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.

Why Dentists Retire Later Than The Average American

In this video you’ll learn: – Why a higher income doesn’t automatically lead to earlier retirement – The four biggest...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

Why Dentists Retire 7 Years Later Than Average

Dentists often earn more but retire later than the average American. Learn the financial challenges unique to dentistry and how...

Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are...

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...

The 3 Types of Investment Accounts

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

TL;DR – Listen to the article post: On average, dentists retire later than the general population. According to the American...

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...