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 Summit Experience: Women’s Money Circle Takeaways – Episode #540

Why does money evoke such deep emotions? Discover what participants in the Women’s Money Circle, held at the recent Dentist...
Topics: Behavioral Finance

10 Mistakes That Could Cost You $10K or More – Part 2 – Episode #538

“Some of us learn from other people’s mistakes and the rest of us have to be other people.” So said...
Topics: Behavioral Finance

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...
Topics: Behavioral Finance

3 Fitness Principles That Will Improve Your Finances – Episode #523

There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the...
Topics: Behavioral Finance

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

With our first-ever Dentist Money Summit coming up this month, using money as a tool to live a rich life...
Topics: Behavioral Finance

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...
Topics: Behavioral Finance

It Doesn’t Work Until It Does

By Jake Elm, CFP® , Financial Advisor

  My favorite Bradley Cooper movie is either A Star is Born or Silver Linings Playbook. Although, I do think...
Topics: Behavioral Finance

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...
Topics: Behavioral Finance, Insurance

Why Less Is More: Insights from ‘The Paradox of Choice’ – Episode #513

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The...
Topics: Behavioral Finance

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

Your brain accounts for 2% of your body weight but is responsible for 25% of the energy you burn daily....
Topics: Behavioral Finance

U.S. Stock Market Returns

By Jake Elm, CFP® , Financial Advisor

  Let’s take a look at historical U.S. stock market returns. Just to have a little fun. I think 30...
Topics: Behavioral Finance