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.

Should You Buy Bonds Right Now?

By Jake Elm, CFP® , Financial Advisor

I know nothing gets people going like a newsletter about bonds. Please try to contain your excitement. But I have...

Are Vacations Worth the Money?

Can you afford the vacation you really want? On this episode of The Dentist Money Show, financial advisors Matt, Will,...

Are Younger Generations Screwed?

By Jake Elm, CFP® , Financial Advisor

Last week I received a thoughtful email from a reader in response to some of the data I shared about...

The 6 Things That Can Lead Dentists to Burnout

On this episode of The Dentist Money Show, Matt sits down with psychologist and life coach, Dr. Craig Spiel, to...

Is Everyone Making More Money?

By Jake Elm, CFP® , Financial Advisor

I had several conversations this past week where people have told me they’ve really started to feel the impact of...

Are You Properly Insured? A Dentist’s Guide to Risk

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how...

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...

Are Vacations Overrated?

By Jake Elm, CFP® , Financial Advisor

Today I’m going to attempt something I don’t believe anyone has ever done in human history: push back on Big...

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...

Year-End Tax Planning Checklist for Dentists

Worried about missing a tax deduction? Get organized with our year-end checklist and meet with a financial professional to review...