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

Investing for Retirement: A Dentist’s Guide to Building Wealth

Join Rabih Dimachki, CFA and Jake Elm, CFP® from Dentist Advisors for a practical conversation about how investing can accelerate...
Topics: CE, Investing

How Dentists Can Prepare Their Practice for a Successful Sale

On this episode of The Dentist Money Show, Matt has a conversation with Brannon Moncrief from McLerran & Associates to...
Topics: Practice Transitions, Practice Value

What Happens to Your Practice If Something Happens to You?

By Jake Elm, CFP®, Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

Disability insurance for dentists is one piece of your “what if” plan. The documents, liquidity, and instructions you leave behind...
Topics: Insurance

Are Vacations Overrated?

By Jake Elm, CFP® , Financial Advisor

Today I’m going to attempt something I don’t believe anyone has ever done in human history: push back on Big...
Topics: Spending, Work Life Balance

Why Dentists Need Their CPA and Financial Advisor Working Together

On this episode of The Dentist Money Show, Matt and Tom discuss why dentists need their CPA and financial advisor...
Topics: Getting Organized, Taxes

How Do People Afford This?

By Jake Elm, CFP® , Financial Advisor

Probably the most common phrase I hear uttered when having a conversation about the economy is: “How do people afford...
Topics: Economy, Finance 101

Better Off Than We Think

By Jake Elm, CFP® , Financial Advisor

College football officially started this past weekend. The NFL gets up and running this week. The weather is starting to...
Topics: Economy

Why Dentists Get Financially Stuck

On this episode of The Dentist Money Show, Matt and Will explore the hidden cost of financial inaction and why...
Topics: Behavioral Finance, Getting Organized

What It’s Like to Work With Dentist Advisors: A Year in the Life of a Client

Ever wondered what it’s like to work with Dentist Advisors? On this episode of The Dentist Money Show, Matt and...
Topics: Advisors, Getting Organized, Tracking Progress

Why You Need To Invest

By Jake Elm, CFP® , Financial Advisor

Last week, I wrote about young people turning to sports betting, day trading, and other speculative investments, partly because of...
Topics: Investing

Are You Investing or Gambling?

By Jake Elm, CFP® , Financial Advisor

Football is right around the corner. What’s also right around the corner is the flood of sports betting ads that...
Topics: Investing