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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The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...
Topics: Behavioral Finance, CE

How Much Does it Cost to Raise a Child?

By Jake Elm, CFP® , Financial Advisor

According to a recent study by LendingTree, the cost of raising a small child has jumped 35% over the past...
Topics: Work Life Balance

6 Dental Production Fixes for Summer Slumps

Each season brings reasons for declining production—holidays, vacations, school breaks. If summer feels like a slow season in your dental...
Topics: CE, Practice Management

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...
Topics: Market, Real Estate

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....
Topics: Work Life Balance

Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist – Episode #644

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg...
Topics: Behavioral Finance, Tracking Progress, Work Life Balance

Is the Stock Market More Risky Today than in the Past?

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...
Topics: Finance 101, Investing, Market

How To Make Money In A Bear Market

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...
Topics: Finance 101, Investing, Market

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...
Topics: Finance 101, Saving

What Every Dentist Should Consider Before Merging or Partnering – Episode #637

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down...
Topics: Practice Management, Practice Transitions

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...
Topics: Behavioral Finance, Finance 101