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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On Silver and Diversification

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, I wrote about the best-performing asset classes of 2025. Emerging markets took the top spot,...
Topics: Market

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

The New Practice Owner’s Compensation Dilemma: What Smart Dentists Get Right from Day One

By Will Gochnour, CFP®, Sr. Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

How to pay yourself fairly while building a practice designed to last Key takeaways: How should I structure my dental...
Topics: Cash Management, Practice Management

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do Trump Accounts Stink?

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...
Topics: Finance 101, Investing

Dentist Financial Benchmarks: A Reality Check on Your Numbers

If you've ever wondered whether you're "on track" financially, Dentist Advisors has analyzed financial data from hundreds of dentists nationwide...
Topics: Benchmarks, CE, Tracking Progress

Should You Invest in 2026?

By Jake Elm, CFP®, Financial Advisor

Happy New Year! I hope all of your goals and resolutions are off to a strong start. via GIPHY Before...
Topics: Investing, Market

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...
Topics: Practice Management, Work Life Balance

What I’m Into – Best of 2025

By Jake Elm, CFP® , Financial Advisor

It’s the moment you’ve all been waiting for. In what has become a fun tradition for me, I’m ready to...
Topics: Work Life Balance

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...
Topics: Investing, Taxes

Is Inflation Ruining Our Lives?

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...
Topics: Economy, Finance 101