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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What Should You Do When You’re Nervous About the Stock Market?

On this episode of The Dentist Money Show, Matt, Rabih, and Jake discuss how market volatility, political uncertainty, and unsettling...
Topics: Market

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

It’s been a minute since I’ve written about the stock market, and what better time to check in than after...
Topics: Market

Is a 3-Day Workweek Possible for Dentists?

Can dentists work three days a week without sacrificing their income? On this episode of The Dentist Money Show, Matt,...
Topics: Practice Management, Work Life Balance

Sudden Wealth Syndrome

By Jake Elm, CFP® , Financial Advisor

Bloomberg recently published an article examining the lives of tech founders and employees who either sold a company or had...
Topics: Finance 101, Investing

The Biggest Mistakes Dentists Make With Social Security

On this episode of The Dentist Money Show, Will, Taylor, and Powell discuss what dentists should know about Social Security...
Topics: Finance 101, Retirement Plans

Wrap It Up: Year-End Tax Planning for Dentists

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...
Topics: CE, Taxes

Listener Q&R #12: Protecting Your Assets, Planning for Retirement, and Navigating Inflation

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt, Jake, and Rabih answer three listener...
Topics: Insurance, Practice Management

Should You Buy Bonds Right Now?

By Jake Elm, CFP® , Financial Advisor

I know nothing gets people going like a newsletter about bonds. Please try to contain your excitement. But I have...
Topics: Investing

Are Vacations Worth the Money?

Can you afford the vacation you really want? On this episode of The Dentist Money Show, financial advisors Matt, Will,...
Topics: Spending, Work Life Balance

Are Younger Generations Screwed?

By Jake Elm, CFP® , Financial Advisor

Last week I received a thoughtful email from a reader in response to some of the data I shared about...
Topics: Economy, Finance 101

The 6 Things That Can Lead Dentists to Burnout

On this episode of The Dentist Money Show, Matt sits down with psychologist and life coach, Dr. Craig Spiel, to...
Topics: Practice Management, Work Life Balance

Is Everyone Making More Money?

By Jake Elm, CFP® , Financial Advisor

I had several conversations this past week where people have told me they’ve really started to feel the impact of...
Topics: Income