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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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

Financial Vegetables

By Jake Elm, CFP® , Financial Advisor

For most kids—at least the kids I grew up around—the idea of eating vegetables is not an appealing one. Growing...
Topics: Behavioral Finance

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...
Topics: Investing, Practice Value

Do You Need to Buy Bitcoin?

By Jake Elm, CFP® , Financial Advisor

Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...
Topics: Behavioral Finance, Investing

Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the...
Topics: Practice Management, Practice Transitions

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Bronnie Ware is an Australian nurse who spent years working in palliative care with patients who had very little time...
Topics: Behavioral Finance, Work Life Balance

Financial Freedom As A Business Strategy

If you're scratching your head wondering about how to turn your practice into a steady, long-term financial asset, this webinar...
Topics: Cash Management, CE, Practice Value

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...
Topics: Finance 101, Getting Organized, Saving

The Thing About Ferraris

By Jake Elm, CFP® , Financial Advisor

I’m republishing an old post this week because I don’t have a lot of time and I also think this...
Topics: Economy, Investing, Market

“The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby – Episode #580

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of...
Topics: Behavioral Finance, Tracking Progress, Work Life Balance