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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Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...
Topics: Market

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...
Topics: Benchmarks, Finance 101, Getting Organized, Tracking Progress

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...
Topics: Market

Why Every Dentist Needs An Estate Plan – Episode #622

Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money...
Topics: Estate Planning

How to Prepare for a Successful Practice Transition

Thinking about selling your dental practice but unsure where to start? It’s one of the biggest decisions in a dentist’s...
Topics: Practice Transitions, Retirement Plans

How to Create Core Values and a Collaborative Culture for Your Team – Episode #619

On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss...
Topics: Practice Management, Work Life Balance

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Investing, Retirement Plans

Grow Your Dental Practice with the Right Associate Team

Hiring quality associates is hard—keeping them can be even harder. No matter the size of your practice, associate turnover can...
Topics: Practice Management

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...
Topics: Behavioral Finance, Finance 101, Investing

Ways that Real Estate can Help Maximize Your Profitability

Looking to buy a building? Whether it's an office space or commercial real estate space, what is negotiable during the...
Topics: Practice Management

Should You Pursue Financial Independence or Financial Freedom? – Episode #607

On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial...
Topics: Behavioral Finance, Finance 101, Retirement Plans, Tracking Progress

How Much Money Do the Top 10% Make?

By Jake Elm, CFP® , Financial Advisor

I saw a graph the other day showing that the upcoming generation is more focused on money than any generation...
Topics: Cash Management, Finance 101, Income