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.

Here’s How to Control Your Spending Without Budgeting – Episode 203

What do Hurricane Iniki, wild chicken, and your spending have in common?  A recent trip has Ryan pondering hurricanes, wild...

Monthly Financial Elements® – Personal Spending (Br)

Join Ryan Isaac, for a discussion about Personal Spending one of the key Elements® of an optimized financial plan.

Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146

Are you ignoring the most effective shot in your financial planning arsenal? In this episode of Dentist Money™ Reese and...

Dentist Money: Are You Spending Like a Competitive Eater? – Episode 1

Do you know exactly how much you spend? How much does it vary over the course of a year? Why...

Are You Properly Insured? A Dentist’s Guide to Risk

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how...

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...

Are Vacations Overrated?

By Jake Elm, CFP® , Financial Advisor

Today I’m going to attempt something I don’t believe anyone has ever done in human history: push back on Big...

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...

Better Off Than We Think

By Jake Elm, CFP® , Financial Advisor

College football officially started this past weekend. The NFL gets up and running this week. The weather is starting to...

Why Dentists Get Financially Stuck

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why...