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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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

10 Questions to Ask Before Hiring a Financial Advisor – Episode #467

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...
Topics: Advisors

5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...
Topics: Taxes

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Investing, Saving

EBIDTA 101: Understanding the Key Calculation in a Practice Sale – Episode #452

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA....
Topics: Practice Transitions