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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What Was The Best Investment in 2025?

By Jake Elm, CFP® , Financial Advisor

Each year, Ben Carlson updates his asset allocation quilt chart, detailing the performance of different market segments from the previous...
Topics: Investing

Do Trump Accounts Stink?

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...
Topics: Finance 101, Investing

Should You Invest in 2026?

By Jake Elm, CFP®, Financial Advisor

Happy New Year! I hope all of your goals and resolutions are off to a strong start. via GIPHY Before...
Topics: Investing, Market

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...
Topics: Investing

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...
Topics: Investing, Taxes

Red Flags Every Dentist Should Know Before Investing – Episode #714

On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs...
Topics: Investing

What Are Dividends?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Some of the best content can come from real-life questions and examples. Here’s...
Topics: Finance 101, Investing

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...
Topics: Investing, Market

The Stock Market Still Works

By Jake Elm, CFP® , Financial Advisor

Going all the way back to 1930, the average annual return for the U.S. stock market has been right at...
Topics: Investing, Market

What’s Going On With Bitcoin?

By Jake Elm, CFP® , Financial Advisor

I haven’t written about cryptocurrency or Bitcoin in a while. I think that’s primarily due to the fact that I’m...
Topics: Finance 101, Market

How to Grow Your Net Worth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Because open discussions about money are considered taboo, and comparing your own personal...
Topics: Finance 101, Investing

Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market