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.

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...

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...

Should You Pursue Financial Independence or Financial Freedom? – Episode #607

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial...

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...

Is Dave Ramsey’s Latest Advice ‘Dangerously Wrong’? – Episode #454

Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and...

SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...

What are the tax advantages of a 401(k)?

Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Ferguson, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...

Making Sense of a 401(k) Plan at Your Practice – Episode #432

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...

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...

The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...