The transition from working for a dental practice to owning your own practice is a complicated one. One day you’re solely focused on serving patients. Then the next, you have a growing team, cash flow, and fully-fledged business to manage—on top of your patient load. As host Jason puts it, “Business ownership is not for …
Giving generously—on Giving Tuesday and all year long—is one of the best ways to expand your impact, support the causes you care about, and create a legacy that lasts. And it goes far beyond dollars and cents. In this episode of Own Your Wealth, host Jason is joined by Cook Wealth Planner, Jake Rudy. In …
The single biggest determinant of when you can retire comfortably isn’t stock prices, investment returns, or inflation. It’s your savings rate. A few small and simple adjustments to how much you save, where you save it, and your overall spending habits can have a significant impact on your retirement timeline. In this episode of Own …
Equity compensation is becoming an increasingly popular way for employers to reward and retain their top talent. But as enticing as this benefit sounds, it’s one of the most complicated and misunderstood forms of compensation—often triggering a tax bill employees aren’t prepared to cover. In this episode, host Jason and special guest Mike Holloway, CFP® …
If you’ve been ‘ghosted’ by your CPA, you’re not alone. The accounting industry is undergoing significant changes. Big tech is snapping up CPAs left and right, early retirement is becoming the new norm, and for the CPAs that are left, uninviting work environments and gruelling hours at traditional firms make it hard for these professionals …
When it comes to managing your money, the smallest decisions can have the biggest impact on your long-term financial health. Small choices, like reaching for your debit card first, making a monthly spending plan, and defining exactly what ‘enough’ means to your family can add up to quite a bit of added savings—without significantly impacting …
The first step towards growing your wealth is a fairly straightforward one: Establish an adequate emergency fund. But it’s the steps to follow that can make managing and increasing your wealth complicated. Intentionally building your wealth requires careful financial planning and smart tax strategies—skills that may not come naturally to everyday savers. From putting all …
At first glance, debt and taxes may seem like two of the least empowering uses of money. After all, both functions can get in the way of your financial plan, if you’re not careful. But what if our understanding of debt and taxes is built on a handful of misconceptions? In this episode of Own …
Ever wondered how to make a real impact with your money? It’s not just about saving or spending but also about giving back to your community in a meaningful way. When you hear the word “generosity,” what comes to mind? Most people equate generosity with financial giving. But in practice, the true essence of generosity …
Every person has the opportunity to put their wealth towards 5 key things: Living, growing, giving, owing, and taxes. You can think of these 5 uses as forming your own ‘money pie’—one you can slice any way you like, as you allocate more or less funds to each area. The first step towards making your …