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Coffee Talk: Year-End 2018 Tax-Planning Considerations
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.“The days are long but the years are short.” Becoming a new mother this year, this statement has never rang truer...  Read More
What Is a Springing Power of Attorney and Why Do I Need One?
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.Planning for death or disability isn’t something most clients eagerly check off their to-do list. My husband and I...  Read More
Establish an Estate Plan Aligned with Your Objectives: What Are a Good Estate Plan’s Essential Elements?
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.First, a word of caution. A competent attorney should prepare all estate-planning documents. This is not a...  Read More
Your Practice Annual Plan: ‘Begin with the End in Mind’
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.Many dental practices carefully prepare annual plans detailing the year’s expected production, collections and...  Read More
Take a Comprehensive Approach to Investing
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.At the turn of the 20th century, “Painless” Parker promised pain-free tooth extractions as part of his Dental Carnival. He would...  Read More
Manage Risk Through Proper Insurance Coverage
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.Dr. Jones was out running errands one Saturday. He went to enter a store not realizing the door was shut, ran into...  Read More
Make Peace with How Much You Can Afford to Spend
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.In 1998, Kurt Vonnegut gave the commencement address at Rice University, where he told a wonderful anecdote featuring...  Read More
Coffee Talk: Year-End Tax Planning Questions to Consider
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.Fall is the season for football, bonfires and apparently Pumpkin Spice lattes. It’s also a great time to meet...  Read More
Episode 41: What Very Few Dentists Know About Building Wealth with Reese Harper
Episode 41: What Very Few Dentists Know About Building Wealth Content originally appeared at:http://dentistmetrics.com/what-very-few-dentists-know-about-building-wealth-with-reese-harper/.  Read More
How to Create Real Wealth With Dr. James Dahle
How to Create Real Wealth with Dr. James Dahle James M. Dahle, an emergency physician,learned the hard way that growing your wealth begins with having good advice and understanding the wealth creation process.In general, James says that...  Read More
Episode 30 – Building Long Term Wealth In And Out Of Your Dental Practice with Dr. David Phelps
Ep. 30 – Building Long Term Wealth In And Out Of Y Content originally appeared at:http://dentistmetrics.com/long-term-wealth-dental-practice-david-phelps/.  Read More
How to KEEP MORE PROFITS with the SAME PRODUCTION…with one of dentistry’s most trusted financial experts
How to KEEP MORE PROFITS with the SAME PRODUCTION… What if every dentist could have higher income…on the same levels of production?Today’s expert Jared Thompson, founder of Doctors Personal CFO, has worked with dentists...  Read More

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