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.

Book free Consultation

What I’m Into

By Jake Elm, CFP® , Financial Advisor

  Honestly, there’s no economic/personal finance topic that’s catching my interest this week. So you know what that means, another...
Topics: Work Life Balance

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...
Topics: Behavioral Finance, Benchmarks, Tracking Progress, Year-End Planning

Are 401(k)s a Scam?

By Jake Elm, CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Topics: Investing, Retirement Plans

Grow Your Dental Practice with the Right Associate Team

Hiring quality associates is hard—keeping them can be even harder. No matter the size of your practice, associate turnover can...
Topics: Practice Management

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...
Topics: Behavioral Finance, Work Life Balance

Are You Saving Enough?

By Jake Elm, CFP® , Financial Advisor

In response to last week’s post, I had quite a bit more people reach out with their thoughts and opinions...
Topics: Saving

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)- Episode #612

On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry...
Topics: Behavioral Finance, Benchmarks, Tracking Progress, Year-End Planning

Managing Tradeoffs

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The other day, I saw a video of Dave Ramsey urging people to...
Topics: Behavioral Finance, Finance 101, Investing

Dentist Financial Benchmarks: See How You Compare (Part 2)

Matt and Ryan are back with more financial benchmark data for dentists! In Part 1, they explored the qualitative benchmarks...
Topics: Benchmarks, Getting Organized, Tracking Progress

An Interview with Chad Hymas: Embracing Life’s Challenges – Episode #609

On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident...
Topics: Behavioral Finance, Work Life Balance

Untangling the Most Common Inflation Myths

By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor

TL;DR – Listen to the article post: Inflation–a term that dominates headlines and dinner table discussions. But few truly understand...
Topics: Economy

The 3 Ways to Build Wealth

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Around 62% of U.S. adults have at least some money invested in the...
Topics: Cash Management, Finance 101, Income