Financially Free Dentists

You're a Practice Owner, Now What?


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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.

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Financially Free DentistsBy Conor Mahlmann, CFP®, CSLP® & Jake Courtney, CFP®, CSLP®

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