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

4 Ways Dentists Get Duped

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: “No one does [play fair] if they think they can get away with...
Topics: Behavioral Finance

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

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...
Topics: Work Life Balance

The Unspoken Challenges of Dental Supply Procurement

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...
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

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...
Topics: Spending

Succeeding at the Business of Dentistry with Dr. John Meis – Episode #491

Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming...
Topics: Practice Management

Are You Spending Too Much?

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...
Topics: Spending

Why Dentists Shouldn’t Always Follow Dave Ramsey’s Financial Advice

While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...
Topics: Finance 101, Getting Organized