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.

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...

Why You Need To Invest

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...

Are You Investing or Gambling?

By Jake Elm, CFP® , Financial Advisor

Football is right around the corner. What’s also right around the corner is the flood of sports betting ads that...

What Should Be Inside a Dentist’s Investment Portfolio?

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building...

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

Our Investment Philosophy for Dentists

Investing doesn’t have to be complicated to be effective. Learn how Dentist Advisors approaches investing through evidence-based strategies, low-cost portfolios,...

Nothing Works Forever

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...

What the NBA Draft Lottery Can Teach You About Investing

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....

Stocks vs. Bonds vs. Cash

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...

Are You Taking Advantage Of This Market?

By Jake Elm, CFP® , Financial Advisor

Last week, I mentioned that the U.S. stock market has been on a run over the past three years. Here...

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...