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Financial Planning for Dentists with Reese Harper
          Financial Planning for Dentists with Reese HarperOn this podcast episode I am joined by the CEO of , Reese Harper. We talk about financial planning and how to create more wealth as dentists. Also, we explore why it’s so important for dentists to prepare and educate themselves when it...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART IV: WHAT IS YOUR TIME WORTH?
Only you can determine if financial advice is worth paying for. The question you need to ask is what your time is worth? I use this rationale when evaluating almost everything in business and my personal life. Now, I wish I was the man’s man who was extremely handy and could fix anything. The truth...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART III: WHAT DO FINANCIAL ADVISORS DO?
“Why doesn’t everyone use Vanguard? In the last nine years, the market has returned over 11%.” That was the exact question and comment I received last week. The next comment, “My brother-in-law, got me 8% last year which is good, that’s what we wanted. I seem to pay him a lot though, and I’m not...  Read More
IS FINANCIAL ADVICE AN ASSET OR LIABILITY? PART II: WHERE IS THE FOCUS?
Missed part one? Click .The next step in the conversation is structuring our discussion around what is the focal point. An essential part of finding advice that is additive to your net worth is someone that wants a relationship. You want someone that is talking with you, not at you. While this is...  Read More
What Performance Metrics Are Important in Your Annual Plan?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy.In , my colleague, Mike McAninch, discussed your practice’s annual plan. He encouraged you to start the process of...  Read More
Establish an Estate Plan Aligned with Your Objectives
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.When I wrote this, proposed tax legislation was making its way through Congress. Part of the legislative package included doubling the...  Read More
Properly Align Financial Priorities: Needs, Wants and Savings
Ben Campbell is a Practice Integration Advisor with , where he works with dentists to engineer and execute holistic financial plans tailored to help achieve the future they envision.As my colleague, Tom Bodin, , knowing where your money actually does go gives dentists the financial knowledge they...  Read More
Always Know Where Your Money Does Go
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.My colleague, Katie Collins,  the role that knowing where your money should go plays in accumulating and protecting wealth over time....  Read More
Always Know Where Your Money Should Go
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy.My husband and I got married almost two years ago. Combining income, checking accounts and reconciling our...  Read More
Pay Yourself First by Living in Quadrant 2
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals.Over the coming weeks, my colleagues and I are going to tackle 10 simple strategies dentists can use to accumulate,...  Read More

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