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Manage Risk Through Proper Insurance Coverage: Is Life Insurance a ‘Good Investment’?
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.From time to time, a dental client will share with me a life insurance illustration from an agent touting the policy’s...  Read More
Design the Best Pension Strategy for Your Cash Flow: What Is a Cash Balance Defined Benefit Plan and How Do I know if One Is Right for Me?
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.Most of us are aware of the 401(k) plan and have some idea of how it works. In short, employees have the option each...  Read More
Dental Practice Transitions: Is Corporate Dentistry Right for Me?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.When talking about transition models, we tend to get a lot of questions about corporate dentistry. The term corporate dentistry is...  Read More
Always Know Where Your Money Goes: Popular Expense-Tracking Tools Today
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.In a previous article, I wrote about . Today, we’ll discuss some of the tools you can utilize in tracking practice and personal expenses....  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
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
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
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
Design the Best Pension Strategy for Your Cash Flow
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.So far in this, we’ve shared with you wealth building strategies focused primarily on your practice and personal...  Read More
Properly Align Your Debt Payment Ratio
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.Debt can bring out some pretty visceral feelings. In fact, many dentists I speak with approach eliminating debt as the first priority of...  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
Coffee Talk: Frequently Asked Questions About Taxes
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.You know how each season comes with its own unique character? Autumn has its falling leaves, winter has its snow (at...  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
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
Posted 7/15/2016 by OpenADentalOffice in How To Open A Dental Office   |  Comments: 0  |   Views: 154
Plans for WEALTH and RISK – How DENTISTS increase one and lower the other
Clickto subscribe now.Don’t miss a future episode. Plans for WEALTH and RISK – How DENTISTS increase Dentists today face more opportunities for wealth…and dangers of risk…than any other time in...  Read More
Posted 12/3/2015 by howard in Dentistry Uncensored with Howard Farran   |  Comments: 0  |   Views: 599
246 Wealth Management with Haden Werhan : Dentistry Uncensored with Howard Farran
Stream Audio here: AUDIO - HSP #246 - Haden Werhan Watch Video here: VIDEO - HSP #246 - Haden Werhan Learn:• The most important tax concerns for dentists• What Haden Werhan...  Read More
Posted 11/13/2015 by Dpamdjk in TIPS for ENTREPRENEURS!   |  Comments: 0  |   Views: 48
ENTREPRENEUR’S TIPS #28:  ARE YOU IN THE BUSINESS OF MAKING MONEY?
We, as entrepreneurs, often manage our businesses like hobbies and never reach the financial level we desire. We must operate our business in a manner that, along with personal satisfaction, will create current and future wealth. To do this, we must understand that our definition of an ideal client...  Read More

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