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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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...
Topics: Practice Management

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...
Topics: Taxes

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...
Topics: Practice Transitions

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...
Topics: Investing, Saving

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...
Topics: Work Life Balance

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...
Topics: Investing

2023 Year-End Planning Guide

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...
Topics: Behavioral Finance, Spending

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...
Topics: Advisors, Dave Ramsey, Retirement Plans

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

EBIDTA 101: Understanding the Key Calculation in a Practice Sale – Episode #452

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA....
Topics: Practice Transitions

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...