financial planning Archives

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...

By Jake Elm, CFP® , Financial Advisor

It’s tax week! I get more complaints about taxes than any other finance topic—more than market corrections, inflation, budgeting, debt,...

On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes...

This panel will explore how dentists can build stronger teams, create a positive practice culture, navigate growth, and find better...

By Jake Elm, CFP® , Financial Advisor

The stock market has taken a bit of a tumble recently. Interestingly enough, almost exactly a year ago, the stock...

On this episode of The Dentist Money Show, Mike Baird, CEO of Accelerate Dental joins Matt to break down what’s...

By Jake Elm, CFP® , Financial Advisor

When you make money, it can only go to four places. You can pay taxes. You can pay down debt....

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...

On this episode of The Dentist Money Show, Matt breaks down what dentists need to know about the financial advising...

By Jake Elm, CFP® , Financial Advisor

I’ve been thinking about the role that luck plays in our lives recently, and wanted to revisit a story I...

By Taylor Sutterfield, MAcc, CFP® , Sr. Financial Advisor

As a dental professional, you know debt comes with the territory. But how do you know if yours is actually...

financial planning