investments

What Is Your Financial Advisor Doing With Your Money?

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

Is $500,000 Enough?

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....
Topics: Income

The Truth About Selling Your Dental Practice

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

Just Save

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...
Topics: Saving

How to Build a Dental Practice That Runs Without You

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

How Dentists Can Build Smart Financial Systems

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...
Topics: Getting Organized

A Dentist’s Guide to Smarter Tax Planning

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

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...
Topics: Finance 101, Investing

Do You Hate Paying Taxes?

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,...
Topics: Taxes

5 Ways Dentists Can Improve Their Tax Strategy

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

The Difference Between Running a Practice and Leading One

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

How Does the Stock Market Perform After Declines?

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...
Topics: Investing, Market