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.

Should You Get Whole Life Insurance?

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...

The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...

How to Coach for Better Patient Outcomes and Profits – Episode #654

Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the...

The Psychology Trick That Helps Dentists Stress Less and Focus More – Episode #652

This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes...

How Much Does it Cost to Raise a Child?

By Jake Elm, CFP® , Financial Advisor

According to a recent study by LendingTree, the cost of raising a small child has jumped 35% over the past...

To Save or to Spend? Plan for your Present

By Jake Elm, CFP® , Financial Advisor

“Plan for the Present” is the theme for our 2nd Annual Dentist Money Summit coming up later this month. As...

6 Dental Production Fixes for Summer Slumps

Each season brings reasons for declining production—holidays, vacations, school breaks. If summer feels like a slow season in your dental...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....