Education Library

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.

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50-Year Mortgages?!?

By Jake Elm, CFP® , Financial Advisor

I can never tell what piece of financial news is going to go “viral” and become a cultural talking point,...

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...