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 Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...
Topics: Income, Practice Management

Is Life More Expensive Today?

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...
Topics: Finance 101

What Game Are You Playing?

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...
Topics: Behavioral Finance

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s been a while, so here’s another post about some of my favorite things I’ve watched, listened to, or read...
Topics: Work Life Balance

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...
Topics: Retirement Plans

On Silver and Diversification

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, I wrote about the best-performing asset classes of 2025. Emerging markets took the top spot,...
Topics: Market

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

I was in Disneyland this past week with my family, so I didn’t have time to write something new. However,...
Topics: Real Estate

What Was The Best Investment in 2025?

By Jake Elm, CFP® , Financial Advisor

Each year, Ben Carlson updates his asset allocation quilt chart, detailing the performance of different market segments from the previous...
Topics: Investing

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do Trump Accounts Stink?

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...
Topics: Finance 101, Investing

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Topics: Taxes