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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Preparing for the Worst

By Jake Elm, CFP® , Financial Advisor

In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...
Topics: Behavioral Finance, Finance 101, Tracking Progress

Love & Money: Building Financial Compatibility Together – Episode #602

On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the...
Topics: Behavioral Finance, Cash Management, Getting Organized

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...
Topics: Investing, Market

Dentist Financial Benchmarks: See How You Compare

The results are in! We've analyzed the financial data for hundreds of dentists. Join Ryan Isaac, CFP® and Matt Mulcock,...
Topics: Getting Organized, Tracking Progress

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...
Topics: Behavioral Finance, Finance 101, Year-End Planning

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...
Topics: Behavioral Finance, Tracking Progress

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...
Topics: Getting Organized, Practice Management, Work Life Balance

The Business of DSOs: A Conversation with Accelerate Dental – Episode #595

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore...
Topics: Practice Management, Practice Transitions, Practice Value

What I’m Into – Best of 2024

By Jake Elm, CFP® , Financial Advisor

Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...
Topics: Work Life Balance

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...
Topics: Investing, Practice Value

Was it a Good Year in the Stock Market?

By Jake Elm, CFP® , Financial Advisor

You’d be hard-pressed to find a better calendar year for the U.S. stock market than what we’ve seen in 2024....
Topics: Investing, Market

What Every Dentist Should Know About Private Equity Opportunities – Part Two – Episode #590

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the...
Topics: Investing, Practice Value