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.

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....

Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist – Episode #644

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg...

Insurance Demystified: How to Decode EOBs & Optimize Pay

Do you know what an insurance list is? Do you know how 'term mapping' really helps your bottom line? Knowing...

Is the Stock Market More Risky Today than in the Past?

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...

Why Uncertainty Feels So Hard and What to Do About It – Episode #642

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the...

How To Make Money In A Bear Market

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...

When do Dentists Start Making Money?

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

After years of working with dentists, I hear the same question again and again: “Why don’t I feel like I...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

A Dentist’s Guide to Personal & Business Insurance Coverage

Choosing the right insurance coverage is essential to protecting your future. Join Will and Cody for a webinar where they...

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...

What Every Dentist Should Consider Before Merging or Partnering – Episode #637

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down...