dentists Archives

On this episode of The Dentist Money Show, Jake and Taylor break down what’s changing with federal student loans, what...

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...

On this episode of The Dentist Money Show, Matt and Jake explore the surprising disconnect between how people feel about...

By Jake Elm, CFP® , Financial Advisor

In the year 1776, the average life expectancy was around 35 to 38 years old. In 2026, the average U.S....

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...

By Jake Elm, CFP® , Financial Advisor

This past week has been a fun time to be a Utah Jazz fan. Four years ago, the franchise decided...

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...

The student loan landscape is changing, and many dentists will soon need to decide what comes next. Beginning July 1,...

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...

By Matt Mulcock, CFP®, Dentist Advisors & Tom Whalen, CPA, Edge Advisors

The difference between tax filing and tax planning, why your CPA and financial advisor should talk, and the latest tax...

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