Category: Personal Finance
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How to Reduce Credit Card Processing Fees In Your Practice
How to Reduce Credit Card Processing Fees In Your Practice Credit cards are convenient for both patients and medical/dental practices. They make it easy for…
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Should You Become a Dentist? Pros and Cons
Should You Become a Dentist? Pros and Cons Being a dentist can be a rewarding career choice. You get to help people improve their oral…
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Sudden Wealth Syndrome: How to Manage Wealth Without Losing Control
Sudden Wealth Syndrome: How to Manage Wealth Without Losing Control Suddenly, coming into a large sum of money can feel like a dream come true,…
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Can I Retire on 3 Million Without Running Out of Money?
Can I Retire on 3 Million Without Running Out of Money? As you plan for retirement, you might ask yourself, “Is $3 million enough to…
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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…
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How To Make Your Money Work For You
How To Make Your Money Work For You Growing up, I often heard successful people say, “If you want to get rich, you have to…
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The Four Agreements by Don Miguel Ruiz Book Summary
The Four Agreements by Don Miguel Ruiz Book Summary In “The Four Agreements,” Don Miguel Ruiz shares a guide to personal freedom based on ancient…
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Rich vs Wealthy: Is There a Difference?
Rich vs Wealthy: Is There a Difference? Rich means having a high income and the ability to buy a lot of STUFF, but true WEALTH involves…
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$2M Debt: My Financial Planning Session with a Struggling Dentist
$2M Debt: My Financial Planning Session with a Struggling Dentist Dentists face unique financial challenges that make managing their personal finances and planning for the…
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Thinking of Selling Your Dental Practice to a DSO? Read This First
Thinking of Selling Your Dental Practice to a DSO? Read This First Many dental clients ask me, “Jeff, is selling to a DSO a good…
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What to Know Before Buying a Dental Practice
What to Know Before Buying a Dental Practice Assessing whether to buy an existing practice or start a new one is critical to making the…
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The Best Tax-Efficient Retirement Withdrawal Strategies
The Best Tax-Efficient Retirement Withdrawal Strategies One of the BIGGEST worries people have regarding “retirement planning” is running out of money after they quit working.…
