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.

Strategies to Use for Kids Savings – Episode 292

There are many demands that are placed on your money. Should saving for your children’s future be one of them?...

How Will the Economics of 2020 Affect Your Taxes? – Episode 258

What you need to know about PPP, HHS, and EIDL federal support when it comes to your taxes.  On this...

Monthly Financial Elements® Webinar – Equity Rate (Er)

Join Ryan Isaac for a discussion about Equity Rate (Er), one of the key Elements® of an optimized holistic financial...

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...

Monthly Financial Elements® – Taxes (Tr)

Join Ryan Isaac, for a discussion about Taxes (Tr), one of the key Elements® of an optimized financial plan.

Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196

You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...

Morgan Hamon’s Tax-Reducing Battle Plan – Episode 49

Morgan Hamon lives dangerously. He started his career as a fighter pilot and then became a tax accountant. The fight...

Don & Dave Mantyla on Reducing Tax Liability – Episode 36

CPAs (and father-son tandem), Don & Dave Mantyla, talk all things taxes and explain the most common mistakes that put...

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...

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...

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....