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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The Luckier You Are, The Nicer You Should Be

By Jake Elm, CFP® , Financial Advisor

I’ve been thinking about the role that luck plays in our lives recently, and wanted to revisit a story I...
Topics: Behavioral Finance

Why Your Finances Feel Complicated—and How to Simplify Them

On this episode of The Dentist Money Show, Matt has a conversation with Carl Richards, CFP® about simplifying money and...
Topics: Behavioral Finance, Getting Organized

What Game Are You Playing?

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...
Topics: Behavioral Finance

Is Gen Z Doomed?

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...
Topics: Behavioral Finance, Early Career

10 Financial Principles Dentists Can Still Count On—10 Years Later

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

Ten years ago, we recorded the first episode of The Dentist Money™ Show with a simple goal: help dentists make...
Topics: Behavioral Finance, Work Life Balance

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...
Topics: Behavioral Finance

Why Smart People Struggle with Money Conversations – Episode #709

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional...
Topics: Behavioral Finance, Finance 101

The Unknown

By Jake Elm, CFP® , Financial Advisor

Despite attending what felt like 50 different Halloween parties the past few weeks, so much so that my boys filled...
Topics: Behavioral Finance

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...
Topics: Behavioral Finance, Finance 101

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....
Topics: Behavioral Finance

Scary Money Myths Every Dentist Should Avoid: Part 1 – Episode #699

On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that...
Topics: Behavioral Finance, Finance 101

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...
Topics: Behavioral Finance, Finance 101