Practice Transitions Archives

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...

By Jake Elm, CFP® , Financial Advisor

It seems like money has just been flying out of my wallet lately. $3,500 – A late-night emergency room visit...

On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her...

By Lauren Kearl, CFP® , Financial Advisor

Key Takeaways: How do I organize my finances as a practice owner? Start by separating personal and business accounts, automating...

Tax planning for dentists is different. Done well, it’s not just about filing. It helps you make better decisions all...

Practice Transitions