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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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

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...
Topics: Work Life Balance

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...
Topics: Spending

Succeeding at the Business of Dentistry with Dr. John Meis – Episode #491

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming...
Topics: Practice Management

Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral...
Topics: Behavioral Finance

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

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...
Topics: Investing, Market

Same As Ever: A Guide to What Never Changes

By Jake Elm, CFP® , Financial Advisor

If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...
Topics: Behavioral Finance

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Money is by far the top cause of stress in America. More than...
Topics: Behavioral Finance, Work Life Balance

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

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
Topics: Behavioral Finance, Spending, Work Life Balance