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.

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

The Dichotomy of Goals

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Something about the beginning of a new year makes us all feel like...

Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen – Episode #598

On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle,...

The Business of DSOs: A Conversation with Accelerate Dental – Episode #595

On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore...

What I’m Into – Best of 2024

By Jake Elm, CFP® , Financial Advisor

Last year I made Top-10 lists of my favorite movies and TV shows I watched throughout the year. I thought...

What Dentists Wish They Learned in Dental School – Episode #593

On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors...

Was it a Good Year in the Stock Market?

By Jake Elm, CFP® , Financial Advisor

You’d be hard-pressed to find a better calendar year for the U.S. stock market than what we’ve seen in 2024....

What Every Dentist Should Know About Private Equity Opportunities – Part Two – Episode #590

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the...

Financial Vegetables

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: For most kids—at least the kids I grew up around—the idea of eating...

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...

Do You Need to Buy Bitcoin?

By Jake Elm, CFP® , Financial Advisor

Bitcoin is up. If you didn’t know that, then you must not have anyone in your life who owns Bitcoin...

Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585

On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the...