Effective Strategy

A Dentist’s Guide to Personal & Business Insurance Coverage

Choosing the right insurance coverage is essential to protecting your future. Join Will and Cody for a webinar where they...
Topics: CE, Insurance

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...
Topics: Finance 101, Saving

What Every Dentist Should Consider Before Merging or Partnering – Episode #637

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down...
Topics: Practice Management, Practice Transitions

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...
Topics: Behavioral Finance, Finance 101

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...
Topics: Practice Transitions, Retirement Plans

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...
Topics: Cash Management, CE, Finance 101, Getting Organized

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...
Topics: Market

April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
Topics: 2025 Tariffs Market Commentary, Economy

How Do You Know When Enough Is Enough? – Episode #632

On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the...
Topics: Behavioral Finance, Tracking Progress, Work Life Balance

April 7, 2025 Tariffs and Market Update: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube  to discuss tariffs and the latest market...
Topics: 2025 Tariffs Market Commentary, Economy

Riding Out the Storm

By Jordan Haines, CFP® , Director of Financial Education

What Market Volatility Teaches Us About Long-Term Investing The headlines have been relentless lately. With the announcement of sweeping new...
Topics: 2025 Tariffs Market Commentary

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...
Topics: Taxes