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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Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...
Topics: Behavioral Finance

Why Most Dentists Hire Wrong and How to Fix It – Episode #711

On this episode of The Dentist Money Show, Bryton Nield and Bob Spiel from Hiring Pros join Matt to unpack...
Topics: Practice Management

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,...
Topics: Debt & Financing, Real Estate

Why Smart People Struggle with Money Conversations – Episode #709

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional...
Topics: Behavioral Finance, Finance 101

What Are Dividends?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Some of the best content can come from real-life questions and examples. Here’s...
Topics: Finance 101, Investing

How Do You Know If You Should Hire An Associate? – Episode #706

On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a...
Topics: Practice Management

The Unknown

By Jake Elm, CFP® , Financial Advisor

Despite attending what felt like 50 different Halloween parties the past few weeks, so much so that my boys filled...
Topics: Behavioral Finance

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...
Topics: Behavioral Finance, Finance 101

Tax Law Changes & Year-End Strategies Every Dentist Should Know

Wondering how the latest tax law changes might affect you and your practice? In this webinar, Tom Whelan, CPA and...
Topics: CE, Taxes, Year-End Planning

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...
Topics: Investing, Market

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...
Topics: CE, Debt & Financing, Practice Value

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...
Topics: Retirement Plans