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.

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,...

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...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...

How Misunderstanding Taxes Could Cost You $10K or More

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...

10 Popular Financial Strategies: Overrated or Underrated? – Episode #518

We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to...

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun...

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...

5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...

5 Tax Write-offs Every Dentist Should Know About

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...