Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...

Why Credit Card Rewards Matter and How to Use Them

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: I am a credit card point junkie. I typically open up 3-5 new...

How Much Is Your Car Costing You?

By Jake Elm, CFP® , Financial Advisor

I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...

Student Loan Info Session: 5 Tips to Ace Your Repayment

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...

What Modern Banking Means for Dentistry

Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion...

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...

A Game Plan for Rising Interest Rates – Episode #334

As inflation increasingly becomes reality, learn what borrowing strategies you can use as rising interest rates continue to affect loans...

What Dentists Want to Know — Listener Q&A #22 – Episode 307

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions on topics dentists are currently...

What Dentists Want to Know — Listener Q&A #21 – Episode 302

On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash...