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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.
April 7, 2025 Tariffs and Market Update: LIVE
By Jordan Haines, CFP® , Director of Financial Education
By Jake Elm, CFP® , Financial Advisor
Why Dentists Struggle to Retire on Time
By Jordan Haines, CFP® , Director of Financial Education
Overcome Burnout and Find Balance in Dentistry – Episode #629
How to Prepare for a Successful Practice Transition (Part 2)
How Much Money Is Considered a “Living Wage?”
By Jake Elm, CFP® , Financial Advisor
The Dentist’s Guide to a Successful Practice Transition
Understanding Invisible DSOs – Episode #627
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624
What’s Going On With The Stock Market? Part Two
By Jake Elm, CFP® , Financial Advisor
