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.

3 Lessons From Women About Money

By Victoria Ferguson, CFP® , Financial Advisor

March is Women’s History Month, and we’re here to shine a spotlight on our female dentists! Considering that women weren’t...

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...

Mastering the Growth Game with Laura Maly & Michael Anderson – Episode #484

Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and...

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...

Same As Ever: A Guide to What Never Changes

By Jake Elm, CFP® , Financial Advisor

If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...

Pushing Past Your Limits: Lessons From “The Iron Cowboy” – Episode #481

James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days...

How Much Is Your Car Costing You?

By Jake Elm, CFP® , Financial Advisor

I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...

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...

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...

Help your Patients Say “Yes” to Treatment

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...

Unlock Your Financial Potential: The Power of a Good Coach – Episode #479

Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So,...

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...