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 Much Money Is Considered a “Living Wage?”

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Almost every Monday, I log in to my LinkedIn account and peruse for...
Topics: Finance 101, Income

Understanding Invisible DSOs – Episode #627

On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities...
Topics: Practice Transitions

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...
Topics: Market

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...
Topics: Benchmarks, Finance 101, Getting Organized, Tracking Progress

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...
Topics: Market

Why Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...
Topics: Estate Planning

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...
Topics: Practice Transitions, Retirement Plans

What’s Going On With The Stock Market?

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, the S&P 500 (an index tracking the 500 largest companies in the U.S.) is down about...
Topics: Market

How to Create Core Values and a Collaborative Culture for Your Team – Episode #619

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss...
Topics: Practice Management, Work Life Balance

What I’m Into

By Jake Elm, CFP® , Financial Advisor

  Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...
Topics: Work Life Balance

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes...
Topics: Behavioral Finance, Benchmarks, Tracking Progress, Year-End Planning

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Investing, Retirement Plans