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.

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...

Maximizing Returns: The Role of Time in Investing – Episode #515

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But...

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...

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...

Women and Wealth: Overcoming the Investment Gap – Episode #486

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge...

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...

What Happened? Behind 2023’s Failed Market Forecasts – Episode #474

Knowledgeable stock market analysts had a lot to say about 2023 a year ago, but now that it has come...