retirement
Reimagining Retirement: Strategies for a Fearless Transition – Episode #496
By Jake Elm, CFP® , Financial Advisor
DSO Dynamics: The Trends You Need to Understand – Episode #494
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
Succeeding at the Business of Dentistry with Dr. John Meis – Episode #491
By Jake Elm, CFP® , Financial Advisor
Why Dentists Shouldn’t Always Follow Dave Ramsey’s Financial Advice
Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489
By Jake Elm, CFP® , Financial Advisor
3 Lessons From Women About Money
By Victoria Ferguson, CFP® , Financial Advisor
Women and Wealth: Overcoming the Investment Gap – Episode #486
Mastering the Growth Game with Laura Maly & Michael Anderson – Episode #484