QMRs

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
Topics: Behavioral Finance, Saving

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...
Topics: Behavioral Finance, Finance 101, Getting Organized

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...
Topics: Economy, Investing

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...
Topics: Investing, Market

The First Financial Question We Ask Every Dentist – Part 2 – Episode #553

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show,...
Topics: Behavioral Finance

Did We Just Experience A Flash Crash?

By Jake Elm, CFP® , Financial Advisor

Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...
Topics: Investing, Market

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...
Topics: 529s, Saving

Implementing Story-Based Marketing in Your Practice

Engaging in cosmetic discussions and suggesting high-value treatment options can often be challenging for dental professionals. There's a delicate balance...
Topics: Practice Management

The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...
Topics: Behavioral Finance

What is an HSA?

Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...
Topics: Finance 101, Saving

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...
Topics: 529s, Saving

4 Rules To Live Your Rich Life – Episode #545

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven...
Topics: Behavioral Finance