401k

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...
Topics: Insurance

Are Vacations Overrated?

By Jake Elm, CFP® , Financial Advisor

Today I’m going to attempt something I don’t believe anyone has ever done in human history: push back on Big...
Topics: Spending, Work Life Balance

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...
Topics: Getting Organized, Taxes

Year-End Tax Planning Checklist for Dentists

Worried about missing a tax deduction? Get organized with our year-end checklist and meet with a financial professional to review...
Topics: Taxes, Year-End Planning

How Do People Afford This?

By Jake Elm, CFP® , Financial Advisor

Probably the most common phrase I hear uttered when having a conversation about the economy is: “How do people afford...
Topics: Economy, Finance 101

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...
Topics: Investing

Better Off Than We Think

By Jake Elm, CFP® , Financial Advisor

College football officially started this past weekend. The NFL gets up and running this week. The weather is starting to...
Topics: Economy

Why Dentists Get Financially Stuck

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why...
Topics: Behavioral Finance, Getting Organized

The One Number You Need to Predict Your Retirement

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...
Topics: Benchmarks, Finance 101, Getting Organized

What It’s Like to Work With Dentist Advisors: A Year in the Life of a Client

Ever wondered what it’s like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and...
Topics: Advisors, Getting Organized, Tracking Progress

The Dentist’s Three-Day Workweek: What You Gain by Working Less

By Will Gochnour, CFP®, Dentist Advisors

How to trade clinical days for time without trading away the plan you’ve built. Key Takeaways: Is a shorter week...
Topics: Work Life Balance

Why You Need To Invest

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...
Topics: Investing