investments Archives

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...

Learn how dentists can navigate student loans and practice financing. Understand refinancing, repayment options, and debt trends in dentistry.

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...

On this episode of The Dentist Money Show, Matt has a conversation with Carl Richards, CFP® about simplifying money and...

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...

By Jake Elm, CFP® , Sr. Financial Advisor

Retirement planning for dentists starts with what your life actually costs (not what you think it costs) Key Takeaways: How...

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are...

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...

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, I wrote about the best-performing asset classes of 2025. Emerging markets took the top spot,...

investments