Finances Archives - Oral Health Group

What every dentist needs to know about lease agreements | Episode 23

01/20/2025

Eric Pook from Cirrus Consulting Group joins Dr. Jordan Soll to discuss the complexities of dental office lease agreements and how lease agreements are often overlooked, despite being a significant ... more

Features Finances New dentists

Guiding principles to consider when launching your career and buying your dental practice

09/04/2024

David Chong Yen, CPA, CA, CFP; Louise Wong, CPA, CA, TEP; Basil Nicastri, CPA, CA; and Eugene Chu, CPA, CA

Dental practice transition Dental Video Finances

Weekly Wisdom: How to Save Money When Selling Your Practice

07/09/2024

Oral Health

Features Finances Practice Management

The Importance of Goal Setting for Your Dental Practice

06/10/2024

Oral Health

Features Finances Practice Management

A Guide to Real Estate Investment for Canadian Dentists

06/07/2024

Gurtej Varn, BA, CFP®, CLU®

Dental practice transition Features Finances Practice Management

Financial Planning After Selling: Part 1

05/31/2024

Michael Dutra, TEP, CLU, CFP; Michael Carabash, BA, LLB, JD, MBA, CDPM

Features Finances Practice Management

2024 Federal Budget: What Does it Mean for Your Retirement?

05/31/2024

David Chong Yen*, CPA, CA, CFP; Louise Wong*, CPA, CA, TEP; Basil Nicastri*, CPA, CA; and Eugene Chu, CPA, CA

Features Finances

Buying Your First Home as a Dentist

05/02/2024

Gurtej Varn, BA, CFP®, CLU®

Features Finances The Modern Dentist

Let’s Invest: Dental Real-Estate Guide

03/06/2024

Richard Lochhead, CIM, Portfolio Manager/Senior Wealth Advisor, Renn Financial Group; Joshua Fernando, Partner, Insurance, Renn Financial Group

Features Finances Practice Management

23 Guidelines for Happiness & Success: A Professional’s Playbook

03/01/2024

David Chong Yen, CPA, CA, CFP; Louise Wong, CPA, CA, TEP; Basil Nicastri, CPA, CA; Eugene Chu, CPA, CA

Dental practice transition Finances New dentists

Episode 12: Financial Path to Clinic Ownership

02/20/2024

Dental Students Features Finances The Modern Dentist

What Happens When Everything Goes Right?

02/06/2024

Richard Lochhead, CIM, Portfolio Manager/Senior Wealth Advisor & Joshua Fernando, Partner, Insurance, Renn Financial Group

Features Finances Practice Management

Maximizing Wealth and Minimizing Tax: A Guide to Corporate Tax Planning for Dentists

02/01/2024

Gurtej Varn, BA, CFP®, CLU®

Blogs Finances Practice Management

Planning for a Successful 2024

12/04/2023

Shawn Peers, Dental Peers

Finances Practice Management

Tax Saving and Planning To Do’s Before 2024

11/15/2023

David Chong Yen, CPA, CA, CFP; Louise Wong, CPA, CA, TEP; Basil Nicastri, CPA, CA; Eugene Chu, CPA, CA

Embezzlement Finances Practice Management

Episode 9: Protecting Your Practice From Embezzlement

09/20/2023

Features Finances Practice Management

Molar Meets Meth: Insurance Lessons for Dentists from “Breaking Bad”

08/29/2023

Gurtej Varn BA, CFP®, CLU®

Features Finances The Modern Dentist

A New Dentist’s Path to Financial Success

08/21/2023

Joshua Fernando, Partner, Insurance, Renn Financial Group; Richard Lochhead, CIM, Portfolio Manager/Senior Wealth Advisor, Renn Financial Group

Dental Students Features Finances New dentists Practice Management

From First Paycheck to Financial Freedom: A Comprehensive Guide for New Dentists

08/18/2023

Gurtej Varn, BA, CFP®, CLU® Wealth Advisor, White Coat Financial

Finances

Episode 6: Prepare Your Estate Before It’s Too Late

06/20/2023

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