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.

Listener Q&R #4 – Seller Financing; Retirement Readiness – Episode #449

I want to sell my practice to an associate. What issues should I be considering if I want to finance...

The “Enough Number”: How Much Money Do You Need to Make Work Optional?

By Jake Elm, CFP® , Sr. Financial Advisor

Retirement planning for dentists starts with what your life actually costs (not what you think it costs) Key Takeaways: How...

Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are...

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...

Goal Setting for Dentists: How to Build Habits That Stick

On this episode of The Dentist Money Show, Matt, Jake, and Christine break down how dentists can set goals that...

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...

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...

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,...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes...

Should You Pursue Financial Independence or Financial Freedom? – Episode #607

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial...

Personal Finance Horrors: 13 Frightening Facts – Episode #441

Don’t become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can...