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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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

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...
Topics: Real Estate

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

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

The Benefits of Saving

By Jake Elm, CFP® , Financial Advisor

A lot of financial media (including this newsletter from time to time) preaches the importance of saving. Try to find...
Topics: Saving

How to Budget Without Feeling Like You’re Cutting Back – Episode #676

On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists....
Topics: Saving, Spending

What’s Going On With Bitcoin?

By Jake Elm, CFP® , Financial Advisor

I haven’t written about cryptocurrency or Bitcoin in a while. I think that’s primarily due to the fact that I’m...
Topics: Finance 101, Market

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...
Topics: CE, Finance 101, Getting Organized

Practice with Purpose: A 4-Stage Path for Smarter Growth and Leadership

What separates thriving dental practices from those that plateau? In this informative webinar, you'll be introduced to the Four Stages...
Topics: CE, Practice Management, Work Life Balance