Own Your Wealth

Own Your Wealth


Latest Episodes

Growing Your Dental Practice: What They Don’t Teach You in School, With Dr. Jeff Brenner (Ep. 19)
December 12, 2023

The transition from working for a dental practice to owning your own practice is a complicated one. One day youre solely focused on serving patients. Then the next, you have a growing team, cash flow

Giving Tuesday: Being Intentional With Our Time, Talents, and Treasures, With Jake Rudy (Ep. 18)
November 28, 2023

Giving generouslyon Giving Tuesday and all year longis 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 a

The Retirement Blueprint: Spending, Saving, and Strategic Investing, with Mike Holloway, CFP® (Ep. 17)
November 14, 2023

The single biggest determinant of when you can retire comfortably isnt stock prices, investment returns, or inflation. Its your savings rate. A few small and simple adjustments to how much you save,

Equity Compensation: How to Maximize Your Benefits and Optimize Your Taxes, with Mike Holloway, CFP® (Ep. 16)
October 31, 2023

Equity compensation is becoming an increasingly popular way for employers to reward and retain their top talent. But as enticing as this benefit sounds, its one of the most complicated and misunderst

Why Your Last CPA Ghosted You — and Why Cook Wealth’s Won’t (Ep. 15)
October 17, 2023

If youve been ghosted by your CPA, youre not alone. The accounting industry is undergoing significant changes. Big tech is snapping up CPAs left and right, early retirement is becoming the new nor

The Five Powerful Uses of Money: Spending With Intentionality (Ep. 14)
October 03, 2023

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 sp

The Five Powerful Uses of Money: Growing Your Wealth With a Tax-Smart Savings Plan (Ep. 13)
September 19, 2023

The first step towards growing your wealth is a fairly straightforward one: Establish an adequate emergency fund. But its the steps to follow that can make managing and increasing your wealth complic

The Five Powerful Uses of Money: Leveraging Debt and Taxes to Your Best Benefit (Ep.12)
September 05, 2023

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 youre not careful. But what if our und

The Five Powerful Uses of Money: Generously Doing Good With What We Have (Ep. 11)
August 22, 2023

Ever wondered how to make a real impact with your money? Its not just about saving or spending but also about giving back to your community in a meaningful way. When you hear the word generosity, w

The Five Powerful Uses of Money: To Give, Live, Grow, Owe, and Cover Taxes (Ep. 10)
August 08, 2023

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 pieone you can slice an