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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Practice with Purpose: A 4-Stage Path for Smarter Growth and Leadership

What separates thriving dental practices from those that plateau? In this informative webinar, you'll be introduced to the Four Stages...
Topics: CE, Practice Management, Work Life Balance

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...
Topics: Cash Management, CE, Getting Organized, Practice Management

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...
Topics: Student Loans

Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...
Topics: Behavioral Finance, Getting Organized

Thinking of Selling to a DSO? Pause and Do This First – Episode #669

On this episode of the Dentist Money Show, Matt and Christine discuss the growing trend of dentists selling their practices...
Topics: Practice Transitions, Practice Value

How To Plan For The Present – Episode #666

On this episode of the Dentist Money Show, Matt and Ryan reflect on the key takeaways from the 2025 Dentist...
Topics: Behavioral Finance, Work Life Balance

Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

How Much Life Insurance Do Dentists Need? – Episode #661

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...
Topics: Insurance

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...
Topics: Behavioral Finance

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...
Topics: Retirement Plans

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...
Topics: Cash Management, CE