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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Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...
Topics: Behavioral Finance, Finance 101

Tax Law Changes & Year-End Strategies Every Dentist Should Know

Wondering how the latest tax law changes might affect you and your practice? In this webinar, Tom Whelan, CPA and...
Topics: CE, Taxes, Year-End Planning

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...
Topics: Investing, Market

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...
Topics: CE, Debt & Financing, Practice Value

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...
Topics: Retirement Plans

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....
Topics: Behavioral Finance

Scary Money Myths Every Dentist Should Avoid: Part 1 – Episode #699

On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that...
Topics: Behavioral Finance, Finance 101

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...
Topics: Behavioral Finance, Finance 101

Taxes 101 for Dentists: Which Entity Structure Is Best For Your Practice? – Episode #696

On the third episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Topics: Taxes

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

The honest but often frustrating answer to the above question is, as with almost all personal finance questions, it depends....
Topics: Debt & Financing, Real Estate

3 Life Lessons Every Dentist Needs to Hear About Resilience – Episode #694

On this episode of The Dentist Money Show, Logan Ganoe, DDS, MS joins Ryan to talk about his remarkable journey...
Topics: Early Career, Work Life Balance

Is AI Being Overhyped?

Artificial intelligence (AI) seems to be everywhere--from headlines to social media feeds. Can AI create meaningful, everyday changes for dentistry?...
Topics: CE, Practice Management