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.

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Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...
Topics: Taxes

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...
Topics: Insurance

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...
Topics: CE, Investing

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...
Topics: Spending, Work Life Balance

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...
Topics: Getting Organized, Taxes

How Do People Afford This?

By Jake Elm, CFP® , Financial Advisor

Probably the most common phrase I hear uttered when having a conversation about the economy is: “How do people afford...
Topics: Economy, Finance 101

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...
Topics: Investing

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...
Topics: Economy

What It’s Like to Work With Dentist Advisors: A Year in the Life of a Client

Ever wondered what it’s like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and...
Topics: Advisors, Getting Organized, Tracking Progress

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...
Topics: Investing

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...
Topics: Practice Management

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...
Topics: Investing