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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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

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...
Topics: Taxes, Year-End Planning

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...
Topics: Economy, Investing, Market

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...
Topics: Finance 101, Getting Organized

The Election and the Stock Market

By Jake Elm, CFP® , Financial Advisor

If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...
Topics: Economy, Investing, Market

Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to...
Topics: Finance 101, Practice Management, Work Life Balance

Saving vs. Investing

By Jake Elm, CFP® , Financial Advisor

I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...
Topics: Investing, Saving

Understanding the DNA of High-Performance Practices

What makes high-performing dental practices thrive in today's competitive environment? Join Adrian Valente, Director of Training & Enablement, from Sunbit...
Topics: CE, Practice Value

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Topics: Behavioral Finance, Economy

Tax Planning Checklist for Dentists

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...
Topics: Taxes, Year-End Planning