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.

Book free Consultation

How Much Is Enough?

By Jake Elm, CFP® , Financial Advisor

With football on my brain, I wanted to recount a sports-betting story from a while back. A few years ago,...
Topics: Behavioral Finance, Tracking Progress

Setting the Right Goals for your Dental Practice in 2026

As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But...
Topics: CE, Getting Organized, Practice Management

Build vs. Buy: Finding the Right Fit for Your Dental Expansion

In today’s evolving dental industry, growth isn’t just about adding new patients — it requires thoughtful planning and strategic decision-making....
Topics: CE, Practice Management

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...
Topics: Real Estate

The Benefits of Saving

By Jake Elm, CFP® , Financial Advisor

A lot of financial media (including this newsletter from time to time) preaches the importance of saving. Try to find...
Topics: Saving

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

3 Ways Dentists Can Prepare for the Big, Beautiful Bill

Major tax changes are coming—and they could have a significant impact on your personal and practice finances. From estate planning...
Topics: CE, Finance 101, Getting Organized

Practice with Purpose: A 4-Stage Path for Smarter Growth and Leadership

What separates thriving dental practices from those that plateau? In this informative webinar, you'll be introduced to the Four Stages...
Topics: CE, Practice Management, Work Life Balance

Where Is the Money Going? Fixing Cash Flow Leaks in Your Practice

Is your dental practice quietly losing money? Small inefficiencies in billing, collections, and budgeting can create serious cash flow leaks...
Topics: Cash Management, CE, Getting Organized, Practice Management

Selling your Dental Practice? Here’s What You Need to Know

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Selling a dental practice is one of the most significant decisions a dentist...
Topics: Practice Transitions

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...
Topics: Taxes

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...
Topics: Student Loans