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.

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...

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...

Are You Properly Insured? A Dentist’s Guide to Risk

On this episode of The Dentist Money Show, Matt and Will take a closer look at risk management and how...

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...

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...

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...

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...

Putting It All Together: How Dentists Can Invest With Confidence

On this episode of The Dentist Money Show, Matt and Rabih wrap up their investing series by putting the pieces...

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...

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...

What Should Be Inside a Dentist’s Investment Portfolio?

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building...

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...