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

Are You Trying Too Hard?

By Jake Elm, CFP® , Financial Advisor

Life has been hectic recently, so I’m recycling an old post for those who may not have caught it the...
Topics: Behavioral Finance, Getting Organized

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

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

Why Do Dentists Feel Like They Don’t Make Enough Money? – Episode #664

On this episode of the Dentist Money Show, Matt and Ryan explore why many dentists feel financially strained despite earning...
Topics: Cash Management, Finance 101, Income

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...
Topics: Retirement Plans

Are Your Supplies Secretly Sabotaging Your Dental Practice?

Many dentists are pushing themselves to see more patients each day in an effort to increase revenue—often resulting in burnout...
Topics: Cash Management, CE

Three Ways to Plan for Your Present (and Your Future)

It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” Join...
Topics: Behavioral Finance, CE

To Save or to Spend? Plan for your Present

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: “Plan for the Present” is the theme for our 2nd Annual Dentist Money...
Topics: Finance 101, Saving, Spending

6 Dental Production Fixes for Summer Slumps

Each season brings reasons for declining production—holidays, vacations, school breaks. If summer feels like a slow season in your dental...
Topics: CE, Practice Management

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...
Topics: Market, Real Estate

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...
Topics: Liquidity, Taxes

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....
Topics: Work Life Balance