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Conor Mahlmann
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Financially Free Dentists
Thank You — See You on Financially Free Era
Tune in to the new show, Financially Free Era by SLP Wealth, discover the biggest misconceptions people have about being “financially free,” the various forms of FIRE ("Financial Independence, Retire Early"), and more. We’re excited to launch this new podcast and hope you subscribe on your favorite podcast app! Follow on Apple Podcasts, Spotify, Amazon Music, iHeart Radio, or Pocket Casts
2025-05-22
02 min
Financially Free Dentists
Life Insurance for Dentists: When It Matters, What to Buy, and Common Mistakes
Life insurance isn’t the most exciting topic — but it can be an important one, especially as your career and family grow. We sit down with Ben Lacomis, CSLP®, a financial planner here at SLP Wealth, who started his career at one of the big Fortune 100 mutual insurance companies. Now, as a fiduciary advisor, he brings a balanced perspective on how to think through your options. We talk about when life insurance makes sense, how your needs change over time, and what to know about term vs. permanent policies. You’ll also hear some offbeat real-life examples (yes, pe...
2025-05-08
45 min
Financially Free Dentists
Skip the Residency, Buy the Practice? With Dr. Cole Smith
What career decisions would you reconsider with the wisdom of hindsight? Dr. Cole Smith, DDS, shares the career move he'd revise if given a second chance, and why he might suggest skipping a general residency program. Learn how this Austin-area dentist transitioned to practice ownership without a down payment, discover tips to manage practice profits, and get an inside look at how he's redefined work-life balance. Recent graduates and associates eyeing practice ownership — prepare for an honest conversation that might just save you years of trial and error on your own dental journey. Key moments: (04:16) Dr...
2025-04-24
30 min
Financially Free Dentists
Blending the Right Ingredients For Your Investment Smoothie
So many dentists we work with are literally throwing money away at retirement — we're talking tens of thousands in unnecessary taxes. But a completely legal, under-the-radar approach lets dental practice owners slash their tax bills both now and in retirement. We reveal our “financial smoothie” approach and how the “three bucket strategy” creates the perfect blend to drop your tax rate. Learn exactly which accounts to blend together, in what proportions, and the precise timing that makes this work. After years of building your practice, make sure you — not the IRS — enjoy the rewards. Key moments: (03:33) The...
2025-04-10
34 min
Financially Free Dentists
How this Endodontist Built a Successful Practice in a Crowded Market
Ever wondered what it really takes to build a dental practice from the ground up in one of America's most saturated markets? Join us as we chat with Dr. John Oganesyan, DDS, about his journey from USC endodontic residency to establishing a successful dental practice in the competitive Los Angeles market. He shares how he pivoted from larger dental corporations to private practice ownership, including candid stories about building a patient base, managing insurance transitions, and the decisions that ultimately led to his growing success. Key moments: (06:17) Your first dental job is rarely your dream...
2025-03-27
30 min
Financially Free Dentists
Investing Gone Wrong: The Most Common Mistakes We See Dentists Make
At first glance, investing seems simple — put money in, watch it grow. But just like a night at the casino, emotions, overconfidence, and bad bets can wreck your long-term success. Learn the biggest investment mistakes we see dentists make and how to avoid them. Through personal stories of financial missteps, we’ll unpack the dangers of both overly complex and overly simplistic strategies. Plus, we’ll explain why aligning risk with your comfort level and timeline is key, and share insights on diversification, tax-smart investing, and building a portfolio that works for you. Key moments: (04:44) Cashin...
2025-03-13
40 min
Financially Free Dentists
From Patients to Pacifiers: How Dentists Can Prepare for Parenthood
Starting a family is a huge milestone, but how do you make it work financially as a dentist? Whether you’re in dental school, working as an associate, or running your own practice, family planning comes with big decisions — both personal and financial. SLP Wealth partner and financial planner Sim Terwilliger, CFP®, CSLP® joins us to break down the real considerations dentists face when growing their families. We’ll cover everything from timing your family plans around your career to managing parental leave, childcare costs, and practice ownership. If you’re wondering when the right time is to have ki...
2025-02-27
31 min
Financially Free Dentists
Playbook for Protecting Your Dental Practice: Financial & Operational Must-Knows
You’ve invested years into building your dental practice — are you doing enough to protect it? We’re addressing the essential steps every dentist should consider, from financial safeguards to operational planning and succession strategies. You’ll learn how to shield your practice from risk, maintain its value, and ensure long-term success, no matter what challenges arise. Whether you’re just starting out or looking to strengthen your safety net, this episode is packed with practical advice every dentist needs. Key moments: (05:16) The financial safety nets every dental practice needs (but too many ignore) (10:06) You can’t...
2025-02-13
31 min
Financially Free Dentists
1099 or W-2? Tax and Financial Impacts for Dentists
Learn how employment classification can make or break your financial plan as we explore the key differences between 1099 independent contractor roles and W-2 employee positions. Special guest Kathleen Boyd, CFP®, CSLP®, CBDA, from the SLP Wealth dental planning team, joins us and shares expert insights on how each option affects your taxes, benefits, legal protections, and long-term financial goals. If you’re an associate evaluating job offers or a practice owner deciding how to structure your team, tune in to discover how to choose the path that sets you up for success, both in your practice and your...
2025-01-30
27 min
Financially Free Dentists
How Perpetual Learning Led to 60% Practice Growth in 2 Years
What does it take to achieve remarkable growth in your practice? We’re joined by special guest Dr. Christian Mullin, a practice owner in Virginia Beach, who shares his inspiring journey of growing his practice’s collections from $1.1 million to $1.85 million in just two years. He walks us through his journey from Michigan to Virginia and the mindset shifts, strategies, and relentless pursuit of learning that fueled his success. From tackling operational challenges to rethinking patient care, his story is packed with insights for practice owners looking for sustainable growth. Tune in to get actionable takea...
2025-01-16
36 min
Financially Free Dentists
Financial Fitness for Dentists: Your 2025 Gym Membership Plan
Still recovering from December's spending spree? If your finances could use a reset, we’ve got you covered. Enter "financial hibernation" — our go-to strategy for bouncing back after the holidays. Instead of vague New Year’s resolutions, we’re focusing on what really works for dental professionals who want to build wealth in 2024. Join Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, to explore 401(k) retirement options for practice owners and 1099 associates, tools like Monarch Money to make tracking your finances actually enjoyable (yes, really), and the "Financially Wrapped" approach to revamp your money habits. Plus, get the latest on re...
2025-01-02
35 min
Financially Free Dentists
Smart Ways to Buy and Depreciate Practice Equipment
Depreciation isn’t just what happens quickly to your new Cybertruck — it’s a strategy that could save you thousands. Logan Foltz, MD, EA, tax manager at SLP Wealth and former physician, joins Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, to break down equipment depreciation and tax planning tips for dental practices and 1099 associates. You’ll learn from real-world examples like depreciating an $80,000 CBCT machine, vehicle expense deductions, business vs. personal use, and airtight expense tracking for tax compliance. We’ll explore surprising things you might be able to depreciate, how to time purchases for m...
2024-12-19
35 min
Financially Free Dentists
You’re a Practice Owner, Now What?
You’ve taken the leap and bought your own dental practice — congratulations! Owning a practice is a huge milestone, but it also comes with a big question: what’s next? Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, walk you through the key steps that will help you build a successful practice and keep your finances on track. But it’s not just about the numbers. Great leadership and a strong vision are just as important as a solid financial foundation, and we cover that, too. Key moments: (05:35) The must-know basics of bookkeeping...
2024-12-05
41 min
Financially Free Dentists
Navigating Post-Election Uncertainty for Dentists
The election sparked uncertainty and possible changes, leaving many dentists wondering how to protect their financial future. Join financial planners Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, as well as special guest Travis Hornsby, CFA®, CFP®, to explore how the election could affect your personal finances. Key moments: (03:04) Self-care routines we use to recover from burning the candle at both ends (05:46) Why dentists need this podcast to help grow wealth (10:28) Get clarity on whether your student loan strategy needs to change post-election (15:14) What a second Trump term could mean for dentis...
2024-11-21
29 min
Financially Free Dentists
Surprising Reasons NOT to Buy a Dental Practice
Buying or starting a dental practice is a major financial and professional commitment — and one of the best ways to grow your net worth while gaining work flexibility. But is it always the right move? Join financial planners Conor Mahlmann, CFP®, CSLP®, and Jake Courtney, CFP®, CSLP®, as they explore the top reasons not to buy a practice. While we're strong advocates for dental practice ownership, we also know that the “perfect” practice on paper can sometimes turn into financial regret. Discover the common pitfalls and misconceptions that lead dentists to buy for the wrong reasons, and make sure y...
2024-11-07
31 min
Financially Free Dentists
Welcome to Financially Free Dentists
Join me Conor Mahlmann, CFP®, CSLP® and my co-host Jake Courtney, CFP®, CSLP® on a journey for dentists eager to take control of their financial futures—without the pain of a dental drill! Each episode explores the unique challenges and opportunities in dentistry, offering insightful tips and plenty of laughs (because finance doesn’t have to be boring). From managing debt to smart investing to practice management, we cover everything essential and outrageous. Because financial health for a dentist is about crafting a career and lifestyle that makes you and your patients smile. Whether you’re an asso...
2024-11-04
00 min
Student Loan Planner
How the Modified REPAYE Plan Could Cut Student Loan Payments In Half for Millions of Borrowers
The Biden Administration announced a new income-driven repayment plan that can significantly benefit millions of student loan borrowers. Student Loan Advisors Meagan McGuire, CSLP®, and Conor Mahlmann, CSLP®, discuss the revamped REPAYE plan that was recently proposed. Find out how the modified plan increases the poverty line deduction and provides interest subsidies to lower payments for anyone on income-driven plans. Whether you have undergraduate or graduate loans, you’ll learn the mechanics of how the plan calculates payments and how it could affect you. Meagan and Connor also note that the plan is still in the commenting peri...
2023-01-17
42 min
Student Loan Planner
Student Loan Cancellation and Why It’s Not Too Late to Take Advantage of the PSLF Waiver
Meet Conor Mahlmann, CSLP®, one of our newest consultants as he joins Meagan Landress, CSLP®, and Ben Lacomis, CSLP®. Conor joined the Student Loan Planner team back in May and just hit his 300th consult. The team is covering many topics this week — from the changes we’ve seen, the PSLF waiver, cancellations, and what we hear directly from clients. We’re also jumping into student loan updates, so there’s a lot of ground to cover. In today’s episode, you'll find out: How Conor got into financial planning and what attracted him to student lo...
2022-10-11
43 min