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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How Dentists Can Build Smart Financial Systems

By Lauren Kearl, CFP® , Financial Advisor

Key Takeaways: How do I organize my finances as a practice owner? Start by separating personal and business accounts, automating...
Topics: Getting Organized

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...
Topics: Finance 101, Investing

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

It’s tax week! I get more complaints about taxes than any other finance topic—more than market corrections, inflation, budgeting, debt,...
Topics: Taxes

5 Ways Dentists Can Improve Their Tax Strategy

On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes...
Topics: Taxes

The Difference Between Running a Practice and Leading One

This panel will explore how dentists can build stronger teams, create a positive practice culture, navigate growth, and find better...
Topics: CE, Practice Management

How Does the Stock Market Perform After Declines?

By Jake Elm, CFP® , Financial Advisor

The stock market has taken a bit of a tumble recently. Interestingly enough, almost exactly a year ago, the stock...
Topics: Investing, Market

How Private Equity Is Currently Reshaping Dentistry

On this episode of The Dentist Money Show, Mike Baird, CEO of Accelerate Dental joins Matt to break down what’s...
Topics: Practice Transitions, Practice Value

How Are You Using Your Income?

By Jake Elm, CFP® , Financial Advisor

When you make money, it can only go to four places. You can pay taxes. You can pay down debt....
Topics: Income

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...
Topics: Debt & Financing

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...
Topics: Investing

Here’s What You Should Know About How Your Financial Advisor Gets Paid

On this episode of The Dentist Money Show, Matt breaks down what dentists need to know about the financial advising...
Topics: Advisors, Finance 101

The Luckier You Are, The Nicer You Should Be

By Jake Elm, CFP® , Financial Advisor

I’ve been thinking about the role that luck plays in our lives recently, and wanted to revisit a story I...
Topics: Behavioral Finance