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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Do Trump Accounts Stink?

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...
Topics: Finance 101, Investing

The 3 Types of Investment Accounts

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...
Topics: Retirement Plans

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...
Topics: Retirement Plans

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...
Topics: Retirement Plans

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....
Topics: Work Life Balance

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...
Topics: Behavioral Finance, Retirement Plans, Spending

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Topics: Retirement Plans, Year-End Planning

How Much Do People Have Saved for Retirement?

A few weeks ago I shared some data on average income levels across different age groups in America. As it...

The 3 Types of Investment Accounts

These first few weeks of the year are when those who’ve made New Year’s resolutions are trying to establish new...

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...
Topics: Investing, Retirement Plans, Tracking Progress

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Topics: Retirement Plans

The Big Money Decisions that Don’t Go Away in Retirement – Episode 249

Big decisions don’t go away in retirement—and they don’t get less emotional.  On this episode of the Dentist Money™ Show,...