All Episodes

Ep. 287: Global Market Shifts

Ep. 286: Small Caps, Big Gains

Ep. 285: Maintaining Growth: Pediatric Trends

Ep. 284: Divorce Dynamics for Business Owners

Ep. 283: AI Fraud, Tax Scams and More

Ep. 282: Monetary Mechanics

Ep. 281: The Ortho Competitive Advantage

Ep. 280: Disinflation, Not Deflation

Ep. 279: March Madness in the Market

Ep. 278: Viral Finances: Fact or Fiction? (Pt. 2)

Ep. 277: The Power of the All-In Patient

Ep. 276: Geopolitical Market Update

Ep. 275: Building Dental Communities

Ep. 274: Trump Accounts 101

Ep. 273: Real Talk with Your CPA

Ep. 272: The Red Zone

Ep. 271: Tax Tips to Start the Year Right

Ep. 270: 2026: The Prediction Episode

Ep. 269: Market Momentum of 2026

Ep. 268: From Complexity to Clarity

Ep. 267: Viral Finances: Fact or Fiction?

Ep. 266: 2025 Wrapped: Our Favorites

Ep. 265: Market Movements & Fed Forecasts

Ep. 264: The How Much Episode

Ep. 263: 2026 Risks & Rewards

Ep. 262: The Hows & Whys of 529s

Ep. 261: Give, Save, Spend

Ep. 260: RIP Penny, Hello IRS Limits

Ep. 259: Marry the Project, Date the Rate

Ep. 258: Take Advantage of the Cut

Ep. 257: What's Your Safe Withdrawal Rate?

Ep. 256: Year-End Tax Playbook

Ep. 255: Turning Time Into Wealth

Ep. 254: Five Tax Savings Environments

Ep. 253: The Sweet Spot for Refinancing

Ep. 252: Rate Cuts, Mortgages, and Market Moves

Ep. 251: Don't Leave It to the State

Ep. 250: Hurdles in Hygiene

Ep. 249: Tax Tips and Touchdowns

Ep. 248: AI Energy Demand and Market Updates

Ep. 247: OBBB Student Loan Changes

Ep. 246: Market Upturn and Child IRA Accounts

Ep. 245: The One Big Beautiful Bill Act: A Simplified Summary

Ep. 244: Personal Growth for Practice Growth

Ep. 243: Sticking to the Status Quo

Ep. 242: Living for the Present

Ep. 241: Are Your Investments Too Confident?

Ep. 240: Fourth of July Omakase

Ep. 239: Finding Validation: Confirmation Biases

Ep. 238: Can You Afford an Associate?

Ep. 237: Time Is Your Biggest Asset

Ep. 236: Is Top-Line Growth Enough?

Ep. 235: Finding Individualized Financial Advice

Ep. 234: Auto Loans, Leases and Financing

Ep. 233: International House of ... Stagflation?

Ep. 232: Growing Patients: Pediatric Trends

Ep. 231: The Psychology of Money

Ep. 230: Recession Investment Strategies

Ep. 229: Market Whiplash and CPI

Ep. 228: Shifting Into High Gear: Ortho Trends

Ep. 227: Liberation Day: Tariffs Update

Ep. 226: Breaking Down Your Profitability (Part Two)

Ep. 225: Breaking Down Your Profitability (Part One)

Ep. 224: And the Theme for This Year Is...

Ep. 223: Threading of Community and Culture

Ep. 222: AI Trends in Dentistry (Live from CWA Annual Meeting)

Ep. 221: Tariff Talk

Ep. 220: How Did We End Up Here?

Ep. 219: DSOs and Private Equity Transitions

Ep. 218: Every Penny Counts

Ep. 217: Policy and The Broader Market

Ep. 216: New Year, New Predictions

Ep. 215: How Did 2024 Hold Up?

Ep. 214: Preparing Your Estate Plan

Ep. 213: New Year, New Financial Resolutions

Ep. 212: All I Want for the Economy

Ep. 211: Get Financially Organized this New Year

Ep. 210: Pay or Save Student Loan Debt

Ep. 209: Holiday Budgeting

Ep. 208: 2025 IRS Contribution Limits

Ep. 207: Post-Election Analysis (Part 2)

Ep. 206: Post-Election Analysis

Ep. 205: State of the States

Ep. 204: Women in Wealth

Ep. 203: Energy, Decoupling and A Strong Economy

Ep. 202: Topic Smattering

Ep. 201: U.S. Debt Report Card

Ep. 200: Top 5 Tax Do's and Don'ts

Ep. 199.5 Salary Trends and Employee Benefits

Ep. 199: Spreading Financial Literacy

Ep. 198: A Smorgasbord of Influencing Factors

Ep. 197: Down, Set ... Rate Hike?

Ep. 196: Read Between the Lines

Ep. 195: Private Debt Funds

Ep. 194: Spin the Money Wheel (Part 2)

Ep. 193: Spin the Money Wheel (Part 1)

Ep. 192: Small-Cap Market Frenzy

Ep. 191: It Begins at Hello

Ep. 190: Stuck in the Middle

Ep. 189: Mentorship in Your Business

Ep. 188: Red White and Glizzy

Ep. 186: Check In: Year To Date Updates

Ep. 185: Mailbox Money

Ep. 184: The Bottom Line

Ep. 183: Walkaway Sales, Partnerships and DSOs

Ep. 182: ETFs: The Good, The Bad, The Ugly

Ep. 181: People Not Patients

Ep. 180: Avoid Stagnancy: Pediatric Trends

Ep. 179: Don't Take The Bait

Ep. 178: When Your Tax Projection Derails

Ep. 177: Identity Theft, Chocolate and Your Kids

Ep. 176: What's New with Annuities

Ep. 175: Starting to Feel It: Ortho Trends

Ep. 174: You Can't Afford to Fail

Ep. 173: Does Your Retirement Timeline Hold Up?

Ep. 172: Footloose in the Biggest Dental Topics

Ep. 171: More Than Just a Business (Live from CWA Annual Meeting)

Ep. 170: Your Captain Speaking: The Fed

Ep. 169: Your Depreciation Timeline

Ep. 168: What In the World?

Ep. 167: Bringing Home the Yield

Ep. 166: A Bit About Bitcoin

Ep. 165: It Has to Be Done

Ep. 164: 2024 Promises Never a Dull Moment

Ep. 163: How Much Your Biases Can Cost You

Ep. 162: How Did 2023 Hold Up?

Ep. 161: The Art of Real Estate Investments

Ep. 160: Hidden Investments of Real Estate

Ep. 159: Taxes - How Did We Get Here?

Ep. 158: Under Lock and Key

Ep. 157: The $500 Button

Ep. 156: It's a Wonderful Bank

Ep. 155: History's Financial Plague

Ep. 154: Risks and Rewards of Alternatives

Ep. 153: Can Alternative Investments Pay Off?

Ep. 152: American's Rising Net Worth

Ep. 151: Your Guide to 1099s

Ep. 150: The Goose & the Golden Egg

Ep. 149: The Fed's Next Move

Ep. 148: A Tale of Two Mortgage Rates

Ep. 147: Answers to Your Tax Questions

Ep. 146: Is History Repeating Itself?

Ep. 145: Your Top Line Strategy

Ep. 144: Are You California Rich or Tennessee Rich?

Ep. 143: How Do Americans Save Their Money?

Ep. 142: Is Hygiene Your Hero or Your Nemesis?

Ep. 141: Dropping Insurance Like It's Hot

Ep. 140: Insurance Negotiations, The New Norm

Ep. 139: The Cost of Insurance

Ep. 138: Secure Act 2.0 Incentives and Penalties

Ep. 137: Catch Up for Retirement

Ep. 136: SECURE Your Retirement

Ep. 135: Can You Handle the Heat?

Ep. 134: A Mortgage Made in Heaven

Ep. 133: Duration, Diversification and Denny's

Ep. 132: A Competitive Analysis for Your Practice

Ep. 131: Surprise, AI Can't Pass This Test

Ep. 130: Could AI Flag an IRS Audit?

Ep. 129: Little Teeth, Big Production

Ep. 128: The Daily Cost of Retirement

Ep. 127: Another Tax Day, Another Scam

Ep. 126: When Tax Scams Get Dirty

Ep. 125: Let's Get This Straight: Ortho Trends

Ep. 124: Could SVB Happen to Your Bank?

Ep. 123: Putting Market Madness in Perspective

Ep. 122: The Nitty Gritty on Practice Transitions (LIVE from CWA Annual Meeting)

Ep. 121: If Your Advisor Said to Jump... Would You?

Ep. 120: In the Blink of an Eye, CPI is Down

Ep. 119: Hey ETF, It's Your Birthday!

Ep. 118: The Super Bowl and The Stock Market

Ep. 117: The Good News About Bonds, CPIs and…Eggs

Season 24 Ep. 4: The Financial Whole 30

Season 24 Ep. 3: Is DSO FOMO Getting to You?

Season 24 Ep. 2: Interest Rates Impact on Private Sales

Season 24 Ep. 1: The IRS Says You Can Save More This Year

Season 23 Ep. 4: Right-Size Your 2023 Plan

Season 23 Ep. 3: Inflating Staff Wages

Season 23 Ep. 2: Global Polarization Is Playing With Your Portfolio

Season 23 Ep. 1: When the Market Crashes What Really Matters?

Season 22 Ep. 5: Last Minute Tax Savings Strategies

Season 22 Ep. 4: Caring For Your Aging Parents with Darrell Cain

Season 22 Ep. 3: Welcome to the Real World, Kid with Dr. Earle Sullivan

Season 22 Ep. 2: Your College Kid Can Manage Their Own Finances (Probably) With Dan Wicker

Season 22 Ep. 1: Financial Wisdom for the Next Generation with Drs. Ryan and Tiffany Harris

Season 21 Ep. 4: What We Learned From the Great Recession

Season 21 Ep. 3: Recession-Proof Your Practice

Season 21 Ep. 2: Is Volatility a Misdirection or Redirection?

Season 21 Ep.1: Expecting the Unexpected: Preparing for a Recession

Season 20 Ep. 5: Time's Up on Time Management

Season 20 Ep. 4: Hiring for Long-Term Success

Season 20 Ep. 3: Does Accepting Insurance Benefit Your Practice?

Season 20 Ep. 2: What Your Financial Statements Say About Your Practice

Season 20 Ep. 1: Put Your Practice Vision in Action

Season 19 Ep. 5: When to Hold 'Em and When to Fold 'Em

Season 19 Ep. 4: The Light at the End of the Inflation Tunnel

Season 19 Ep. 3: Countering Inflation's Impact on Your Savings

Season 19 Ep. 2: The Role Interest Rates Play on Your Debt

Season 19 Ep. 1: Rising Interest Rate's Impact on Your Investments

Season 18 Ep. 5: Redesigning Your Dental Office is Worth It

Season 18 Ep. 4: Financing Your New or Growing Dental Practice

Season 18 Ep. 3: Designing Your Dental Space

Season 18 Ep. 2: To Buy or Lease Your Dental Practice

Season 18 Ep. 1: The Right Time to Expand Your Dental Practice

Season 17 Ep. 4: A Healthy Disruption in Your Practice

Season 17 Ep. 3: Three Reasons for Failure

BONUS: Confidently Protect Everything You've Worked For

Season 17 Ep. 2: It's Time to Make the Unacceptable, Unacceptable

Season 17 Ep. 1: The Accountability Partner You Need

Season 16 Ep. 5: Selecting the Right Investments for Your Portfolio

Season 16 Ep. 4: When Do You Need Your Money?

Season 16 Ep. 3: Tax Diversification: The Blueprint for Your Financial Portfolio

Season 16 Ep. 2: The Art of Investment Allocation

Season 16 Ep. 1: Your Appetite for Investment Risk

BONUS: Answering Your Calling with Dr. Ryan Shinska

Season 15 Ep. 5: Reduce Your Tax Burden Before Year-End

Season 15 Ep. 4: Bye-Bye Backdoor Roth IRA

Season 15 Ep. 3: Who Will Be Taxed on Capital Gains?

Season 15 Ep. 2: Would You Rather be Taxed More or Paid Less?

Season 15 Ep. 1: Escape Estate Tax

Season 14 Ep. 5: Avoiding Common Dental Practice Pitfalls

Season 14 Ep. 4: Embezzlement Wake Up Call

Season 14 Ep. 3: Dental Disability First-Hand Experience

Season 14 Ep. 2: Partnership Tales from the Trenches

Season 14 Ep. 1: Cyber Attack Survival Story

Season 13 Ep. 5: A Look at Retirement from a Former Dental Practice Owner

Season 13 Ep. 4: Second Location Success Story

Season 13 Ep. 3: Partnership Point-of-View from a Two Doctor Practice

Season 13 Ep. 2: Start-Up Lessons from a Thriving Dental Practice

Season 13 Ep. 1: Career Path Perspective from a New Dental Graduate

Season 12 Ep. 5: Increasing Your Case Acceptance Rate

Season 12 Ep. 4: Better Your Practice & Yourself

Season 12 Ep. 3: Retaining Staff in Today's Dental Landscape

Season 12 Ep. 2: Make the Most of Extra Stimulus Dollars

Season 12 Ep: 1 Did Stimulus Stimulate Your Practice?

Season 11 Ep. 5: Monthly Expenses Get Expensive

Season 11 Ep. 4: Discovering Your Own Entrepreneurial Mindset

Season 11 Ep. 3: Extra Credit for the Whole Family

Season 11 Ep. 2: Knock Your Savings Out of Fenway Park!

Season 11 Ep. 1: What Would Your Child Do Right Now With $1,000?

Season 10 Ep. 5: Outside Factors Impeding Your Best Retirement

Season 10 Episode 4: Get Your Retirement Savings To Last

Season 10 Ep. 3: Leverage the Power of a Diversified Savings Strategy

Season 10 Ep. 2: 2 Factors Impacting How Much You Save For Retirement

Season 10 Ep. 1: Plan to Meet Your Retirement Needs(and Wants)

Season 9 Ep. 5: You Need More Referrals!

Season 9 Ep. 4: Does My Practice Really Need Social Media?

Season 9 Ep. 3: Let's Get Digital

Season 9 Ep. 2: Defining Your Brand Strategy

Season 9 Ep.1: Increase Production this Year with a Fresh Marketing Plan

Season 8 Ep. 5: Get Your Accounting Books to Do More For You

Season 8 Ep. 4: Business Insurance Planning is Exactly for Times Like Today

Season 8 Ep. 3: What Legal Documents Should I Have in My Practice?

Season 8 Ep. 2: Spotted! An Embezzler in Your Practice

Season 8 Ep. 1: Avoid a Surprise Tax Bill with these Tips

Season 7 Ep. 5: You're Fired! Cautionary Tales from an HR Ninja

Season 7 Ep. 4: Hiring the Right Person the First Time

Season 7 Ep. 3: The Dog Ate my Employee Handbook

Season 7 Ep. 2: When Coronavirus Hits Your Office

Season 7 Ep. 1: Top 4 HR Mistakes Owners Make: Horror Stories & Saving Graces

Season 6 Ep. 4: The DSO Sale...Are You Selling Up or Selling Out?

Season 6 Ep. 3: The Partnership Path...Is it too Much Trouble?

Season 6 Ep. 2: Do's and Don'ts of the Walk-Away Sale

Season 6 Ep. 1: The Pandemic's Impact on Valuations & Practice Transitions

Season 5 Ep. 5: Interest Rates – Taking Advantage of All Time Lows

Season 5 Ep. 4: Investment Fees - What Are You Really Paying

Season 5 Ep. 3: Take out the Trash – Getting Rid of the Waste in Your Practice

Season 5 Ep. 2: Fees: When and How to Raise Them

Season 5 Ep. 1: Reopening Your Practice

Season 4 Ep. 4: But Wait, There's More! Protecting You & Your Family

BONUS EPISODE: Navigating the Financial Impact of COVID-19

Season 4 Ep. 3: A Will is Not Enough! 5 Estate Planning Documents You Must Have

Season 4 Ep. 2: Disability Insurance: Expecting the Unexpected

Season 4 Ep. 1: Life Insurance and Everything That Comes With It

Season 3 Ep. 6: The Biggest Threat to Retirement: Your Children

Season 3 Ep. 5: Saving for Retirement: 4 Variables to Determine What to Save

Season 3 Ep. 4: Tackling Personal Debt: The Good, Bad & Ugly

Season 3 Ep. 3: Budgeting: The One You Don't Want To Listen To, But Should

Season 3 Ep. 2: Saving for College: The What, Why & How Much of College Savings Plans

Season 3 Ep. 1: Setting Your Own Salary: The Method to the Madness

Season 2 Ep. 5: Tax Structuring: What Type of Entity is Best for Your Business

Season 2 Ep. 4: Audits Unpacked: The Who, What and When to Panic

Season 2 Ep. 3: Tax Mistakes You Don't Want to Make

Season 2 Ep. 2: Year-end Tax Checklist to Maximize Your Income

Season 2 Ep. 1: Tax Myths

Season 1 Ep. 3: Investing to Optimize the Accumulation of Wealth

Season 1 Ep. 2: The Importance of Tax-Deferred Savings Vehicles with Tom Sanders

Season 1 Ep. 1 - Money Growth Concepts with Darrell Cain