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.

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...

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...

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...

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....

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...

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...

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...

Understanding the Basics of Invisible DSO Partnerships – Episode #508

As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes...

Beyond a Resume: Rethinking the Hiring Process – Episode #507

When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In...

How AI Can Enhance Dental Care Delivery – Episode #502

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue...

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...