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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What Was The Best Performing Asset of 2023?

By Jake Elm, CFP® , Financial Advisor

Let’s talk about investment performance. One of my favorite investing charts is Ben Carlson’s asset allocation quilt which shows the...
Topics: Investing

A Better Way to Think About Goals

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Goals are overrated. There, I said it. And I’m not picking on goals. I don’t believe in willpower as a...
Topics: Behavioral Finance, Finance 101

Life and Money Lessons from Charlie Munger – Episode #469

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead...
Topics: Finance 101

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...
Topics: Behavioral Finance

DA Today – Summit Invite

Join the Dentist Advisors team in June for the Dentist Money Summit in Park City, UT. You’ll learn from dentistry’s...

10 Questions to Ask Before Hiring a Financial Advisor – Episode #467

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...
Topics: Advisors

What To Expect in 2024?

Almost exactly a year ago today, I wrote a post looking back on what had been a tough year for...
Topics: Market

Year-End Advice for Practice Owners – Episode #464

On the final Dentist Money Show for 2023, Ryan and Matt are joined by keynote speakers from the recent “The...
Topics: Practice Management, Work Life Balance

Knowing Your Stats = Growing Your Revenue

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...
Topics: Practice Management

5 Tax Write-offs Every Dentist Should Know – Episode #462

As a small business owner, the cost of operating your practice is huge. And reducing your tax bill is often...
Topics: Taxes

One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...
Topics: Practice Transitions

Listener Q&R #5 – 529 Tuition Plans; Precious Metals & Crypto – Episode #457

I want to sell my practice to an associate. What issues should I be considering if I want to finance...
Topics: Investing, Saving