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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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...
Topics: Behavioral Finance

Roger Federer’s Investment Advice

By Jake Elm, CFP® , Financial Advisor

About a month ago, tennis legend (and the greatest player of all time?) Roger Federer gave out his three best...
Topics: Finance 101, Investing, Saving

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...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

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...
Topics: Saving

Should You Buy Nvidia Stock?

By Jake Elm, CFP® , Financial Advisor

The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...
Topics: Investing

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I believe it’s time for another post about some of my favorite things I’ve watched, listened to, or read recently....

Living a Rich Life: Aligning Your Money With Your Values – Episode #528

Where do finances fit in the formula for living a rich life? After all, a truly rich life should include...
Topics: Work Life Balance

What Would You Give Up For $1 Million?

By Jake Elm, CFP® , Financial Advisor

As can sometimes happen when you’re hanging out with friends, you start asking each other hypothetical questions to spur on...
Topics: Finance 101, Saving, Spending

10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...
Topics: Behavioral Finance

How Much House Can You Afford?

By Jake Elm, CFP® , Financial Advisor

As I wrote about a couple of months ago, if there’s a group of people who have a reason to...
Topics: Real Estate, Saving

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: With our first-ever Dentist Money Summit coming up this month, using money as...
Topics: Behavioral Finance

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...
Topics: Behavioral Finance