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.

What Most Dentists Get Wrong About Real Estate

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down...

Why Dentists Retire Later Than The Average American

In this video you’ll learn: – Why a higher income doesn’t automatically lead to earlier retirement – The four biggest...

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...

Why Dentists Retire 7 Years Later Than Average

Dentists often earn more but retire later than the average American. Learn the financial challenges unique to dentistry and how...

What It’s Like to Work With Dentist Advisors

Financial planning shouldn’t feel like a series of random money decisions. Learn how Dentist Advisors helps dentists get organized, understand...

Why Dentist Advisors Is Different

Learn how Dentist Advisors uses fee-only pricing, dentist-specific advice, and integrated tax and financial planning to serve the best interests...

Our Investment Philosophy for Dentists

Investing doesn’t have to be complicated to be effective. Learn how Dentist Advisors approaches investing through evidence-based strategies, low-cost portfolios,...

Can Money Buy Happiness?

By Jake Elm, CFP® , Financial Advisor

Perhaps one of our most polarizing modern proverbs is “money can’t buy happiness.” I get the sense that whenever the...

How Dentists Should Prepare For The End Of The SAVE Plan

On this episode of The Dentist Money Show, Jake and Taylor break down what’s changing with federal student loans, what...

Nothing Works Forever

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...