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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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...
Topics: Cash Management, CE, Finance 101, Income, Investing

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...
Topics: Behavioral Finance

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...
Topics: Practice Management

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...
Topics: Behavioral Finance, Debt & Financing, Spending

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

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...
Topics: Income, Practice Management, Practice Value, Tracking Progress, Work Life Balance

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...
Topics: Practice Management

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,...
Topics: Advisors

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...
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

Dentist Money Minute: Tax Deduction vs. Tax Credit

Have you ever been confused about the differences between a tax deductions and a tax credit? Matt Mulcock, CFP® from...
Topics: Taxes

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
Topics: Behavioral Finance, Spending, Work Life Balance