Articles

Four Strategies for Dentists to Avoid Financial Burnout

By Lauren Kearl, CFP® , Financial Advisor

TL;DR – Listen to the article post: On average, people make nearly 35,000 decisions a day (Psychology Today). Between being...
Topics: Behavioral Finance, Work Life Balance

Every Update you Need to Know About your Student Loans

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: As many of you are aware, the student loan landscape has changed a...
Topics: Student Loans

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...
Topics: Practice Transitions

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: My father grew up on a potato farm in Idaho. He was the...
Topics: Behavioral Finance

To Save or to Spend? Plan for your Present

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: “Plan for the Present” is the theme for our 2nd Annual Dentist Money...
Topics: Finance 101, Saving, Spending

When do Dentists Start Making Money?

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

After years of working with dentists, I hear the same question again and again: “Why don’t I feel like I...
Topics: Cash Management

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

TL;DR – Listen to the article post: On average, dentists retire later than the general population. According to the American...
Topics: Retirement Plans

What Every Dentist Should Know About Disability Insurance

By Will Gochnour, CFP® , Financial Advisor

TL;DR – Listen to the article post: Imagine buying a brand-new, cherry red Ferrari. Imagine the thrill of pushing well...
Topics: Insurance

Untangling the Most Common Inflation Myths

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

TL;DR – Listen to the article post: Inflation–a term that dominates headlines and dinner table discussions. But few truly understand...
Topics: Economy

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...
Topics: Behavioral Finance, Tracking Progress

How Misunderstanding Taxes Could Cost You $10K or More

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...
Topics: Taxes

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...
Topics: Economy, Investing