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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Golden Age Thinking

By Jake Elm, CFP® , Financial Advisor

If you haven’t seen the movie Midnight in Paris, it’s definitely worth a watch. It’s a sweet, fun, and thought-provoking...
Topics: Behavioral Finance

Year-End Tax Planning Checklist for Dentists

Worried about missing a tax deduction? Get organized with our year-end checklist and meet with a financial professional to review...
Topics: Taxes, Year-End Planning

Why Dentists Need to Talk About Mental Health – Episode #689

On this episode of The Dentist Money Show, Ryan speaks with Melissa-Sue Methven, RDH, author, and advocate for mental health...
Topics: Behavioral Finance, Getting Organized, Work Life Balance

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...
Topics: Investing, Market

Is Your Car Payment Wrecking Your Budget? – Episode #686

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising...
Topics: Finance 101

Every Update you Need to Know About your Student Loans

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: As many of you are aware, the student loan landscape has changed a...
Topics: Student Loans

How Much Is Enough?

By Jake Elm, CFP® , Financial Advisor

With football on my brain, I wanted to recount a sports-betting story from a while back. A few years ago,...
Topics: Behavioral Finance, Tracking Progress

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...
Topics: CE, Getting Organized, Practice Management

Why Exit Planning Should Start Long Before You Sell – Episode #684

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for...
Topics: Practice Transitions, Practice Value

A Few Things to Think About

By Jake Elm, CFP® , Financial Advisor

I hope you all enjoyed your long Labor Day weekend. If you spent it like me, you reveled in the...
Topics: Behavioral Finance

Build vs. Buy: Finding the Right Fit for Your Dental Expansion

In today’s evolving dental industry, growth isn’t just about adding new patients — it requires thoughtful planning and strategic decision-making....
Topics: CE, Practice Management

4 Money Mistakes Every New Dentist Should Avoid – Episode #681

On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid...
Topics: Early Career, Finance 101