retirement Archives

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...

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...

By Jake Elm, CFP® , Financial Advisor

With President Trump’s strikes on Iran and the widening war across the Middle East, a lot of people are understandably...

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...

Learn how dentists can navigate student loans and practice financing. Understand refinancing, repayment options, and debt trends in dentistry.

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...

On this episode of The Dentist Money Show, Matt has a conversation with Carl Richards, CFP® about simplifying money and...

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...

By Jake Elm, CFP® , Sr. Financial Advisor

Retirement planning for dentists starts with what your life actually costs (not what you think it costs) Key Takeaways: How...

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