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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...