Apr 23, 2024
There’s nothing more frustrating than paying more in taxes than planned. It makes you wonder where your tax projection went south. The guys discuss tax planning in this episode and why it's crucial that your CPA is aware of your significant business changes when planning for 2024, from collections to large...
Apr 16, 2024
When you think of victims of identity theft, a 7-year-old is probably not the first person that comes to mind. But younger audiences are becoming major targets for social security traps, credit card scams and fraudulent digital offers. A special guest joins the episode to discuss the severity of identity theft of kids,...
Apr 9, 2024
The talk about annuities is on the rise, and from the surface, look to be a good option for income in retirement. Is it too good to be true, and if so, what’s the catch? A special guest joins the guys to dive into what exactly annuities are, some of the risks they bring and if an annuity is right for you.
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Apr 2, 2024
The guys dive into the insights in the latest Orthodontic Practice Comparison Report, covering everything from staff salaries to rising fees, down payments, marketing and more. How resilient has the Orthodontic space been to recession, and how can you use these numbers to optimize your practice? The guys are here to...
Mar 26, 2024
Becoming a first-time practice owner involves a lot of nitty-gritty due diligence, but what happens after the sale is closed? Cultivating a successful business post-close brings even more big-ticket items to consider, from managing debt to office upgrades. The guys bring on a special guest to share his story of buying a...