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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Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...
Topics: Debt & Financing, Practice Value

Why Dentists Need to Talk About Mental Health – Episode #689

On this episode of The Dentist Money Show, Ryan speaks with Melissa-Sue Methven, RDH, author, and advocate for mental health...
Topics: Behavioral Finance, Getting Organized, Work Life Balance

How Much Is Enough?

By Jake Elm, CFP® , Financial Advisor

With football on my brain, I wanted to recount a sports-betting story from a while back. A few years ago,...
Topics: Behavioral Finance, Tracking Progress

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...
Topics: CE, Getting Organized, Practice Management

Why Exit Planning Should Start Long Before You Sell – Episode #684

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for...
Topics: Practice Transitions, Practice Value

Build vs. Buy: Finding the Right Fit for Your Dental Expansion

In today’s evolving dental industry, growth isn’t just about adding new patients — it requires thoughtful planning and strategic decision-making....
Topics: CE, Practice Management

4 Money Mistakes Every New Dentist Should Avoid – Episode #681

On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid...
Topics: Early Career, Finance 101

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...
Topics: Real Estate

The Benefits of Saving

By Jake Elm, CFP® , Financial Advisor

A lot of financial media (including this newsletter from time to time) preaches the importance of saving. Try to find...
Topics: Saving

How to Budget Without Feeling Like You’re Cutting Back – Episode #676

On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists....
Topics: Saving, Spending

What’s Going On With Bitcoin?

By Jake Elm, CFP® , Financial Advisor

I haven’t written about cryptocurrency or Bitcoin in a while. I think that’s primarily due to the fact that I’m...
Topics: Finance 101, Market

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...
Topics: CE, Finance 101, Getting Organized