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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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...
Topics: Economy, Finance 101

Better Off Than We Think

By Jake Elm, CFP® , Financial Advisor

College football officially started this past weekend. The NFL gets up and running this week. The weather is starting to...
Topics: Economy

Why Does Everyone Think The Economy Is So Bad?

On this episode of The Dentist Money Show, Matt and Jake explore the surprising disconnect between how people feel about...
Topics: Economy

Is Inflation Ruining Our Lives?

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...
Topics: Economy, Finance 101

April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
Topics: 2025 Tariffs Market Commentary, Economy

April 7, 2025 Tariffs and Market Update: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube  to discuss tariffs and the latest market...
Topics: 2025 Tariffs Market Commentary, Economy

Untangling the Most Common Inflation Myths

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

TL;DR – Listen to the article post: Inflation–a term that dominates headlines and dinner table discussions. But few truly understand...
Topics: Economy

The Thing About Ferraris

By Jake Elm, CFP® , Financial Advisor

I’m republishing an old post this week because I don’t have a lot of time and I also think this...
Topics: Economy, Investing, Market

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...
Topics: Economy, Investing, Market

The Election and the Stock Market

By Jake Elm, CFP® , Financial Advisor

If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...
Topics: Economy, Investing, Market

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Topics: Behavioral Finance, Economy

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...
Topics: Economy, Investing, Market
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