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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Three Ways to Align Wealth with Well-being – Episode #614

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat...
Topics: Behavioral Finance, Work Life Balance

Are You Saving Enough?

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...
Topics: Saving

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...
Topics: Behavioral Finance, Tracking Progress, Year-End Planning

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

The other day, I saw a video of Dave Ramsey urging people to stop going to Starbucks and to make...
Topics: Behavioral Finance, Finance 101, Investing

Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...
Topics: Getting Organized, Tracking Progress

An Interview with Chad Hymas: Embracing Life’s Challenges – Episode #609

On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident...
Topics: Behavioral Finance, Work Life Balance

Untangling the Most Common Inflation Myths

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

Inflation–a term that dominates headlines and dinner table discussions. But few truly understand what it means or how it works....
Topics: Economy

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

Around 62% of U.S. adults have at least some money invested in the stock market, up 1% from 2023 and...
Topics: Cash Management, Finance 101, Income

Ways that Real Estate can Help Maximize Your Profitability

Looking to buy a building? Whether it's an office space or commercial real estate space, what is negotiable during the...
Topics: Practice Management

Should You Pursue Financial Independence or Financial Freedom? – Episode #607

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial...
Topics: Behavioral Finance, Finance 101, Retirement Plans, Tracking Progress

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...
Topics: Cash Management, Finance 101, Income

2025 Marketing Trends That Matter for Your Dental Practice

When was the last time you looked at your marketing strategy? Marketing trends are shaping the dental industry in 2025.
Topics: Practice Management