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.

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...

Your Estate Planning Wake-Up Call – Episode 191

Are you one of the 7 out of 10 Americans who don’t have a will or estate plan? On this...

Where Vanguard Really Stands on Using an Advisor – Episode 174

Pay someone to manage your investments, or do it yourself? Vanguard founder, John Bogle, is known for giving individual investors...

3 Misconceptions About Estate Planning – Episode 63

When is it time to get an estate plan? Or, if you already have one, how often should it be...

Realizing and Protecting Your Personal Worth

Your income is important, but what you earn is not what you’re worth. Find out how to put more focus...

What to Look for in a Dental Banker . . . Besides the Rate

Not all bankers — or bank loans — are created equal. The right lending partner can open doors to growth...

Is Owning a Home Overrated?

By Jake Elm, CFP® , Financial Advisor

A while back, I wrote that while owning a home has traditionally been viewed as the cornerstone of Americans’ ability...

Can Your Retirement Plan Survive The Unexpected?

On this episode of The Dentist Money Show, Matt and Will break down the Monte Carlo simulation, a mathematical method...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...

How Much Should a Dentist Be Saving?

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...

What the NBA Draft Lottery Can Teach You About Investing

On this episode of The Dentist Money Show, Matt and Taylor explore the often-overlooked role luck plays in financial success....

How Much House Can a Dentist Afford?

On this episode of The Dentist Money Show, Matt and Jake break down the realities of today’s housing market and...