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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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

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...
Topics: Behavioral Finance, Insurance

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...
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

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

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...
Topics: Investing, Market

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 Sutterfield 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

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