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.

In Pursuit of a Balanced Life: Wealth vs. Health – Episode #504

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with...

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...

Mastering the Growth Game with Dr. Richard Low – Episode #471

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you...

Year-End Advice for Practice Owners – Episode #464

On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The...

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...

The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...

DAP2 #4: How to Design a Life of Significance with Dr. Jared Hill – Episode #387

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Jared Hill. Jared...

DAP2 #3: A “Why Not” Philosophy for Business with Brian Harris – Episode #384

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris, founder...