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.

Why Retirement Spending Is More Than a Budget for Dentists – Episode #604

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting...

What Your Financial Advisor Expects From You – Episode #599

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What...

What Every Dentist Should Know About Private Equity Opportunities – Part Two – Episode #590

On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the...

What Every Dentist Should Know About Private Equity Opportunities – Part One – Episode #588

On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity...

Listener Q&R #8 – Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k) – Episode #583

How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth...

Listener Q&R #7 – 401k Options, Managing Debt, Mortgage Payments – Episode #578

What is the best way to plan for the next five years with the recession we are facing? What is...

Real Estate Vs. The Stock Market

By Jake Elm, CFP® , Financial Advisor

Of all the places to put your money to grow over time, investing in real estate really seems to grab...

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...

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...

The First Financial Question We Ask Every Dentist – Part 2 – Episode #553

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show,...

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...