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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.
Like the show? There are several ways you can help!
By Conor Mahlmann5
33 ratings
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.
Like the show? There are several ways you can help!

2,455 Listeners