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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4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

Living a Rich Life: Aligning Your Money With Your Values – Episode #528

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include...
Topics: Work Life Balance

In Pursuit of a Balanced Life: Wealth vs. Health – Episode #504

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with...
Topics: Work Life Balance

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...
Topics: Work Life Balance

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...
Topics: Income, Practice Management, Practice Value, Tracking Progress, Work Life Balance

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...
Topics: Behavioral Finance, Work Life Balance

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
Topics: Behavioral Finance, Spending, Work Life Balance

Mastering the Growth Game with Dr. Richard Low – Episode #471

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you...
Topics: Early Career, Work Life Balance

Year-End Advice for Practice Owners – Episode #464

On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The...
Topics: Practice Management, Work Life Balance

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...
Topics: Work Life Balance

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...
Topics: Retirement Plans, Work Life Balance

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...
Topics: Work Life Balance