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.

How Much Should a Dentist Be Saving?

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...

Marketing Mistakes Holding Your Practice Back

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...

How Dentists Can Build Smart Financial Systems

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists...

How Much House Can a Dentist Afford?

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today’s housing market and...

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...

What Is Your Financial Advisor Doing With Your Money?

On this episode of The Dentist Money Show, Matt and Taylor explain why dentists don’t need an advisor to beat...

The Truth About Selling Your Dental Practice

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...

How to Build a Dental Practice That Runs Without You

On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her...

Inside a Dentist’s Investment Portfolio: What We Changed (and Why)

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real...

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...

The Dentist’s Guide to Good Debt vs. Bad Debt

By Taylor Sutterfield, MAcc, CFP® , Sr. Financial Advisor

As a dental professional, you know debt comes with the territory. But how do you know if yours is actually...