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Want Bigger Returns? Here’s How Capital Expenditures Make It Happen
When you invest in real estate syndications, have you ever wondered how to ensure that your investment doesn’t just sit stagnant but actually grows? The secret lies in capital expenditures (CapEx), a critical factor that can transform a property, enhance the guest experience, and significantly...  Read More
Passive vs Active Income: Key Differences Investors Need to Know
Passive vs Active Income: Key Differences Investors Need to Know Active and passive income are two key concepts in personal finance that are significant in achieving financial stability. If you’re like me, you probably weren’t taught the difference in school—not even in dental school! Many of us...  Read More
Trends in Dentistry: Maintaining a Profitable Practice in Light of Low Reimbursement Rates
Diminishing insurance reimbursements are a hidden and growing cost in dentistry, impacting not only the practitioner but also clients.  Welcome to the second installment in a series of short articles designed to unpack the financial and economic trends currently affecting dentistry....  Read More
Real Estate Syndications: How I Started Investing as a Dentist
Real Estate Syndications: How I Started Investing as a Dentist Real estate syndication allows investors to pool their resources to buy or develop properties that are typically too large for one individual to handle. In this type of investment, a lead investor, known as the syndicator or general...  Read More
The Patient First Podcast Episode 152: Interview with Matt Ornstein of Dental Pitch Brokerage on EBITDA vs. Cash Flow
If EBITDA is still a mystery to you, don’t worry—you’re far from alone. Plus, Matt Ornstein from Dental Pitch Brokerage is here to help with a phenomenal book and insights that he shares with us in this episode of The Patient First Podcast. Matt has extensive experience with the business side...  Read More
What To Look For When Buying an RV Park
Investing in an RV park might sound like an exciting venture, but do you know what to look for before signing the dotted line? Whether you're a seasoned real estate investor or just exploring RV parks for the first time, understanding the key elements determining a good park from a great one can...  Read More
How To Create Multiple Streams Of Income
How To Create Multiple Streams Of Income Creating  is a smart strategy for achieving financial security and independence. By diversifying your income sources, you can reduce reliance on a single job (like being a doctor or dentist) and better withstand financial challenges. Think of it as a way to...  Read More
Episode #894: Book Club: Die with Zero, Maximize Your Life Experiences
Kiera reviews the September book club selection:  by Bill Perkins. She compares the Die with Zero method with profit-first, talks about applying this mindset in her own life, and how to enjoy life richly.  Episode resources: Transcript: Kiera Dent (00:01.346) Hello, Dental A Team...  Read More
Dave Ramsey vs. Grant Cardone: Which is Right for You?
Dave Ramsey vs. Grant Cardone: Which Financial Philosophy is Right for You? Ever wonder why financial gurus like Dave Ramsey and Grant Cardone offer such different advice on building wealth? If you’re tired of being overwhelmed by conflicting advice on how to manage your money, you're in the right...  Read More
3 Tax Buckets: Strategies for Retirement Savings
3 Tax Buckets: Strategies for Retirement Savings There are several reasons to invest—one is likely to build wealth and secure a comfortable retirement. However, one important question many forget to ask is, “How can that money be taxed in retirement?”  In general, there are three tax buckets you...  Read More
5 Proven Strategies to Boost Lead Generation for Accountancy Firms
A well-crafted SEO approach not only elevates a firm’s online visibility but also plays a pivotal role in driving higher lead generation. By strategically implementing SEO techniques tailored to the unique demands of the accounting industry, firms can secure prominent positions in search engine...  Read More
Finding an Ethical Accounting Outsourcing Partner
As businesses explore accounting outsourcing, they face a key question: How can they make sure their chosen partner not only meets operational needs but also follows high ethical standards? This question is especially important in an industry where financial data isn’t just sensitive; it’s vital to...  Read More
Episode 130: Requested Replay: Ethics in Dentistry
“How much are we willing to violate our ethics at the expense of the patients?”  ~ Dr. Maggie Augustyn This special episode of the Investment Grade Practices podcast finds us at the intersection of ethics and productivity. Dr. Victoria Peterson warmly welcomes Dr. Maggie Augustyn, a distinguished...  Read More
WE ARE PLEASED TO ANNOUNCE ANOTHER SUCCESSFUL PRACTICE TRANSITION
WE ARE PLEASED TO ANNOUNCE!   Dr. Omar Karaboulad; DMD has acquired the practice of  Dr. Aaron J Wildung; DDS Scottsdale, AZ   Read More
Episode 227: Requested Replay: Do Things Differently
“There’s no such thing as a bad month in your business. If it’s a bad month, do things differently.” ~Dr. Bruce B. Baird Uncertainty is all around us, and it gets worse when we take in all of the outside noise about market fluctuations, looming elections, possible economic downturns, and so much...  Read More
The Secret to Financial Freedom: How Napoleon Hill's Pyramid of Success Can Change Your Life
The Secret to Financial Freedom: How Napoleon Hill's Pyramid of Success Can Change Your Life Ever wonder why some people retire early while others work until they die? The answer isn’t in their job or skill level—it’s in how they think about money. What if I told you that financial freedom isn't...  Read More
5 Ways AI is Transforming Compliance for Accountants
Navigating Regulatory Complexities in Accounting Regulatory compliance is a critical aspect of accounting business that cannot be overlooked. Accounting firms are entrusted with the responsibility of adhering to a myriad of regulations and standards, ranging from tax codes to financial reporting...  Read More
5 Ways Accountants Can Achieve Effective Client Engagement
One research suggests, that almost 44% of surveyed businesses identified their primary customer engagement challenge as striking the right balance between providing a seamless customer experience and ensuring robust security measures [1]. If you’re still wondering why client engagement is a key...  Read More
The Balance You Need for a Healthy Career | Dr. Matt Vogt
How can you thrive in the dental industry without it consuming your life and identity? In this episode, Dr. Matt Vogt returns to the podcast, sharing his incredible journey from a budding dentist to a successful coach with The Lifestyle Practice (TLP). We dive into Matt's experiences, exploring...  Read More
How to Buy a Mobile Home Park: #1 Secret to Passive Income
How to Buy a Mobile Home Park: #1 Secret to Passive Income What’s the first thing you do after purchasing a mobile home park? You've probably heard all about the passive income, cash flow, and tax benefits, but few talk about the critical steps after closing the deal.  Ready to uncover the #1...  Read More
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