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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Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the...
Topics: Practice Management, Practice Transitions

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Bronnie Ware is an Australian nurse who spent years working in palliative care with patients who had very little time...
Topics: Behavioral Finance, Work Life Balance

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...
Topics: Finance 101, Getting Organized, Saving

The Thing About Ferraris

By Jake Elm, CFP® , Financial Advisor

I’m republishing an old post this week because I don’t have a lot of time and I also think this...
Topics: Economy, Investing, Market

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...
Topics: Taxes, Year-End Planning

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...
Topics: Economy, Investing, Market

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...
Topics: Finance 101, Getting Organized

The Election and the Stock Market

By Jake Elm, CFP® , Financial Advisor

If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...
Topics: Economy, Investing, Market

Saving vs. Investing

By Jake Elm, CFP® , Financial Advisor

I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...
Topics: Investing, Saving

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Topics: Behavioral Finance, Economy

Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry – Episode #570

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and...
Topics: Finance 101, Practice Management, Work Life Balance

How Do You Feel About Money?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: How we think and feel about money has been on my mind a...
Topics: Behavioral Finance, Spending