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 to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...
Topics: Behavioral Finance, Finance 101, Getting Organized

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
Topics: Behavioral Finance, Saving

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,...
Topics: Behavioral Finance

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...
Topics: 529s, Saving

The First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...
Topics: Behavioral Finance

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...
Topics: Behavioral Finance

This Is Why You Should Invest

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the blog post:  The year is 1994. The median household income in the U.S. is...
Topics: Investing, Market

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...
Topics: Behavioral Finance

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...
Topics: Finance 101, Investing, Market

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...
Topics: Behavioral Finance

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