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.

The Biggest Mistakes Dentists Make With Social Security

On this episode of The Dentist Money Show, Will, Taylor, and Powell discuss what dentists should know about Social Security...

Are Younger Generations Screwed?

By Jake Elm, CFP® , Financial Advisor

Last week I received a thoughtful email from a reader in response to some of the data I shared about...

How Do People Afford This?

By Jake Elm, CFP® , Financial Advisor

Probably the most common phrase I hear uttered when having a conversation about the economy is: “How do people afford...

The One Number You Need to Predict Your Retirement

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...

Stocks vs. Bonds vs. Cash

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...

How Dentists Can Build Smart Financial Systems

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists...

Are Dentists Keeping Their Finances Too Simple?

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...

Are You Financially Healthy or Just High-Earning? Here’s How to Tell

By Matt Mulcock, CFP® , Managing Partner

Your collections number doesn’t tell you much about your financial health. A Financial Hygiene Chart does. Key Takeaways: How do...

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...

Here’s What You Should Know About How Your Financial Advisor Gets Paid

On this episode of The Dentist Money Show, Matt breaks down what dentists need to know about the financial advising...

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...