You’re a Practice Owner, Now What?
Episode description
You’ve taken the leap and bought your own dental practice — congratulations! Owning a practice is a huge milestone, but it also comes with a big question: what’s next? Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, walk you through the key steps that will help you build a successful practice and keep your finances on track. But it’s not just about the numbers. Great leadership and a strong vision are just as important as a solid financial foundation, and we cover that, too.
Key moments:
(05:35) The must-know basics of bookkeeping, LLCs, and managing your money
(16:37) The smart way to prioritize your practice loan and student loan payments
(24:49) No 401(k) in your new practice? Here’s how to still plan for retirement
(33:07) Stop lifestyle creep in its tracks by mastering this one powerful savings strategy
Managing your finances doesn’t need to be painful. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.
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