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.

The Dentist’s Three-Day Workweek: What You Gain by Working Less

By Will Gochnour, CFP®, Dentist Advisors

How to trade clinical days for time without trading away the plan you’ve built. Key Takeaways: Is a shorter week...

Why You Need To Invest

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...

Should You Go Out of Network? Part 2: How Dentists Can Make the Transition

On this episode of The Dentist Money Show, Matt and Christine continue their discussion on going out of network by...

Are You Investing or Gambling?

By Jake Elm, CFP® , Financial Advisor

Football is right around the corner. What’s also right around the corner is the flood of sports betting ads that...

How Much Money Do Dentists Need to Make Work Optional?

How much money do you need to retire? It's one of the most common financial questions dentists ask, but the...

What Should Be Inside a Dentist’s Investment Portfolio?

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building...

Should You Go Out of Network? Part 1: Where to Start

Thinking about going out of network but not sure where to start? On this episode of The Dentist Money Show,...

What Most Dentists Get Wrong About Real Estate

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down...

Why Dentists Retire Later Than The Average American

In this video you’ll learn: – Why a higher income doesn’t automatically lead to earlier retirement – The four biggest...

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...