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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Is Stock Picking Worth It?

By Jake Elm, CFP® , Financial Advisor

I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...
Topics: Investing, Market

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

Your Portfolio Doesn’t Care That It’s An Election Year – Episode #565

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt...
Topics: Finance 101, Investing, Market

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...
Topics: Economy, Investing

3 Election Year Myths that Can Hurt Investors

Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...
Topics: Economy, Investing, Market

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...
Topics: Investing, Market

Did We Just Experience A Flash Crash?

By Jake Elm, CFP® , Financial Advisor

Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...
Topics: Investing, Market

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...
Topics: 529s, Saving

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...
Topics: 529s, Saving

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...
Topics: 529s, Getting Organized, Saving

This Is Why You Should Invest

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the blog post:  The year is 1994. The median household income in the U.S. is...
Topics: Investing, Market

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...
Topics: Finance 101, Investing, Market