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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Why Dentists Get Financially Stuck

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why...
Topics: Behavioral Finance, Getting Organized

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...
Topics: Behavioral Finance, Work Life Balance

Can Money Buy Happiness?

By Jake Elm, CFP® , Financial Advisor

Perhaps one of our most polarizing modern proverbs is “money can’t buy happiness.” I get the sense that whenever the...
Topics: Behavioral Finance

Happy Birthday America

By Jake Elm, CFP® , Financial Advisor

In the year 1776, the average life expectancy was around 35 to 38 years old. In 2026, the average U.S....
Topics: Behavioral Finance

How Do You Want To Spend Your Time?

By Jake Elm, CFP® , Financial Advisor

This past week has been a fun time to be a Utah Jazz fan. Four years ago, the franchise decided...
Topics: Behavioral Finance

What the NBA Draft Lottery Can Teach You About Investing

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....
Topics: Behavioral Finance, Investing

Would You Sell Your NBA Finals Tickets?

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...
Topics: Behavioral Finance

Why Do We Feel So Bad Financially?

By Jake Elm, CFP® , Financial Advisor

A new survey from Gallup shows that Americans feel worse off financially today than at any point in the last...
Topics: Behavioral Finance, Getting Organized

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