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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Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

Selling a dental practice is one of the most significant decisions a dentist will make in their career. Perhaps only...
Topics: Practice Transitions

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...
Topics: Taxes

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...
Topics: Student Loans

Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...
Topics: Behavioral Finance, Getting Organized

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...
Topics: Cash Management, CE, Getting Organized, Practice Management

Thinking of Selling to a DSO? Pause and Do This First – Episode #669

On this episode of the Dentist Money Show, Matt and Christine discuss the growing trend of dentists selling their practices...
Topics: Practice Transitions, Practice Value

How to Grow Your Net Worth

By Jake Elm, CFP® , Financial Advisor

Because open discussions about money are considered taboo, and comparing your own personal financial situation to your friends isn’t very...
Topics: Finance 101, Investing

How To Plan For The Present – Episode #666

On this episode of the Dentist Money Show, Matt and Ryan reflect on the key takeaways from the 2025 Dentist...
Topics: Behavioral Finance, Work Life Balance

Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

Emergency Episode: Critical Student Loan News for Dentists

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...
Topics: Student Loans

Why Do Dentists Feel Like They Don’t Make Enough Money? – Episode #664

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning...
Topics: Cash Management, Finance 101, Income