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.

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...

Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...

Should You Get Whole Life Insurance?

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...

Why Uncertainty Feels So Hard and What to Do About It – Episode #642

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the...

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...

Annual Financial Benchmark Results for Dentists

How Does Your Financial Health Compare to Other Dentists? The results are in! We’ve analyzed financial data and insights from...

Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...

Love & Money: Building Financial Compatibility Together – Episode #602

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the...

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...