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 to Prepare for Next Stock Market Crash

To handle the emotions of stock market investments, here are a few things you should know before the next market...
Topics: Cash Management, Investing, Tracking Progress

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Topics: Taxes

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...
Topics: Investing

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...
Topics: Practice Management, Work Life Balance

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...
Topics: Investing, Taxes

Is Inflation Ruining Our Lives?

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...
Topics: Economy, Finance 101

The 3 Types of Investment Accounts

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...
Topics: Retirement Plans

Taxes 101 for Dentists: Build a Year-Round Plan That Works

On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Topics: Taxes

Is Gen Z Doomed?

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...
Topics: Behavioral Finance, Early Career

Red Flags Every Dentist Should Know Before Investing – Episode #714

On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs...
Topics: Investing

10 Financial Principles Dentists Can Still Count On—10 Years Later

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

Ten years ago, we recorded the first episode of The Dentist Money™ Show with a simple goal: help dentists make...
Topics: Behavioral Finance, Work Life Balance

50-Year Mortgages?!?

By Jake Elm, CFP® , Financial Advisor

I can never tell what piece of financial news is going to go “viral” and become a cultural talking point,...
Topics: Debt & Financing, Real Estate