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.

Roger Federer’s Investment Advice

By Jake Elm, CFP® , Financial Advisor

About a month ago, tennis legend (and the greatest player of all time?) Roger Federer gave out his three best...

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....

How Investment Returns Are Actually Calculated – Episode #533

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that...

Should You Buy Nvidia Stock?

By Jake Elm, CFP® , Financial Advisor

The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...

Maximizing Returns: The Role of Time in Investing – Episode #515

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But...

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...