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.

Riding Out the Storm

By Jordan Haines, CFP® , Director of Financial Education

What Market Volatility Teaches Us About Long-Term Investing The headlines have been relentless lately. With the announcement of sweeping new...

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...

Why Dentists Struggle to Retire on Time

By Jordan Haines, CFP® , Director of Financial Education

TL;DR – Listen to the article post: On average, dentists retire later than the general population. According to the American...

Overcome Burnout and Find Balance in Dentistry – Episode #629

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their...

How to Prepare for a Successful Practice Transition (Part 2)

When is the right time to step away from dentistry? How do you properly transition out of your practice? Join...

How Much Money Is Considered a “Living Wage?”

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Almost every Monday, I log in to my LinkedIn account and peruse for...

The Dentist’s Guide to a Successful Practice Transition

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

Understanding Invisible DSOs – Episode #627

On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Over the last four days, there have been a whopping 48 college basketball games played, all part of a 68-team,...

2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624

On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest...

What’s Going On With The Stock Market? Part Two

By Jake Elm, CFP® , Financial Advisor

Almost all of my conversations this past week have at some point shifted toward the stock market. Even as I...

Annual Financial Benchmark Results for Dentists

How Does Your Financial Health Compare to Other Dentists? The results are in! We’ve analyzed financial data and insights from...