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.

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...

“The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby – Episode #580

On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of...

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...

Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to...

Saving vs. Investing

By Jake Elm, CFP® , Financial Advisor

I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...

Money and Emotions: How feelings can shape our finances – Episode #573

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...

Is Stock Picking Worth It?

By Jake Elm, CFP® , Financial Advisor

I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...