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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Marketing Mistakes Holding Your Practice Back

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...
Topics: Practice Management

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...
Topics: Work Life Balance

One Roof, One Plan: Rethinking Tax Planning for Dentists

By Matt Mulcock, CFP®, Dentist Advisors & Tom Whalen, CPA, Edge Advisors

The difference between tax filing and tax planning, why your CPA and financial advisor should talk, and the latest tax...
Topics: Taxes, Year-End Planning

How Dentists Can Build Smart Financial Systems

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists...
Topics: Finance 101, Getting Organized

How Much Are You Saving?

By Jake Elm, CFP® , Financial Advisor

At the beginning of April, I wrote about how the stock market had taken a tumble largely due to the...
Topics: Saving

How Much House Can a Dentist Afford?

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today’s housing market and...
Topics: Real Estate

Would You Sell Your NBA Finals Tickets?

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...
Topics: Behavioral Finance

How Sustainability Can Improve Your Dental Practice

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how...
Topics: Practice Management

Are Dentists Keeping Their Finances Too Simple?

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...
Topics: Finance 101, Getting Organized

Are You Financially Healthy or Just High-Earning? Here’s How to Tell

By Matt Mulcock, CFP® , Managing Partner

Your collections number doesn’t tell you much about your financial health. A Financial Hygiene Chart does. Key Takeaways: How do...
Topics: Finance 101, Tracking Progress

Are You Taking Advantage Of This Market?

By Jake Elm, CFP® , Financial Advisor

Last week, I mentioned that the U.S. stock market has been on a run over the past three years. Here...
Topics: Market

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...
Topics: Finance 101, Investing