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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.
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 3) – Episode #624
Why Every Dentist Needs An Estate Plan – Episode #622
2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)- Episode #617
By Jake Elm, CFP® , Financial Advisor
What Dentists Wish They Learned in Dental School – Episode #593
Understanding the DSO Landscape: A Conversation with McLerran & Associates – Episode #585
Navigating Dental Marketing: Insights from Pain-Free Dental Marketing – Episode #575
Money and Emotions: How feelings can shape our finances – Episode #573
By Jake Elm, CFP® , Financial Advisor
What You Should Expect From Your Financial Advisor – Episode #568
