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.

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

What a wild past week and a half in the stock market. On Thursday, April 3rd, the U.S. stock 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....

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...

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...

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...

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

As I write this, the U.S. stock market is taking a small tumble, and the internet seems to be in...

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

On average, dentists retire later than the general population. According to the American Dental Association (ADA), the average retirement age...

Overcome Burnout and Find Balance in Dentistry – Episode #629

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their...

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...

How Much Money Is Considered a “Living Wage?”

By Jake Elm, CFP® , Financial Advisor

Almost every Monday, I log in to my LinkedIn account and peruse for about 15 minutes to see what people...

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

Understanding Invisible DSOs – Episode #627

On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities...