p><strong>SUMMARY</strong></p><p>Most dentists know they need malpractice insurance. Very few know what kind they have or what happens to their record when a claim sticks. Liz Slane has been living in those details for over 30 years.</p><p>Liz Slane owns ES Agency on Long Island, New York. She specializes in malpractice insurance for dentists, oral surgeons, and physicians across all 50 states, working exclusively with A-plus rated carriers. She is the person Cameron sends his clients to when it is time to get this right.</p><p>Cameron and Liz go nuts to bolts on malpractice: the difference between claims made and occurrence policies, why leaving a DSO without talking to a broker first is a mistake, what consent to settle actually means, and the errors that follow doctors for years.</p><p><br /></p><p><strong>TIMESTAMPS</strong></p><p>0:00 - Welcome and intro</p><p>1:16 - Liz's background and 30-year career</p><p>2:21 - Serving dentists in all 50 states from Long Island</p><p>4:48 - What malpractice actually covers (and what it does not)</p><p>6:21 - When a claim comes in: what your policy provides</p><p>7:57 - Coverage limits: $1 million per occurrence, $3 million aggregate</p><p>9:44 - Claims made policies: what happens when you let one lapse</p><p>11:57 - Why Liz pushes new grads toward occurrence every time</p><p>13:17 - Occurrence explained: covered even after you cancel</p><p>14:08 - The $50 new grad policy</p><p>17:21 - Invasive procedures mean higher limits and higher premiums</p><p>19:06 - The application process from start to finish</p><p>21:18 - Leaving a DSO: claims doctors never knew existed</p><p>23:07 - Why your DSO contract needs a specialist review</p><p>26:45 - Botox coverage: your state regulates it, not your carrier</p><p>27:38 - One policy covers every practice you work at</p><p>29:30 - Group vs. individual policies</p><p>31:01 - Consent to settle: the clause that protects your record</p><p>33:33 - Indemnity payments and the National Practitioners Database</p><p>37:44 - How to reach Liz</p><p><br /></p><p><strong>KEY TAKEAWAYS</strong></p><p>- Claims made only covers you when the claim is filed. Let it lapse without tail coverage and you are exposed going backwards.</p><p>- Occurrence covers you for anything that happened while the policy was active, even after you cancel. For most new grads, this is the right call.</p><p>- Every new grad qualifies for a $50 first-year policy. Start there no matter what.</p><p>- DSO doctors often discover claims filed in their name they knew nothing about. Talk to a broker before you leave.</p><p>- Consent to settle means the carrier cannot close a claim without your approval. An indemnity payment follows you in the National Practitioners Database for years.</p><p>- One policy covers every location you work. Keep your locations updated with your broker.</p><p>- Botox coverage for dentists is state-regulated, not carrier-regulated. Confirm what your state allows before you add it.</p><p><br /></p><p><strong>CONNECT WITH LIZ</strong></p><p>ES Agency | esinsagency.com | 631-265-5860</p><p>If you know a dentist graduating or leaving a practice this summer, send them this before they sign anything. Subscribe so you do not miss what is coming.</p>
15 total episodes available
Deep-dive analytics for Deeper Than Dollars
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Deeper Than Dollars?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.