Articles Archive

By Matt Mulcocks, 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...

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...

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...

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...

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...

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...

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...

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: I am a credit card point junkie. I typically open up 3-5 new...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: With our first-ever Dentist Money Summit coming up this month, using money as...

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: “No one does [play fair] if they think they can get away with...

Articles