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Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

How do you use tax-loss harvesting?

Is tax-loss harvesting a strategy for every stock market investor? Be sure you consider these issues before utilizing tax-loss harvesting...

DAP2 #5: A Different Vision for Dentistry with Dr. Ashley Joves – Episode #395

On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother...

Does your office lease contain this deadly trap?

If you are considering selling your practice in the future, your lease agreement could actually negatively affect the sale. Here’s...

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...

Why is financial planning opportunity planning?

How does following sound financial principles prepare a dentist for unseen expansion opportunities—and what traps might await if they are...