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.

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Money is by far the top cause of stress in America. More than...

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...

Mastering the Growth Game with Dr. Richard Low – Episode #471

Your heart and soul go into starting up a practice, but as success comes and your energy wanes, do you...

Year-End Advice for Practice Owners – Episode #464

On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The...

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...

The Critical Link Between Lifestyle and Retirement

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...

One Man’s Journey Through Unexpected Grief – Episode #388

Grief, it’s our natural response to loss. And whatever the loss, there’s no right or wrong way to grieve. But...

DAP2 #4: How to Design a Life of Significance with Dr. Jared Hill – Episode #387

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Jared Hill. Jared...

DAP2 #3: A “Why Not” Philosophy for Business with Brian Harris – Episode #384

On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan talks with Dr. Brian Harris, founder...

Could It Make Sense to Downsize Your Practice? – Episode #367

You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations...

25 Reasons You Can Be Thankful to Be a Dentist – Episode 311

“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s...

How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...