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.

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...

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...

Are Dentists Keeping Their Finances Too Simple?

On this episode of The Dentist Money Show, Matt and Will explore the hidden costs of oversimplifying your finances. They...

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...

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...

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...

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...

Taxes 101 for Dentists: Build a Year-Round Plan That Works

On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

TL;DR – Listen to the article post: On average, dentists retire later than the general population. According to the American...

It’s Not Too Late

By Jake Elm, CFP® , Financial Advisor

We’ve all seen the statistics that show far too many Americans have very little to nothing saved for retirement. Here’s...