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.

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...

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,...

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...

4 Rules To Live Your Rich Life – Episode #545

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven...

Gold Medal Tips for Successful Investing – Episode #543

The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the...

The Summit Experience: Women’s Money Circle Takeaways – Episode #540

Why does money evoke such deep emotions? Discover what participants in the Women’s Money Circle, held at the recent Dentist...

10 Mistakes That Could Cost You $10K or More – Part 2 – Episode #538

“Some of us learn from other people’s mistakes and the rest of us have to be other people.” So said...

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...

Where to Save for a Big Purchase

By Jake Elm, CFP® , Financial Advisor

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...

Why Credit Card Rewards Matter and How to Use Them

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: I am a credit card point junkie. I typically open up 3-5 new...

What Dentists Spend Money On: Key Insights From the Summit – Episode #530

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers...