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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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

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

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

Just as March Madness rolls around each year, so does this article. I share it every year because I think...
Topics: Investing

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...
Topics: Finance 101, Getting Organized

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...
Topics: Finance 101, Getting Organized

The Next Big AI Company?

By Jake Elm, CFP® , Financial Advisor

How difficult is it to pick the best-performing stocks? Well, it seems like pretty much everyone is on the hunt...
Topics: Market

How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...
Topics: Income, Practice Management

Is Life More Expensive Today?

By Jake Elm, CFP® , Financial Advisor

One of the cool things about the internet is that you can occasionally find a nifty tool that makes complex...
Topics: Finance 101

What Game Are You Playing?

By Jake Elm, CFP® , Financial Advisor

Kevin O’Leary is a Canadian businessman who has had a ton of success in his career. He founded a software...
Topics: Behavioral Finance

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...
Topics: Retirement Plans

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

I was in Disneyland this past week with my family, so I didn’t have time to write something new. However,...
Topics: Real Estate