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.

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...

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...

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...

Are You Spending Too Much?

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...

The Secret to Guilt-Free Spending – Episode #350

You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I’ll buy me a football team, or,...

Some Thoughts on Spending

Let’s talk about spending. As is common, my desire to share a few thoughts on spending comes from stuff I’ve...

Does Spending Drive Financial Planning for a Dentist?

In this video clip, Ryan Isaac and Matt Mulcock talk how working with hundreds of dentists gives them a unique...

Can You Out-Earn Your Bad Spending Habits?

Is it time to put an end to your bad spending habits? In this podcast, Reese Harper and Ryan Isaac...

What comes first? Spending or Saving?

In this podcast, Reese Harper and Ryan Isaac explain why establishing a healthy, automated savings rate can ease budgeting worries....

This is Why You Can’t Out-Earn Your Bad Spending Habits – Episode 243

If you never examine how you spend money, there’s really no reason to make a financial plan.  On this episode...

Why is today’s spending crucial to tomorrow’s retirement?

In this video clip, Reese Harper and Ryan Isaac illustrate why knowing your spending habits today is necessary for setting...

What does ‘spending down’ assets mean?

When you retire you actually need to begin selling off different assets to maintain your lifestyle. What assets should be...