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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Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: With our first-ever Dentist Money Summit coming up this month, using money as...
Topics: Behavioral Finance

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

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...
Topics: Behavioral Finance, Insurance

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...
Topics: Behavioral Finance

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...
Topics: Practice Transitions

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...
Topics: Practice Management

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...
Topics: Practice Management

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...
Topics: Investing, Market

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...
Topics: Estate Planning

4 Ways Dentists Get Duped

By Taylor Sutterfield MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: “No one does [play fair] if they think they can get away with...
Topics: Behavioral Finance

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...
Topics: Practice Management

DSO Dynamics: The Trends You Need to Understand – Episode #494

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are...
Topics: Practice Transitions