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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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

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...
Topics: Investing

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

Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral...
Topics: Behavioral Finance

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...
Topics: Investing, Market

Pushing Past Your Limits: Lessons From “The Iron Cowboy” – Episode #481

James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days...
Topics: Practice Management

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...
Topics: Debt & Financing, Liquidity

What Happened? Behind 2023’s Failed Market Forecasts – Episode #474

Knowledgeable stock market analysts had a lot to say about 2023 a year ago, but now that it has come...
Topics: Investing, Market

Mastering the Growth Game with Dr. Richard Low – Episode #471

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you...
Topics: Early Career, Work Life Balance

Life and Money Lessons from Charlie Munger – Episode #469

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead...
Topics: Finance 101

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
Topics: Behavioral Finance