Financial Mistakes Archives

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning...

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

My father grew up on a potato farm in Idaho. He was the 2nd oldest in his family, and his...

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...

By Jake Elm, CFP® , Financial Advisor

More than half (54%) of all families in the United States have no retirement savings at all. The median retirement...

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...

Financial Mistakes