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 Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...

How to Create Core Values and a Collaborative Culture for Your Team – Episode #619

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss...

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...

Are Index Funds Really Diversified?

By Jake Elm, CFP® , Financial Advisor

Perhaps the most common piece of investing advice I see on TikTok, YouTube, Instagram Reels, CNBC articles, or wherever you...

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...

The Business of DSOs: A Conversation with Accelerate Dental – Episode #595

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore...

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...

What Every Dentist Should Know About Private Equity Opportunities – Part Two – Episode #590

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the...

Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the...

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...