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 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...

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...

Practice with Purpose: A 4-Stage Path for Smarter Growth and Leadership

What separates thriving dental practices from those that plateau? In this informative webinar, you'll be introduced to the Four Stages...

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...

How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...