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 #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...

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...

Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to...

Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry – Episode #570

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and...

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...

Your Portfolio Doesn’t Care That It’s An Election Year – Episode #565

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt...

10 Mistakes that Can Cost Dentists $10,000 or More

Imagine losing over $10,000 because of a simple financial misstep. With your unique financial challenges as a dentist–high incomes, significant...

Flow Like Water: Key Lessons Learned from “Be Water, My Friend” – Episode #563

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings...

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...

What is an HSA?

Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...