budgeting Archives

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

“No one does [play fair] if they think they can get away with it.”- Lewis Carroll, Alice’s Adventures in Wonderland Ever...

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are...

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming...

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...

While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral...

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...

budgeting