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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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

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

Do You Need to Buy Gold?

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...
Topics: Investing, Market

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...
Topics: Retirement Plans

Progress > Perfection

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....
Topics: Behavioral Finance

Random Acts of Finance

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...
Topics: Behavioral Finance, Finance 101