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 First Financial Question We Ask Every Dentist – Part 1 – Episode #548

When was the last time you answered the question: What about money is most important to you? This is the...
Topics: Behavioral Finance

How Many Stocks Succeed?

By Jake Elm, CFP® , Financial Advisor

I’m not sure if you’ve heard, but there is going to be a U.S. presidential election in 2024. And with...
Topics: Finance 101, Investing, Market

10 Mistakes That Could Cost You $10K or More – Part 2 – Episode #538

“Some of us learn from other people’s mistakes and the rest of us have to be other people.” So said...
Topics: Behavioral Finance

Roger Federer’s Investment Advice

By Jake Elm, CFP® , Financial Advisor

About a month ago, tennis legend (and the greatest player of all time?) Roger Federer gave out his three best...
Topics: Finance 101, Investing, Saving

4 Rules for a Rich Life

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Behavioral Finance, CE, Finance 101, Tracking Progress, Work Life Balance

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....
Topics: Market

Where to Save for a Big Purchase

By Jake Elm, CFP® , Financial Advisor

Throughout our lives, there will be various big purchases that need to be budgeted for separately from regular spending and...
Topics: Saving

Should You Buy Nvidia Stock?

By Jake Elm, CFP® , Financial Advisor

The amount of questions about Nvidia I’ve been getting recently is astonishing. Well, maybe it isn’t astonishing. via GIPHY For...
Topics: Investing

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I believe it’s time for another post about some of my favorite things I’ve watched, listened to, or read recently....

What Would You Give Up For $1 Million?

By Jake Elm, CFP® , Financial Advisor

As can sometimes happen when you’re hanging out with friends, you start asking each other hypothetical questions to spur on...
Topics: Finance 101, Saving, Spending

10 Mistakes That Could Cost You $10K or More – Part 1 – Episode #525

It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that...
Topics: Behavioral Finance

How Much House Can You Afford?

By Jake Elm, CFP® , Financial Advisor

As I wrote about a couple of months ago, if there’s a group of people who have a reason to...
Topics: Real Estate, Saving