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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Taxes 101 for Dentists: Which Entity Structure Is Best For Your Practice? – Episode #696

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

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...
Topics: Debt & Financing, Real Estate

3 Life Lessons Every Dentist Needs to Hear About Resilience – Episode #694

On this episode of The Dentist Money Show, Logan Ganoe, DDS, MS joins Ryan to talk about his remarkable journey...
Topics: Early Career, Work Life Balance

Is AI Being Overhyped?

Artificial intelligence (AI) seems to be everywhere--from headlines to social media feeds. Can AI create meaningful, everyday changes for dentistry?...
Topics: CE, Practice Management

How Rich Are Americans?

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...
Topics: Behavioral Finance, Getting Organized

Break the Burnout Cycle: Wellness Tools for Dentistry

Dentistry can be a deeply fulfilling profession, but it can also be demanding in ways that often go unnoticed. Long...
Topics: CE, Getting Organized, Work Life Balance

Four Strategies for Dentists to Avoid Financial Burnout

By Lauren Kearl, CFP® , Financial Advisor

TL;DR – Listen to the article post: On average, people make nearly 35,000 decisions a day (Psychology Today). Between being...
Topics: Behavioral Finance, Work Life Balance

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...
Topics: Debt & Financing, Practice Value

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