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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Dentist Money™, Industry Expert Series: Interview with Carmella Beroth and Amber Orlando, from Debt Management, Inc.

On location at Yankee Dental Congress in Boston, Reese Harper, CFP® interviews Carmella Beroth and Amber Orlando, from Debt Management, Inc....
Topics: Income, Practice Management

Should You Go Out of Network? Part 1: Where to Start

Thinking about going out of network but not sure where to start? On this episode of The Dentist Money Show,...
Topics: Practice Management

What Most Dentists Get Wrong About Real Estate

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down...
Topics: Real Estate

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...
Topics: Market, Real Estate

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...
Topics: Retirement Plans

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...
Topics: Behavioral Finance, Work Life Balance

Can Money Buy Happiness?

By Jake Elm, CFP® , Financial Advisor

Perhaps one of our most polarizing modern proverbs is “money can’t buy happiness.” I get the sense that whenever the...
Topics: Behavioral Finance

How Dentists Should Prepare For The End Of The SAVE Plan

On this episode of The Dentist Money Show, Jake and Taylor break down what’s changing with federal student loans, what...
Topics: Student Loans

Nothing Works Forever

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...
Topics: Market

Happy Birthday America

By Jake Elm, CFP® , Financial Advisor

In the year 1776, the average life expectancy was around 35 to 38 years old. In 2026, the average U.S....
Topics: Behavioral Finance

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...
Topics: Saving

How Do You Want To Spend Your Time?

By Jake Elm, CFP® , Financial Advisor

This past week has been a fun time to be a Utah Jazz fan. Four years ago, the franchise decided...
Topics: Behavioral Finance