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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Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...
Topics: 529s, Saving

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

Why use automatic savings withdrawals?

See how your finances compare with other dentists as you progress along your own path to wealth and why savings...
Topics: Investing

Strategies to Use for Kids Savings – Episode 292

There are many demands that are placed on your money. Should saving for your children’s future be one of them?...
Topics: Saving

How does your savings rate drive your returns?

In this video clip, Reese Harper and Ryan Isaac explain why maintaining a high, steady savings rate is the best...
Topics: Saving

Monthly Financial Elements® – Savings (Sr)

Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Topics: Saving, Tracking Progress

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...
Topics: Saving

Tax Savings Strategies for the New Tax Code – Episode 202

Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...
Topics: Taxes

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized

The Next Big AI Company?

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...
Topics: Market

Understanding Debt in Dentistry

Learn how dentists can navigate student loans and practice financing. Understand refinancing, repayment options, and debt trends in dentistry.
Topics: CE, Debt & Financing

How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...
Topics: Income, Practice Management