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

The State of Work in Today’s Dentistry

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...
Topics: Practice Management

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Money is by far the top cause of stress in America. More than...
Topics: Behavioral Finance, Work Life Balance

Listener Q&R #6 – Passive Income; Own or Lease? – Episode #476

How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office...
Topics: Debt & Financing, Liquidity

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Topics: Year-End Planning

Life and Money Lessons from Charlie Munger – Episode #469

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead...
Topics: Finance 101

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
Topics: Behavioral Finance

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...
Topics: Advisors

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

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

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

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

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and...
Topics: Getting Organized, Year-End Planning