• You’re a Practice Owner, Now What?

  • Dec 5 2024
  • Length: 41 mins
  • Podcast

You’re a Practice Owner, Now What?

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  • Summary

  • 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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