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 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

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

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

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