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Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...

By Will Gochnour, CFP® , Financial Advisor

Imagine buying a brand-new, cherry red Ferrari. Imagine the thrill of pushing well past the speed limit on a wide-open...

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss...

By Jake Elm, CFP® , Financial Advisor

Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes...

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

Hiring quality associates is hard—keeping them can be even harder. No matter the size of your practice, associate turnover can...

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat...

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...

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