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.

Living Without Regret

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...

Why Smart People Struggle with Money Conversations – Episode #709

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional...

Scary Money Myths Every Dentist Should Avoid: Part 2 – Episode #703

On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths...

How to Build the Right Retirement Plan for Your Practice – Episode #701

On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement...

Scary Money Myths Every Dentist Should Avoid: Part 1 – Episode #699

On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that...

Should You Make Extra Payments Toward Your Mortgage?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...

Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt – Episode #691

What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt...

Is Your Car Payment Wrecking Your Budget? – Episode #686

On this episode of The Dentist Money Show, Matt and Jake unpack the real cost of car ownership. From rising...

4 Money Mistakes Every New Dentist Should Avoid – Episode #681

On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid...

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

As I’ve written about on several occasions, people will overlook positive developments in the U.S. economy because right now all...

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA  joins Matt to...

The Benefits of Saving

By Jake Elm, CFP® , Financial Advisor

A lot of financial media (including this newsletter from time to time) preaches the importance of saving. Try to find...