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 Tanner Milne and Rich Andrus, Real Estate experts at Menlo Group

Reese Harper, CFP® interviews Tanner Milne and Rich Andrus, commercial real estate experts at Menlo Commercial Real Estate. Having facilitated...
Topics: Real Estate

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...
Topics: Real Estate

Are You Financially Healthy or Just High-Earning? Here’s How to Tell

By Matt Mulcock, CFP® , Managing Partner

Your collections number doesn’t tell you much about your financial health. A Financial Hygiene Chart does. Key Takeaways: How do...
Topics: Finance 101, Tracking Progress

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...
Topics: Finance 101, Investing

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...
Topics: Practice Management, Practice Transitions

Just Save

By Jake Elm, CFP® , Financial Advisor

It seems like money has just been flying out of my wallet lately. $3,500 – A late-night emergency room visit...
Topics: Saving

How Are You Using Your Income?

By Jake Elm, CFP® , Financial Advisor

When you make money, it can only go to four places. You can pay taxes. You can pay down debt....
Topics: Income

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...
Topics: Debt & Financing

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...
Topics: Debt & Financing

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...
Topics: Finance 101, Getting Organized

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized

The “Enough Number”: How Much Money Do You Need to Make Work Optional?

By Jake Elm, CFP® , Sr. Financial Advisor

Retirement planning for dentists starts with what your life actually costs (not what you think it costs) Key Takeaways: How...
Topics: Saving, Spending