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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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

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: With our first-ever Dentist Money Summit coming up this month, using money as...
Topics: Behavioral Finance

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...
Topics: Behavioral Finance

It Doesn’t Work Until It Does

By Jake Elm, CFP® , Financial Advisor

  My favorite Bradley Cooper movie is either A Star is Born or Silver Linings Playbook. Although, I do think...
Topics: Behavioral Finance

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

The DSO Landscape: What Dentists Should Know

Navigating the DSO marketplace can be overwhelming for dentists. Join us for an informative webinar with Mike Baird from Accelerate...
Topics: Practice Management

Why Less Is More: Insights from ‘The Paradox of Choice’ – Episode #513

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The...
Topics: Behavioral Finance

U.S. Stock Market Returns

By Jake Elm, CFP® , Financial Advisor

  Let’s take a look at historical U.S. stock market returns. Just to have a little fun. I think 30...
Topics: Behavioral Finance

How Much Do You Have To Make To Feel Rich?

By Jake Elm, CFP® , Financial Advisor

Of course, the answer to the question in the title of this post will vary depending on the person. How...
Topics: Behavioral Finance

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...
Topics: Behavioral Finance