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.

Four Strategies for Dentists to Avoid Financial Burnout

By Lauren Kearl, CFP® , Financial Advisor

On average, people make nearly 35,000 decisions a day (Psychology Today). Between being a parent, partner, community member, practice owner,...

Every Update you Need to Know About your Student Loans

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: As many of you are aware, the student loan landscape has changed a...

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: My father grew up on a potato farm in Idaho. He was the...

To Save or to Spend? Plan for your Present

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: “Plan for the Present” is the theme for our 2nd Annual Dentist Money...

When do Dentists Start Making Money?

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

After years of working with dentists, I hear the same question again and again: “Why don’t I feel like I...

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...

What Every Dentist Should Know About Disability Insurance

By Will Gochnour, CFP® , Financial Advisor

TL;DR – Listen to the article post: Imagine buying a brand-new, cherry red Ferrari. Imagine the thrill of pushing well...

Untangling the Most Common Inflation Myths

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

TL;DR – Listen to the article post: Inflation–a term that dominates headlines and dinner table discussions. But few truly understand...

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...

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...

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...