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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Real Estate Vs. The Stock Market

By Jake Elm, CFP® , Financial Advisor

Of all the places to put your money to grow over time, investing in real estate really seems to grab...
Topics: Behavioral Finance

The Final “Woj Bomb”

By Jake Elm, CFP® , Financial Advisor

I wasn’t sure what I wanted to write about this week, then, as I was heading into work a few...
Topics: Behavioral Finance

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...
Topics: Taxes, Year-End Planning

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
Topics: Behavioral Finance, Saving

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...
Topics: Behavioral Finance, Finance 101, Getting Organized

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...
Topics: Economy, Investing

3 Election Year Myths that Can Hurt Investors

Is investing during an election year something to fear? It's natural to worry about how a contentious and polarizing political...
Topics: Economy, Investing, Market

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...
Topics: Investing, Market

Did We Just Experience A Flash Crash?

By Jake Elm, CFP® , Financial Advisor

Typically, when trying to learn about the stock market I’ll use examples from the past to try and give us...
Topics: Investing, Market

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

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...
Topics: 529s, Getting Organized, Saving

This Is Why You Should Invest

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the blog post:  The year is 1994. The median household income in the U.S. is...
Topics: Investing, Market