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.

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...

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...

3 Election Year Myths that Can Hurt Investors

Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...

The First Financial Question We Ask Every Dentist – Part 2 – Episode #553

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show,...

Did We Just Experience A Flash Crash?

By Jake Elm, CFP® , Financial Advisor

Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...

Implementing Story-Based Marketing in Your Practice

Discover how this marketing strategy can help grow your dental practice in a competitive market.

The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...

What is an HSA?

Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...