Partners Archives

By Jake Elm, CFP® , Financial Advisor

At the beginning of April, I wrote about how the stock market had taken a tumble largely due to the...

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today’s housing market and...

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how...

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...

By Matt Mulcock, CFP® , Managing Partner

Your collections number doesn’t tell you much about your financial health. A Financial Hygiene Chart does. Key Takeaways: How do...

By Jake Elm, CFP® , Financial Advisor

Last week, I mentioned that the U.S. stock market has been on a run over the past three years. Here...

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...

By Jake Elm, CFP® , Financial Advisor

A new survey from Gallup shows that Americans feel worse off financially today than at any point in the last...

On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don’t need an advisor to beat...

By Jake Elm, CFP® , Financial Advisor

There was a graph from a Goldman Sachs survey making the rounds on my side of LinkedIn this past week....

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...

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