Learn how our Personal CFO planning service and fee-only pricing model will help you make smarter financial decisions.
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Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Publications, blog posts, & guest articles
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Entertaining & educational podcast
Educational videos for dentists
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If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
Dentist Advisors / Education Library / Dentist Money™
I Bought Permanent Life Insurance, Now What? – Episode 293
Strategies to Use for Kids Savings – Episode 292
This We Believe: 10 Financial Principles for Dentists – Episode 291
How Concerned Should You Be About Inflation? – Podcast Episode 290
Do I Really Need a Financial Advisor? – Podcast Episode 289
How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288
Estate Planning in Plain English – Podcast Episode 287
Chiming in on the Crypto Craze – Podcast Episode 286
Here’s What Reese Harper Has Been Up To – Podcast Episode 285
Why Your Neighbor’s Lifestyle is a Bad Benchmark – Episode 284
Are You Prepared for Your Day of HIPAA Reckoning? with Danielle Mckinley – Episode 283
A Year in the Life of a Dentist Advisors Client – Episode 282