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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Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...
Topics: Finance 101, Getting Organized, Saving

The Thing About Ferraris

By Jake Elm, CFP® , Financial Advisor

I’m republishing an old post this week because I don’t have a lot of time and I also think this...
Topics: Economy, Investing, Market

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...
Topics: Taxes, Year-End Planning

Sweat the Big Stuff

By Jake Elm, CFP® , Financial Advisor

We’ve all heard traditional financial media telling people to cut out lattes, stop eating out, and get rid of any...
Topics: Economy, Investing, Market

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...
Topics: Finance 101, Getting Organized

The Election and the Stock Market

By Jake Elm, CFP® , Financial Advisor

If I’m not mistaken, there will be a U.S. presidential election tomorrow. So, I’m going to write a post that...
Topics: Economy, Investing, Market

Saving vs. Investing

By Jake Elm, CFP® , Financial Advisor

I will often get questions that sound something like this: “Jake, I’ve saved $1,000. Where should I invest it to...
Topics: Investing, Saving

Are We Doing Better Than We Think We Are?

By Jake Elm, CFP® , Financial Advisor

I want to share some data and charts that have caught my attention recently. It seems like it’s becoming increasingly...
Topics: Behavioral Finance, Economy

Money and Emotions: How feelings can shape our finances – Episode #573

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...
Topics: Behavioral Finance, Investing, Market

How Do You Feel About Money?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: How we think and feel about money has been on my mind a...
Topics: Behavioral Finance, Spending

Is Stock Picking Worth It?

By Jake Elm, CFP® , Financial Advisor

I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...
Topics: Investing, Market

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...
Topics: Economy, Investing, Market