In today’s” My Two Cents,” Roger Balser emphasizes the importance of financial planning, debunking misconceptions about its complexity. He focuses on short-term actions and adapts strategies to life’s unpredictability. Addressing key areas like cash management, investments, and debt, he offers industry-specific expertise for dentists. Regular, personalized communication ensures tailored support, while vision sessions align financial strategies with clients’ evolving goals. Balser emphasizes that financial planning is a dynamic, ongoing journey, fostering a partnership for financial security and personal fulfillment.

Discover how a fictional dental practice sheds light on the importance of understanding financial advisors’ compensation models and making informed choices.

In today’s, “My Two Cents,” Roger Balser delves into the intricacies of life insurance for dentists. He explores coverage amounts, policy types, and cost considerations, emphasizing the need for personalized planning and periodic reviews. Additionally, Roger highlights the significance of disability insurance and business-related coverage in a comprehensive financial strategy.

In today’s edition of “My Two Cents,” Roger Balser explores seven retirement-sabotaging mistakes dentists commonly make. These include neglecting expense tracking, paying off debts without a strategy, not automating savings, considering whole life insurance unnecessarily, high practice overhead, risky investments, and uninformed financial decisions. Avoiding these pitfalls is vital for a secure retirement.

Download E-Guide 7 Ways Dentists Sabotage Their Retirement

On today’s, “My Two Cents” discover how comparing ourselves financially can hinder success. Explore a Harvard study where participants chose less income to outperform peers. Uncover why we make these choices and learn to embrace financial wisdom for a fulfilling future.