Your Year-End Financial Checklist with Derek Chan

In this year-end episode, Greg is joined by financial strategist Derek Chan of National Financial Network for a practical and surprisingly approachable conversation about tax planning and smart financial decisions for dentists. Derek explains how tools like Section 179, accelerated depreciation, QBI, charitable giving, retirement contributions, gifting strategies, and student loan repayment benefits can all fit into a thoughtful year-end plan. They also explore why quarterly check-ins with your financial team matter, how to think about both practice and personal finances, and what a simple year-end “self-audit” might look like, from investments and tax exposure to wills, trusts, and account access. This episode is designed to help you finish the year with more clarity, fewer surprises, and a better plan heading into 2026.