Sketches
By Jake Elm, CFP® , Financial Advisor
What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588
By Jake Elm, CFP® , Financial Advisor
Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585
By Jake Elm, CFP® , Financial Advisor
Financial Freedom As A Business Strategy
Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583
By Jake Elm, CFP® , Financial Advisor
“The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby – Episode #580
2024 in Review: Tax Updates & Financial Metrics for Dentists
By Jake Elm, CFP® , Financial Advisor
Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578