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.

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA  joins Matt to...

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

Tax Planning Checklist for Dentists

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...

How Misunderstanding Taxes Could Cost You $10K or More

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun...

Dentist Money Minute: Tax Deduction vs. Tax Credit

Have you ever been confused about the differences between a tax deductions and a tax credit? Matt Mulcock, CFP® from...

5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...