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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.
The 3 Types of Investment Accounts
By Jake Elm, CFP® , Financial Advisor
Taxes 101 for Dentists: Build a Year-Round Plan That Works
By Jake Elm, CFP® , Financial Advisor
Red Flags Every Dentist Should Know Before Investing – Episode #714
10 Financial Principles Dentists Can Still Count On—10 Years Later
By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor
By Jake Elm, CFP® , Financial Advisor
Why Most Dentists Hire Wrong and How to Fix It – Episode #711
By Jake Elm, CFP® , Financial Advisor
Why Smart People Struggle with Money Conversations – Episode #709
By Jake Elm, CFP® , Financial Advisor
How Do You Know If You Should Hire An Associate? – Episode #706
