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 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...
Topics: Work Life Balance

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...
Topics: Economy, Finance 101

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...
Topics: Finance 101

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...
Topics: Retirement Plans

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...
Topics: Behavioral Finance, Early Career

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...
Topics: Behavioral Finance, Work Life Balance

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...
Topics: Behavioral Finance

Why Most Dentists Hire Wrong and How to Fix It – Episode #711

On this episode of The Dentist Money Show, Bryton Nield and Bob Spiel from Hiring Pros join Matt to unpack...
Topics: Practice Management

50-Year Mortgages?!?

By Jake Elm, CFP® , Financial Advisor

I can never tell what piece of financial news is going to go “viral” and become a cultural talking point,...
Topics: Debt & Financing, Real Estate

Why Smart People Struggle with Money Conversations – Episode #709

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional...
Topics: Behavioral Finance, Finance 101

What Are Dividends?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Some of the best content can come from real-life questions and examples. Here’s...
Topics: Finance 101, Investing

How Do You Know If You Should Hire An Associate? – Episode #706

On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a...
Topics: Practice Management