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.

Book free Consultation

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...
Topics: Behavioral Finance, Finance 101

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...
Topics: Practice Transitions, Retirement Plans

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...
Topics: Cash Management, CE, Finance 101, Getting Organized

Navigating Stock Market Volatility

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: What a wild past week and a half in the stock market. On...
Topics: Market

April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
Topics: 2025 Tariffs Market Commentary, Economy

How Do You Know When Enough Is Enough? – Episode #632

On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the...
Topics: Behavioral Finance, Tracking Progress, Work Life Balance

April 7, 2025 Tariffs and Market Update: LIVE

Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube  to discuss tariffs and the latest market...
Topics: 2025 Tariffs Market Commentary, Economy

Riding Out the Storm

By Jordan Haines, CFP® , Director of Financial Education

What Market Volatility Teaches Us About Long-Term Investing The headlines have been relentless lately. With the announcement of sweeping new...
Topics: 2025 Tariffs Market Commentary

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...
Topics: Taxes

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

TL;DR – Listen to the article post: On average, dentists retire later than the general population. According to the American...
Topics: Retirement Plans

Overcome Burnout and Find Balance in Dentistry – Episode #629

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their...
Topics: Behavioral Finance, Work Life Balance

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...
Topics: CE, Practice Transitions, Retirement Plans