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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3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

Your brain accounts for 2% of your body weight but is responsible for 25% of the energy you burn daily....
Topics: Behavioral Finance

U.S. Stock Market Returns

By Jake Elm, CFP® , Financial Advisor

  Let’s take a look at historical U.S. stock market returns. Just to have a little fun. I think 30...
Topics: Behavioral Finance

How Much Do You Have To Make To Feel Rich?

By Jake Elm, CFP® , Financial Advisor

Of course, the answer to the question in the title of this post will vary depending on the person. How...
Topics: Behavioral Finance

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...
Topics: Behavioral Finance

4 Ways Dentists Get Duped

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

“No one does [play fair] if they think they can get away with it.”- Lewis Carroll, Alice’s Adventures in Wonderland Ever...
Topics: Behavioral Finance

Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489

On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral...
Topics: Behavioral Finance

The Diet Pill Mentality

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...
Topics: Behavioral Finance

3 Lessons From Women About Money

By Victoria Ferguson, CFP® , Financial Advisor

March is Women’s History Month, and we’re here to shine a spotlight on our female dentists! Considering that women weren’t...
Topics: Behavioral Finance, Investing

Same As Ever: A Guide to What Never Changes

By Jake Elm, CFP® , Financial Advisor

If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...
Topics: Behavioral Finance

How Much Is Your Car Costing You?

By Jake Elm, CFP® , Financial Advisor

I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...
Topics: Behavioral Finance, Debt & Financing, Spending

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...
Topics: Behavioral Finance, Work Life Balance

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...
Topics: Behavioral Finance, Spending, Work Life Balance