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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Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...
Topics: Behavioral Finance, Getting Organized

Thinking of Selling to a DSO? Pause and Do This First – Episode #669

On this episode of the Dentist Money Show, Matt and Christine discuss the growing trend of dentists selling their practices...
Topics: Practice Transitions, Practice Value

How to Grow Your Net Worth

By Jake Elm, CFP® , Financial Advisor

Because open discussions about money are considered taboo, and comparing your own personal financial situation to your friends isn’t very...
Topics: Finance 101, Investing

How To Plan For The Present – Episode #666

On this episode of the Dentist Money Show, Matt and Ryan reflect on the key takeaways from the 2025 Dentist...
Topics: Behavioral Finance, Work Life Balance

Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

Emergency Episode: Critical Student Loan News for Dentists

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...
Topics: Student Loans

Why Do Dentists Feel Like They Don’t Make Enough Money? – Episode #664

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning...
Topics: Cash Management, Finance 101, Income

How Much Life Insurance Do Dentists Need? – Episode #661

This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They...
Topics: Insurance

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: My father grew up on a potato farm in Idaho. He was the...
Topics: Behavioral Finance

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...
Topics: Behavioral Finance

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...
Topics: Retirement Plans