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.

Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...

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...

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...

The Truth About Selling Your Dental Practice

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...

How to Build a Dental Practice That Runs Without You

On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her...

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...

The New Practice Owner’s Compensation Dilemma: What Smart Dentists Get Right from Day One

By Will Gochnour, CFP®, Sr. Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

How to pay yourself fairly while building a practice designed to last Key takeaways: How should I structure my dental...

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...

Taxes 101 for Dentists: Which Entity Structure Is Best For Your Practice? – Episode #696

On the third episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...