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.

Book free Consultation

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...
Topics: Market

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...
Topics: Market

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...
Topics: Market

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Investing, Retirement Plans

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...
Topics: Behavioral Finance, Finance 101, Investing

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...
Topics: Investing, Market

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...
Topics: Investing, Practice Value

Was it a Good Year in the Stock Market?

By Jake Elm, CFP® , Financial Advisor

You’d be hard-pressed to find a better calendar year for the U.S. stock market than what we’ve seen in 2024....
Topics: Investing, Market

What Every Dentist Should Know About Private Equity Opportunities – Part Two – Episode #590

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the...
Topics: Investing, Practice Value

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...
Topics: Investing, Practice Value

Do You Need to Buy Bitcoin?

By Jake Elm, CFP® , Financial Advisor

Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...
Topics: Behavioral Finance, Investing

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