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.

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...

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...

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...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

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....

Insurance Demystified: How to Decode EOBs & Optimize Pay

Do you know what an insurance list is? Do you know how 'term mapping' really helps your bottom line? Knowing...

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...

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...

When do Dentists Start Making Money?

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

After years of working with dentists, I hear the same question again and again: “Why don’t I feel like I...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

A Dentist’s Guide to Personal & Business Insurance Coverage

Choosing the right insurance coverage is essential to protecting your future. Join Will and Cody for a webinar where they...

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...