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.

Dentist Financial Benchmarks: A Reality Check on Your Numbers

If you've ever wondered whether you're "on track" financially, Dentist Advisors has analyzed financial data from hundreds of dentists nationwide...

Should You Invest in 2026?

By Jake Elm, CFP®, Financial Advisor

Happy New Year! I hope all of your goals and resolutions are off to a strong start. via GIPHY Before...

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...

What I’m Into – Best of 2025

By Jake Elm, CFP® , Financial Advisor

It’s the moment you’ve all been waiting for. In what has become a fun tradition for me, I’m ready to...

Is Inflation Ruining Our Lives?

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...

A Decade of The Dentist Money Show: 10 Principles That Still Matter

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the...

The 3 Types of Investment Accounts

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...

Is Gen Z Doomed?

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...

Red Flags Every Dentist Should Know Before Investing – Episode #714

On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs...

10 Financial Principles Dentists Can Still Count On—10 Years Later

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

Ten years ago, we recorded the first episode of The Dentist Money™ Show with a simple goal: help dentists make...

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...