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.

10 Questions to Ask Before Hiring a Financial Advisor – Episode #467

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...

What To Expect in 2024?

Almost exactly a year ago today, I wrote a post looking back on what had been a tough year for...

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...

Knowing Your Stats = Growing Your Revenue

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...

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...

One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...

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...

Lessons From Charlie Munger

By Jake Elm, CFP® , Financial Advisor

Charlie Munger, vice chairman of Berkshire Hathaway, right-hand man of Warren Buffett, and legendary investor, passed away a couple of...

We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...

Is Dave Ramsey’s Latest Advice ‘Dangerously Wrong’? – Episode #454

Dave Ramsey’s latest on-air rant about the 4% rule for retirement withdrawals was filled with “supernerds,” “goobers,” “bogus math,” and...