Money Malocclusion - Tools and Strategies for Dentists to Align Practice and Personal Goals

Align Your Practice and Your Life For A Retirement You'll Smile About

As the leader in your practice, you are the advocate for comprehensive preventive dentistry as a means of achieving a patient's good oral health. Just as it's important for the upper teeth to fit well with the lower teeth, so it's important for the doctor's business and personal finances to mesh. In today's fast-paced world, it's easy for otherwise thriving dentists to get their practice and personal finances completely out of balance.

This is MONEY MALOCCLUSION.

In his jaw-dropping book, CERTIFIED FINANCIAL PLANNER(TM) Jake Jacklich (a dentist's son himself), shows you how to capitalize on your unique opportunities, avoid industry-specific pitfalls, and plan a successful exit from your dental practice. Money Malocclusion will give you the tools to:
- Ask better questions of your trusted advisors
- Devise a practical strategy where personal goals drive better business decisions
- Identify, prioritize, and correct prominent financial misalignments
- Change your strategic mindset as your career matures
- Minimize risk and better protect your family, practice, staff and patients
- Learn the value of your dental practice
- Transition your dental practice for maximum benefit while maintaining your lifestyle

List of contents

Dedication
Acknowledgments
Time for a Checkup
Part One DENTISTS: A BREED APART
Chapter 1: Why Dentists Are Special
Chapter 2: When Business Gets Personal
Chapter 3: Financial Malocclusion
Chapter 4: Power Planning
Chapter 5: Strategy for Success
Part Two FINANCIAL HOUSEKEEPING
Chapter 6: Th e Dance of Debt
Chapter 7: Cash Flow and Investments
Chapter 8: To Buy or Rent?
Chapter 9: Insurance Reassurance
Chapter 10: Tax Planning
Chapter 11: Estate Planning and Asset Protection
Part Three DENTAL PRACTICE TRANSITION: FOR WHAT IT'S WORTH
Chapter 12: Transitioning Your Dental Practice
Chapter 13: Getting Ready for Good-Bye
CONCLUSION: Money Where Your Mouth Is

About the author

JAKE JACKLICH is the son of a dentist, a retired naval submarine officer, and one of the few CERTIFIED FINANCIAL PLANNER(TM) professionals who specializes in working specifically with dentists. With over a decade of experience, Jake coordinates with dentists' CPAs, attorneys, business brokers, bankers, consultants, and vendors to smoothly implement and achieve their financial goals. Jake has been twice elected by his peers as the president of the Hampton Roads Financial Planning Association and lives in Norfolk Virgina with his wife, Qaren, and their sons, Jerzy and Kasper.
MoneyMalocclusion.com | 757.374.6979

Summary

Align Your Practice and Your Life For A Retirement You'll Smile About

As the leader in your practice, you are the advocate for comprehensive preventive dentistry as a means of achieving a patient’s good oral health. Just as it’s important for the upper teeth to fit well with the lower teeth, so it’s important for the doctor’s business and personal finances to mesh. In today’s fast-paced world, it’s easy for otherwise thriving dentists to get their practice and personal finances completely out of balance.

This is MONEY MALOCCLUSION.

In his jaw-dropping book, CERTIFIED FINANCIAL PLANNER™ Jake Jacklich (a dentist’s son himself), shows you how to capitalize on your unique opportunities, avoid industry-specific pitfalls, and plan a successful exit from your dental practice. Money Malocclusion will give you the tools to:
• Ask better questions of your trusted advisors
• Devise a practical strategy where personal goals drive better business decisions
• Identify, prioritize, and correct prominent financial misalignments
• Change your strategic mindset as your career matures
• Minimize risk and better protect your family, practice, staff and patients
• Learn the value of your dental practice
• Transition your dental practice for maximum benefit while maintaining your lifestyle

Product details

• Authors: Jake Jacklich, Jake Jacklich Cfp(r)
• Publisher: Advantage Media Group, Inc.
• Languages: English
• Product format: Paperback / Softback
• Released: 31.07.2016
• EAN: 9781599325309
• ISBN: 978-1-59932-530-9
• No. of pages: 148
• Dimensions: 152 mm x 229 mm x 8 mm
• Weight: 209 g
• Subject: Guides > Law, job, finance