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.

Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575

On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to...

Money and Emotions: How feelings can shape our finances – Episode #573

Ninety-five percent of our decisions and behaviors are shaped unconsciously by our subconscious mind. Money is more than just numbers—it’s...

Is Stock Picking Worth It?

By Jake Elm, CFP® , Financial Advisor

I’ve written on more than a few occasions about the active versus passive investing debate, which will likely never end...

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...

Your Portfolio Doesn’t Care That It’s An Election Year – Episode #565

Investors often wonder how presidential political outcomes will affect their portfolios.  On this episode of the Dentist Money Show, Matt...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....

How Much House Can You Afford?

By Jake Elm, CFP® , Financial Advisor

As I wrote about a couple of months ago, if there’s a group of people who have a reason to...

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: With our first-ever Dentist Money Summit coming up this month, using money as...

What Do People Think Is The Best Investment?

By Jake Elm, CFP® , Financial Advisor

Each year, Gallup surveys hundreds of Americans on what they think is the best long-term investment between stocks, bonds, cash,...

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Your brain accounts for 2% of your body weight but is responsible for...