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.

Book free Consultation

What I’m Into

By Jake Elm, CFP® , Financial Advisor

  Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...
Topics: Work Life Balance

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...
Topics: Investing, Retirement Plans

Three Ways to Align Wealth with Well-being – Episode #614

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat...
Topics: Behavioral Finance, Work Life Balance

Are You Saving Enough?

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...
Topics: Saving

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...
Topics: Behavioral Finance, Finance 101, Investing

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...
Topics: Cash Management, Finance 101, Income

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...
Topics: Cash Management, Finance 101, Income

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...
Topics: Behavioral Finance, Retirement Plans, Spending

Preparing for the Worst

By Jake Elm, CFP® , Financial Advisor

In a wonderful article recently published by Morgan Housel, he proposes that the more trivial our disagreements and arguments as...
Topics: Behavioral Finance, Finance 101, Tracking Progress

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...
Topics: Investing, Market

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...
Topics: Behavioral Finance, Tracking Progress

What I’m Into – Best of 2024

By Jake Elm, CFP® , Financial Advisor

Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...
Topics: Work Life Balance