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Financial Planning for Dentists – Part 2
April 19, 2022 I also cover this in a YouTube video. Click here to watch! Welcome back, dentists! This blog is part two in a series of three on this very important topic: having a comprehensive, written financial and retirement plan. My focus is on developing a...
The Value of Advice
The Value of Advice Client Case Study Dentist Age 47 & Spouse is Age 46 and they have 2 children under the age of 18 Practice had annual Gross Revenue of $1.2M and annual Net Revenue of $350,000, after operating expenses, but before they paid themselves....
6 Practical Steps to Managing Your Cash Flow During A Pandemic & Beyond
Practical Steps to Managing Your Cash Flow During A Pandemic 1. Put away your credit card for 3 weeks When was the last time you put away your credit cards and only used debit or cash to make your everyday purchases? 2. What are you really purchasing? By only using...
As Seen On..
Doctors and dentists are great at caring for their patients, but often not as good at looking after their own financial health. Paying closer attention to finances now can help ensure a better quality of life when they decide to retire. MISSISSAUGA, ONTARIO -...
Financial Planning for Dentists Part 1
Financial Planning for Dentists: PART ONE April 12, 2022 I also cover this in a YouTube video. Click here to watch! I have good news. I’m starting to see a number of dentists – from all across Canada – reaching out to connect with me via LinkedIn and YouTube. So, I...
What is a Needs Analysis and why do you need it
What is a Needs Analysis and Why Do You NEED It? April 4, 2022 I also cover this in a YouTube video. Click here to watch! Let me ask you a question If something happened to you last night and you passed away unexpectedly – would your family be fully protected? Let me...