Starting Your Career With Confidence and Strategy Congratulations — you’ve made it through dental school, passed the boards, and maybe even landed your first job. But while you know everything about molars, crowns, and perio charts, no one taught you how to manage money as a dentist. That’s where this guide comes in. We’ll walk…
David had just finished building his $2 million nest egg. He’d mapped out his investments, budgeted his expenses, and filed all the paperwork with his boss. The retirement date was set in stone and he was ready to go. But then he checked his portfolio… He saw that the money in his account had dropped…
A friend scheduled his dad on my calendar for a financial consultation—a gentleman wanting to retire early at the age of 55. Seemed like a walk in the park. I started reviewing his assets, only to find something that sent my jaw straight to the floor. I was looking at a million-dollar portfolio of assets…