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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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

Why Are Cars So Expensive?

By Jake Elm, CFP® , Financial Advisor

If you’ve been around for a while, you may remember a post I wrote a little over a year ago...
Topics: Finance 101, Spending

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...
Topics: Cash Management, CE, Getting Organized, Practice Management

The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel – Episode #674

Do you need a vacation from your vacation? On this episode of The Dentist Money Show, Matt and Taylor unpack...
Topics: Behavioral Finance, Work Life Balance

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...
Topics: Practice Transitions

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...
Topics: Taxes

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...
Topics: Student Loans

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

TL;DR – Listen to the article post: Because open discussions about money are considered taboo, and comparing your own personal...
Topics: Finance 101, Investing