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.

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...

Is Your Car Payment Wrecking Your Budget? – Episode #686

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising...

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

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

How to Budget Without Feeling Like You’re Cutting Back – Episode #676

On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists....

The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel – Episode #674

Do you need a vacation from your vacation? On this episode of The Dentist Money Show, Matt and Taylor unpack...

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: My father grew up on a potato farm in Idaho. He was the...

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...

The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

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...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617

On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes...

Three Ways to Align Wealth with Well-being – Episode #614

On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat...