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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3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...
Topics: Economy, Investing, Market

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...
Topics: Advisors, Finance 101

How Misunderstanding Taxes Could Cost You $10K or More

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...
Topics: Taxes

Your Portfolio Doesn’t Care That It’s An Election Year – Episode #565

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt...
Topics: Finance 101, Investing, Market

Real Estate Vs. The Stock Market

By Jake Elm, CFP® , Financial Advisor

Of all the places to put your money to grow over time, investing in real estate really seems to grab...
Topics: Behavioral Finance

10 Mistakes that Can Cost Dentists $10,000 or More

Imagine losing over $10,000 because of a simple financial misstep. With your unique financial challenges as a dentist–high incomes, significant...
Topics: Advisors, Finance 101

Flow Like Water: Key Lessons Learned from “Be Water, My Friend” – Episode #563

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings...
Topics: Behavioral Finance, Finance 101, Getting Organized

A 6-Step Plan to Optimize PPO Profitability

Navigating the world of Preferred Provider Organizations (PPOs) can be challenging, with constant network changes, reduced profits, and the complexities...
Topics: Getting Organized, Practice Management, Practice Value

The Final “Woj Bomb”

By Jake Elm, CFP® , Financial Advisor

I wasn’t sure what I wanted to write about this week, then, as I was heading into work a few...
Topics: Behavioral Finance

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...
Topics: Taxes, Year-End Planning

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...
Topics: Behavioral Finance, Finance 101, Getting Organized

Why Are People Saving Less?

By Jake Elm, CFP® , Financial Advisor

The Bureau of Economic Analysis just released U.S. personal savings rate data for the month of July. This is the...
Topics: Behavioral Finance, Saving