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.

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3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...
Topics: Behavioral Finance

Understanding the Basics of Invisible DSO Partnerships – Episode #508

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes...
Topics: Practice Transitions

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...
Topics: Investing, Market

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...
Topics: Investing, Market

4 Ways Dentists Get Duped

By Taylor Sutterfield MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: “No one does [play fair] if they think they can get away with...
Topics: Behavioral Finance

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...
Topics: Investing

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...
Topics: Practice Management

The Diet Pill Mentality

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...
Topics: Behavioral Finance

Pushing Past Your Limits: Lessons From “The Iron Cowboy” – Episode #481

James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days...
Topics: Practice Management

Unlock Your Financial Potential: The Power of a Good Coach – Episode #479

Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So,...
Topics: Advisors

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...
Topics: Debt & Financing, Liquidity

What Happened? Behind 2023’s Failed Market Forecasts – Episode #474

Knowledgeable stock market analysts had a lot to say about 2023 a year ago, but now that it has come...
Topics: Investing, Market