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.

Book free Consultation

The Truth About Real Estate Ownership – Episode 60

Real estate can be an excellent investment. But many dentists delay their retirement by doing the wrong deal at the...
Topics: Investing, Real Estate

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

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

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

What the NBA Draft Lottery Can Teach You About Investing

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....
Topics: Behavioral Finance, Investing

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