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.

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Bronnie Ware is an Australian nurse who spent years working in palliative care with patients who had very little time...

“The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby – Episode #580

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of...

Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to...

Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry – Episode #570

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and...

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...

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...

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...

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...

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...

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...

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...

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...