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

Nothing Works Forever

By Jake Elm, CFP® , Financial Advisor

One of the most dependable features of the stock market is that it’s cyclical. For much of the past decade,...
Topics: Market

Happy Birthday America

By Jake Elm, CFP® , Financial Advisor

In the year 1776, the average life expectancy was around 35 to 38 years old. In 2026, the average U.S....
Topics: Behavioral Finance

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

How Do You Want To Spend Your Time?

By Jake Elm, CFP® , Financial Advisor

This past week has been a fun time to be a Utah Jazz fan. Four years ago, the franchise decided...
Topics: Behavioral Finance

Stocks vs. Bonds vs. Cash

By Jake Elm, CFP® , Financial Advisor

I’ve been having quite a few conversations about investment portfolio allocation recently. Mainly around people wanting to hold fewer bonds...
Topics: Finance 101, Investing

Student Loans Are Changing: What Dentists Need to Know

The student loan landscape is changing, and many dentists will soon need to decide what comes next. Beginning July 1,...
Topics: CE, Student Loans

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 Dentists Can Build Smart Financial Systems

On this episode of The Dentist Money Show, Matt and Lauren discuss why financial organization matters more than most dentists...
Topics: Finance 101, Getting Organized

How Much Are You Saving?

By Jake Elm, CFP® , Financial Advisor

At the beginning of April, I wrote about how the stock market had taken a tumble largely due to the...
Topics: Saving

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

Would You Sell Your NBA Finals Tickets?

By Jake Elm, CFP® , Financial Advisor

The New York Knicks are the biggest story in sports right now. Despite being the second most popular NBA franchise...
Topics: Behavioral Finance

How Sustainability Can Improve Your Dental Practice

On this episode of The Dentist Money Show, Taylor sits down with practice owner Dr. Jackson Boone to discuss how...
Topics: Practice Management