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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We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...
Topics: Behavioral Finance, Spending

Is Dave Ramsey’s Latest Advice ‘Dangerously Wrong’? – Episode #454

Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and...
Topics: Dave Ramsey, Advisors, Retirement Plans

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

EBIDTA 101: Understanding the Key Calculation in a Practice Sale – Episode #452

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA....
Topics: Practice Transitions

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...

Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Insurance, Tracking Progress

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Topics: Taxes, Year-End Planning

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Topics: Retirement Plans, Year-End Planning

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Answer the Call: Why Rapid Call Response Is Crucial – Episode #444

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the...
Topics: Practice Management

Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Topics: Taxes, Year-End Planning