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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Are You Taking Advantage Of This Market?

By Jake Elm, CFP® , Financial Advisor

Last week, I mentioned that the U.S. stock market has been on a run over the past three years. Here...
Topics: Market

Investing Basics Every Dentist Should Know

On this episode of The Dentist Money Show, Matt and Rabih kick off a new investing series by breaking down...
Topics: Finance 101, Investing

Why Do We Feel So Bad Financially?

By Jake Elm, CFP® , Financial Advisor

A new survey from Gallup shows that Americans feel worse off financially today than at any point in the last...
Topics: Behavioral Finance, Getting Organized

Is $500,000 Enough?

By Jake Elm, CFP® , Financial Advisor

There was a graph from a Goldman Sachs survey making the rounds on my side of LinkedIn this past week....
Topics: Income

The Truth About Selling Your Dental Practice

On this episode of The Dentist Money Show, Matt and Christine break down the biggest misconceptions dentists have about exiting...
Topics: Practice Management, Practice Transitions

Just Save

By Jake Elm, CFP® , Financial Advisor

It seems like money has just been flying out of my wallet lately. $3,500 – A late-night emergency room visit...
Topics: Saving

How to Build a Dental Practice That Runs Without You

On this episode of The Dentist Money Show, Matt has a conversation with Dr. Michelle Jorgensen as she shares her...
Topics: Practice Management

How Dentists Can Build Smart Financial Systems

By Lauren Kearl, CFP® , Financial Advisor

Key Takeaways: How do I organize my finances as a practice owner? Start by separating personal and business accounts, automating...
Topics: Getting Organized

A Dentist’s Guide to Smarter Tax Planning

Tax planning for dentists is different. Done well, it’s not just about filing. It helps you make better decisions all...
Topics: CE, Taxes

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

It’s tax week! I get more complaints about taxes than any other finance topic—more than market corrections, inflation, budgeting, debt,...
Topics: Taxes

5 Ways Dentists Can Improve Their Tax Strategy

On this episode of The Dentist Money Show, Matt and Tom Whalen, CPA break down the five biggest tax mistakes...
Topics: Taxes

The Difference Between Running a Practice and Leading One

This panel will explore how dentists can build stronger teams, create a positive practice culture, navigate growth, and find better...
Topics: CE, Practice Management