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.

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...

How Much Money Do Dentists Need to Make Work Optional?

How much money do you need to retire? It's one of the most common financial questions dentists ask, but the...

What Most Dentists Get Wrong About Real Estate

On this episode of The Dentist Money Show, Matt is joined by real estate expert, Adam Watts, to break down...

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...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...

How Dentists Should Prepare For The End Of The SAVE Plan

On this episode of The Dentist Money Show, Jake and Taylor break down what’s changing with federal student loans, what...

Why Does Everyone Think The Economy Is So Bad?

On this episode of The Dentist Money Show, Matt and Jake explore the surprising disconnect between how people feel about...

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....

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...

What the NBA Draft Lottery Can Teach You About Investing

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....

Marketing Mistakes Holding Your Practice Back

On this episode of The Dentist Money Show, Matt and Christine have a conversation with Joshua Scott, owner and CEO...